Robert V.'s Location
New York, New York, United States, United States
About Robert V.
Robert Vo is the founder of PowerNerdz.com, a collective of the most passionate people in professional services. Over the decade of being in the Professional Services space, he established a solid network of the smartest ProServ peeps, who love what they do and are absolutely the best (or should we say nerdy passionate) at what they do. The collective was formed to provide a higher level of guaranteed, quality service for b2b technology companies and Marketers, who need Professional Services. Each of the Power Nerdz are hand selected and vetted out through a rigorous process because not everyone can be a nerd; let alone a Power Nerd. If you have needs, we’ve got nerdz for that!Also, Robert is a freelance principal strategy & framework consultant, and has a proven track record of achieving breakthrough results in many industries. In the past 9+ years, Robert worked at multiple companies where he focused on building, leading, and managing a team of expert consultants in the Marketing Automation technology space. Robert also has experience in building and maximizing software vendor and partner relationships.With more than 20 years of high-tech industry and account management experience, Robert is passionate about creating value for the clients, cultivating talent within the organization, and fostering knowledge exchange. Robert has experience working with medium and enterprise-level companies, to name a few: Nokia, Panasonic, Pfizer, Boeing, Wal-Mart, and Bank of America.As far as industry accolades, Robert holds several certifications including Marketo Certified Expert (MCE), Revenue Cycle Analyst, and Marketo Certified Solutions Architect (MCSA). In his spare time, he enjoys photography and traveling to exotic places.Challenge questions for you:Is your PSO designed to be scalable? Is your PSO designed to cultivate knowledge back to the team?Are your processes designed with positive customer experience at every step of the way?Did you design your processes to keep the team focused on the customer’s long-term success? Do you have clear core success criterias defined, so your team members have a northstar for all decisions they have to make?Is your PSO set up to adjust to fluctuating workloads?Does your Marketing Automation (MA) strategy give you the ROI insight?Do you know if your MA strategy is the best strategy for your organization/business?These are questions Robert can help you answer because he will help you "know what you don't know" so you can feel confident about getting good ROI on your MA investment.
Robert V.'s Current Company Details
Powernerdz.Com
Executive Marketing Automation Strategic Advisor to Global Marketing Leaders
New York, NY, US
Robert V. Work Experience Details
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Powernerdz.ComNew York, Ny, Us
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Executive Marketing Automation Strategic Advisor To Global Marketing LeadersPowernerdz.Com Nov 2019 - Present- Serve as a trusted Strategic Advisor to Global Marketing Leaders across all regions (NA, EMEA, APAC, & LATAM)- Serve as an active Advising Board Member on a Marketing Automation Operations Board of a global enterprise.- Mentor and manage global marketing operations team of freelancers- Develop zero-escalation marketing operations processes to eliminate wasted time.- Leverage super power to align technology design to business objectives and priorities, to maximize ROI on technology investment- Leverage PowerNerdz AI to maximize Marketing ROI- Consult Consultants on how to Consult - turning Jr Consultants to be Power Consultants- Design & implement on-going optimization frameworks to identify and improve inefficiencies of marketing operation processes- Collaborate with Senior Data Scientists to design data structures & develop solutions providing invaluable insights to global Marketing Executives- Design & architect data structures (including standard & custom objects) to feed custom executive dashboards so Marketing Leaders can make strategic pivots based on real-time insights.- Partner with global corporations to screen & vet candidates to fill technical roles (full time employees and freelancers) assuring successful team build out.- Successfully drive complex, 17 business unit, global migration to a single Marketo Engage instance successfully with zero escalations- Provide exemplary customer service & consulting services to global Marketing Leaders because Marketers deserve to be happy too- Referred to by clients as “Marketo Savant”, “Marketo Guru”, “Marketo Expert”, “Marketo Super Star”, “Marketo Beast!”- Conduct deep dive data forensics, solving complex data situations and identifying root causes to solve mysterious technical issues in short order.
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Director Of Professional ServicesIterable Mar 2018 - Oct 2019- Successfully developed & launched the implementation framework from scratch.- Built a high performing team of consultants who successfully advised customers through marketing automation platform migrations with positive customer experience and satisfaction in mind.- Defined and rolled out the implementation service packages designed to optimize and shorten the sales cycle for the SMB/Mid-Market target audience.- Hired a highly diverse team, allowing for a thoughtful balance of perspectives and experiences when it comes to solving issues for the team and enabling the customers.- Created the first team at the company to successfully pay for itself (so not to be a cost center) with a goal of breaking even.- Wrote the Implementation Partner Playbook designed to enable Managed Services & Consulting Agency Partners on the iterable platform and Implementation framework.- Enabled Consulting Agency partners on the Iterable implementation framework to initiate the cultivation of Iterable knowledge within the MarTech community.- Cultivated the Navy Seal team of Iterable Consultants resulting in high positive CSAT scores.- Documented the Iterable Agency Partner matrix and network for the team to connect the customers to the right agency based on the customer’s need.- Established an Implementation Partnership Agreement through thoughtful negotiation with the initial Partners.- Strategically established a repository of recorded educational content mapped to the framework so new team members can leverage to ramp up on Iterable and the consulting role.- Served as the proactive escalation and S.W.A.T. resource for the team for high profile enterprise customers.
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Marketing Automation Strategy Principal Consultant & Services Organization Expert AdvisorFreelance Consultant Oct 2017 - Mar 2018- Resource engineering for bandwidth elasticity maximizing resource management for busy quarters resulting on positive team member stress levels and manageable workload- Experience in developing relevant service packages for enterprise and SMB customers, making it easy to sell with a shorten sale cycle- Develop framework for ramping up new consultants thoughtfully resulting in consistent high quality delivery across a global team, including Services Partners- Assess Enterprise accounts to identify gaps and present to executives on a project plan to close the gap resulting in maximizing on their MarTech investment- Strategic Advisor to SMB, Corporate & Enterprise accounts resulting in understanding revenue attribution and other ROI on all marketing initiatives including social, offline events, trade shows, webinars, SEM, digital ads and more.- Lead and moderate large group strategic full day consulting sessions for enterprise clients resulting in positive results and a clear project plans with action items for all team members involved and responsible- Project manage and delegate key tasks to team members managing projects through to successful ‘go-live’- Align project resources (internal and client side) to get the right person on the right task(s) moving the project forward when the project focus veers.
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Head Of PracticeRomanoff Consultants Apr 2017 - Sep 2017New York, Ny - New York, Us- Established a self-managed Consultant Ramp-Up framework to standardize team members’ knowledge in a scalable manner- Established Marketo LaunchPoint Partner technology partner relationships for strategic growth- Developed key agency partnerships to allow for flexible team resource bandwidth management resulting in better workload distribution and reduced team members’ stress level- Contributed to lead generation efforts through various initiatives such as thought leadership PodCasts, local events, establishing - Cultivated a knowledge sharing team to grow braintrust- Drove the assessments and transformations for largest clients resulting in up-leveling their marketing automation approach from tactical to strategic maximizing their investment in their MarTech solution -
Sr. Strategic Enterprise Engagement ManagerMarketo May 2016 - Mar 2017San Jose, California, Us- 2017 Marketo Certified Expert (2017)- Engaged with global enterprises such as Nokia, GE & Panasonic to develop global projects such as implementations & migrations.- Contributed to practice development initiatives through the development of service offerings, best practices, methodologies, and other intellectual capital- Became very proficient in Demand Generation, Marketing Automation, Marketo’s business applications and services offerings. Applied this knowledge to Marketo enterprise customer business needs to design high-value services engagements- Drove the development of services proposals, statements of work, and contract negotiations- Advised the internal Marketo Marketing team on how to best optimize Marketo to overcome system performance issues.- Effectively teamed with other parts of the organization, including Customer Account Managers, Support and Product Management to address and resolve customer issues- Managed executive level client relationships and provide team oversight during the delivery of services engagements- Partnered with Enterprise Account Executives to identify the most appropriate implementation strategy to ensure customer success which may include one or more Marketo partners and/or Marketo Professional Services- Engaged with the Account team to do pre-Sales Services presentations. -
Manager, Smb ConsultantsMarketo Jul 2015 - Apr 2016San Jose, California, Us- Developed and maintained partner relationships to help expand team resources (Partners include Perkuto, LeadMD and Grazitti)- Designed and rolled out the consultant documentation framework leveraged by the global consulting team to onboard new consultants to successfully advise customers.- Trained and mentored team consultants and partner consultants on the launch pack process- Cultivated braintrust through regular knowledge share sessions- Recruited and managed consulting & partner resources- Managed staff, prioritization and forecasting- Met professional services utilization, revenue and profit quotas- Billable delivery management ensuring customer satisfaction and referencability- Promoted and developed production best practices and knowledge sharing- Managed customer escalations through satisfactory resolution
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Lead Business Consultant & Team LeadMarketo May 2014 - Jul 2015San Jose, California, Us- Worked directly with Marketo customers to turn their marketing into a revenue driver, using best practices in marketing automation, lead management and revenue performance management- Managed projects to ensure timely, on-budget project execution and closure- Created and managed ongoing relationships with clients through their early use of Marketo- Collaborated with clients to gather requirements, get feedback on designs and present results- Developed and enhanced service delivery offerings and methodologies for working with Marketo customers to increase the strategic and business value they achieve with using Marketo- Identified opportunities to upsell additional products and services and work with Sales to close new services business- Helped advance the state-of-the-art in Revenue Performance Management, by means of ground-breaking projects and thought leadership- Worked cross functionally to transition and handoff customers to other parts of the Customer Success team- Scoped out existing customer Professional Services needs- Developed and optimized the Launch Pack framework- Managed ongoing client communications and share status updates with internal and external stakeholders- Trained global team on the Launch Pack framework- Mentored and nurtured consultants to be self sufficient
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Senior Business ConsultantMarketo Jul 2011 - Apr 2014San Jose, California, Us- Certified Marketo Expert- Certified on Marketo Analytics (RCA)- Conduct 2 Day onsite business process reviews for new and existing clients nationally and international to identify gaps and optimization opportunities of Marketo usage.- Successfully manage complex projects for & with customers through completion with long-term customer success in mind; educating and transferring knowledge during the project and post go-live.- Advise marketing executives, directors & managers on how to leverage Marketo Analytics to identify pipeline and revenue multitouch attribution to be able to make strategic decisions on marketing spend.- Coordinate internal technical resources to facilitate integration discussions (at the API level) with customers who have complex technical landscapes.- Conduct Revenue Cycle Analytics (RCA) virtual workshops- Conduct Marketo Partner workshops covering best practice on configuring programs for Google Adwords (and other PPC) promotions.- Consult with SMB and Enterprise clients in the B2B & B2C space
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Gallery Director, Curator + Social Marketing StrategistMarket Street Gallery Jan 2010 - Jan 2016- Organized and curated art experience events- Ran social media and email marketing efforts which drove gallery visits and packed opening events.- Sent out press releases which generated interest from the local papers where gallery artists got written up for the Art section.- Designed and managed the gallery website.- Designed and launched a process for artists to submit work and all associated information needed to determine to show them at the gallery.
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Technical Account ManagerImperva Jan 2008 - Jan 2010San Mateo, California, Us- Successfully developed a trusted advisor relationship with customer executive sponsors within major & strategic accounts to align all activities with the customer's business case & strategy which maximized usage of product potential- Developed a repeatable successful Account management process ensuring ease of maintenance renewal and up sell of training, professional services and product.- Established and oversaw the customer's training & development of best practices which increase product usage- Post-sales management of key enterprise accounts such as EDS/HP, Bank of America, BestBuy, GoDaddy.com & EMC- Identified growth opportunities and strategically worked with Sales to close the deals (i.e. establishing multiple test environments)- Escalation point of contact, responsible for customer success and internal communications keeping the appropriate internal team(s) aware of the customer's business impact.- Marshalled cross-functional to successfully achieve customer objectives without letting up.- Advised major accounts on enterprise best practices (i.e. test environments, patch testing processes, upgrade) leveraging previous lessons learned- Conducted regular assessment of customer requirements to monitor level of product usage during and post implementation- Coordinated and curated PM roadmap presentations for accounts advising product management on relevant features for the account- Managed partner accounts, coordinating technical discussions and responsible for on-boarding new partners [i.e. Rackspace BT Global Services, & SAVVIS] - Managed customer's expectations by discussing priorities and on making sure R&D meet or exceed committed delivery dates- Wrote the escalation playbook for “code red” (or critical) situations.- Developed and disseminated technical procedures (technical documents & knowledge base articles) and advised on best practices. [i.e. Upgrade tech doc for complex HA environments] -
Customer Success ManagerSysiq Jan 2007 - Jan 2008- Established 'code red' communications process to keep customers fully updated and inform key contacts during critical systems-down situations successfully improving customer experience- Drove weekly discussions with Client’s ecommerce teams to identify and manage site enhancements- Assessed and documented detailed technical & logical requirements for development- Efficiently resolved complicated ecommerce environment technical & logical issues through troubleshooting- Administered eCommerce back office (Intershop Enfinity) to meet Client's business needs.- Instituted a change management process which maximized website up-time and overall stability
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Premier Accounts Business Analyst [@Salesforce.Com]Judge Vip Careers Jun 2006 - Dec 2006- Saved at-risk Account (Aspect Software) resulting in a successful/strengthened relationship with the customer’s executive sponsor & renewed maintenance contract- Managed premier accounts such as Genentech, Citrix Systems, Serena Software, and Aspect Software; ensuring client retention [maintenance renewals]- Successfully developed a trusted advisor relationship with customer executive sponsors within premiere accounts to align all activities with the customer's business case & strategy which maximized usage of product potential- Initiated and drove regular knowledge transfer sessions between the Product Teams and Support Product SMEs to help enable Support and drive product development improving customer experience- Subject Matter Expert (SME) for Salesforce for Google Adwords & Sandbox- Developed and disseminated solutions & vertical best practice knowledge base articles- Proactively organized and conducted technical training sessions of Salesforce.com Sandbox, dashboards, & reports to successfully enable and empower account contacts through knowledge
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Technical Account Manager - West Region SalesNetiq Corp. Jul 2002 - Jan 2006Houston, Texas, Us- Managed large enterprise accounts such as Countrywide, Boeing, ANZ Bank, Chevron, Wal-Mart, Nike and AOL/Time Warner- Worked very closely with Account Executives & Sales Engineers on identifying & closing opportunities- Successfully developed a trusted advisor relationship with customer executive sponsors within major & strategic accounts to align all activities with the customer's business case & strategy which maximized usage of product potential- Consulted senior level executives (VPs & Directors) on enterprise systems management solutions at a high level (i.e. resources, skill set of resources and training) to ensure their success- Established and oversaw customer's adoption of purchased modules and strategically engaged other teams within the account to discuss new modules successfully increasing product footprint within accounts- Developed an AppManager Health Check process to stabilize and optimize the customer's enterprise systems management solution and generated over $10M of additional revenue. Also, developed training and presented the process to the Global Sales team using LiveMeeting. Assisted other product teams on adapting the health check process to increase sales and improve customer satisfaction- Connecting major accounts to share upgrade best practices and leveraging lessons learned.- Subject Matter Expert for AppManager core architecture and resource monitoring- Initiated regular meetings with Product Management and Support to discuss customer feedback and ways to adjust internal processes improving overall customer experience- Developed and disseminated solutions & vertical best practice knowledge base articles- Gathered customer feedback through User Groups and on-site visits and worked cross-functionally within NetIQ with organizations such as Support, Product Management, Tech Pub, etc. to improve customer experience by improving internal processes, products & documentation -
Senior Technical Support EngineerNetiq Jul 1999 - Jan 2002Houston, Texas, Us- Increased Support efficiency by leading a team to develop & implement a Technical Support internal website that centralizes research resources (StartPoint)- Lead and managed the XMP Support team with 3 direct report Tech Support Engineers- Expert at handling highly visible enterprise level systems management technical issues- Analyzed large and complex network environments involving (but not exclusive to) MS IIS, Exchange 2000, SQL Server 2000, Win2K/2K3, Active DS, Firewalls and Linux elements to narrow down the issue for developers
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Associate Network PlannerNational Semiconductor Dec 1998 - Jun 1999- Prepared Dell servers for the production environment (1500 users) by running hardware diagnostic test, installed and configured NICs, installed & cloned Windows OS in efforts to expanded the Citrix WinFrame farm and file/print server environments as user base grew.- Created a maintenance schedule to maintain a Citrix Winframe farm of 25 servers which involved clearing temporary files, saving out event log entries, rebooting and checking and confirming standard configurations (i.e. subnet mask, gateway, etc.). Developed a batch file to automate the majority of the maintenance.- Supported network printing in an enterprise user community of 6000 - Worked with the Helpdesk to identify printer issues, scheduled with the users to troubleshoot and resolve network-printing issues (updating drivers, add printer, etc).
Frequently Asked Questions about Robert V.
What company does Robert V. work for?
Robert V. works for Powernerdz.com
What is Robert V.'s role at the current company?
Robert V.'s current role is Executive Marketing Automation Strategic Advisor to Global Marketing Leaders.
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