- Partner with customers to develop a vision for their future on the Salesforce platform- Facilitate outcome-focused dialogue to understand and define a customer’s business requirements- Make that vision come to life by configuring and demonstrating the art of the possible on our platform- Act as the technical representative through the sales cycle- Account plan with sales teams to drive growth- Enable sales teams on new offerings

As a Success Manager at Salesforce, I work directly with our customers on strategic initiatives to drive adoption, integrate new functionality, and customize the software to meet their needs.

As a Service Manager for Fidessa's multi-asset SaaS trading platform, I served as the key production support contact for some of our largest tier 1 and tier 2 customers. I built strong relationships with key stakeholders and provided exceptional service, engendering increased confidence in the service. Possessing excellent verbal and written communication skills, I excel in breaking down complex and technical concepts while ensuring the necessary level of detail is passed. In addition, I… Show more As a Service Manager for Fidessa's multi-asset SaaS trading platform, I served as the key production support contact for some of our largest tier 1 and tier 2 customers. I built strong relationships with key stakeholders and provided exceptional service, engendering increased confidence in the service. Possessing excellent verbal and written communication skills, I excel in breaking down complex and technical concepts while ensuring the necessary level of detail is passed. In addition, I thought beyond my role and implemented several process improvements in Support. Show less

Business Analyst for Conglomerate Involved in Energy Sales, Long Term Care, and Real Estate· General Management of Wholesale/Retail Heating Oil and Energy Products Delivery Services· Responsible for general analysis, improvement of all business processes, and cost structure reductions.· Conducted bidding processes and advised president on software technology.· Established multiple pricing/performance analyses and metrics e.g. margin, price spread, and elasticity… Show more Business Analyst for Conglomerate Involved in Energy Sales, Long Term Care, and Real Estate· General Management of Wholesale/Retail Heating Oil and Energy Products Delivery Services· Responsible for general analysis, improvement of all business processes, and cost structure reductions.· Conducted bidding processes and advised president on software technology.· Established multiple pricing/performance analyses and metrics e.g. margin, price spread, and elasticity studies.· Analyzed wholesale pricing strategy and controlled daily price changes to maximize profit through seasonality patterns.· Advised CEO on buyout strategy and developed various financial forecast models to solicit potential acquisition partners.· Performed NPV/IRR, resource utilization, and strategic planning analyses.· Prepared journal entries and performed general accounting tasks.· Risk Management for All Lines of Business· Managed inventory procurement scheduling across multiple locations to maximize operational flexibility and cash availability.· Executed $10M+ of futures, equities, and options trades for hedging and speculation on a professional level trading platform.· Developed sensitivity analysis forecasts for various inputs and growth rates.· Performed due diligence for real estate and distressed asset investments.· General Management of Long Term Care Health Facility· Responsible for forecasting and cost structure reductions.· Analyzed effectiveness of marketing strategies and assisted president in development of commission-based business development strategy.· Performed market research and wrote competition analysis reports.· Developed purchasing agreements resulting in 15% expense savings and financing solicitation documents for $3.5M loan. Show less