Joseph Gordon Email and Phone Number

Practice Management and Payment Services for the Medusa industryOwn Product Roadmap and delivery of Saas solution. Work with Customers to define and prioritize feature sets and work with delivery team to ensure successful turnover to production.Define Marketing and Sales strategy. Create go to market strategy for Sales and Marketing. Identify target areas to market to and build campaigns by stratifying defining potential customers by revenue and region. Create Nurture and drop… Show more Practice Management and Payment Services for the Medusa industryOwn Product Roadmap and delivery of Saas solution. Work with Customers to define and prioritize feature sets and work with delivery team to ensure successful turnover to production.Define Marketing and Sales strategy. Create go to market strategy for Sales and Marketing. Identify target areas to market to and build campaigns by stratifying defining potential customers by revenue and region. Create Nurture and drop campaigns as well as other outreach programs and partnerships.imllement AI in note taking - chatbot - predictive tasks Show less

Management Consulting - Salesforce and Data consulting• Management Consulting Teams and the Consulting Practice with focus on product delivery• Salesforce CRM implementation• Drove Customer Journey/360 Program Aligning Business Process to Data and Systems – from initial touchpoint utilizing braze to folding in performance data into marketing to build a mature outreach program • Leveraged Multi Disciplined team to define a roadmap to Identify areas of efficiency, lesson data… Show more Management Consulting - Salesforce and Data consulting• Management Consulting Teams and the Consulting Practice with focus on product delivery• Salesforce CRM implementation• Drove Customer Journey/360 Program Aligning Business Process to Data and Systems – from initial touchpoint utilizing braze to folding in performance data into marketing to build a mature outreach program • Leveraged Multi Disciplined team to define a roadmap to Identify areas of efficiency, lesson data footprint and increase operations efficiency and ROI.• Implemented changes around service and client support/success and start digital transformation with SMS, Chat and calendaring.• Create a data stewardship program from initial marketing outreach to customer management• Blend Marketing outreach programs with client success to define out reach programs to reduce attrition and cross/upsell based on harvesting of client use of products. Enriching data with 3rd party data to understand patterns of activity where products could assist in a better customer experience as well as defining future campaigns for a product footprint with customers. Show less

Founder Management Consulting and Salesforce Consulting practice Various Consulting Engagements• Manage Client expectations and ensure delivery through transparency in the process to assist in mitigating risk• Provide Full lifecycle project management and solution management working with a team of offshore developers as needed.• Comfortable working in an Agile, Waterfall or mixed delivery methodology. • Owned the strategic planning and program management oversight of a… Show more Founder Management Consulting and Salesforce Consulting practice Various Consulting Engagements• Manage Client expectations and ensure delivery through transparency in the process to assist in mitigating risk• Provide Full lifecycle project management and solution management working with a team of offshore developers as needed.• Comfortable working in an Agile, Waterfall or mixed delivery methodology. • Owned the strategic planning and program management oversight of a Digital Transformation Project bringing together disparate systems and processes.• Serves as Solution Architect, Agile Coach, Manager of off-shore development and QA teams. • Responsible for designing, delivery and facilitating multi-year project consolidating systems on Salesforce Platform – combining Sales, Service, Field Service Lightning, Custom Project Management Solution, Accounting Seed, AWS and integrating with other one-off systems where able. Show less

• Conducted Pre-Sales Meetings with Potential Clients – scope out engagements/craft SOW’s and Roadmaps for Client Engagements – Coordinate POC’s where necessary.• Provided Solutions for Engagements in both a Pre-Sales and throughout the Engagement. Responsible for the delivery of project and methodology.• Adaptable to different delivery models and project management methods to ensure successful delivery of project for clients• Implemented and Coached Agile Methodologies/Project… Show more • Conducted Pre-Sales Meetings with Potential Clients – scope out engagements/craft SOW’s and Roadmaps for Client Engagements – Coordinate POC’s where necessary.• Provided Solutions for Engagements in both a Pre-Sales and throughout the Engagement. Responsible for the delivery of project and methodology.• Adaptable to different delivery models and project management methods to ensure successful delivery of project for clients• Implemented and Coached Agile Methodologies/Project Management• Point of escalation for Engagement • Mentor/Coach Resources in all aspects of engagement, soft skills, technical challenges • Rationalize statement of work to requirements to create a delivery methodology relevant to the customer.• Work with BA’s, Technical Architects, Business Stakeholders, Consultants and offshore teams throughout the delivery process• Held sessions with the business to identify capabilities and create user stories for the capabilities. Show less

Solutions Architect focusing on Salesforce implementations - owned relationship and full lifecycle of engagements

Sr. Project/Program Manager - Salesforce• Managed the Full Life cycle of Projects independently from solutioning to delivery of projects. Managed Held Long and short-term engagements consistently scoring high marks with the customer on satisfactionProjects • Large Pharmaceutical company – Custom portal solution• Large Healthcare Company – Custom solution to manage patient intakes and management of the sales fields work. • Large Private Equity Company – custom solution to… Show more Sr. Project/Program Manager - Salesforce• Managed the Full Life cycle of Projects independently from solutioning to delivery of projects. Managed Held Long and short-term engagements consistently scoring high marks with the customer on satisfactionProjects • Large Pharmaceutical company – Custom portal solution• Large Healthcare Company – Custom solution to manage patient intakes and management of the sales fields work. • Large Private Equity Company – custom solution to manage tiered customers and Equity Funds• Large Investment Organization – Sales Cloud Solution to manage Institutional Investment Leads and portfolio• Large Staffing Organization – Custom solution to manage candidate and sales process • Media Company – integration with Salesforce and Double Click and Netsuite. Track ad placements and associated revenue.• Large technology and industrial company – sales cloud to support the field with some custom managed workflow. Show less

• Created a process and assembled a team of leads to identify business capabilities a few releases in advance. This lead to creating Proof of Concepts as well as vetting out requirements and identifying cross project dependencies for the multiple CRM streams.o Held sessions with the business to identify capabilities and create user stories for these capabilities. o Created a cross project Roadmap to help identify cross project dependencies to call out potential overlaps, conflicting… Show more • Created a process and assembled a team of leads to identify business capabilities a few releases in advance. This lead to creating Proof of Concepts as well as vetting out requirements and identifying cross project dependencies for the multiple CRM streams.o Held sessions with the business to identify capabilities and create user stories for these capabilities. o Created a cross project Roadmap to help identify cross project dependencies to call out potential overlaps, conflicting requirements as well as reporting gaps.• Leads Management/Partner Portal• Consulted on business process engineering of sales process• Developed work plan and managed development of a salesforce lead management solution – conversion from Siebel• Managed mixed team of PM’s, developers, BA’s, fulltime and on shore/offshore consulting partner.• Partnered with the Business PM to identify a timeline and vet out requirements to a detailed level Show less

• Advertising Knowledge Management – work with business stakeholders, process, business and technical teams to define and deliver pilot for the business.• Completed a needs assessment by interviewing and shadowing agent activities. • Defined business and functional requirements including surveys of agents and training materials to support the rollout of the Pilot.• Worked with Vendors and internal IT staff to review existing solutions to help select a solution.• Created Cost… Show more • Advertising Knowledge Management – work with business stakeholders, process, business and technical teams to define and deliver pilot for the business.• Completed a needs assessment by interviewing and shadowing agent activities. • Defined business and functional requirements including surveys of agents and training materials to support the rollout of the Pilot.• Worked with Vendors and internal IT staff to review existing solutions to help select a solution.• Created Cost analysis for pilot and identified Total cost of ownership of solutions.• CRM – Built relationships within the business/IT areas to identify timeline as well as assist in the design of solutions• Worked with Business Process Engineering Team in process design sessions to assist in defining future state, scope, timeline and resources for projects. Show less

• Salesforce.com (CRM) rollout to branch agents – tasked with the reworking of project plan and worked with process, business and technical teams to define and deliver the solution for the business.• Customer Master and Matching – Brought in to audit project plans and strategy around effort, Sales the company 200k In 6 weeks by working with Vendor to refine matching engine and reducing the need for offshore resources. • Successfully built relationships within the business.IT and Vendor… Show more • Salesforce.com (CRM) rollout to branch agents – tasked with the reworking of project plan and worked with process, business and technical teams to define and deliver the solution for the business.• Customer Master and Matching – Brought in to audit project plans and strategy around effort, Sales the company 200k In 6 weeks by working with Vendor to refine matching engine and reducing the need for offshore resources. • Successfully built relationships within the business.IT and Vendor areas to manage cost and timing of changes as well as assist in the design of solutions Show less

Responsible for Systems Strategy and Delivery for the Credit Risk Organization - Working with C Level Team to define roadmap to mitigate losses and increase profitability by better management of risk

• Drove strategy for the Credit/Risk Management organization for both Western Union and FDC businesses with C level executives • Fostered strategic partnering and was the liason between business groups leading to the creation of software projects totaling $55 million in benefit by increasing shareholder value through automation and process improvement. • Responsible for creating business cases for projects with a 3-5 year forecast, budget for projects, managing project budgets and… Show more • Drove strategy for the Credit/Risk Management organization for both Western Union and FDC businesses with C level executives • Fostered strategic partnering and was the liason between business groups leading to the creation of software projects totaling $55 million in benefit by increasing shareholder value through automation and process improvement. • Responsible for creating business cases for projects with a 3-5 year forecast, budget for projects, managing project budgets and realization of benefits that align to business drivers• Created solutions and owned the Credit Systems roadmap for Western Union which became the basis for automation and quality control. • Drove the RFP process – creating RFOP’s and managing the selection process.• Member of the business prioritization committee approving all company projects, scheduling and timing. • Experience working with In-house decision scientists and statistical modeling solutions, Key Projects:• Real time scoring system to support consumer credit card transactions. Project cost 800k with a 5 year benefit of 43 million. Benefit from better decisioning and reduction of operations costs. • Credit underwriting system that connected to credit bureaus and a criminal background check vendor. 200k cost 1.3 million in benefit. Benefit from reduction in operations costs and cycle time reduction delivering faster speed to market.• Portfolio management reporting system that monitors base of customers and runs rules daily to identify anomalies in behavior. Project cost 1.6 million with a 5 year benefit of 6.8 million• Creation of a collections systems for Western Union• Developed a data warehouse, business reporting and mapping solutions designed to support credit/risk management and facilitate new business through data enrichment and pre-approval opportunities. Show less

• Created, designed and managed a platform independent product that collects and presents statistical information for reporting in near real time. • Product provided for analysis of business and system performance at the application level. The product successfully implemented as the NASDAQ Stock Exchange.• Client facing role providing full lifecycle product and program management.• Managed small development team and responsible for work plans, design and full lifecycle testing of… Show more • Created, designed and managed a platform independent product that collects and presents statistical information for reporting in near real time. • Product provided for analysis of business and system performance at the application level. The product successfully implemented as the NASDAQ Stock Exchange.• Client facing role providing full lifecycle product and program management.• Managed small development team and responsible for work plans, design and full lifecycle testing of product.• Procured by NASDAQ to review the design of the NASDAQ SuperMontage System and provide enhancements. • Responsible for design and coding of a fault tolerant trading system written in C.• The system was implemented at the Pacific Stock Exchange Show less

• Worked on SuperDot, the order processing system for the NYSE• Developed Booth Broker Support System (BBSS) – this is the floor interface between the member firms and SuperDot. Also developed the pricing interface between the Specialist’s SAX terminal and SuperDot.• Ownership of the communications manager, this application layer was the interface between SuperDot and all other systems at the NYSE.• Worked on the project to convert fractions to decimal prices for the NYSE, this… Show more • Worked on SuperDot, the order processing system for the NYSE• Developed Booth Broker Support System (BBSS) – this is the floor interface between the member firms and SuperDot. Also developed the pricing interface between the Specialist’s SAX terminal and SuperDot.• Ownership of the communications manager, this application layer was the interface between SuperDot and all other systems at the NYSE.• Worked on the project to convert fractions to decimal prices for the NYSE, this included stock splits, specialist’s inventories as well as all other internal and external pricing interfaces Show less

• Responsible for coding and maintenance of the Naval Storage/Tracking and Retrieval System NISTARS, a government warehousing system. Responsibilities include coding subsystem that used handheld devices for storage and retrieval