We help leaders build great companies with:- Strategic Planning- Organizational Strategy and Hiring- Process Improvement and Program Management- Technology Selection and Optimization

Program Management:- Oversaw initiatives to improve Customer Operations (Sales, Marketing and Support) processes and tools.- Drove cross-functional projects for the executive team.

Organizational Planning and Execution:- Drove annual, quarterly and monthly planning.- Identified and tracked organizational KPIs.- Organized and ran executive staff meetings.- Executed strategic projects for the CEO.

Technology Sourcing Leadership (2019-2021):- Oversaw a team of 15 category managers and leaders responsible for all of Gap’s technology spend.- Achieved 200% and 140% of FY2020 and FY2021 savings goals.- Cut recurring technology and professional services costs through vendor consolidation and negotiation.- Created cloud consumption models, and negotiated long term contracts enabling Gap’s eCommerce move to the cloud.IT Service Management (2019-2020): - Led a team of 35 responsible for Asset Management, IT metrics, Service Management, Incidence Response, and Peak support.- Created product and vendor metrics to drive quarterly reviews.- Built asset management capabilities, reducing our vendor audit exposure and payments by >90%. - Oversaw a flawless Holiday peak season, with no user-facing outagesTechnology Strategy Leadership (2018-2019):- Built a Tech Strategy team of 10 people responsible for data analytics, cloud planning and core system remediation.- Completed the Post-Merger integration of Janie and Jack across all business functions within a 90-day bankruptcy window.- Rebuilt the technology compliance team of 8 people, enabling successful completion of PCI, SOX and internal audits.IT Business Operations Contractor (2017-2018):- Implemented a telecommunications cost reduction project, saving several million dollars annually.- Supported ad-hoc process improvements and vendor negotiations.

Operational and Customer Leadership:- Oversaw a Customer Success team of 50, reducing gross customer churn from 25% to 13%, while maintaining >120% Net Revenue Retention.- Rebuilt the business intelligence function, creating dashboards, metrics and analysis for executive reporting and customer success.- Created a churn model that predicted churn based on customer usage and size. The analytics guided Customer Success Managers (CSMs) to encourage customers to utilize the highest value services of the application.- Built relationships with the largest clients, enabling multi-million dollar upsells in the Automotive and Health Care industries.- Improved the compensation model, focusing CSM and leader behavior on churn reduction, customer usage, and upselling.- Cut managed services and support costs from 25% to 18% of Revenue.

Operational Leadership:- Oversaw Financial Planning and Analysis (FP&A), managing the annual budget process and tracking monthly actuals.- Led Customer Success as we grew from 200 customers to 1000. - Negotiated contracts with external software, data, and cloud hosting vendors.- Coordinated legal, accounting, and HR activities with our parent company.

Sales:- Pitched hedge funds, brokers, dealers, banks, and other investors- Demonstrated the value of analytics and loan-level datasets to prospective buyers- Recommended improvements to the product based on prospect and customer feedback

Professional Services Leadership:- Doubled the revenue of the professional services business, while bringing the unit to profitability.- Lead the highest risk projects, applying Project Management best practices to reduce time to go-live by 50%.- Managed integrator partner relationships, increasing our sales and delivery reach while reducing client Total Cost of Ownership.- Sold Murex services.- Improved delivery methodologies, cutting customer implementation time in half.

Residential Mortgage-Backed Securities (RMBS) Trading and Structuring:- Traded the entire Agency Collateralized Mortgage Obligation (CMO) book: Fixed rate, Floating Rate and Derivatives. - Structured Fixed Rate, Floating and Derivative deals. - Performed daily risk analysis and hedging for the entire desk using BlackRock, Yieldbook and Bloomberg.- Developed customer relationships.

Large scale project management for the Communications Industry Group:- Managed complex (up to 150 resources over 2 years) technology implementations throughout the US, Japan and Australia. - Implemented systems for Customer Service, Sales, HR, Document Management and Field Support.- Led multiple testing, QA, process improvement, Capability Maturity Model (CMM) and PMO efforts.- Specialized in applying rigorous Program and Project Management techniques and measurements to turn around troubled projects.

Systems Analysis for US Health and Beauty Care:- Designed, developed, and tuned large multi-dimensional Teradata databases.- Analyzed shipment data for Sales, Finance and Marketing users.- Created specialized reports to handle seasonal business.