● Guided executive leadership through key organizational changes in people, processes, and systems, implementing best practices in project management and operations to drive sustainable growth and efficiency.● Developed and standardized Jira structures and reporting procedures, enabling clear profitability reporting and data-driven analysis to enhance decision-making across programs.● Directed strategic client initiatives to increase retention, creating and executing a Year 3 Renewal strategy that aligned with overall business objectives, directly improving program success metrics.

● Provided strategic direction to a global team of Operations Managers and Analysts, executing critical operational and financial activities supporting Apptio’s professional services organization with a $144M budget.● Created standardized templates and repeatable processes to scale operations, streamline service delivery, and enhance accuracy, driving revenue potential for teams generating $450M ARR.● Oversaw IBM’s post-acquisition integration of Apptio, managing business process transfers and establishing reportingstandards that ensured seamless collaboration across teams, completing the project within the scheduled timeframe.● Enhanced cross-functional alignment by liaising with Apptio and IBM leaders to break down silos and establish clear integration goals, resulting in the timely completion of integration deliverables.

● Led a 10-member team in developing strategic roadmaps and go-to-market plans for multiple product offerings, optimizing customer engagement processes that boosted renewal rates by 10% and reduced support call volume by 35%.● Developed and implemented a global intake process for major cross-company initiatives, standardizing templates and meeting cadences to streamline project approvals, resource allocation, and execution.● Successfully managed the 2023 Renewal Initiative for Marketing Services Premium, achieving targeted renewal growth while enhancing contact strategies and reducing fulfillment costs.● Oversaw intake and triage processes in Jira, resulting in an 88% reduction in product improvement backlog and a 100% reduction in systems issues backlog, significantly improving operational transparency and efficiency.

● Built the program management discipline from the ground up, managing a diverse portfolio of internal initiatives and product launches, while ensuring program outcomes aligned with business strategy and operational goals.● Supervised the PMO and Organizational Change Management teams, implementing process improvements that increased team capacity and fostered a collaborative environment, consistently achieving program milestones.● Established cross-functional communication protocols and provided critical updates to executive leadership, ensuring transparency and alignment on program progress.

● Spearheaded the creation of a repeatable release management process to align cross-functional teams, developing a launch playbook, communication guidelines, and deployment schedules that reduced time-to-market by 95%.● Managed the end-to-end go-to-market launch of the Clarifi modular suite, coordinating with Product, Engineering, Vendors, and Commercial teams to ensure technical and operational readiness for a successful rollout.

● Led process automation and standardization initiatives that reduced the month-end closeout process by 5 weeks, supporting post-acquisition integration and driving operational excellence across Client Services.● Built revenue forecasting and capacity planning models to optimize resource allocation and improve financial reporting accuracy, enhancing decision-making for leadership.

● Designed and implemented a client engagement model to streamline program alignment and enhance service delivery, supporting cross-functional teams in meeting strategic goals.● Developed performance metrics and analyzed capacity and revenue data, providing insights that guided team alignment with customer lifecycle objectives and optimized program success.● Led the integration and deployment of Clarizen project management software, significantly improving collaboration, visibility, and process standardization across teams.● Formulated and implemented a hiring model to balance headcount with revenue goals, ensuring scalable program support and achieving targets for operational efficiency.

● Oversaw project roadmap development, resource planning, and timeline management, maintaining high standards of transparency through weekly executive reporting on program progress.● Drove process improvement initiatives that reduced lead times by 90%, optimized team resource allocation, and enhanced program outcomes through efficient execution.● Unified Salesforce instances and standardized procedures post-merger, ensuring alignment across teams and delivering integrated solutions for enhanced operational efficiency.

● Effectively coordinated with building management, architect, clients, and other engineering professionals to provide solutions that meet the criteria of all parties involved.● Utilized the latest technology to design mechanical and plumbing specifications for clients. ● Ensured project is completed to the highest of standards through field reports, submittal reviews, RFI responses, and coordination meetings.● Communicated with internal project managers and team members to ensure job schedules reflect accurate and obtainable deadlines. ● Helped design company’s first website. ● Worked with Professional Engineers and Project Managers to improve efficiency and streamline the design process and training of new associates.

● Effectively managed, supported, and grew portfolio of business.● Increased account sales 30% by soliciting new customers and improving relations with previously unassigned house accounts and transferred accounts.● Tripled the amount of material sold to both Freescale and Bechtel accounts.● Created new and innovative ways Ferguson could increase productivity; including a Sole Source PVF agreement with Freescale and a Shared Network Database for Ferguson’s Austin branches.● Worked with fellow sales representatives and district sales manager allowing Ferguson to become more competitive in pricing on large project quotations.

● Achieved “Top Inside Salesman” award in recognition for producing an average of $225,000 in sales each month for four consecutive months.● Received “Large Branch of the Year” award for developing the Texas/Oklahoma territory.● Successfully completed “Ferguson Management Trainee” and “Customer Loyalty” programs.● Developed and maintained customer and vendor relationships through phone, web meetings, email and on-site travel.● Promoted to outside sales position for outstanding sales achievement and strong work ethic.