Cedar Park, Texas, United States
Executive‑level leader in Incentive Compensation, Xactly Incent architecture, and Sales Performance Management (SPM) with 18+ years designing, implementing, and optimizing enterprise compensation systems. Widely recognized as the Xactly Pioneer who founded and built Canidium’s Xactly Implementation Practice from a one‑person function into a 20‑member consulting organization. Combines deep HRIS and compensation expertise with advanced technical fluency across Xactly Incent, Analytics, DELTA/Connect, and Extend. Known for transforming compensation operations, leading complex multi‑workstream implementations, and delivering scalable, accurate, and business‑aligned incentive solutions for global clients.
- Lead Xactly Incent administration, configuration, and optimization for Semperis. - Implement plan updates, troubleshoot calculation issues, and manage integrations with SFDC, NetSuite, Workday, Payroll, and Finance. - Improve system performance, data quality, analytics, and reporting transparency. - Support end users, create documentation, and guide testing and upgrades. - Identify automation opportunities and evaluate Xactly license/support costs to improve ROI.
Technical Practice Lead (10/2018-present) & Solution Architect, Xactly Practice (01/2017-present) Demonstrates the ability to apply technical expertise to lead team members across multiple projects to ensure project success, and to collaborate with Directors and Leadership to ensure practice success. Demonstrates in-depth ability in Xactly, with broad understanding of the entire system, and the ability to engineer client solutions for complex projects and large accounts. Collaborates with the Sales Team to create accurate SOWs and manage sales-delivery transitions. Provides oversight and management of program/project initiation for self and for other resources, with an emphasis on building immediate rapport and positioning less senior resources to drive project success. Coaches and collaborates with team members across projects to continuously improve performance and skills, particularly technical development for emerging Architects. Formally evaluates performance of team. Leads the organization in technology adoption, including working with the LPMO to develop and deliver training programs. Focus on Leading the Xactly team by showing expertise and fluency in multiple tools/workstreams and be recognized as the subject matter expert in Xactly. Gather, assist, and complete requirements gathering and architectural design reviews with the project team. Ensure best practices and quality design delivered with integrity. Created dynamic, systematic, and scalable system build designs. Business friendly communication style to complicated requirements. Meets with the team regularly to check on project progress and ensure they have the resources needed for success. Creates status reports and reviews them with the customer Executive Team weekly along with suggestions for enhancements. Special Skillset: Xactly Incent, Analytics, DELTA/Connect Subject Matter Expert (SME)
Demonstrates expertise in applying project methodology across multiple workstreams/technologies and recognized as an expert in managing projects for Xactly Incent. Collaborates with sales and clients to create SOW’s and works with sales to manage sales-delivery transition. Manages project planning and development. Accurately estimates work effort, team member capabilities, and timelines for completion. Drives project kick off sessions, with an emphasis on building immediate rapport and positioning the project/account for success. Manages and completes deliverables on time and within budget. Manages customer expectations and identifies need for Change Requests and executes/negotiates as appropriate. Resolves risks and project obstacles as needed, ensuring prompt escalation and advisement of, leadership if warranted. Coaches and collaborates with team to continuously improve performance and skills. Evaluates performance of team, including team dynamic and performance. Adjusts team membership as needed. Meets with the team regularly to ensure progress, provide timeline, and budget guidance, and handle escalations as needed.
Created requirements and design documents to encompass all project requirements. Met weekly with customer stakeholders to discuss project status and open items and regularly to discuss configuration questions, best practices, and project changes. Configured products aligned with customer requirements, integrated the customer’s Xactly Incent instance with their Salesforce instance (if applicable), set up plans, rules, formulas, rate tables, lookup tables, quota’s, indirect crediting, workflow, customized Analytics reports and other documents required by the customer. Contributing team member. Recognized as a leader and/ or expert by clients and team members. Works in conjunction with project leadership/management to ensure project success. Provides leadership and/or supervision, as well as troubleshooting assistance, to other resources. Identifies, escalates, and pre-scopes sales opportunities. Accurately estimating work effort and timeline for completion of Astadia project responsibilities. Assessing accuracy of estimates of less experienced project members Manage Projects with standardized Astadia and Xactly methodology: Plan, Define, Design, Develop, Test, and Deploy Additional responsibilities design, implementation and administration of internal company Xactly Incent system.
Human Resource Business Partner – 11/2004-11/2007 Administered programs designed to establish and maintain effective human resource programs through the uniform and equitable application of policies and procedures. Audited organization to identify employee relations, compensation, performance management, and staffing issues. Recommended appropriate actions to address and resolve issues. Provided HR generalist support to assigned internal client group: Accounting, IS, Marketing, Customer Service & Sales. Continued the below job duties and responsibility for HRIS and Compensation programs. HRIS/Compensation Analyst – 06/2001-10/2004 HRIS Duties: Researched, analyzed, designed and maintained the various Human Resource Information Systems (HRIS). Developed, updated, and modified codes, tables, reports and other systems applications. Managed testing of system, conversions of data, and implementation of new systems and links with other systems to ensure proper functionality. Installed HR software systems on applicable PC’s: ADP, 360° Software, Performance Review Software and Job Descriptions Software. Served as liaison with IS for HR systems. Compensation Duties: Assisted in the development and implementation of the annual compensation program documents, training, evaluation statistics and Merit Plan worksheets. Conducted job analysis to determine appropriate salary level according to compensation guidelines and policies formulated by the Compensation & Benefits committee. Compiled and participated in salary surveys and analyzed results to determine the organization’s market relationship. Analyzed occupational data such as physical, mental, and training requirements of jobs and workers and developed written summaries such as job descriptions, job specifications, and lines of career movement. Analyzed organizational pay practices and made recommendations for salary changes to ensure equity.
Conducted New Hire Orientations, Performance Management Initiatives, Analysis Reports, and assisted in program development for HR systems. Prepared and processed all new hire documentation and prepared monthly presentation on retention statistic, including the following data: gains, losses, and annualized attrition rates by business unit & department. Planned and developed eye-catching internal HR-related communication strategies and programs for corporate environment.