Tenex Capital Management is a private equity firm holding a diverse portfolio of middle market companies. The company emphasizes operational changes that improve and extend performance throughout its portfolio so as to generate investment returns. My role asks that I assess current conditions of digital capabilities and champion new programs that can impact bottom line financials. With the use of automation technologies and data visualization tools, my work alters behaviors and repositions responsibilities throughout the organization to create a culture of data-driven decision-making.Data Visualization· Agile construction of digital visualization analytics practice· Project management of organizational resources and capabilities· Integration across business units to develop clear performance indicators and goals· Develop data center-of-truth, deconstruct business silosDigital Assessment· Define the central roles required for analytics growth· Authorize the building, licensing, and strategies for technologies and softwareAutomation· Aggregate and warehouse data from multiple sources · Extract, transform, and load with Glue, S3, Alteryx, Xplenty, dbt, Snowflake, Fivetran· Enable data visualization and real-time decision making with use of Tableau Online· Utilize predictive and prescriptive analytics to drive value creationChange-Management· Coordinate and navigate nuances of organizational appetite and project scope to drive specific performance goals· Integrate with current resources to inspire adoption and embrace proactive change-management· Implement tracking and regularly-scheduled visibility into the impact of each project· Create a collective view of reporting that rearchitects responsibility, provides drill down into detailsCulture· Foster responsibility through visibility, recognition, and reward· Develop a structure with no singular reliance; build to pass on· Facilitate a map to scale the project forward

IPsoft is a global leader in artificial intelligence and IT management services. This management role called for a re-engineering of operations to deliver a comprehensive digital portfolio, including web development, data structures, marketing efforts, and sales enablement. Digital· Transformed analytics architecture of site CMS (HTML5), CRM (Hubspot), and Salesforce programs· End-to-end project management of web development via JIRA tracking· Ownership of content, development, UX, and analytics for all digital properties· Implemented Google Analytics, GDPR, conversion tags, social sharing, video toolsChange-Management· Challenged legacy operations to re-engineered multiple teams toward an agile structure· Agile processes lead to: - Improved efficiencies of development lifecycles - Greater transparency across teams into project development - Stronger ability for leadership to define priorities - New opportunity to document tasks and argue for additional resourcesMarketing· Executed digital marketing campaigns, targeting, and AB testing plans· Instituted SEO best practices and standardized data-gathering techniques· YoY growth in lead volumes, increased visibility into improved lead quality· Dashboards incorporating campaign results, project timelines, and content scheduleArtificial Intelligence· Artificial Intelligence implementation strategy sessions with leading advisory firms· Worked closely with executives and engineers to refine product requirements· Assessed competitors in machine learning, cognitive computing, predictive analytics, RPA, and NLP· Created cloud computing instructionalsBusiness Development/Sales· Cross-functional team leadership to develop an automated lead scoring system· Built lead ecosystem for prospect funnel classification and attribution· Structured a nurturing program allowing sales to automate message sequences· Modeled sales forecasts and lifecycle analyses

First professional hired to construct a go-to-market program for a well-funded startup. The build was for an e-commerce site and app promoting prescription care. Business Analytics · Built KPI structures and managed analytics for all online and business interests · Set KPI benchmarks for e-commerce site, app analytics, email, social, and marketing campaigns · AWS cloud and API connections tie to tools such as Marketo, Heap, and Mixpanel, and Mode · Segmented prescription purchasing behavior via Tableau and R · Managed revenue and marketing attribution, competitive assessments and dashboards · Managed developers for an automated code attribution systemBusiness Development / Sales · Modeled cash flows forecasts and ROI projections for early funding rounds · Performed analysis and built waterfall model to forecast timelines for CEO and CFO · Created algorithms to set weekly prices across 25K prescription drugs · Tied pricing list to adjudicated script claims and various data insights · Contributed assets and project management to comprehensive product re-brandingMarketing · Built marketing function for e-commerce site and app · Created infrastructures and executed campaigns for SEM, SEO, RTB, D2C, social, affiliate, customer service, fulfillment, and lead generation practices · Partnered with data providers to gain targeting and segmentation agility for marketing campaigns · Implemented CRM, created A/B tests, funnel optimizations, and Sales Rep Program · Created large-scale B2C and B2B direct mail programs, managed logistics and inventories

Loeb Enterprises is an umbrella company that housed ScriptRelief, LLC. In the three years from commencement in 2012, the company saved Americans $740M in prescription costs. Promoted from Analytics Manager to Director of Digital Marketing, I oversaw a team of four, two agencies and a consultancy. I managed digital assets, marketing campaigns, and analytics to grow ten thousand initial consumers to seven million.