Joined Signify Health through their acquisition of Caravan Health on 3/1/2022.• Responsible for all aspects of sales operations and enablement for Signify's Accountable Care Organization.• Built and managed the sales development organization at Signify, resulting in a 80% reduction in MQL response time and 300% increase in sales meetings scheduled.• Managed Signify's Sales and Sales Operations teams through the acquisition by CVS Health, acting as a trusted advisor to incoming sales and operational leadership.• Spearheaded the migration of the Signify Sales, Marketing, and Partner Support organizations and processes from Zoho CRM to Salesforce within a 4-month timeframe.• Led Caravan’s Sales, Sales Operations, and Marketing teams through an acquisition by Signify Health, with the Sales team achieving 180% of its sales target.

• Annual and ongoing strategic planning, including developing and implementing new go-to-market (GTM) strategies, setting strategic goals and priorities, organizational alignment, territory realignment and goaling, compensation development, and P&L and budget development and management• Managed the implementation and adoption of Sandler's Value-Based Selling sales methodology across the Sales and Consulting organizations, including updating WealthEngine's sales processes and tools to support the VBS deployment; conducted additional training and coaching sessions• Collaborated with executives and senior sales leaders on new forecasting procedures, as well as sales management and executive reports and salesforce dashboards; with Finance, developed and managed a set of corporate KPI's for the executive team and Board of Directors• Business owner/lead for Salesforce CRM (including CPQ) and all other Sales Tools (SalesLoft, InsightSquared, DiscoverOrg, FullCircle, SalesIntel, etc.); Sales lead for Marketo and HubSpot implementations

• Managed the Sales Operations, Sales Enablement, and Inside Sales/Renewal organizations• Developed and maintained sales key performance metrics, reports, and dashboards, both on a regular cadence and ad hoc.• Responsible for the yearly planning process, including working with sales and executive leadership to develop and implement new go-to-market strategies, defining strategic goals and priorities, territory realignment and goaling, and budget development• Developed and implemented a comprehensive set of new sales management and forecasting processes, leveraging the Quantrix modeling software• Managed the sales CRM system, as well as other sales tools and 3rd-party systems• With Finance and the DrFirst product teams, developed and implemented a comprehensive pricebook within the DrFirst CRM and ERP systems

• Supervise and maintain the installation, configuration and support of Salesforce application through best practices.• Responsible for the Salesforce roadmap as a sales productivity application. • Own the Salesforce enhancement program.• Oversee Salesforce projects related to sales productivity or operational excellence.• Team with cross-functional teams to design & deliver integrated solutions to the sales organization.• Responsible for communicating Salesforce and Sales tool changes and enhancements to the Sales organization, impacted parties and stakeholders. • Develop and manage a Salesforce (CRM) / sales tools training program and cadence.• Report on effectiveness of Salesforce training programs and conduct needs analysis.• Manage all tools related to sales productivity.• Work with the field to understand business user requirements and areas for improvement.

Responsible for all aspects of sales operations, including (but not limited to): • Sales Data, Metrics & Analytics • Compensation Plan, Sales Territory, and Quota Design and Optimization • Salesforce CRM & Other Sales Tools • Sales Enablement • Sales Communications • Partner Operations

Successfully manage multiple cross-functional projects to completion, resulting in process improvement within the North America Sales organization:• Design and deliver compensation process training to 2,000 members of the North America Sales organization.• Redesign and implement the C2O Program Office project management process, leveraging new oracle technologies and enabling project managers to better manage project schedules and deliver higher quality results.• Develop a set of policies and procedures to manage CRM system user access and data management, reducing risk to Oracle while improving the user experience.

• Lead a large virtual team responsible for implementing and supporting a complete Customer Relationship Management (CRM) system for Sun Federal, including the CRM application and a set of strategic planning methodologies; Facilitate opportunity and account planning sessions; Develop and implement a comprehensive sales management playbook.• The implementation of the ESP account planning methodology and the Siebel CRM application led to the identification of and visibility into an additional $1.5B of pipeline per fiscal year.• With the implementation of the TAS opportunity management methodology, Sun Federal's win-rate grew by over 10% while revenue grew by $200M.• New forecasting procedures contributed to improvements in forecast accuracy from +/- 6% to +/- 2%.

Positions Held:• Sales Operations Program Manager• Portal Software Sales Specialist• Business Manager• Global Customer Account Manager, Y2K Group• Field Marketing, Channel Programs• Inside Sales• Pre-Sales Technical Support

Provide front-line user support for a software database