Jeff Tate Email & Phone Number

Jacksonville, Florida, United States

Jacksonville, Florida, United States

Raleigh-Durham-Chapel Hill Area | Jacksonville, Fl

My main focus here is managing acquisition integration activities of software services operations and resources. This involves organizing many moving parts to maximize synergy while completing complex projects on-time and within budget. I also devise process improvements and collaborate on special projects requiring diverse analytical and operational talents. Highlights Include:◘ Managing inter-dependencies across functions, including HR, Operations, Accounting, Finance, Support, Software, Contracting, Legal, and IT by bridging communication gaps, building leadership consensus, influencing strategic plans, and directing multi-disciplinary resources.◘ Leading 19 acquisition integrations involving over 1K contracts and 1K resources; involves aligning technical systems, data sources, training programs, policies, and procedures to get revenue operations going full speed. ◘ Partnering with Geo Operations Leads and Business Unit Executives to identify cost reduction opportunities, including $2.5M in Latin America and $1.2M in Europe.◘ Defining best practices and establishing processes for diverse business areas on a global scale.◘ Orchestrating $15M+ backlog move to IBM from acquired companies.

Raleigh-Durham-Chapel Hill Area

I created training documents and presented learning sessions to groups of up to 500, and also conducted one-on-one discussions, on topics including labor and expense tracking, invoicing and revenue recognition, contract requests, reporting, and IBM Software Services processes. Highlights Include:◘ Instilling best practices and gaining trust as a coach and mentor; helping newly acquired team members feel at home and get up to speed quickly on IBM processes and procedures while fostering a positive, collaborative culture.◘ Managing financial reconciliations for acquired teams, ensuring accurate and timely booking of revenues and costs.

Raleigh-Durham-Chapel Hill Area

Utilizing a broad range of analytics, I ensured achievement of revenue targets by increasing speed-to-insights alongside the visibility of key metrics/KPI for diverse functions (e.g., expenses, invoicing, revenue recognition, operational processes). Highlights Include: ◘ Hosting weekly calls to communicate issues, mitigate risks, and drive continuous improvement. ◘ Applying lessons learned during contract closures to improve future contract management. ◘ Working with Project Managers and FP&A resources to accurately track data and ensure quality reporting. ◘ Training teams on policies and procedures as a highly regarded and knowledgeable team member.

Raleigh-Durham-Chapel Hill Area

By quickly establishing myself as a trusted leader and value-added team member, I was placed in-charge of managing the critical Operations tool of Content Manager (CM). From Automation Insight implementation to resolving complex issues, I ensured CM was optimally supporting the entire Operations organization. Highlights Include:◘ Resolving ~600+ problem tickets monthly, associated with all aspects of the NSSO Service center (e.g., billing/AR systems, content management, IT implementations).◘ Increasing efficiency of contract submissions to NSSO by creating Automation Enhancements for all CM tools. ◘ Transitioning NSSO from Desktop to IBM Thinkpads in a 6-month time frame.

Raleigh-Durham-Chapel Hill Area

My career at IBM began with auditing and managing the Statement of Work setup within Fulfillment Systems to track revenue, expenses, and business workflow. Highlights Include:◘ Supervising teams on the execution of milestone billing and expense/labor tracking. ◘ Developing proficiency in IBM AR tools to help resolve past-due billings and accelerate collections.◘ Translating contract packages from Spanish to English to ensure proper setup in the IBM Billing System.

M.B.A., Business

B.S., Advertising/Public Relations, Political Science, Spanish