July 2012, Vice President, CRM Product Manager / Business Analyst / Lead Experience DesignerResponsible for strategic direction of the bank’s CRM program and system; lead and manage deployment and implementation of development and enhancements to improve reporting, data capture, and to gain efficienciesDevelop metrics to determine sales effectiveness and delivery on client, prospect, and business sales partner accountsLead business process discovery sessions to gather business requirements; work with sales, operations, and delivery services managers to understand and capture requirements critical to successResponsible for continuous adoption and user training; develop training materials based on need and user audience; leverage CRM's Help & Training to complement training; developed metrics to measure adoption at all levels of the organizationFebruary 2010, Corporate Marketing OfficerDeveloped and delivered external and internal campaigns and marketing programs to support selling efforts and product promotions; designed and developed a web-to-lead form used by internal call center to capture lead information generated by corporate media campaign and developed workflow to pre-qualify and route qualified leads to the appropriate product unitDeveloped and managed content for marketing department's Intranet page; wrote weekly Marketing Corner (featured success story on an opportunity); conducted research on industries, companies, and other external factors to develop marketing messages and determine the most effective delivery channelsJune 2008 to February 2010, Business Banking OfficerTargeted and pursued small to middle-market companies with annual revenue between $5 million and $100 million; sourced and qualified prospects in pursuit of selling opportunitiesActively participated in community to communicate the organization’s branding campaign and to locate opportunities to establish relationships and resources to broaden lead base

Developed effective communication strategies directed at targeted prospects and to internal bank executives in credit & underwritingPrepared overview memorandums on prospect financing needs to convey background on the prospect, use of loan proceeds, financial condition, and justification to extend credit to prospectParticipated in corporate Best Practices meetings for the company-wide Business Development Sales ForceActively participated in community events, network with other professionals to communicate the organization’s branding campaign and to locate opportunities to establish relationships and resources to broaden lead base and expertise offeringsActively participated in professional development, specifically in change management and communication to address indifference from prospectsSupported corporate marketing campaigns by placing follow-up calls to targeted audience to deliver a consistent and constant message and create awareness of the bank’s brand

Provided strategic advisement to entrepreneurs in various aspects of business including business planning, marketing (market and marketing research), financing, and operations across a myriad of industries including retail, wholesale, services, and manufacturing; work products include strategic maps, competitive analysis, and assessments of macro-environments impacting businessFacilitated sessions with clients to draw-out business goals, identify needs, and provide solutions; work with clients has resulted in economic impact of $3 millionLead a team of professionals in the organization’s strategic planning and focus pertaining to delivery of service and product, funding, and marketing to develop Best Practices at various functional levels of the organization including the directorshipCertified NXLevel Instructor and Facilitator

Managing partner/owner of a strategy consulting organization specializing in performance/process improvement, marketing, public relations for public and private companies, including for profit and not for profit sectorsDeveloped and successfully implemented a strategic marketing plan for Inform Riverside County – resulted in additional funding from Prop. 10 Funds and award of Public Utilities Commission’s 211 programBusiness plan development for start-up companies, including proformas for financingMarketing strategy for A/E/C industry (architects/engineers/contractors) - multi-disciplined: environmental consulting, civil engineering, transportation / public works, and geotechnical engineering /materials testingInternational business and economic development with focus on public infrastructure for multilateral development bank funds: Inter-American Development Bank, The World Bank, US Trade and Development Agency, and US Agency for International Development

Lead development of winning business development proposals; wrote responses to RFPs/RFQs; developed team and project resumes to highlight key and relevant experience; managed relationships with external design partners that were often included in the bidding processLead the marketing intelligence effort for business development officers; provided research on specific projects, companies, and individuals to help BDOs develop a value propositionLead business development process as a liaison on international projects in Latin America; managed international RFP/RFQ process for projects funded by Multi-lateral Banks and foreign investment