James Morse Email & Phone Number

Dallas, Tx, Us

Dallas , Texas, Us

• Successfully stood up enterprise Tableau-based BI / analytics initiative from scratch, including developing underlying data warehouse. Principal developer of dashboards and published data sources. Promote Desktop adoption and coach new Tableau users as well as administering on-premise Server.• Won Rocket Strategy Award at 2020 year-end company meeting.• Developed data pipelines to marry two 3rd-party school and athletics program data sets with internal sales data and then built quantile regression gradient boosting model to estimate wallet size and market share for every US high school sport team. Model used throughout sales and marketing orgs for campaign targeting, territory management, and performance tracking.• Led successful CRM system design and implementation now used by 300+ customer service/sales support staff, 125+ inside sales reps, and digital marketing team.

Dallas, Texas, Us

• Automated Payroll team's pay cycle diagnostics with systematic recording of data integrity issues to provide fact-based feedback loop for prioritization of system enhancements.• Built QlikView dashboards to track Finance division KPIs.

Plano, Texas, Us

• Reported to Managing Director and EVP, Sales & Business Development. Supported monthly reporting to Board of Directors, annual budgeting activities, and ongoing business intelligence for sales and executive teams.• Transformed company-wide approach to business intelligence and analytics by spearheading grassroots adoption of Tableau as enterprise platform. Served as resident Tableau platform expert and admin.• Managed data warehouse consolidation of disparate enterprise systems’ data. Developed complex SQL views to power Tableau Server data sources used in over 100 visualizations.• Directed $3 million sales process automation system initiative to formally productize of our services, ensure contracting compliance, and lay the foundation for pricing intelligence. Designed product master, pricing algorithms, and quoting process flow on top of Salesforce.com and BigMachines CPQ platforms. Drove development team to successful field deployment. Trained sales force on new process and system during roll-out.• Managed sales system’s product list and pricing, analyzing quote data to inform adjustments.• Formalized rebate philosophy, principles, and agreement templates to drive share-shift opportunities with large clients and prospects.• Developed short-term revenue forecasting model to provide executive team enhanced visibility into sales pipeline.

Plano, Texas, Us

• Led CRM analytics team, developing and tracking KPIs for online research panel assets with over 6 million opted-in members worldwide.• Leveraged expert-level SQL skills to mine databases for member lifecycle/behavioral insights and data required for ad-hoc analyses.• Applied member lifecycle insights to test and deploy “lights-out” retention programs, generating 50%+ ROI.• Executed targeted gift card reward offers to scarce, high-value members. Tested and confirmed hypothesis that 33% reduction in virtual currency value would increase margins without materially impacting member activity.• Forecasted active membership size and activity volume for senior executive team’s annual planning, using Recency-Frequency-Tenure segmentation and Markov Chain modeling techniques.• Designed and implemented new company-wide revenue yield management metric.• Resolved gift card reward stock-out issues after proactively taking ownership of ordering process. Implemented weekly order “up-to” model, increasing 10-day fulfillment rates from 84% to 99.9%.• Collaborated with CFO to develop more accurate, behavior-based segmentation for valuing future redemption liabilities of outstanding reward balances.• Coordinated month-long daily iPad sweepstakes promotion, yielding immediate 5% capacity lift, from initial vision through execution.• Co-inventor of patented, proprietary panel member quality management system.• Awards / Recognition: Q1 2010 “Above & Beyond” Award; 2008 Newcomer of the Year nominee.

Charlottesville, Va, Us

• Planned, managed, and executed promotions for UVA sports including tennis and volleyball. UVA Tennis ranked #1 in fan attendance during season. Executed football game-day promotions.

Charlotte, Nc, Us

• Streamlined process for forecasting software project costing. Employed new process during budgeting of upcoming projects worth approximately $8MM. Received full-time offer.

Dallas, Us

KEY CLIENT ENGAGEMENTS----------------------------------------------Jiffy Lube• Redesigned, constructed, and deployed the firm’s mission-critical point-of-sales system used by more than 2,200 outlets throughout North America as a key member of a 25-person team.• Led design and development of integral components such as work order processing, invoice generation, employee time clock, promotions handling, and static sticker printing.• Acquired system-wide expertise while resolving over 10% of logged system defects.Service Corporation International• Transformed marketing executive’s tedious spreadsheet-based pricing model into an integrated, web-based bundled pricing system for funeral services.• Built intranet reporting applications for contract and survey information, reducing distribution time to field users from days to seconds and improving data freshness from weeks to hours. Alcon Labs• Modernized surgical packs and equipment sales system as part of seven-person development team. • Spearheaded construction of maintenance application component and completed final stabilization.

Master Of Business Administration - Mba, Business Administration And Management, General

Bba, Management Information Systems