Matthew P. Email & Phone Number

San Francisco, Ca, Us

Pleasanton, California, Us

Leading cross-functional teams through the offer commercialization process, incl. offer strategy & structure, pricing, marketing & branding, systems, deal management, customer onboarding, deployment, and support.

San Francisco, California, Us

- Standardized lead, referral, and contact management solutions and user experiences across multiple CRM platforms by aligning business architecture and implementation strategies.- Guided product roadmap development to emphasize user value and adoption by developing and maintaining a CRM capability model using industry standards and best-practices, and driving product teams toward a target state of maturity through long range planning exercises.- Defined a next-gen banker platform, utilizing machine learning and consolidated data sources, to increase sales productivity, access to information, and attention on value-add activities.

San Francisco, California, Us

- Simplified the learning experience for 80k+ partner and 60k+ employee learners worldwide, centralizing content and completion tracking, by leading a cross-functional team through the implementation of custom built learning platforms.- Expanded the Salesforce product credentialing program, doubling product coverage, by leading internal & vendor teams in the creation of an AI-proctored exam experience.- Drove efforts to increase partner learner adoption, consistently resulting in 1k+ new users MoM, by coordinating the platform’s content, marketing, and tech strategies.- Developed an enablement impact analysis and recommendations dashboard, improving targeting and increasing effectiveness, by centralizing data sources and applying machine learning.- Supported learning technology and programs by hiring and developing a Technology Operations team that provided user support, system administration, database development, integration engineering, and release and change management.

San Francisco, California, Us

- Aligned strategic priorities of 12 business units through quarterly planning and prioritization.- Utilized Agile Scrum to focus efforts of a cross-functional team in the planning and successful delivery of enhancements across an integrated set of business tools and systems.- Expanded platform capabilities by incorporating vendor apps and extended use cases beyond sales and into servicing.- Created a 360° customer view to eliminate swivel-chair activities for users by integrating systems of record and sources of reference data.- Scaled release readiness by creating and nurturing a change champion community.

San Francisco, California, Us

- Ensured a clear understanding of end-user needs by developing business process diagrams, user stories, and mockups through interviews and workshops.- Defined multi-directional data integration patterns to reduce manual data entry and creation of reports and documents, by creating a schema mapping elements across tools and systems.- Improved data quality across systems by defining lineage, establishing duplicate rules & alerts, and implementing data quality tests to identify problem areas for remediation.- Ensured successful implementation of 200+ user stories through coordination of UAT test development, execution, issue prioritization and resolution.- Prepared 1000+ users to adopt technology changes by developing and delivering in-person & virtual training, process guides and FAQs.

San Francisco, California, Us

Customer Service, Loan Operations, Project Management, Process Improvement, Operational Risk & Information Security, Technology Governance & Change Management, Business Systems Analysis.