Lead a team of 25 program managers and project managers in delivering large-scale customer engagements. Oversee the formation of engagement governance and operating models, financial budgets, and resource plans. Drive continuous learning and improvement in all phases of how we provide our services from planning, pre build and build to ensure customer success.Key Achievements: - Developed the Trust Framework to internally assess how we are impacting trust with our customers as we provide our services. - Lead the Sales Collaboration, Industry Knowledge, and Technical Innovation internal initiatives to innovate and enhance our approach to services.

Led strategic consulting engagements to help customers innovate and transform their businesses with the Salesforce platform. Recent assignments include leadership positions on the two of Salesforce’s largest Tier-1 services engagements leading Change Management and the Program Management Office.Key Achievements: - Led the Program Management Office for a global Sales Cloud engagement overseeing all project planning, resource management, risk mitigation, financial controls and governance of an $83 million program. - Led the Change Management workstream for a global Telecom engagement overseeing training, communications, and adoption for Sales and Service Cloud implementations. - Led an enterprise Center of Excellence initiative for a global Internet Services company to enable accelerated deployment of Salesforce solutions across the organization and its subsidiaries. - Managed a global security and compliance initiative for a global eCommerce company to reduce their risk exposure and implement new controls for developing Salesforce solutions. The program eliminated hundreds of vulnerabilities across 100+ business units.

AppCrest is an enterprise software innovator that helps companies perform everyday business activities through business-developed applications. As Vice President of Solutions, I led solution content definition and creation using the company's APPIFY Engagement Cloud platform. I managed the development of the Employee Onboarding solution and the successful launch of new customers.

CSAA Insurance Group is one of the top personal lines property and casualty insurance groups in the U.S. As Senior Business Consultant, I drove process innovation and performance management initiatives focused on back-office operations involving billing and payments, new employee onboarding, and sales quality assurance. I directed a cross-departmental process analysis of end-to-end billing and payment functions, and developed a strategic plan for improving our customers’ and partner agencies’ experience.

Serena Software is a leading provider of orchestrated IT and Application Lifecycle Management (ALM) solutions for the Global 2000. As Senior Director of Solution Services, I directed a cross-functional team of professional services and product management resources in the rollout of a new cloud-based IT Service Management product. I managed the Western and Central regional consulting teams consisting of 30 field consultants and contractors. I developed an internal comprehensive training plan for cross-product versatility, energizing my team with new skills growth and promotional opportunities.

After founding Fillmore Technologies originally in 1994, I launched the second generation of the company in 2002, leveraging strategic partnerships with Global 360 and Lombardi Software to develop cloud-based process improvement solutions for Nike, CSAA, and Wells Fargo.

CBRE is the world’s largest commercial real estate services and investment firm. As Managing Director, I consulted with the firm’s clients on adoption of commercial real estate technologies for project management, lease administration, transaction management, and resource scheduling.

I initially launched Fillmore Technologies in 1994 as an implementation partner of ViewStar Corporation and later, Action Technologies. The company specialized in document-intensive process automation and “paper-less” solutions with clients such as Chase Bank, Texaco, and Residential Funding Corporation (GMAC).

ViewStar was a premier document imaging and workflow software company that acquired and merged with a call center technology company to create Mosaix, Inc. As Client Services Manager, I managed all client relationships and services engagements in the SouthWest region of the US.