Reporting to the Chief Delivery Officer, managing teams across 4 countries (United States, Mexico, Canada, and the Philippines) with over 240 employees. Overseeing all aspects of Professional Services operations, strategy, and team development for Simplus’s Delivery Division, encompassing Salesforce, Integration, Data, DocuSign, and Digital Services.Focused on driving operational excellence and collaboration across regions, ensuring high client satisfaction, successful implementations, revenue growth, and the attainment of key business objectives. Key responsibilities include managing senior delivery leadership on more than 75 consecutive projects, supporting staffing, managing escalations, conducting contract negotiations, and crafting growth strategies for our largest accounts and clients.Led the Professional Services Division to consistently drive a significant percentage of Simplus’s total annual earnings, and achieving record-breaking profitability. This success is driven by strategic value enhancement, optimizing rate structures, and setting new benchmarks for profitability and efficiency. Defined and executed the strategic vision by establishing a robust Delivery Practice structure, aligned with our corporate goals, which has improved operational focus and enabled targeted capabilities across key technologies.Spearheaded Sales and Pre-Sales processes by launching an assessment-first approach and developing targeted Go-to-Market strategies for the Healthcare, High Tech, and Financial Services sectors, which generated significant revenue within the first year.Implemented a methodology restructuring to enhance operational agility, resulting in a dramatic improvement in project efficiency and achieving an average client satisfaction score of 4.8 (90% CSAT rating). These changes have elevated the division’s ability to adapt and deliver consistently exceptional results across all engagements.

Oversaw the Salesforce department under the COO and SVP of Revenue Operations, leading process improvements that increased efficiency by 40% across all departments. This transformation was driven by measurable improvements in key metrics such as Lead-to-Close, Time-to-Revenue, and Business Development Lead Generation, enabling teams to achieve operational excellence and deliver enhanced results.Recognized as Employee of the Quarter for designing and implementing an innovative sales process powered by advanced automation and insights. This initiative reduced Lead-to-Close time by 20% and drove a 30% increase in upsells within the first month, setting a new standard for sales team performance.Defined Weave’s Salesforce and integrated systems strategy, a pivotal contribution to the company’s billion-dollar valuation. Enhanced operational efficiency and ensured precise revenue reporting through strategic integration and optimization of Salesforce and its connected systems.Led the development of a custom Salesforce application to streamline Business Development Revenue management. This solution optimized critical processes for Leads, Partners, Budgets, and Contracts, while eliminating $300K in annual licensing costs, making it a foundational tool for long-term revenue generation.Designed a forward-looking roadmap, still in use today, that aligned Salesforce and integrated systems with best practices for marketing, product development, and financial reporting. This roadmap continues to support scalable growth, cross-departmental alignment, and data-driven decision-making.

Spearheaded the creation of a new Sales Division under the VP of Sales, introducing new product offerings, systems, and processes that scaled the team from a small group, to over 60 members. Achieved a 100% increase in revenue within the first two months and exceeded the half-year goal by the end of the first quarter through strategic planning, team building, and a results-driven approach.Implemented advanced Marketing, Lead Tracking, and CTI systems for outbound sales teams, increasing call volume from 30 to 100 calls per representative per day and doubling the number of qualified leads. Optimized system integration and efficiency to enhance overall team performance and results.Developed operational standards and best practices for Sales, Operations, Marketing, and Product teams, including the implementation of new automations, opportunity processes, and data integrations for real-time insights.Streamlined key processes such as lead generation, customer onboarding, retention strategies, revenue recognition, and Salesforce reporting to support sustained growth and operational excellence. Demonstrated expertise in leading cross-functional teams, driving innovation, and achieving measurable business outcomes.

Established and supported three simultaneous startups, including an IT Services Consultancy, an Entertainment Strategy and Publishing Group, and a Tier 1 Internet Service Provider. Focused on developing strategic plans, securing funding, and building scalable business models that positioned each venture for sustained growth. Each initiative required a tailored approach to strategy and execution, addressing unique challenges and opportunities.Led operational business development, investor due diligence, and financial investigations to drive sound decision-making and resource optimization. Gained extensive experience in IT ecosystems and small-to-medium business (SMB) operations, developing expertise in market analysis, process improvement, and team leadership. Successfully navigated competitive markets while driving innovation and achieving operational excellence.Mastered the nuances of starting and scaling businesses across diverse industries. Planned out collaborative team structures, identified market opportunities, and implemented actionable strategies to deliver results. Negotiated with investors, refined business processes for efficiency, and designed technology-driven solutions to support long-term growth. These experiences laid the groundwork for continued success in leadership, strategic planning, and business development.

Implemented a wide range of client solutions, including front-end UX design, server administration, and Salesforce organization setup and customization. Focused on delivering tailored solutions that enhanced user experience and system efficiency, ensuring seamless integration and adoption.Designed and developed custom applications and scripts using programming languages such as Apex, Visualforce, Java, JavaScript, PHP, MySQL, and SQL. These custom solutions addressed specific client needs, streamlined workflows, and automated complex processes to improve overall operational efficiency.Managed and administered both on-premises systems and cloud servers, ensuring high availability, optimal performance, and reliability. Proactively monitored systems to identify and resolve potential issues, minimizing downtime and maintaining system integrity.Collaborated with organizations to customize Salesforce features, resolve process inefficiencies, and enhance functionality to align with strategic business objectives. Delivered scalable solutions that improved reporting accuracy and optimized key operational processes.Created and modified system functionalities and interfaces to meet client specifications, providing innovative, user-focused designs that supported business goals. These developments ensured alignment with industry best practices while addressing unique client challenges.Self-promoted technical expertise to a diverse range of clients, including small and medium businesses. Built strong relationships by understanding client needs and delivering exceptional results, establishing a reputation for professionalism and technical excellence.

Led and developed a high-performing Customer Service shift that achieved the highest customer satisfaction and productivity metrics within the company. Focused on optimizing systems and process efficiency, contributing to the establishment of key best practices that improved overall team performance and customer outcomes.Managed front-end coding and server-side administration issues, leveraging advanced knowledge of website database configuration and development to address complex technical challenges. Provided custom coding and server support across multi-tenant and dedicated server systems for a diverse client base, ranging from small businesses to large corporations.Collaborated closely with Senior Leadership to design and implement processes for new brands, ensuring seamless integration and scalability. Played a pivotal role in developing technical staff, fostering a culture of growth and innovation within the department.

Designed, instructed, and implemented a comprehensive technical and leadership training course tailored for Technicians and Supervisors for PCI Compliance Vulnerability Assessments and Penetration Testing, equipping teams with advanced technical skills and leadership strategies to enhance overall operational effectiveness and team collaboration.Collaborated with hundreds of Small and Medium Businesses to identify system vulnerabilities, suggested various technical solutions, and best practices to drive secure systems, websites, process improvements and helped boost client satisfaction.Conducted extensive testing across diverse networks and websites, identifying vulnerabilities, optimizing performance, and ensuring the reliability of critical systems in various environments.Developed custom applications tailored to departmental needs, significantly improving efficiency, automating repetitive tasks, and reducing bottlenecks in workflows. These innovations directly contributed to faster response times and higher team productivity.Programmed in multiple languages and integrated with diverse server systems and industry applications, such as CRM, CLM, and CMS platforms, enabling seamless system functionality and enhancing cross-platform compatibility for business operations.