Spencer Stern Email & Phone Number

Chicago, Il, Us

Katy, Tx , Us

Lead Microsoft CRM and Power Platform sales efforts to commercial clientsDeliver CRM sales demos

Irving, Texas, Us

Leading a national sales team responsible for developing, marketing, and selling, the entire Microsoft portfolio to State & Local Government clients, including Dynamics (CRM + ERP), Power Platform (no/low code), Azure, Data & AI, and Modern Work, among others. Responsible for $50MM sales funnel leading an 8 person team Leading market penetration for new AI-related tools including Microsoft Co-pilot, LLM, and Generative AI models. Develop relevant use case and measuring the ROI impact of deployments.Work with off-shore resources to build pre-sales materials including demos, RFP content, and sales scripts.

Irving, Texas, Us

Responsbile for product development, sales, and delivery oversight of the Microsoft Business Applications platform including the Dynamics 365 (D365) Customer Engagement modules, Finance and Operations (F&O), and the Power Platform (Power Apps, Power Automate, and Power BI). Grew team size by 35% and revenues by 40% over a 15-month period.The practice led the firm in quarterly EBITDA for two consecutive quarters, exceeding budgeted EBITDA by more than 15%. Led expansion into Microsoft Co-pilot deployments, LLM, and AI services; collaborated witth the sales team to orchestrate the sales of related services.

Redmond, Washington, Us

Helping drive consumption of cloud-based business applications solutions at state and local government clients. Specialty areas include: digital citizen engagement, Justice & Public Safety, and Health & Human Services.Create the financially-oriented business cases to drive client consumption and adoption. Orchestrate Microsoft resources to drive customer satisfaction and expansion of our footprint. Clients served including the following states: Illinois, Indiana, Michigan, Kansas, North Dakota, Oklahoma, and Texas, among others.Specialties: Smart Cities, initiatives; CRM and ERP implementations, change management, Business Process Optimization (BPO), building detailed business cases and financial models to drive customer adoption and success.Senior-level individual contributor customer success/sales role responsible for realizing optimal usage of Microsoft’s business applications and cloud solutions; achieved $35MM+ in annual renewals.Collaborated closely at the executive levels with Microsoft’s partners to successfully drive the adoption of Microsoft’s CRM and Power Platform at more than 15 clients. Helped initially identify and qualify projects that led to more than $15MM in Azure ARR and CRM products. Collaborated with account teams to drive net-new Azure and Power Platform consumption at more than 10 agencies; contributions resulted in 4,500 licenses and doubling clients’ Azure storage footprint. Helped deploy and/or renew more than 14,000 licenses. Successfully drove solution adoption for 15 strategic SLG accounts; deployed 14k+ Dynamics 365 licenses and 35k+ M365 licenses; additional contributions include closing $20MM+ in Azure ACR.Led requirements gathering efforts which helped drive new functionality for CRM+ERP sales, customer service, and marketing cloud. Identified, engaged, and worked closely with more than 25 partners including KPMG Accenture, and IBM, among others. Working at the executive levels with these partners.

Over a 9-year period, harvested, sold, and delivered more than 130 public sector projects involving more than 70 clients and generating more than $13MM in gross revenues.Managed a staff of 8 consultants. I was responsible for sales, business/strategy development, new service introductions, recruiting and staff onboarding, building and managing the pipeline, creating our partner ecosystem which included Salesforce, Oracle and IBM, among other firms. I also built our pro-forma project budgets, our service delivery methodology, and the firm's financial statements. Led the development of SOW, project budgets, the partnership program, and the company-wide pro-forma financial analysis. Developed strategic alliances with 15+ firms including Accenture, Deloitte, and Salesforce.Orchestrated with clients to build the vision, road map, business case, RFP, and vendor evaluation process for projects which ranged from $5MM-$20MM in total software, hardware, and services. Worked with multiple levels of client staff to help facilitate a complex procurement process including: C-level personnel, elected and appointed officials, purchasing teams, and internal counsel, among others.Influenced and sponsored transformation projects involving ERP, Security, Data & Analytics, among others; individual sales and growth contributions exceeded $100M in total contract valueLed the core sales process including prospecting, lead generation, marketing, contract management, RFP development, demos, BAFOs, and SOW/contract negotiations.Directly interfaced and collaborated with client executives, including city/county managers, CFO, COO, elected officials, and dept. directors to help drive business performance improvement decisions. Focused exclusively on selling to BDMs. Led the $2MM digital transformation for Elgin, IL by helping them procure software for CRM, and asset/work order management. Directed five partners and a team of 30+ employees to help drive their cloud transformation.

Chicago, Il, Us

Led the course design and development of an on-line five course e-government certification curriculum. The course was targeted for mid-level managers working in state and local government. The course focused on the technology and business aspects of e-government. I supported the University's efforts to market and attract potential students to the program and helped secure budget and resources to launch the program.

Newark, New Jersey, Us

Instructor for an on-line course on e-government and e-governance which was a required course in the Rutgers Public Policy and Management Certification Program. Led the course development and delivery of a semester long on-line e-government certification program for 15 students. The content was focused on bridging the gap between business and IT operations. The students included seasoned public sector personnel working in the IT, operations, and/or service delivery areas. I was responsible for moderating each class, reviewing and grading all assignments, and providing feedback for each student's final paper submission, which included a business case component which they shared with their work manager.

Chicago, Il, Us

The GFOA is the leading trade association serving government finance employees. For more information please visit their website at https://www.gfoa.org.When I launched my consulting firm, I also worked as an executive consultant with GFOA. We collaborated on the sales and delivery of several public sector projects. I worked with clients to support their ERP and CRM deployments. Tasks included:-Building the case for action-Leading the requirements definition sessions-Managing the vendor evaluation process-Contract and SOW negotiations-Leading deployment-centric business process optimization sessions-Leading the change management processClients include City of Santa Ana, CA, Rockford, IL, and Carlsbad, CA, among others.

Santo Domingo, Do

Assist high technology, financial services, and wireless firms with new product introductions, customer segmentation strategies, and product life cycle management.Led ERP projects for manufacturing clients, deploying core finance modules, HCM, inventory, supply chain, and warehousing among others.Developed an internal competitive market analysis (leveraging SWOT and the 5 forces tool) which focused on identifying white space where our team was successfully able to target and drive net new revenues. Within 12 months, we built a funnel exceeding $13MM in professional services, and closed $7MM in new business.Successfully sold multiple projects to professional services firms including law firms, private equity, and venture capital firms. Sold and managed projects which provided IT due diligence findings. This content was utilized to determine the price the private equity firm would eventually pay. Led large scale project teams in the capacity of a project/program manager to drive multi-million-dollar software projects. Led several executive level visioning and journey mapping sessions. Conducted IT strategic planning studies which focused on the following areas: software inventory and rationalization; staffing, infrastructure planning, communications, and mobility, among others. Recommendations were utilized to improve IT operations and increase internal efficiencies.Helped build and adhere to a team budget and performance was measured against several financial and project variables to ensure compliance.Directed business development in new areas including school districts, state government, and non-for-profit organizations. Managed internal and external team members focused on CRM requirements definition, specification development, configuration, data conversion from legacy systems, and testing. Interfaced with multiple departments to ensure their data was transitioned.

Il, Chicago, Us

Market Strategy Group is a boutique strategy consultancy. The firm's main focus is strategic planning and marketing strategy. We help companies achieve 'Smart Growth' - growth that balances top-line improvement with bottom-line results to create sustainable long-term value.Directed sales, strategy development, and staffing initiatives which generated more than $6MM in new consulting revenues from multiple industry sectors within 18 months after the firm’s formation.Managed a team of five consultants focused on delivering marketing, business strategy, and organizational design consulting services to the client’s executives. Worked with business units and corporate teams on accounting policies procedures, profitability analyses, IT strategic planning, supply chain management, and inventory issues. Responsible for developing and maintaining client relations primarily at the c-level.Some examples of our work: -Strategic Consulting - including business plan & sales strategy development.-Marketing - Helping firms launch new products and services-Organizational Design and Restructuring - Providing guidance on optimizing organizational performance.-Actively supporting public sector organizations in developing their emergency preparedness plans and related homeland security initiatives, with a specific focus on wireless communications. Led a project to build a cost share plan for mobile communications covering more than 100 public sector agencies in Alaska. This included DOD, DHS, DoJ, CIA, and FBI among other Federal agencies. This also included all state and local agencies within Alaska. For more information, please visit: http://alaskalandmobileradio.org/

Chicago, Illinois, Us

The professional services organization team was dedicated to selling and delivering consulting services, and securing long-term systems management/outsourcing contracts.Created a consluting unit within Motorola. Led recruiting efforts and built the team to 25 staff. The consulting team drove $12MM in net new consulting revenue within 12 months and $100MM in pull through revenues related to software, services, and infrastructure. Acted as engagement manager for large scale projects. Developed thought leadership content, presented at trade shows, provided oversight on project delivery, built and enhanced delivery methodologies, and supervised on-site project delivery and related client deliverables. Drove client's mobile transformation.Spearheaded the sales and/or marketing of four wireless communications government projects that ranged in total fees from $3MM-$15MM and includes hardware, infrastructure, software, and services. Orchestrated the marketing efforts and worked with our Bid & Quote team to develop differentiated RFP content. Helped build demo content and frequently participated in on-site demos as part of the procurement process.Developed practice area focused on delivering Return on Investment (ROI) and Total Cost of Ownership (TCO) studies to clients interested in purchasing CRM applications and building consolidated contact centers. This content was successfully utilized by the sales team to close more than 15 local government projects involving more than $50MM in net new revenues for Motorola within 18 months of launch. Led CRM-centric business process re-design and change management programs.

Providing marketing, training, and business strategy consulting services to high-tech firms including Microsoft, NEC, Hewlett-Packard, and Verizon.Recruited staff and managed the New Jersey office, generating revenues of approximately $3 million and increasing staff to 11 professionals within the first year of operations. Performed employee evaluations, developed employee training plans, and acted as the client engagement manager for large scale projects. Directly supervised 9 staff.Developed new client relationships, created new service offerings, and delivered sales and marketing presentations to executive level decision-makers, increasing the office's client base by 40%. New clients included several large pharmaceutical firms, Lucent, Microsoft, and Bell Atlantic (Verizon)

Master Of Business Administration - Mba

Bachelor'S Degree, Accounting