Jeff Tate Email and Phone Number
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Progressing through roles at IBM, I established myself as a go-to problem solver, change agent, strategic planner, and operational leader. My diverse acumen across Finance, Sales, Operations, Business Analytics, Project Management, and M&A functions has proven crucial to several multi-million-dollar wins. I deeply understand the importance of clear communication and bringing cross-functional teams together to maximize gains, ensure plans are executed flawlessly, and achieve big-picture goals. I bring a forward-thinking, results-oriented mindset while organizing teams and breaking down complexity, exemplified by leading 15+ acquisition integrations at IBM. Dedicated to continuous improvement, I have completed courses and applied learnings in Agile Management, Enterprise Design Thinking, and People Skills. I excel at managing the needs of diverse stakeholder groups, from customers to colleagues and senior leaders. My success as a thought leader, manager, and driver of operational excellence has been recognized by numerous company awards. I have also thrived while navigating ambiguity to bring about positive change. A few examples of my recent leadership and contributions include:► Defining the operational future state of IBM’s new Services business while managing the integration of 1,000+ services contracts and 1,000+ resources from acquired companies into IBM’s policies, processes, and technical systems. ► Being tapped as a collaborative partner in uncovering high-impact expense reduction opportunities on global leadership teams, achieving $3.7M cost savings for Europe and LATAM operations. ► Structuring revenue operations to accelerate growth and gains during M&A activity, with results including $40M+ 1st-month revenue enhancements. Let’s connect and discuss how my versatility, drive, and expertise can help achieve your goals! Core Strengths Include: Business Forecasting | Reporting Tools | Financial Analysis | Data Analytics | Performance Metrics | Salesforce Tools | Growth Drivers | Mergers & Acquisitions | Process Improvement | Sales Processes | Deal Analysis | Management Dashboards | Team Leadership | Cloud Business Models | Integration | Project Management
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Project Manager - Ww Acquisitions Contract Migration - Ibm ConsultingIbm May 2022 - PresentJacksonville, Florida, United States -
Project Manager For Worldwide Acquisitions / Divestitures - Enterprise Operations KaizenIbm Feb 2021 - May 2022Jacksonville, Florida, United States
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Project Manager For Worldwide Acquisitions – Cloud & Cognitive OrganizationIbm Nov 2012 - Feb 2021Raleigh-Durham-Chapel Hill Area | Jacksonville, FlMy 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.
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Business Analyst For Worldwide AcquisitionsIbm Nov 2010 - Nov 2012Raleigh-Durham-Chapel Hill AreaI 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.
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Software Services Business AnalystIbm Jan 2005 - Oct 2010Raleigh-Durham-Chapel Hill AreaUtilizing 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.
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It Operations Team Member – National Services Support OrganizationIbm Apr 2003 - Jan 2005Raleigh-Durham-Chapel Hill AreaBy 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.
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Customer Service Professional – National Services Support OrganizationIbm Sep 1999 - Apr 2003Raleigh-Durham-Chapel Hill AreaMy 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.
Jeff Tate Education Details
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Business -
Advertising/Public Relations, Political Science, Spanish
Frequently Asked Questions about Jeff Tate
What company does Jeff Tate work for?
Jeff Tate works for Ibm
What is Jeff Tate's role at the current company?
Jeff Tate's current role is Enabling Profitable Growth via Excellence in Sales Operations, Project Management, and Financial Analysis.
What is Jeff Tate's email address?
Jeff Tate's email address is je****@****ibm.com
What schools did Jeff Tate attend?
Jeff Tate attended Colorado State University, Southern Utah University.
Who are Jeff Tate's colleagues?
Jeff Tate's colleagues are Irene Izal Montorio, Laurie Li, Abel Simon Zachariah, Bongani Mndaweni, Solomon Omorodion , Fiim , Fsm, Mit-Cdoa, Norman H. Brown, Jr, Daniel Henriquez.
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