Greater Richmond Region
Energetic, innovative and effective leader with extensive operations, new product, Salesforce platform and technology experience including strategy development, program and process management. Outstanding track record of delivering results by engaging organization in identifying and understanding complex issues, defining strategies for addressing those issues and program leadership to implement those strategies. Excellent analytical, organizational, and interpersonal skills leveraged across diverse stakeholder groups. Areas of Expertise Include: • Experienced Salesforce Solution Architect that efficiently delivers effective sales and service business improvements. • Sales, Operations and Technology Strategy specializing in New Process Development, Process Redesign and Improvement • Data/Business Intelligence with focus on Customer and Competitive Intelligence • New Product Development with deep experience in IP • Business Transformation, Program and Project Management. Certified Project Manger (PMP) with experience in Six Sigma, Lean (LSS) and Agile environments. Recent efforts have included: - Led rebuild of Fortune 500 Financial Service's Salesforce instance to expand business usage leveraging core capabilities of Salesforce Platform. Ultimately delivered huge improvements to be leveraged within account delivery and account management. - Digital transformation improvements including new/improved process builds, document generation, e-signature, etc. - Led Fortune 500 company implementation of Salesforce that included Sales Cloud, Service Cloud and Pardot. Provided advisory and delivery leadership resulting in corporate transforming enablement within aggressive time and budget constraints. - Program leadership of due diligence and pre-acquisition activities for largest acquisition in company history resulting in transaction closure in under 90 days and resulting in 20-30% revenue and headcount growth for the company. Other recent Salesforce projects include: - Delivered marketing and sales capabilities for a financial services company resulting in improved sales operations performance, greater efficiency and well-defined business processes. - Delivered sales and operations infrastructure for a consumer goods and service company resulting in significantly improved service performance and sales efficiency.
Founded Salesforce Consulting Partner that delivers client value through advisory, delivery and support. 4Convergence works with client to understand their business problems then identifies the most efficient way to solve those problems. On Salesforce, configuration is the most efficient solution. We then work with multiple appexchange partners to deliver powerful additional solutions and only look to develop custom code in limited situations. This maximizes your ROI on Salesforce while minimizing technical debt. 4Convergence works across a variety of industries that have included financial services, legal, media, manufacturing, etc. Additionally, we have helped everyone from Fortune 100 to small businesses.
Responsible for all aspects of bringing new innovative products to market. The initial product, The Painter's Pyramid, was launched in May 2007 and has already received good responses in both the Home Improvement/Hardware Industry and the Craft/Decorative Arts Industry.
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Multiple activities in support of small to mid sized businesses
Outstanding track record of delivering results by engaging organization in identifying and understanding complex issues, defining strategies for addressing those issues and program leadership to implement those strategies. Excellent analytical, organizational, and interpersonal skills leveraged across diverse stakeholder groups. Areas of Expertise Include: • Sales, Operations and Technology Strategy specializing in New Process Development, Process Redesign and Improvement. Significant experience in leveraging SalesForce and ServiceCloud Platforms. • New Product Development with deep experience in Intellectual Property • Business Transformation, Program and Project Management • Data/Business Intelligence with focus on Customer and Competitive Intelligence Recent efforts have included: - Developed competitive assessment and positioning/content improvements for direct marketing company. - Guiding and enabling industrial good company to expand into retail markets including all aspects of product, marketing and sales preparation. - Leading multiple aspects of financial services portfolio integration including relationship management with partner and competitor. - Delivering upon corporate expansion into new geography that included new product portfolio being sold through utilizing new techniques.