Jon Fernandez Email & Phone Number

United States

Principal Consultant helping small businesses define long term strategic goals. Provide three levels of service from Strategic Management Consulting down to hands on Salesforce Administration. Management Consulting - Collaborate with executive leadership to translate their long term objectives into actionable initiatives. - Set KPIs and build reporting to give leadership team visibility into ongoing projects. - Help build change management plan to usher in company wide culture… Show more Principal Consultant helping small businesses define long term strategic goals. Provide three levels of service from Strategic Management Consulting down to hands on Salesforce Administration. Management Consulting - Collaborate with executive leadership to translate their long term objectives into actionable initiatives. - Set KPIs and build reporting to give leadership team visibility into ongoing projects. - Help build change management plan to usher in company wide culture shifts. Project Management - Create project roadmaps to guide firms in successfully pushing strategic initiatives forward. - Manage teams to ensure timely execution of project milestones. - Identify potential roadblocks and allocate resources to keep project on time and on scope. Salesforce Administration - Hands on work to create reporting, automations, and customize the platform to fit firms unique needs. Show less

California, United States

Executive leader responsible for strategic partnerships, growth strategy, and refinement of operations processes, resulting in 10% revenue growth annually.- Collaborate with heads of Finance, Legal Operations, and Marketing to drive overall firm expansion and profitability.- Improve client communication strategy, reducing average life cycle of matters by 25%.- Principal in charge of all strategic partnerships and expanding business development, doubling our available partner firms… Show more Executive leader responsible for strategic partnerships, growth strategy, and refinement of operations processes, resulting in 10% revenue growth annually.- Collaborate with heads of Finance, Legal Operations, and Marketing to drive overall firm expansion and profitability.- Improve client communication strategy, reducing average life cycle of matters by 25%.- Principal in charge of all strategic partnerships and expanding business development, doubling our available partner firms nationwide.- Developed standards of inventory management to increase visibility, expected revenue and cash flow. - Provide executive leadership on all Salesforce automation projects and manage IT team.- Annual budgeting for 3 business entities. Show less

Collaborated with executive leaders in the legal vertical to introduce cutting edge client and operations management technology, Litify (a Salesforce Platform application). Mr. Fernandez also authored project plans, data migration libraries, user acceptance testing protocols, and implementation strategy for firm wide deployments.- Provided leadership for 3-4 SaaS implementation projects simultaneously. - Own project from kickoff to go-live and provide post go-live support. -… Show more Collaborated with executive leaders in the legal vertical to introduce cutting edge client and operations management technology, Litify (a Salesforce Platform application). Mr. Fernandez also authored project plans, data migration libraries, user acceptance testing protocols, and implementation strategy for firm wide deployments.- Provided leadership for 3-4 SaaS implementation projects simultaneously. - Own project from kickoff to go-live and provide post go-live support. - Provided strategic leadership to teams of solution architects, data engineers, file engineers, and Salesforce administrators. - Ownership of all client communications including discovery meetings, project updates, workshops, and weekly cadence calls.- Owned project timeline, set milestone deadlines, allocated project resources on a week to week basis. - Coordinated with partners to keep project cost to a minimum.- Created, monitored, and updated JIRA tickets to ensure project work was done on schedule and on budget.- Designed UAT program, monitored feedback and triaged bug reports. - Collaborated with training head to design and launch end user training at go-live. Show less

Greater Los Angeles Area

Project Management of Salesforce.com implementation, to improve tracking of prospective students through out the sales process, effectiveness of sales outreach, and monitoring of program operations. - Led executive meetings to establish project requirements and budget for project.- Identified key milestones for project from discovery to go live.- Monitored project progress and ran all progress meetings.- Managed all teams to stay in scope, on schedule, and on… Show more Project Management of Salesforce.com implementation, to improve tracking of prospective students through out the sales process, effectiveness of sales outreach, and monitoring of program operations. - Led executive meetings to establish project requirements and budget for project.- Identified key milestones for project from discovery to go live.- Monitored project progress and ran all progress meetings.- Managed all teams to stay in scope, on schedule, and on budget.Project Management of Salesforce Marketing Cloud implementation.- Led executive meetings to establish project requirements and budget.- Ran discovery meetings with vendors to identify best resource to drive implementation forward.- Conducted all check-in meetings to ensure that project stay on schedule.Led team of marketing, business development, and technology leaders in the evaluation and implementation of web-based video conferencing system which increased our global presence resulting in 20% increase in custom business. - Led requirements gathering meetings and established project requirements. - Evaluated vendors against scope and cost of project.- Wrote and executed UAT protocols. - Provided support during project go live.- Authored training material and provided support to faculty and staff.In conjunction with faculty, experience team, and program design leaders, developed and implemented cyber and data security strategy for 8MM dollar Executive Education shop. Show less

Greater Los Angeles Area

In this leadership role for the profit center of UCLA Anderson non-degree programs, Mr. Fernandez provided analysis and guidance for social, digital, and PPC marketing campaigns, increasing ROI by 12%.- Planned and executed social media content strategy.- Defined KPIs for marketing outreach.- Connected google analytics to all marketing channels.He was also responsible for evaluation of new technology, and project management of conversion to new operations and educational… Show more In this leadership role for the profit center of UCLA Anderson non-degree programs, Mr. Fernandez provided analysis and guidance for social, digital, and PPC marketing campaigns, increasing ROI by 12%.- Planned and executed social media content strategy.- Defined KPIs for marketing outreach.- Connected google analytics to all marketing channels.He was also responsible for evaluation of new technology, and project management of conversion to new operations and educational technology platforms.- Led discovery meetings with LMS vendors.- Managed scope and cost of implementation projects for multiple new systems. - Wrote and executed user acceptance testing protocols. - Provided go-live support. Show less

In this key client facing role, Mr. Fernandez was responsible for establishing and nurturing relationships with corporate partners, increasing custom program revenue by 12%. - Led discovery meetings to assess companies' learning & development and talent management challenges.- Coordinated with program development leads to kickstart custom program projects. Additionally, he worked with individual executives on identifying key management competencies vital to their career growth… Show more In this key client facing role, Mr. Fernandez was responsible for establishing and nurturing relationships with corporate partners, increasing custom program revenue by 12%. - Led discovery meetings to assess companies' learning & development and talent management challenges.- Coordinated with program development leads to kickstart custom program projects. Additionally, he worked with individual executives on identifying key management competencies vital to their career growth and matched them to appropriate executive education programs, to increase open enrollment program attendance by 5% annually.- Developed new sales strategy to target individual executives in key vertical.- Defined sales KPIs to be used by entire open enrollment team, and held responsibility for monthly reporting to program director. Mr. Fernandez also held a key role in the development and implementation of ExecEd's social media marketing strategies, increasing following by 80% in the first year.- Planned and executed expansion of social media presence on Twitter and LinkedIn.- Maintained status updates across multiple social media platforms.- Launched alumni engagement project to expand social engagement. Show less

Ba, History

Multidimensional Leaders' Institute Certificate