Sales Excellence Manager
ICM Process and Tech Assessment:Created recommendations and roadmap for a global financial firm to improve the technology and processes underpinning performance metricsTech Strategy:Delivered tech strategy assessment and roadmap as trusted advisor to CTO at a FinTech company, helping to establish his strategy; covering topics such as cost efficiencies, operational tracking, software governance, offshoring model.Customer Insights Strategy:Provided strategic thinking and tactical roadmap to improving customer insights across the customer journey for a top bankSales Operations and Governance:Created a roadmap for major financial firm to improve their sales operations and governance practices to improve sales conduct and meet growth targetsSales Strategy & Sales Model Redesign:Defined a new sales model with a goal of expanding market share for a leading life sciences services business. Defined new sales roles, sized the roles, and created a roadmap to set up the new sales modelPricing Process Transformation: Discovery and road map to uplift an offline, manual pricing process to Salesforce CPQ for a global payments provider. Used Human Centered Design to redefine the pricing journey for corporate customers