Jason Balliet Email & Phone Number

Pleasanton, California, Us

Driving customer engagement and journey orchestration product strategy for the Thunderhead product line at Medallia.

A member of the global leadership team, reporting to the CTO, to:• Develop & manage a modern integration framework to elevate product value and ensure implementation success• Provide strategic and operational direction for a global staff of technical architects, ensuring clients and partners design and deliver a premium value solution• Foster strong collaboration with the SVP of Customer Success in service frameworks, staffing, and global best practices• Liaise with the Product Management team on product direction and roadmap• Communicate product vision and roadmap to key partners and customers• Collaborate with cross functional teams to develop and maintaining global strategic technical partnerships that compliment the Thunderhead offering• Collaborate with members of the Marketing and Product teams to position Thunderhead ONE in multiple analyst reviews• Provide ongoing architectural guidance and best practices to the Thunderhead enterprise brands and partnersAccomplishments:• Transformed the architecture services business model from a lost leader to a profitability in less than one year.• Developed and deployed the new, modern integration framework (ONE Integration Hub) within 4 months• Instituted the first company-wide Office Hours session to share best practices, customer stories, and product vision with the global internal teams• Contributed to the vision of an analytics & machine learning platform proof of concept that was recently released as ThunderBay, a premier Journey Analytics platform for Thunderhead ONE.• Contributed to Thunderhead ONE’s leadership position in both the Forrester RTIM and Journey Orchestration Wave reports.

Thunderhead is a privately owned software company, who since launching in 2004, has become a recognized global leader in the customer engagement and business communications market. With its cloud-based, intuitive ONE Engagement Hub, Thunderhead joins up web, mobile, in-store and contact centre customer experiences giving brands a multi-dimensional understanding of customer journeys and enabling actionable conversations in real time.In the role I:• Provided strategic and operational leadership for a global staff of Solution and Application Architects, ensuring clients and partners design and deliver premium, value-add solution with the Thunderhead ONE platform• Liaised with Product Management team on product direction and roadmap• Developed and Managed internal demonstration (Engagement Lab) and training (Training Lab) environments • Provided bespoke demonstrations for prospective clients and partners to envision the value of Thunderhead ONE to the brand.Accomplishments:• Developed the initial team enablement program for the Thunderhead ONE solution team.• Recipient of the annual BOOM award two years straight for excellence in performance and contribution• Successfully developed and deployed the initial customer behavior simulation process to aid in visualizing customer journeys

Responsible for overall practice growth portfolio and target accounts including ensuring project success and maintaining revenue targets. Detailed responsibilities include:• Managed more than $2 million book of new project business; create and deliver business scope proposals to existing and potential clients; negotiate contract terms.• Serve as project manager on key client projects; outlined solution roadmaps; inform clients on project status; and ensure client attains milestones to avoid any delay and/or derailment of overall project timeline• Design large-scale, multi-channel, highly integrated CRM solutions to create a complete view of customer data and generate relevant, real-time messaging. • Develop processes and solutions to enhance client project experience, efficiency of operations and project communications, e.g. internal customer portals, and automated deployment processes or anytime/anywhere development access.Key accomplishments within this role:• Generated $1M of new revenue within the first six (6) months of employment• Developed new service and product offerings that enhanced the Infor CRM solution within key target marketso Pre-packaged, fixed-fee services for industry verticalso Product integration components for industry standard systems and messaging structureso Mobile interfaces for legacy product using modern, device agnostic frameworks• Utilized technology to create agile, flexible just-in-time implementation teams that could respond quickly to changing project needs• Developed deep industry knowledge to become preferred integration partner for Hospitality, Gaming, and Entertainment sectors

Englewood, Colorado, Us

VisualCube, Inc. is the leading provider of Infor Sales, Service, and Marketing CRM solutions. As a Managing Partner, oversaw day-to-day business operations, including: sourcing and hiring core team around the world, relationship management, policies and procedures, process development and P&L preparation and management.Accomplishments:• Grew start up business to $5 million annual revenue consultancy business.• Developed successful fixed price contracts maximizing flexibility of virtual teams to drive sales and deliver superior service and solutions.• Conceptualized and implemented new user interface platform for vendor CRM system that kept client competitive in the marketplace.• Utilized technology to drive processes and create agile, flexible just-in-time global teams that could respond quickly to changing project needs for 30 customers around the world; surpassed competitors’ net revenue by 100%.• Established subsidiary business, Connexus Solutions, the first offshore model for customizing and configuring legacy CRM solution by leveraging technology to drive the development process.o Organized and facilitated remote knowledge transfer events to global team members.o Held quarterly management review sessions with Mumbai operations team.o Communicated weekly priorities based upon client project milestones.o Designed project sharing and virtual development processes to enhance remote activities.

San Francisco, Us

Responsible for leading a group of Pre-Sales consultants in day-to-day activities for positioning the value of the Epiphany Digital Marketing and Operational CRM products. Key activities include:• Assisted global sales team to capture key, global accounts and increase revenues to $100 million annually.• Received highest performance reviews of peers.• Demonstrated functional aspects of CRM program relevant to potential clients’ needs.• Assisted account managers and tech teams with selling and installing company’s CRM suite of products to key accounts; provided guidance on problem resolution and troubleshooting.• Developed innovative strategies and principals for sharing demonstrations that benefited worldwide sales team.• Analyzed potential clients’ needs and developed strategies outlining how product functionality resolved client issues; coached sales specialists on strategies before client meetings.

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