Nicholas Seewer Email & Phone Number

Oakland, CA, US

San Diego, CA, US

Excited to lead a team of extremely talented professionals in defining the strategic vision and execution of insights and analytics capabilities for LPL Financial. Our goal is to enable new data and analytic capabilities to strengthen the use of our data as a strategic asset to drive organizational improvements and increase NPS and customer satisfaction.

Dublin, CA, US

• Provided vision and leadership to evaluate, select, design, develop, implement, transform, and support key business technology solutions for TriNet’s customer experience, sales, marketing, legal, insurance services.
• Guided company-wide implementations of Salesforce Service and Sales Cloud on Lightning, Conga CPQ, and Qualtrics to dramatically reduce the time required to produce a quote for a potential customer.
• Directed TriNet’s digital transformation efforts to modernize solutions across sales, marketing, and customer service, including introduction of Einstein’s Omni Assignment Engine to introduce skill base routing of.
• Introduced expanded chat capability leveraging Einstein Bots to search Salesforce knowledge articles in real time to provide answers to questions in effort to reduce chat and case requests into our service centers and.
• Expanded the use of Salesforce community portals to allow prospects, partners, clients, employees & dependents to interact directly with our Sales and Service colleagues via a secure platform.

Dublin, CA, US

• Provided vision and leadership to evolve TriNet’s strategy for use of data and analytics to create competitive advantage for TriNet over ADP, Paychex, and Workday to win market share, whether by exploring opportunities.
• Launched advanced analytics service (SAS & SageMaker) to enable predictive models to better target, sell, and retain customers.
• Oversaw implementation of centralized enterprise data warehouse and centralized data movement platform.
• Led cross-functional efforts to evaluate, select, design, develop, implement, transform, and support key business technology solutions for TriNet’s customer experience, sales, marketing, legal, insurance services, and.
• Released new client reporting capability serving 18,000 clients and 60,000 users, and new internal analytics portal serving 2,500 employees with 100+ data sources, 300+ dashboards.
• Established data governance framework for access approvals & reviews, updates to curated data sources / dashboards, and user creation of new reporting content for sharing across the company.

San Francisco, CA, US

• Led Agile teams consisting of business systems analysts, program managers, software developers and architects in further developing applications, analytics, and automating processes across SugarCRM internal platforms..
• Stood up an enterprise data warehouse to streamline operational and analytical reporting across the company.
• Enabled new CRM opportunity tracking features (that were resold to install base) that improved sales conversion and velocity.
• Delivered to ELT four-phase roadmap to revamp company's lead to cash processes

Palo Alto, CA, US

• Directed overall engagement, delivery and deployment of Business Intelligence (BI) analytical reporting capabilities for VMware WW customer operations, marketing, finance, product units, and enterprise information.
• Led technical strategy and thought leadership on all project deliverables (business requirements, functional requirements, ERDs, DFDs, and test strategy) to ensure SDLC methodologies, architectural, and development.
• Delivered and deployed BI operational and advanced analytical reporting capabilities for WW customer operations (field sales, direct sales, renewal sales, professional services and customer service), Finance, Product.
• Served as program director for BI initiative (18 months, $7M) that converted VMware’s federated Data Marts platform (running on Oracle) to centralized EDW platform running on GreenPlum (MPP) in fully virtualized.

Palo Alto, CA, US

• Guided overall delivery and deployment of Oracle ERP (Finance, OM, SC, & IB Modules) and Hyperion Finance Management and Planning platforms for VMware WW customer operations and back office teams. Oversaw team of over.
• Partnered with executive management to identify and plan key ERP initiatives for customer operations and back office teams to support renewals and subscription business, monthly & quarterly planning cycles, and.
• Provided technical strategy and thought leadership on all project deliverables (business requirements, functional requirements, ERDs, DFDs, and test strategy) to ensure SDLC methodologies, architectural, and.

San Jose, CA, US

Directed team comprised of internal and external stakeholders responsible for $3M corporate initiative to implement enterprise Sales CRM (Siebel 8.0) and business intelligence (OBIEE 10.1) platform. Guided integration across customer, product, and Pricebook Masters, as well as building first data-mart leveraging Oracle’s BI application for high tech &.

San Jose, CA, US

Managed enterprise BI solutions with five direct reports focused on tracking sales performance, gross margin management, market penetration, customer retention, design valuation, and revenue and inventory management. Created roadmap for next-generation BI offering in partnership with leading vendors (Gartner, SAP, Oracle). Led detailed review sessions with.

San Jose, CA, US

Served as team lead responsible for prioritized development and critical support efforts within data warehouse group. Gathered business requirements, and developed and designed solutions and task plans for analytical applications to support functions with sales, finance, marketing, and operations.Developed Hyperion OLAP applications to meet business.

Primary responsibilities were to work with the Sales, Marketing, and Operations to define functional requirements, technical specifications for BBB, and Finished Goods Inventory analytical applications.

Primary responsibilities were to work with leads in Sales, Marketing, Finance and Product Divisions to define functional requirements, develop technical specifications and write, test & debug Hyperion Essbase analytical applications.

Responsible for suspense and error file management, investigation and reporting; analysis of billing process errors from call mediation to invoice and implementation of cost effective solutions; serve as liaison among all groups involved in call mediation process.

Responsible for development, tabulation, packaging and selling of statistical export and import data to various state agencies, freight forwarders and international trade finance banks. Assisted the president of the company in determining company valuation and yearly expense budgets; served as a liaison to Fortune 500 clients and various state government.