Joe Wagner Email and Phone Number
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Transformational leader with over 15 years of extensive experience in executive leadership, strategic program management, and M&A integration within Fortune 100 companies. Proven track record in managing global teams of over 450 employees and overseeing annual budgets exceeding $150M. Currently serving as Chief of Staff for the Customer Success & Professional Services at Salesforce, I drive organizational transformation, leveraging AI technologies and data cloud solutions to enhance operational efficiency and customer engagement.Skilled in:- Strategic Planning and Execution- M&A Integration- AI and Data Cloud Integration- Operational Excellence- Cross-Functional Leadership- Talent Development and Mentorship- Outsourced Application Development with MSP and System Integrators- Stakeholder Engagement- Change ManagementRecognized for accelerating project delivery by up to 300% through process optimization and innovative solutions. Committed to fostering a culture of accountability and high performance while aligning with organizational goals.My high emotional intelligence enables clear communication and strong leadership across diverse, global teams. I am committed to delivering high-quality outcomes aligned with Salesforce’s core values of Trust, Customer Success, Innovation, and Equality.Core Competencies:- Executive Leadership: Leading large-scale initiatives that drive business transformation and operational success.- M&A Strategy: Expertise in managing complex merger and acquisition integrations, ensuring seamless transitions and enhanced performance.- AI Solutions Implementation: Proficient in implementing AI agents and data summarization tools to optimize decision-making and operational efficiency.- Global Program Management: Extensive experience in directing cross-functional teams to achieve strategic objectives across diverse markets. - Change Leadership: Guiding organizations through significant change initiatives while minimizing disruption and maximizing stakeholder buy-in.- Agile Methodologies: Utilizing agile project management frameworks to enhance team collaboration and project throughput.Let's connect to explore collaboration opportunities and drive forward-thinking organizations towards sustained growth and success.
Salesforce
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- salesforce.com
- Employees:
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Senior Director, Chief Of Staff | Business Technology | Customer SuccessSalesforce Apr 2024 - PresentSan Francisco, California, Us
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Director, Business Technology | Customer SuccessSalesforce Feb 2023 - Apr 2024San Francisco, California, Us
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Director, M&A Strategy & IntegrationSalesforce Feb 2022 - Feb 2023San Francisco, California, Us
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M&A Gtm Integration ConsultantSalesforce Mar 2021 - Feb 2022San Francisco, California, Us
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Director M&A & Salesforce IntegrationAdt Jun 2019 - Mar 2021Boca Raton, Florida, Us20,000+ Employees | $4.5B+ Revenue | International leader security and safety automation• Leads four complex post-merger integration technology programs in Salesforce (Lead to Order, Quote to Cash, Compensation, Sales Operations), Strategy, Development & InfoSec. Owns the financial management for the workstreams & resourcing.• Directs initiation of Day 1 to 100 planning, manages the playbook, execution & tollgates for the acquisitions sales & CRM capability migration to the Salesforce.com, CPQ & CLM platforms. • Significant Accomplishments: ➢ Completed 13 merger integrations in 2019 - 2020, with 9 planned for 2021. ➢ Drove the GTM technology launch for ADT Commercial Sales, Sales Operations, Legal, Compliance & Infosec business lines to form a >$1B ARR new organization.➢ Orchestrates the Compliance & Infosec capabilities & deliverables for Quarterly SOX, IT general controls, PWC, domain transfer, security scanning and password management. ➢ Served as Interim Director over Information Security (06/2019 – 11/2019). ➢ Departmental Turnaround – Directional management, agile coaching and departmental restructuring (including terminations & recruitment) to immediately improve performance & eliminate business issues on SOX, ITGC and PCI audits which were in a deficient state. ➢ Immediate immersion in digital transformation initiatives utilizing cloud solutions, robotic process automation (RPA) and offshore development teams leveraging a $3.5mm 2019 budget. -
Chief Operating OfficerBlades Direct Dec 2019 - Jan 2021Coral Springs, Florida, Us -
Director Enterprise ApplicationsMednax, Health Solutions Partner Sep 2016 - May 2019Sunrise, Florida, Us18,000 Employees | $3.4B+ Revenue | Health Care Organization • Directed, hired, coached, & mentored a diverse team. Grew team to 41 happy technologists (21 onshore & 20 offshore). Established a winning culture & cultivated strong vendor partnerships.• Guided enterprise strategy, digital transformation & IT modernization to cloud platforms.• Launched SFDC, Apttus CLM/CPQ, HubSpot, ServiceNow, JIRA, MuleSoft, O365, Azure & GitHub.• Presented regularly to C-Level & participated in multiple executive committees. Mentored by COO.• Significant accomplishments: ➢ Accelerated the national rollout of a $2M+ sales pipeline transformation to Salesforce.com. ➢ Delivered a Salesforce.com Merger & Acquisition custom sales path & playbook app which orchestrated the lifecycle of >$1.5B in target acquisitions annually.➢ Headed >30 post-acquisition integrations; 6 Salesforce.com migrations & org rationalizations. Completed over 30 cloud practice integrations to O365.➢ Recaptured $185M in lost revenue (ARR) by developing a Salesforce / Apttus operations performance improvement and cost containment solution for CFO. ➢ Designed a Contract Retention get-well audit. Leveraged Apttus to analyze over $550M in annual renewable hospital contracts, audit reduced over $50M in expiration losses. -
Manager Enterprise Project ManagementUltimate Software Oct 2007 - Aug 2016Weston, Fl, Us4,500+ Employees | $1B+ Revenue | SaaS Software Development UltiPro • Built an Award-Winning Enterprise PMO in a startup. Grew team from 4 to 24, with an operating budget of >$80MM project and $10MM resource spend. • Monitored the estimation, planning, design, implementation & delivery of greater than 200 complex, cross-functional strategic initiatives & transformation programs annually. • Chaired Steering Committees, CIO Council, request funnel & prioritization, facilitated C-Level portfolio reviews, and metrics delivery on a monthly cycle for 7 corporate divisions.• Significant Accomplishments: ➢ Championed the organizational adoption of a scaled, lean-agile, portfolio management & project delivery model, the structured innovation realized a 300% improvement in annual project throughput. ➢ Led a multi-year revenue technology innovation program to develop SaaS Contract, PEPM, revenue recognition solutions on the Salesforce.com platform. Planned, reimagined, & engineered a server-based client, SaaS Metering tool to capture $1B in annual recurring revenue (ARR), which decreased month-end financial close by two days.➢ Chaired the Financial Systems Committee. Closed >100 enterprise technology programs for Finance & Accounting (ERP, Concur, Callidus & Salesforce.com, Avalara, Tableau), HR (UltiPro), Services (FinancialForce PSA), Marketing (Eloqua) & LMS (Cornerstone).➢ Carved out & spun-up a FinTech Transformation Division with CFO sponsorship. -
Senior Consulting Project ManagerPhilips Feb 2007 - Oct 2007Amsterdam, Noord-Holland, Nl100 Employees, $50M+ Revenue | Medical Technology Start-Up – System Interoperation using Service Bus➢ Recruited by Sr Director of Consulting to build and design processes for an Enterprise Project Management Consulting Team in a startup environment that was sold to Phillips.➢ On-Site Consulting –Client site workshop facilitation & consulting engagements on event management, service-oriented architecture (SOA) & enterprise service bus (ESB) implementations. ➢ Solutions Development – Developed customer-facing & interface solutions that connected data-producing devices to stream output to mobile and peripheral devices. -
Senior System Analyst / Project ManagerNorth Broward Hospital District Mar 2000 - Feb 200710,000+ Employees, $1.2B + Revenue | Hospital System➢ Recruited by Sr. Manager Corporate Business Systems to provide project management and systems analysis on ERP & legacy systems as well as rollout new financial & business system technology & infrastructure. Lawson ERP Admin for Supply Chain, Purchasing, EDI, Materials Management.➢ Systems Development & Analysis – Provided healthcare project management, systems analysis, and application support for eight-core business divisions (>10,000 end users). ➢ Product Management – Owner for custom-developed applications; prioritized business requirements, created product specifications, product documentation, managed development lifecycle, prepared test plans, managed UAT and releases
Joe Wagner Skills
Joe Wagner Education Details
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Carnegie Mellon University - Heinz College Of Information Systems And Public PolicyComputer And Information Sciences And Support Services -
Nova Southeastern UniversityManagement Information Systems
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Binghamton UniversityBiology
Frequently Asked Questions about Joe Wagner
What company does Joe Wagner work for?
Joe Wagner works for Salesforce
What is Joe Wagner's role at the current company?
Joe Wagner's current role is Senior Director, Technical Program Management - Business Technology | Chief of Staff - Customer Success & Professional Services at Salesforce.
What is Joe Wagner's email address?
Joe Wagner's email address is jo****@****ail.com
What is Joe Wagner's direct phone number?
Joe Wagner's direct phone number is +195466*****
What schools did Joe Wagner attend?
Joe Wagner attended Carnegie Mellon University - Heinz College Of Information Systems And Public Policy, Nova Southeastern University, Binghamton University.
What skills is Joe Wagner known for?
Joe Wagner has skills like Project Management, Sharepoint, Leadership, Sdlc, Pmo, Management, Enterprise Software, Strategy, Enterprise Architecture, Integration, Pmp, Business Analysis.
Who are Joe Wagner's colleagues?
Joe Wagner's colleagues are Charles Eagle, Rubi Arviv, Raj Undefined, Dennis Garcia, Dina Anggraini, Jacque Cregar, Stella Lam.
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