James Ortelli Email & Phone Number

Lone Tree, Colorado, United States

•• Led the transformation of Salesforce usage from elementary to a gold-standard system by coaching teams on best practices and enhancing sales efficiency, resulting in a 400% improvement over 2 years through strategic data insightsand deal prioritization.• Directed cross-functional teams of 30+ including Architects, Analysts, Developers, Testers, Scrum Masters, and UX Designers, ensuring the successful alignment of technology with sales and service goals.• Oversaw the Salesforce platform for 5 Sales Channels and 3 Service Channels, partnering with Marketing to meet annual revenue goals, enabling sales to consistently achieve $60B in new assets under management (AUM) year over year.• Partnered with Sales Enablement and Strategy teams to align business and technology strategies, providing innovative solutions and valuable insights that significantly impacted the organization’s long-term objectives.• Developed an AI-driven vision for the sales cycle, leveraging end-client demographics and market-specific Schwab Asset Management products to optimize sales effectiveness.• Played a key role in expanding the wealth advisory business from $150B to $200B in AUM within 3 years, contributing to a 25% exceedance of 2023 sales target for Schwab Wealth Advisory through enhanced sales effectiveness.

• Led 2 practices, Oracle and Salesforce, managing a team of 20 direct reports across India and the US, with P&L accountability for project-based budgets ranging from $15M to $20M over 12 months.• Collaborated with C-Level management and cross-functional teams to develop and implement go-to-market (GTM) strategies, driving digital transformation and process reengineering initiatives.• Completed 10 successful implementations across industries including Finance, High Tech, Telecommunications, Life Sciences, Healthcare, and Hospitality (e.g., Marriott Vacations), turning around processes to increase efficiency and improve client outcomes.• Oversaw all aspects of the software development lifecycle, from defining scope and solution architecture to integration, data management, and deployment, delivering viable and successful software solutions aligned with business objectives.• Acted as a thought leader in sales and call center business processes, recommending best practices and transforming SaaS solutions to optimize business performance across multiple sectors.• Built strong relationships with clients, serving various businesses and ensuring alignment of technology solutions with their strategic goals, contributing to long-term success and repeat engagements.

•Founded and built SaaS integration consulting firm from the ground up, managing P&L responsibilities and growing the team to 25 employees while overcoming risks and building strong relationships with customers and employees alike.• Led a team of 30+ consultants in delivering successful Salesforce and Oracle CRM solutions for multiple Fortune 1000 companies, consistently aligning projects with strategic business objectives.• Developed and implemented one of the first applications on Salesforce’s AppExchange, designed to enhance sales effectiveness, driving measurable improvements for clients.• Oversaw end-to-end project execution, coordinating multiple projects and ensuring timely, successful delivery to meet the diverse needs of high-profile clients.

Masters, Information Systems

Bachelor Of Arts (B.A.), Political Science

Business Administration And Management, General