We’re Salesforce, the Customer Company, inspiring the future of business with AI + Data + CRM. Leading with our core values, the Professional Services team empowers organizations in every industry to blaze new trails and connect with customers in a whole new way. Our unmatched expertise is critical to the delivery of innovative business solutions that push the boundaries and unlock the full potential of Salesforce. We believe our customers' success is OUR success!As Chief of Staff, reporting to the EVP for Global Professional Services, I am a force multiplier for the organization through:✓ Strategic Support: Leading V2MOM creation, collaborating with method owners, and partnering with the SLT to drive top priorities and strategic goals for the business✓ Customer & Executive Engagement: Supporting my customer engagement efforts and fostering relationships with other Salesforce teams to align priorities and advance key initiatives✓ Operational Support: Supporting efforts to enhance our operational efficiency and accelerate the business through enhancements to our operational rhythms, processes, systems, and tools✓ Special Projects: Identifying opportunities, proposing and leading special projects, and organizing comprehensive examinations of key topics and priorities when needed

Salesforce is the customer company. We make cloud-based software designed to help businesses connect to their customers in a whole new way, so they can find more prospects, close more deals, and wow customers with amazing service.As a Senior Director for Strategy & Planning in the Office of the COO, I drive the transformation and execution of our go-to-market (GTM) strategy. My work involves developing global insights and fostering cross-functional alignment to shift to an industry, buyer, and solution-based GTM. I partner with executives from Product, Marketing, Sales, Customer Success, Professional Services, and Alliances & Channels to shape GTM decision-making that accelerates customer value, loyalty, and growth.Highlighted Experience✓ Evolve GTM strategy to optimize coverage, enhance productivity, and deliver customer-centric experiences, contributing to a revenue goal of $50B and 30%+ profit margins✓ Drive long-range and annual planning aligned with our industry, buyer, and solution-focused GTM approach✓ Support the annual definition of our corporate V2MOM, execute quarterly business reviews (QBRs), and facilitate monthly leadership alignment cadences✓ Lead special projects to foster alignment between Sales and Post-Sales, as well as across Customer Success Group pillars (Customer Success, Support, Professional Services, Alliances & Channels)

Salesforce Professional Services works with you to scale and personalize customer experiences powered by real-time data to drive your success and innovation on the world’s #1 CRM platform. Our Large Scale Programs team accelerates implementations, long-term savings, innovation adoption, and speed to value for our largest, most strategic customers.• Professional Services leader helping customers transform their business, operations, and technology• Accountable for service delivery of the changes needed to achieve transformation objectives• Communicate up to CxO level regarding expectations, performance, governance, and risk management• Lead and inspire the Salesforce Professional Services team members engaged in services delivery• Collaborate with cross-functional teams to ensure One Salesforce approach to delivery• Participate in the continued development of internal processes, artifacts, and methodologiesHighlighted Project Experience:✓ Strategic Business Architect for a Berkshire Hathaway company's Customer 360 Transformation program; lead the program analytics center of excellence developing data-driven insights to inform program strategy, execution, and value realization✓ Ensure AI and process automation capabilities introduced through the transformation roadmap and each release cumulatively drive a $5B cost reduction and $800M increase in revenue over five years.

Splunk's mission is to remove the barriers between data and action so that everyone thrives in the Data Age. As a Director, I helped build and lead a transformation capability Splunk needed to execute large-scale, global, cross-functional programs tied to its most strategic corporate goals and initiatives.• Fostered transformation culture as Splunk shifted from $727M (FY18) to $2.4B Total ARR (FY21)• Led $3-5M annual customer, partner, and employee experience transformation portfolio• Evolved team mission & delivery model as the Business Architecture and Change Mgmt. leader• Attracted, retained, and cultivated talent to drive 4x headcount growth; built a 30+ person teamHighlighted Project Experience - Strategy & Transformation Lead for:✓ Customer Success pillar of the Term-Cloud Transformation that defined the end-to-end APLAER customer journey, redefined and aligned CS functional roles and responsibilities, and launched a Term & Cloud renewals team✓ Award-winning CS Automation program that reengineered service delivery with Gainsight as an enabler of scalable operations - powered by data-driven insights and predictive analytics - and enabled by a comprehensive approach to business readiness✓ Cloud Migrations program that operationalized redefined end-to-end cloud migration experiences, and implemented new measurement systems for continuous improvement✓ Cloud Maturity Assessment that resulted in a 3-year transformation roadmap and approved investment for changes to the CS function needed in a "Cloud-first" business model✓ Partner Ecosystem program that built a 3-year transformation roadmap for partner recruitment, programs, and investments to better leverage channel return - especially for MSP/MSSP✓ HR_FIT program that drove operational efficiencies and process improvements for employee benefits administration, increased Workday ROI, and strengthened compliance

Slalom is a purpose-driven consulting firm that helps companies solve business problems and build for the future. We are a team of thinkers, makers, and doers that came from enterprises, consultancies, agencies, and startups—all attracted by the promise of loving work and life.As a Client Service Lead, I was responsible for hands-on delivery of transformation projects and provide oversight for all work performed by Slalom at my client accounts.• Built a recurring $5M annual portfolio of business advisory, technology, analytics services• Ensured Slalom project teams delivered high-quality results & services (avg. 9.6 / 10 CSAT)• Built strong, lasting relationships with senior execs through guidance & hands-on execution• Managed account operations (GTM strategy, sales pipeline, QBRs, billing, etc.)• Defined culture and strategic direction – inspire the innovation needed to meet client needs• Led the partnership with Facebook to deliver Workplace platform servicesHighlighted Project Experience:✓ Solution Owner for delivery of Workplace by Facebook to The Coca-Cola Company, defining: key value propositions and use cases, change management strategy, integrations roadmap, and social analytics vision✓ Developed the GTM strategy, sales motions, operational execution plans, and cross-functional alignment VMware needed to realize a $1B incremental revenue opportunity with Dell Technologies✓ Designed the transformation strategy Cisco needed to achieve a $12M reduction in operating costs through the implementation of Concur, redesign of key shared-services, and restructuring outsourcing models✓ Led the maturity assessment of Zendesk’s Lead-to-Order business cycle and developed the transformation blueprint needed to accelerate the company’s journey to $1B revenue✓ Directed the maturity assessment of LifeLock’s Product Lifecycle Management (PLM) practices, designed a future-state blueprint, and developed the transformation roadmap

Business Advisory Services draws on Slalom's full suite of capabilities and industry experience to help executives align their people, process, and technology initiatives with business strategy and vision. We ignite transformation.As Practice Area Lead, I was responsible for hands-on delivery and the development, growth, and quality execution of services for Technology Industry clients in the Silicon Valley.• $3M annual portfolio of Strategy, Delivery Leadership, and Org. Effectiveness services• Applied experience & expertise to structure & execute client initiatives across the enterprise• Program manager for cross-functional teams across the entire project delivery lifecycle• Matured the practice vision while driving growth through sales, talent, operations, & services• Served as a SME and developed resources to grow our BAS frameworks and capabilitiesHighlighted Project Experience:✓ Directed the business readiness pillar VMware’s $2B Global Renewals business needed to execute a $10M, 16-month transformation and implementation of Salesforce, Renewals Portal, Partner Data Services, etc.✓ Led the project turnaround Cisco needed to drive greater innovation, agility, and efficiency through its Enterprise Converged Services Platform initiative✓ Managed the ITSM initiative CyberSource’s Global Merchant Support organization needed to deliver a consistent, high-quality support experience for its PaaS offering✓ Developed the operational blueprint and business case Visa’s Global Customer Support Services organization needed to build and launch its knowledge-centered support capabilities✓ Led multiple strategy and reengineering initiatives at VMware, NetApp, and Informatica to enhance their indirect sales channels, including: PRM technologies, deal registration, partner marketing, partner incentives, partner communications, partner compliance, etc.

Organizations are starting to work differently — they are facing disruptive technologies, global competition, emerging business models, changing customer and employee expectations, and evolving regulation. Grant Thornton’s Advisory Services help clients fine-tune their organizations for optimal performance, achieve business objectives and transform value to become agile, forward-thinking organizations that are ready for whatever the future may bring.As a Senior Manager, I worked with Technology Industry clients to accelerate business performance and optimize their supply chains.✓ Built a $2M book of business helping clients rationalize contractual relationships with 3rd parties, improve their negotiating positions, protect their intellectual property, and recover millions of dollars in unpaid royalties✓ Led a 20-person team and performed 100s of operational reviews of the engineering, supply chain, and sales practices of semiconductor companies, consumer electronics manufacturers, OEMs, resellers, and distributors, e.g., Apple, Samsung, Intel, Broadcom, AMD, Sony, LG, Panasonic, Toshiba, Dell, HP, Arrow Electronics, etc.

In today’s ever-changing business environment of market complexity, globalization and increasing investor expectations, managing risk while protecting value is more important than ever. Risk Advisory Services deliver innovative and holistic risk management programs and solutions to address strategic, operational, financial reporting, regulatory, compliance and cyber risks.✓ Performed post-acquisition due-diligence for private equity firm AEA Investors and built the business case for investing in alternatives to obsolete IT systems and legacy back-office operations at Bally Total Fitness as part of a $40M annual expense reduction effort✓ Advised multiple technology clients on the execution of business strategies aligned with risk appetites defined through enterprise risk assessments based on the COSO/COBIT enterprise risk management (ERM) frameworks✓ Managed the execution of testing plans for compliance with the Sarbanes-Oxley Act (SOX) and provided recommendations for improving internal control design and operating effectiveness

Grant Thornton’s Public Sector practice helps leaders at all levels of government maximize performance and efficiency in the face of ever tightening budgets and increased demand for services.As a Senior Consultant, I helped clients overcome challenges in acquisitions, financial management, human capital, information technology and performance management.✓ Served as the engagement manager to the Commissioner for Trademarks and leading the performance of business process re-engineering, organization redesign, and performance management initiatives✓ Led the requirements development process for a commercial system to enable the United States Patent & Trademark Office’s $1.9B budget formulation and strategic planning activities✓ Developed a business case for State Department to modernize global IT service operations through business process reengineering, public-private competition, and infrastructure investments

Grant Thornton’s Public Sector practice offers expertise on a broad range of areas related to quality management of service delivery operations, including public-private competitions.As a Consultant, I supported the largest civilian sector public-private competition – the Federal Aviation Administration’s $1.9B privatization of Automated Flight Service Station (AFSS) services provided by over 2,700 specialists.✓ Designed the overarching processes, procedures and technical systems used to integrate the outsourcing transition and system implementation activities of 8 functional expert teams✓ Developed the methodologies employed by the FAA to independently monitor the continuity of AFSS services as provided by Lockheed Martin and attainment of cost and performance outcomes✓ Built the performance management system that enabled the capture, analysis and near real-time reporting of performance data with SQL Server, SQL Analysis Services and SharePoint

The Advisory Board Company is a best practices firm that uses a combination of research, technology, and consulting to improve the performance of health care orgs around the world.As Chief of Staff, I reported directly to the CIO and supported their strategic planning, program management, and performance management initiatives.✓ Led projects to enhance Help Desk service quality and redesign the corporate Intranet✓ Managed the project portfolio system tracking the development of technical solutions✓ Implemented dashboards to monitor key system and process performance metrics

The consulting services division of the Advisory Board Company specializes in transforming care across the major areas where our clients are focused—growth, margins, physician alignment, and value—and everything in between.As an Associate, I supported the Sales & Marketing Director for the Midwest region win consulting arrangements driving $1M+ of revenue.✓ Strategically managed marketing efforts directed at 400+ hospitals and healthcare systems✓ Built sales and services relationships with hospital executives✓ Served as a product specialist and mentor to new-hires