Lee Olson Email & Phone Number

Greater Seattle Area

Senior Managing Partner focused on executive relationship development and sales in the Technology industry. Focused on Large & Mid-cap technology companies in the Software & Services space.

Greater Seattle Area

- Responsible for growing a portfolio of enterprise accounts in the technology and financial services industry while maintaining high quality delivery with my account leadership team- Grew enterprise technology account by 70% ($3 million) in less than six months by driving new account growth strategy- Oversee a team of 35 consultants delivering on $200 Million in client investment into digital transformation, workplace modernization, process improvement & M&A initiatives.

Greater Seattle Area

- Sales and Marketing director for $95 million market - Drove new revenue stream from $0 to $13.3M in 2019 by implementing comprehensive go to market strategy- Work closely with leadership to optimize sales processes and sales related technology investments leading to 30% growth in new clients- Responsible for the collection and distribution of accurate sales reporting and other intelligence to the sales organization as well as the development and administration of sales incentive programs

Greater Seattle Area

📈 Grew B2B portfolio of accounts from $2.3 Million to $8.2 Million by developing executive relationships to drive value for new and existing customers ✅ Oversaw the delivery of 20 program, product and project management consultants delivering on $120 Million of transformational initiatives for industry leading clients ✅ Sell, Manage & Deliver - Accountable to provide clients with thought leadership, manage multiple streams of work concurrently and to develop and maintain key professional relationships

Redmond

Oversee the execution of SDLC workflows, requirements generation/gathering, feature development & user acceptance testing. Coordinate work between onshore & offshore teams driving toward innovative solutions for global request tool with thousands of usersProduct owner for consulting engagement management platform. Collaborated with global business leaders to prioritize product roadmap focused on driving business value through rapid product enhancementImplemented process improvement that reduced error rate from 8% to <1%, saving 1,300 hours of rework

United States

-Responsible for development of product roadmap for online services product focused on customer engagement and product expansion- Led program to implement a B2B online payment system that allowed company to move $80 Million in check payments to digital channel - Identified and drove critical adoption metrics for organization as new products were launched to market - Managed multiple vendors to deliver critical features for online services program- Team member on proof of concept project exploring emerging technologies.

Commanded outstanding leadership and project management success providing quantitative and qualitative analyses of investments, client accounts and projects to develop strategies for process improvements.Gained valuable technical, financial, analytical and project/staff management experience by "wearing many hats" working for small business in multiple-project environment. Employed excellent multitasking abilities.Optimized achievement of organizational goals and contributed to improved decision-making by analyzing large data sets in order to find suitable investments that perform well and are affordable for clients.Utilized project and data management skills to oversee customization and implementation of MS Dynamics CRM to satisfy company requirements and enable more effective management of clients and their accounts. Fueled significant 15% growth in assets under management (AUM), equivalent to $18 Million in new assets, by streamlining the meeting preparation process and implementing the MS Dynamics CRM system. Trained staff.Improved operational efficiency, saving advisors hundreds of hours previously spent sourcing data and in compliance activities, by consolidating complex client/investment data from 6 different sources into CRM.Elevated business/technical performance by compiling client data, encompassing income information, analyses and client contact documentation, then formatting in CSV format and integrating into CRM for easy viewing.Enhanced productivity creating a more rapid and effective means to query investment information, including investment models and allocations, by defining most important data and developing dynamic format in Access.Facilitated generation of more AUM fees, while reducing total client costs, by leading project in collaboration with top advisors to change fee structure. Coordinated collection of fees and mail merge to announce change.

Master Of Business Administration (Mba), Technology Management

Bachelor Of Arts (B.A.), I.A.S With; Business & Data Analysis, Economics, Statistics And Psychology