Robert Peterson Email & Phone Number

Alpine, Ut, Us

Lehi, Utah, Us

I lead a pioneering venture of an AI-driven analytics and digital business strategies technology solution. With a passion for innovation and a commitment to excellence, my journey is characterized by a relentless pursuit of transformative digital solutions that redefine how businesses leverage data for decision-making.Spearheaded the strategic direction of XenonLab.ai, establishing it as a leader in Outcome-Centric Guidance (OCG) technology. Pioneered the development of AI-driven analytics solutions that empower businesses to convert data into actionable insights.Drove the company’s growth from a startup to a key player in the analytics industry. Implemented scalable business models and expanded market presence.Collaborated closely with R&D to ensure our solutions stayed at the forefront of AI technology and market needs.Oversee all aspects of business operations, ensuring optimal performance, resource management, and customer satisfaction.Team Building & Leadership: Built and led a team of talented professionals. Focused on nurturing a collaborative environment and developing skills to keep pace with technological advancements.

Hoboken, New Jersey, Us

Led the global value realization and business case models used to "Go to Market" across all functions including Sales, Marketing, Product, and Operations for the premier product suite called CXone. Integrate cross functional team of Business Value and Solution Consultants across the Globe to develop industry playbooks and orchestrate RFP's and formal customer proposals. These were used to generate new leads, formulate enterprise solution packages, and create customer success plans.

San Francisco, Ca, Us

Lead the Global CX Strategy team consisting of highly experienced industry professionals who doubled the win rate with our engagement. We led and mentored the Field Sales and Customer Success teams to develop account strategies and customer engagements to build and manage business value. Armed with qualitative industry and business metrics the team works directly with customers to build their CX and Business Value Strategy. As a result we typically see a 47% increase in sales closure rates and customers experience a 35% improvement in their Return on Investment.

San Francisco, Ca, Us

Driving significant enhancements in deal sizes and close rates through a global "Go to Market" strategy, I led the development and implementation of the Value Engineering and Industry Solutions initiative at New Relic. My leadership spanned Sales, Marketing, Product, and Operations, reshaping the company's strategic direction and delivering a 40% increase in deal size and conversion rates.Central to this strategy was the formation of a global team of Business Value and Solution Consultants. This team's creation of industry-specific playbooks revolutionized our lead generation, enterprise solution packaging, and customer success planning, enhancing customer engagement and loyalty.In the Digital Business Strategy Group, which included former CFOs and Tech Executives, we provided direct consultation to our customers' CIOs and CFOs. This involved quantifying the impact of our products on their digital revenues and operational efficiencies, moving beyond just selling products to deeply understanding and meeting customer needs.My role also extended to mentoring our global sales force in deal and product placement strategies. This mentorship, coupled with collaboration across Sales and Service, was pivotal in guiding the internal sales team during customer engagements, focusing on areas where New Relic could drive significant Return on Investment.Armed with qualitative metrics, ROI analyses, and deployment strategies, our approach ensured immediate time-to-value results for our customers, leading to increased resource productivity and enhanced cost management. These efforts have been fundamental in solidifying New Relic's position in the dynamic field of digital business strategy and value engineering

Austin, Texas, Us

Develop Technology strategies for the largest Fortune 100 companies in North America. Using Next Generation Architecture I develop Cloud and Hybrid transition models focusing on cost management and platform innovation. In an Information based economy technology is the competitive advantage of any major enterprise. Working across Sales and Operations I manage the teams responsible for the Business and Technology Strategies Oracle delivers to its most innovative customers.

Lehi, Utah, Us

Contract CFO/CIO supporting small to medium sized companies to build their finance and technology departments. I work across multiple companies to structure their Financial Planning & Analysis, banking, cash management, month-end reporting and technology leadership. This includes accounting processes, policies, and infrastructure as well as organizational development. Assess their personnel and skillset fit to the departmental needs across the CFO organization. • CFO to a $15M Construction company specializing in commercial and residential roofing • Financial and ecommerce systems platform strategy for $70M Digital Publisher • CIO to an $8M eCommerce Start-up leading their technology and operational infrastructure• Solution consultant to a $150M Real Estate Management Franchisor to design their client services ERP

Chicago, Il, Us

Developed strategy and built robust shared services unit (CS STARS B2B SaaS platform) quickly to increase profitability of lower revenue clients. Led 50 FTEs across 6 US sites (customer service, technical support, IT, data services). Supported $52 million revenue base with $8 million operating budget. Collaborated with executives on operating agreements. Consolidated operation, streamlined processes, and built infrastructure and operating platform to orchestrate workflows. • Decreased support costs 15% in 5 months.• Increased client satisfaction 18% due to improved response times and accessibility.• Exceeded project goals for new case management platform – implemented in 60 days vs. 6 months using Salesforce.com• Greatly improved service quality by creating an accountability model using metrics, reporting and customer feedback.

Salt Lake City, Ut, Us

Developed technology strategy and system design team reducing development time and implementation costs by 30%. Led 23 engineers, project managers, business/functional analysts, and UX designers supporting key system development initiatives for core operating departments (real estate and financial investments, accounting, banking, risk management, customer support, supply chain, student lending, and IT). Influenced division and executive leadership technology decisions to help shape operating vision and strategy. • Saving $8 million by developing enterprise CRM strategy to integrate or replace multiple disparate applications and systems.• Improved member service by creating strategy and implementation model for 800 FTE Global Service Center (supporting 15 million members globally).• Saved $3 million while integrating 1.5 million University alumni by restructuring IT plan for University fundraising department • Improved ROI for IT initiatives by building processes and policies to gather and prioritize requirements for product design, development, and deployment.

San Jose, Ca, Us

Developed resource planning and budgeting team for the world’s first major ecommerce web-based trading platform. Led team of 9 analysts and engineers in US and Germany that built quantitative models to forecast web traffic and related capacity requirements. Partnered with executives in US and Europe to determine appropriate staffing and scheduling plans.• Improved customer service results by formulating and defining metrics for SLAs between departments and countries.• Increased management performance and staff results by developing performance metrics to measure productivity, agent effectiveness, and service levels. • Saved 6 FTEs by automating payroll and creating new time & attendance policy

Monroe, La, Us

Developed new revenue relationship model to determine capacity and budget planning used for profit margin assurance analysis. Led team of 12 finance and accounting staff across 4 US sites. Collaborated with corporate and division executives to support all aspects of FP&A. Managed a $1.27 B budget including all forecasting, variance analysis, month-end close processes, and investment analysis.• Attained 18% rise in new sales and revenue• Restructured financial models and reporting processes for new National Business Accounts Division

New York, Ny, Us

Masters Of Business Administration

Bachelor'S Degree, Economics

B.S., Accounting