Jeffrey Sorsby Email & Phone Number

San Diego, Ca, Us

Palo Alto, California, United States

During my time at Next Insurance, I had the opportunity to work with cross-functional teams to successfully implement and launch new products. I was responsible for gathering business requirements and translating them into technical requirements to ensure our products met the necessary standards. In addition, I developed internal tools to facilitate compliance tracking and improve our implementation processes.Achievements:• Implemented new insurance product launches: I worked closely with the product development team to ensure a smooth and efficient launch of new products, from start to finish. This involved coordinating with different departments, gathering requirements, and ensuring compliance with all necessary regulations. As a result, our new products were launched on time and with minimal issues.• Developed internal tools for compliance tracking: I identified the need for an internal tool to track compliance requirements for our products. I developed a system that allowed us to easily monitor and manage compliance across different products, streamlining our processes and reducing the risk of compliance issues.

San Francisco Bay Area

As a Full Cycle ERP Business System Analyst for the North American and Latin American market, I focus on providing top-notch end-user implementation experience. I have played a significant role in setting up apps for existing clients, implementing software, and instructing end-users. Additionally, I build and nurture strategic business relationships with key clients by executing Odoo SaaS solutions, while collaborating with Odoo's developers to implement clients' business requirements.My notable achievements in this role include:• Spearheading over 20 projects with clients, generating over 32K MRR in LATAM and North America.• Training a team of 100+ people on the technical aspects of software to improve employees' efficacy.• Delivering outstanding customer service resulting in achieving a 96% satisfaction rating from clients.

Santa Fe, Mexico City, Mexico

As a CTO, I led the digital transformation strategy for business process automation by leveraging innovative technologies, including creating a hybrid cloud environment with Azure and on-premises Windows Servers. I implemented the open-source Learning Management System (Moodle) for efficient onboarding and corporate talent development for over 500 users and executed an open-source ticket system for SLA monitoring and support control with dealerships. Additionally, I collaborated with senior management to implement strategic projects and served as a board observer.My contributions during this role include:• Developing and implementing business intelligence software with company data for over 100 users.• Deploying manufacturing software for vehicle assembly used in over 20K vehicle assemblies.• Accelerating overall operational efficiency by implementing an inventory management system in 35+ dealerships.• Ensuring operational and service excellence by migrating over 120 users to Office 365 Enterprise during COVID to facilitate a work-from-home policy.• Developing a Flask (Python) application for delivering data-driven reports/documents to over 300 sales executives.• Deploying manufacturing software for vehicle assembly and developing a web application for 500+ car salespeople.I demonstrated exceptional leadership by overseeing a team of 5 analysts and Full Stack developers to improve employees' efficacy.

Santa Fe, Mexico City, Mexico

As part of my role, I automated sales reporting through business intelligence dashboards using my extensive field expertise. I also utilized R scripts for competitor pricing monitoring and analysis. Additionally, I increased data confidentiality and sharing control by deploying an open-source file-sharing system with dealerships.My notable contribution in this role was web scraping competitors' websites for price updates and market research.

Mexico City

• Managed consulting projects for concept consumer products and their probability for success.• Coordinated the survey creation process to comply with statistical requirements.• Participated in market research studies on struggling products and its areas of opportunity.

Bachelor'S Degree, Engineering Management

Cédula Profesional SEP: 11650483

Master'S Degree, It Management

Cédula Profesional SEP: 12702971

Bachelor'S Degree, International Business

Semester Abroad