Sam Woolf Email & Phone Number

Milwaukee, Wi, Us

Milwaukee, Wisconsin, United States

• Coached and supported sellers as they navigated a complex sales process, from Opportunity Creation to Deal Registration, consistently achieving or surpassing quarterly financial targets.• Identified and resolved scorecard data gap in acquisition integration, enabling the Sales Operations team with a structured framework to facilitate operations in subsequent quarters.

Milwaukee, Wisconsin, United States

• Identified and mitigated People, Process, and Technology impacts of acquisition on Delivery Resources while minimizing disruption to in-flight projects.• Boosted post-acquisition deal volume by offering sales process training as Delivery Lead. HyperCare support requests decreased 75%, bolstering seller confidence and knowledge.

Milwaukee, Wisconsin, United States

• Identified and pursued new opportunities for assigned accounts.• Worked with Key Client Stakeholders on roadmap and business needs.• Coordinated with IBM and Salesforce Account Teams on opportunity identification, pipeline management, and RFP responses.• Managed opportunities through IBM Sales Process from identification to close.• Supported delivery in assigned sectors.• Identified and facilitated change requests and delivery led sales opportunities.• Resolved project delivery escalations.

Supported people, sales, and delivery across the following key areas:• People Management - supported a team of Account Directors and Project Managers within assigned geographic region. Provided additional support through mentoring of Account Director and Project Manager teams that are working on projects within assigned industry verticals.• Sales and Marketing - Supported sales processes through effective review of pre-sales requests to ensure delivery success. Raised issues when capacity levels did not meet guidelines or where there were risk areas. Participated in proposal creation and sales presentations to represent governance as needed.• Project Reporting - ensured accurate and timely reporting of project information through Salesforce project record, including list of active projects, start/end dates, governance team, and project status.• Project Health - monitored health of projects within industry portfolio and identified potential issues. Worked with project delivery leadership on recommendations to improve project delivery success.• Governance Process and Tools - supported current governance process and assisted in issue resolution. Identified approaches, processes, and improvements to help streamline areas such as reporting, project setup, project status, financial tracking, and invoicing.

Responsible for ongoing project execution and management, including: • Weekly status reporting, budget management, and matching resource skills and capacity to project demand.• Budgets from $500k to $1.5M, with durations from 6 months to 1 year.• Teams comprised of full-time and fractional, geographically distributed resources, leveraging a remote delivery model with onsite travel as needed.Experience summary:Service Cloud Org Merge for a Network Equipment company• Facilitated weekly governance meetings with project leadership team to identify and promote process improvements in areas such as defect prioritization, DevOps, and production planning.FinancialForce Implementation for an Educational Markets company• Identified change order opportunity to convert unused travel funds into billable hours budget, which allowed the client to extend the testing timeline across multiple workstreams without allocating additional funds.Sales Cloud Implementation with a Managed Package and Lightning conversion for a Capital Markets company• Promoted use of DX DevOps methodology to increase velocity and improve quality.Lightning Conversion and Custom Mobile App Development for a B2B Food company• Supported Appirio Finance through an audit of timecards and invoices to improve alignment with client’s SAP Fieldglass payment processes.Service Cloud and ServiceMax Field Service Implementation for a Global Medical Device and Equipment manufacturer• Identified and implemented process improvements for managing UAT issue and post deployment issue resolution across multiple defect tracking systems.Service Cloud Implementation for a Global Data Storage company• Facilitated requirements gathering and story grooming sessions for multiple functional areas including Renewals, Pricing, and Assets. Participated in Kick-off Workshops, Functional deep-dive workshops, and Sprint Planning. Supported Field Service and CPQ vendor selection processes.

Mba, Information Systems

Activities and Societies: Beta Gamma Sigma

Ba, Economics And Political Science

Education record