James Pierson (Kreidel) Email & Phone Number

Plano, Texas, United States

Dallas/Fort Worth Area

Deal Desk ManagerEnsure success of pipeline through leadership, collaboration and accountability and “a customer first” determination. Responsible for CLM of all deals through CRM tool and aligned resources to ensure success in meeting financial goals. Managed internal client relationships and lead customer facing negotiations regarding final scoping of products, pricing and T&C's. Managed internal/external resources with a team size less than 20 people, mentor to encourage skill development and provides performance review input and indication of area of development for team members. Deal Management:• Assisted pre-sales with RFP request and project scoping.• Lead contract review process with sales and cross-functional support teams• Managed workflow review cycle to ensure timely approvals • Managed business development by identifying and developing new opportunities on current projects, supports qualification and opportunity assessments• Led CLM review of Subject Matter Experts (SMEs) for non-standard sales contracts in pending contract amendments for compliance of revenue recognition policies and delivery obligations• Led in structuring and analysis of complex deals requiring an in-depth evaluation of multiple factors to help maximize revenue yield and mitigate economic exposure• Partnered with Sales team to develop client/delivery relationships and acted as point of contact in deal negotiations with customerProcess Management:• Maintained ownership of operational policies, processes and methodologies• Ensured data accuracy and compliance with corporate policies• Responsible for all customer data and managed input into CRM tool• Contributed to sales achievements by timely communications and continual process improvement review• Evaluated current CLM processes and offer recommendations for areas of improvement

Emeryville, California

Responsible for leading the design, configuration, move-to-production and implementation of OpenAir/NetSuite as well as all operational and training activities of the Services team. Led requirement gathering sessions and Change Management process. Governance of request fulfillment. Responsibilities includes staffing, budgets, forecasting/capacity analysis, maintain data integrity for all records and reporting, demand and logistics management, reviewing operations metrics to help identify opportunities for improvement for all of Professional Services. Adhere to defined management and delivery processes for IT projects and other policies relevant to the project scope. Participate in the development of strategic technology roadmaps in alignment with business initiatives. Success highlights:• Designed and validated ERP end-to-end processes • Successfully delivered the implementation on time and within budget• Analyzed processes and requirements for project implementation • Created training guides for all Professional Services team • Post-go live Level-2 end-user support

Created business statement of work with senior sales solution personnel. Lead documenting requests, workflow and reporting. Review key performance indicators for contract profitability, margin management and VSOE compliance prior to deal desk review and best practices as well as ensuring all cost estimates were reviewed and approved. Governance of request fulfillment. Provided guidance on best practices and the processes managed in various systems. Ensure SOX compliance, enforce standard operating procedures/processes are followed to meet all validated system requirements. Liaison between Sales, Finance, Operations and Delivery teams to maintain customer satisfaction, SLA and prevent management by escalation. Prepared booking packages for revenue recognition process to expedite and ensure month, quarter and year end revenue targets did not slip. Participated in the development of strategic technology roadmaps in alignment with business initiatives, and provide budget input to management. Proven ability to partner with peer organizations and manage through influence.• Subject Matter Expert for key business processes and solutions• Mentor for new Sale’s hires in Quote-to-Cash process• Provided Contract and Risk Management oversight for customer documentation• Driver of Change Request Management processSuccess highlights:• Exceeded sales quota every year• Increase average proposal size by over 25% and improved overall margins by 4%• Reduced deal turnaround time by 4 days• Improved clean order metric from 47% to 93%

Established and implemented the QuickArrow solution for Professional Services. Roles included end user governance for worldwide security policies, first level response to escalations, strategic planning and performance visibility. Lead documenting requests, workflow and reporting. Statement of work creation for vendors/partners and served as a resource to ensure that the business solutions, strategies and cost aligned with the client's business goals and current business standards. Responsible for utilization reporting for forecasting of revenue and insuring utilization targets were met. Align customer projects with proper level and skill set with internal resources and/or approved vendors. Provide budget input to management and ensure standard operating procedures/processes are followed to meet all validated system requirements.

Computer Science

Business/Commerce, General