Katherine Gilbert-O'Neil Email & Phone Number

Oakland, California, Us

Usa, Us

Provide leadership on large scale Quote to Cash projects. • Act as the lead subject matter expert across multiple client engagements, engaging directly with senior clients, and delivering sophisticated approaches to complex problems.• Deliver market-differentiating skills to the client and generating sales in areas related to the Quote to Cash Domain.• Lead development of strategic or innovative external eminence that raises the profile of Deloitte’s brand, creates market differentiation, and/or results in sales opportunities in the Quote to Cash Domain.• Manage and contribute to internal eminence related to the Quote to Cash Domain including mentoring junior specialists.• Oversee development and maintenance of tools and methods in the Quote to Cash Domain.• Identify new ideas and Market Offerings in the Quote to Cash Domain.• Conceive, develop, and lead Market Offering initiatives related to the Quote to Cash Domain.

Bangalore, Karnataka, In

Lead a team of Senior Process Transformation Consultants to advise customers on their transformational QTC initiatives.• Define and lead enterprise transformation initiatives in pre-sales and implementation phases utilizing leading edge methodologies and technologies, in varied industries with cross-functional teams across geographies.• Drive Functional Assessments and Solution Architecture for complex CX/QTC solutions and manage project delivery across portfolios and industries, managing multi-location and multi-service line teams.• Help build the practice by identifying opportunities and leading bid management efforts including estimation of effort for process assessment, solution design, system configuration, integration and implementation.• Assist in the architecture and development of future state plans of market leadership in CX/QTC space and support training efforts for team members on key CX technologies and process areas.

Cary, North Carolina, Us

Lead a team of Solution Architects, Business Analysts and Software Developers to define and implement QTC solutions with Customer Experience as the central pillar. • Provide leadership to a team that brings business-relevant solutions and technology expertise to every partnership. Combine research, design, architecture, and technical expertise to help our clients engage people that matter the most to them through a process we call the Six Pillars.• Ensure our software developers have mastery in solving a specific set of engineering challenges and have a growing code repository they can leverage across projects for maximum efficiency and speed.• Define processes and methodologies to enable our QTC experienced team to do more than just design from a set of requirements. Enable them to help tell our client’s story and plot a course to bring the QTC strategy to life that is simply beautiful and beautifully simple.

Broomfield, Co, Us

Manage complex, enterprise projects in pre-sale and implementation phases using hybrid project management practices. Assume full accountability for managing and delivering high level, multimillion dollar projects and programs. Provide leadership to high performing teams of Engagement Managers, Solution Architects, Technical Architects, Configuration Engineers and Business Analysts to deliver strategic Apttus’ salesforce.com-based Quote-to-Cash Solutions. Report to RVP of Professional Services.• Demonstrate thought leadership in value-based client solutions, program management, and resource optimization.• Design and deliver client solutions using deep project management and technical expertise.• Deliver at rocket speed and with engineering precision using our best practice methodology, tools, and best practices. • Own the customer’s success and adoption of our largest customers.• Form strong relationships with all levels of stakeholders, proactively manage risk, and manage budgets and project margins.• Drive internal projects required to evolve our delivery projects.

Broomfield, Co, Us

Manage a team of Program Managers, Curriculum Developers, Solution Architects and Business Analysts to drive Customer satisfaction, revenue growth, and profitability for Apttus through Professional Services processes and tools that enable a strong Apttus Solution Delivery Ecosystem and assure projects adhere to consistent standards and best practices. Reported to SVP of Professional Services Operations.• Enable Tier One Domain and Solution Expertise throughout the Apttus Delivery Ecosystem.• Assure Projects adhere to consistent standards and best practices to ensure Customer Success.

Broomfield, Co, Us

Manage a global team of Solution Architects, Technical Architects and Business Analysts to Implement Apttus’ salesforce.com-based CPQ (configure/price/quote) Solution. Lead CPQ Solution process for Apttus’ implementation projects for multiple clients across multiple industries including Software, SaaS, Hardware, Networking, Manufacturing, Medical, etc. Reported to SVP of Professional Services.• Lead a global team of Solution Architects to work closely with Customers and internal Functional Managers, and Business System Analysts in developing robust, scalable and flexible solution architectures for various customer projects including requirements definition, solution design, prototyping, and preparing architecture roadmap.• Oversee Solution design process and conduct Solution Architecture reviews with project teams prior to design and development activities to ensure solution is scalable, is aligned with internal product roadmaps and meets customers’ business requirements.• Participate in pre-sales and customer engagement activities. • Ensure proper cross-functional alignment with multiple external but related teams such as Sales, Product Development, and Customer Support

San Jose, Ca, Us

Supply Chain Operations:Provide Business and Financial Management support for major initiative to streamline operational capabilities associated with order management and fulfillment of TAA Transactions.Services Sales Operations:Provide Business Analysis and Project Management support for major policy initiative to ensure continuous coverage via timely renewals of TS contracts thus increasing TS revenues and reducing over-delivery costs.

San Jose, Ca, Us

Drive the corporate-wide strategic pricing roadmap across all products and services. Managed 12 direct reports / matrix managed 70.• Lead a team of business process architects to drive a holistic pricing process; created a rolling Pricing & Discounting (P&D) strategic roadmap that positioned pricing as a strategic asset for Cisco. • Serve on the corporate team to drive a new enterprise architecture (methodology and reference model) for centralized operational and systems portfolio planning; ensured organizational synergy and stakeholder engagement. • Define and managed a comprehensive stakeholder needs model; enabled tracking multiple initiatives that had increasingly broader impact across the enterprise.• Develop, manage, and document repeatable Project Management process policies, standards, templates, and tools; built this initiative into a Center of Excellence (CoE).

San Jose, Ca, Us

Deliver high priority pricing and discounting capabilities to the enterprise. Managed six direct reports/31 total. • Drive the vision, set standards, and built a strong team for this critical new enterprise pricing function; recognized as the lead architect and SME on base pricing, adjustments, discounts, promotions, credits, and net price policies. • Implement E2E integration and governance across both transformational and legacy platforms; facilitated redesigned business models for new products and markets, increased operational efficiency, optimized workflows.• Conceive and propose off-shore capabilities for root-level data analysis and release testing (BAT/UAT); leveraged existing India (QA) staff. Improved ROI by implementing more efficient business analysis/testing support.• Propose and deploy RequisitePro as the P&D process requirements management tool [later adopted by Major Commerce initiative]; enabled scope, budget, resource, and schedule tracking. • Sought out as the SME to drive support company-wide Business Architecture initiatives; applied deep understanding of data issues affecting pricing processes and provided analysis and recommendations to other areas and functions.

San Jose, Ca, Us

Drive (non-standard) deal management process, policy, priority, and system improvements. Managed seven direct reports. Reported to Director. • Manage and deployed successive releases of deal management workflow tools; streamlined multi-step online process provided global consistency, improved decision making, and increased sales/deal management productivity.• Drive ongoing deal management process and policy improvements; supported the Global Director of deal management by building business cases, identifying stakeholder needs, and establishing global accountability.

Albuquerque, Nm, Us

Lead $30+ Million ChemBio National Security Program PMO. Build and implement a new operational infrastructure because of the 9-11 event and establish the Sandia Homeland Security Program (SHSP) working with the Technical Program Director to define new business processes. Reported to Manager.

San Jose, Ca, Us

Drive integrated organizational and operational standards and process improvements. • Develop a comprehensive roadmap and resource planning process for sustainable product release support; aligned with 'core technology' teams and product groups to proactively address functionality requirements. • Perform as the core technology group interface to the new flash technology development team; ensured delivery of core technology functional components to support flash website architecture product releases.• Develop and manage deployment of a new code release strategy and high level defect prioritization process; improved productivity and increased the quality of deliverables.

Establish the PMO and define the product development lifecycle and customer engagement process. • Drive the company's initial product development lifecycle definition, communication, documentation, and implementation; improved predictability and quality of product launches and customer deployment.• Manage delivery of the first major release of Covigo's core product; define the customer engagement model and the customer implementation process.• Define process improvement priorities; included engineering, product management, and IT.• Engage with customers and internal teams (sales, marketing, and engineering); developed a website.

Establish the PMO and define the product development lifecycle process. • Define and implemented a comprehensive strategy; supported product development (database capacity, dedicated Internet, VPN, streaming media), and internal projects (billing, automated order, network statistics monitoring).

Palo Alto, Ca, Us

Business Operations Program Manager, Non-Stop Software Division (1998-1999)• Institute the balanced score card approach to monitor organizational performance; collaborate with senior management on performance metrics requirements. • Deliver a new management decision support tool; lead a cross-functional activities project team to define the requirements and concept, and significantly improve ability to plan and track resources by project and organization. • Manage a cross-organizational Service Level Agreements team; enabled accurate project cost allocation.Pricing Product Manager, Non-Stop Software Division (1996-1998)• Define and implement a comprehensive pricing approach; compile pricing market research on leading DB and OLTP software companies to build the business case, and create the company's first user-based pricing model. • Work with marketing, legal, finance, sales, operations; direct product managers in developing pricing proposals. Sr. Financial Analyst, Non-Stop Networking Division (1995-1996)• Provide FP&A support for $40M gross R&D budget in 300-person division; establish financial planning, budget management, and reporting.

Mba, Finance And Hr

Mmus, Voice Performance

Bmus, Voice Performance