Sam Levine Email & Phone Number

Boston, Massachusetts, United States

Data Architect and advisor for several projects, including the analysis, definition and development of data products for financial service firms.

Lead for gathering requirements, designing and implementing Marketing-specific data lake to build a complete and consistent map of customer journey. Sources included Marketo, Salesforce, Google Analytics, Terminus and corporate data sources. Technologies include Snowflake, dbt and FiveTran.

Olney, MD, US

Lead for designing and developing data sandboxes for business and marketing purposes, including developing use cases, characterizing data sources, establishing data governance procedures, designing ETL processes and developing analytics and business intelligence solutions that deliver actionable insight.

Boston, MA, US

Represented Marketing data needs to IT, including requirements for real-time data access and Master Data Management for uniquely identifying members. Designed and coordinated processes for prioritizing the automation of customer omnichannel campaigns.Developed data governance standards and improvement processes for customer data.Developed and managed the.

• Designed and manage a cloud-based database (AWS Redshift) containing business information, detailed web-based customer interactions (captured through Google Analytics extensions) and external demographic data (Acxiom).
• Worked with business users to analyze and report on that data, using customized Redshift views and Tableau, and improve their operations based on the learnings from that data.
• Drove strategy and approach for next generation data transformation – including democratizing data access, machine learning to highlight interesting occurrences to investigate, a more agile, scalable central database.
• Ran a company-wide business plan competition.
• Filed a patent concerning the use of telematics data to rate property insurance.Monitor Insurtech, technology and IP advances.

• Identified opportunities to improve the customer journey through behavioral techniques based on customer interactions including web, call center, email and text chat.
• Designed and evaluated “test and learn” experiments to confidently increase yield and profitability.
• Instrumented website with Google Analytics to capture question-level user interactions - how long customers spend answering questions, how often they change their answers, which questions they are on when they leave.

Engaged Energy is a consulting company focused on energy usage data, specifically around residential energy efficiency, real time energy pricing, and demand response issues. I have worked with a number of utilities, software vendors and agencies to evaluate impacts of energy efficiency programs.

Boulder, CO, US

Responsible for validating the impacts and benefits that Tendril delivers to utilities and consumers through energy demand optimization. Helped develop a value-engineering process to collaboratively arrive at benefits with prospective customers. Helped develop and present several business models focused on a trajectory of increased customer engagement.

• I bridge the gap between client needs and technology, including:
• For a major magazine, analyzed their current web site usage and used that information to bring new visitors to their site, and have them expand their time and involvement on the site.
• Understand social networks like Facebook, and how their structure can be used to create applications that bring people together.
• Coordinate outsourced development resources using hosted management tools.
• Leverage new “Web 2.0” technologies to enable organizations to outsource more components of their corporate infrastructure, and focus on their core business.

US

Responsible for engineering - design, development, qa, and maintenance - built the email management platform that our company was VC funded to develop.

US

Responsible for the sustained operation and strategic growth of a bootstrapped software startup.

US

Managed the design and development of a web-based solution for categorizing and automatically responding to customer support email messages. Helped set strategic direction for this venture-funded organization. Established and managed several key technology partnerships.

Atlanta, GA, US

Managed the design and development of more than 50 sales, marketing, and financial applications. Expertise in all phases of system development, including requirements analysis, system architecture, system design, coding, delivery, documentation, training, and maintenance. Responsible for group marketing, sales support, and strategic partnerships.

US

Participated in and managed a number of technical consulting projects, including a multi-dimensional analysis and reporting tool for Monsanto product sales. In a study for the USPS, predicted automation effectiveness based on a sample of letters from the domestic mail stream.

US

Developed expert systems to assist in the maintenance of telephone company lines and switches. Studied the process of building expert systems to develop a set of standardized practices.

Mba, Management

M.S., Computer Science

B.S., Computer Science