Okta is an enterprise grade identity management service, built from the ground up in the cloud and delivered with an unwavering focus on customer success. With Okta IT can manage access across any application, person or device.As a Sr. Customer Success Manager I develop and maintain strategic relationships with key clients in order to enhance their experience with Okta and drive additional adoption of our products.

On contract to Microsoft working with account teams and clients to educate them on the benefits of the FastTrack Center and explore how we can assist them with increasing utilization. Actively manage 50–60 simultaneous accounts, performing analysis of current usage of Office 365 & EMS products and developing strategies for increasing customer interest in leveraging the services. Coordinate hand off to delivery team to assure a seamless transition for the customer.

Drove consulting services sales lifecycle and customer engagement management for a leading Microsoft solutions provider in Northern California. Led revenue generation efforts, winning significant new revenue with the State of California. Managed business development from engagement scoping to crafting compelling proposals, business pitches and deal close. Engaged clients’ senior leadership in strategic discussions of critical business issue resolution. Delivered complex projects for contracts of $100K-$500K. In my role as Director, I:• Led all revenue generation efforts for Professional Services and software resale throughout Kiefer locations and key focus areas• Developed and execute strategic and tactical sales plans to assure maximum revenue and consultant utilization.• Leveraged existing relationships within the State of California to aggressively pursue opportunities within Kiefer’s areas of expertise. • Worked with private sector companies throughout Sacramento and other areas of focus to evangelize Kiefer’s expertise and long history of successful engagements.• Analyzed request for Offer/Proposal; determine fit and success probability for Kiefer services; lead response effort including primary author responsibilities• Provided engagement oversite for all projects, assuring high levels of customer satisfaction and repeat business• Partnered with select software vendors to directly sell systems and associated Professional Services to clients.• Leveraged partnerships with key SI vendors to enhance their offerings with Kiefer areas of expertise.

Oversaw a highly complex cloud based Consolidated Email System (CES) program within the State of California, managing all migration and operational aspects of the program to move 50+ Departments and Agencies onto a dedicated Office 365 system. Evangelized the CES program and work closely with the State Technology Agency to ensure quality services with repeatable operational excellence. Managed resource allocation for all engagements and ensure successful delivery on-time and within budget.Managed a multi-million dollar annual revenue stream, with financial and operational accountability for the success of the CES program. In less than 18 months increased program adoption rate 130% migrating more than 90,000 users. Drove business development efforts to expand the CES program to departments and agencies outside the Executive Branch.

Directed all aspects of service delivery for the Seattle office of a western regional IT consulting firm, focusing on infrastructure, cloud technologies and operational efficiencies. Appointed interim GM to provide local leadership and transformed the office into a profitable business unit. Developed new offerings for cloud computing, including IaaS, PaaS and SaaS.Actively engaged in the entire sales cycle. Developed and implemented detailed project scoping and estimating process to build competitive proposals. Collaborated with a new sales team to gain traction in the market and increased revenue stream more than 200% in first 18 months. Key contributor in landing several major accounts including Microsoft, Boeing, Pierce County, Russell Investments, and AFCU.Primary project manager for all client engagements in the Northwest region, ensuring quality on time delivery and high client satisfaction. Allocated staffing resources for each project to meet budget and profit projections. Key stakeholder in the recruitment and hiring of all employees. Grew office from 15 to more than 40 consultants.

Recruited as the 20th employee to build and lead the Software Development, Infrastructure Deployment and Operational Support service lines for Codesic Consulting in its startup phase. Developed the processes and organizational competencies needed to support the solutions. Led engagements through all phases from project scoping and contract negotiation to directing the service delivery teams. Instrumental in contributing to the growth of the firm to more than 125 employees prior to the acquisition by CGI. Drove initiative to secure VMWare Authorized Consultant partner status for Codesic, earning certification for several engineers.Managed key account relationships, expanding business with existing clients to grow firm revenue. Developed complete solutions for system virtualization, disaster recovery, operational readiness and IT assessments that delivered high margin revenue for the company. Grew service line to 30% of revenue, contributing to firm’s growth. Managed key infrastructure optimization and virtualization projects for Russell Investment Group and Frontier Bank. Managed multiple projects for AT&T Wireless, including a multi-phase SDLC project from requirements gathering to deployment. Led a fixed bid full SDLC lifecycle development project of an extranet tool to increase vendor royalty reporting accuracy for Microsoft. Designed system for high availability and strong data integrity needed to accurately track OEM software licenses. Directed numerous Amgen IS projects related to system infrastructure, software development, systems deployment and FDA compliance. Redesigned backup systems to support the move of a primary data center to a new facility, managed the migration to Active Directory, and directed small to medium web based tools development.

Recruited by the network management solutions startup to collaborate with Sales & Marketing and Engineering to ensure accurate communication of product requirements. Solicited beta customers, gathered feedback and successfully launched beta test of new product suite. Managed quality assurance for all products and approved all product releases.

Directed the successful release of two major versions of multi-platform enterprise wide security software in the company’s startup and fast growth stage. Over two years was personally responsible for 30 technical hires, standardized processes throughout the development cycle, and defined long term strategy for multiple products. Led cross-functional engagement of customers, technical support, sales, R & D and product marketing to define and deliver next-generation security products. Managed projects with teams of 50 through all phases of the process from initial requirement analysis, design, development, test and customer beta testing.