Kantata is a modern software platform for professional and marketing services organizations. It is the only solution that helps services firms establish an operational system of record that facilitates their business lifecycle, including key capabilities like resource management, project management, collaboration, project accounting, and BI. Services organizations in more than 100 countries are improving operational execution, increasing agility, and driving improved financial performance with Kantata. Kantata was recently named one of of fastest growing companies in North America by Deloitte, is the only solution to be listed as a Leader in both G2 Crowd’s Best Professional Services Automation and Best Project Management Software grids, and was recently named A Cool Vendor by Gartner, the world's leading technology research and advisory firm.

Strategic, client-focused analysis and management of public sector and major business accounts, to achieve maximum revenue growth. Initiated targeted marketing, sales and client retention campaigns through the use of new product launches and promotions, resulting in maximum return on investment and revenue per unit. Performed complex billing research, analysis and issue resolution. Developed specialized telecommunications solutions to support client’s strategic business objectives. • Increased annual account revenue from $2 million to over $3.5 million, by successfully overcoming market and competitive challenges, by driving profitability and performance improvements. • Reduced average quarterly account turnover to one percent, while maintaining 100 percent customer satisfaction benchmarks.

Owner of a building design business that created custom building plans for residential and commercial projects. Managed plan submission, review and approval with government agencies. Marketed specialized products and services at industry shows and events. Provided project management, budgeting and analysis for clients through the project life cycle. • Contributed to approximately 200 projects in Southern California, with individual budgets up to $1.75 million.

Key leadership role as the department supervisor, to include the bidding, purchase and administration of the organization’s commercial insurance policies and bonds, acting as department manager for extended periods of time. Administered budget forecasting and management. Supervised supplier management and contract negotiation. Developed and presented operations and corporate training courses nationwide. • Spearheaded the development of a $3 million automotive technical testing facility, serving as project manager, to include purchasing the land, managing the bidding process, negotiating contracts, construction management and facility start-up.• Identified savings of approximately $540,000 in costs, by extensive due diligence and auditing during the land purchase and construction process for the $3 million automotive testing facility.• Compiled reports, completed analysis and provided policy recommendations to executive management, resulting in savings of up to 20 percent on critical operational expenses. • Managed the bidding, purchase and regulatory reporting of the organization’s commercial vehicles with a budget of over $2.5 million.

Supervised a customer call center for multiple product lines. Managed escalated customer contacts involving complex issues and potential legal cases. Partnered with Suzuki dealerships to implement departmental process improvements, achieving higher quality and increased customer satisfaction. Administered warranty claim eligibility, processing and auditing for multiple product lines. • Decreased the call center’s average telephone queue hold times by 30 percent and increased representative’s call volume 20 percent, by providing essential support in the development and implementation of an enterprise-wide ticket tracking and customer relationship management system resulting in reduced costs, increased efficiency and improved customer satisfaction. • Coached, supervised and trained a team of eight employees to consistently exceed industry established customer service, quality and efficiency benchmarks.