
CBW
San Francisco Bay Area

CBW
San Francisco Bay Area
Senior executive with a diverse background in software manufacturing, telecommunications, and financial services. Adding value and leadership through employing technology as a leverage for organizational transformation.
IT Strategy development and implementation;
IT/Business alignment;
Business Process improvements;
Operations management
CRM/ERP Systems development, implementation, and adoption management;
CRM Best Practices;
Project/Program Management;
Global SFA Adoption;
Cross-functional, cross-geographic team building, coaching, mentoring;
Sales Processes and Best Practices, Methods, and Operations automation. Sales Forecasting, Leads Management processes, Sales methodologies and tools. SFA systems implementation and adoption management. Professional Services Management tools implementation and Operational Management.
(Information Technology and Services industry)
June 2007 — March 2008 (10 months)
(Privately Held; 501-1000 employees; Information Technology and Services industry)
April 2005 — November 2006 (1 year 8 months)
Responsible for managing professionals in US, Canada, and Eastern Europe to provide enterprise infrastructure and business processes support. Responsible for managing portfolio of business processes, and functional architecture of software applications which support these processes.
Responsible for optimization, automation, and adoption management of internal business processes, including Sales Force Automation on Open Source platform, Project Management & Accounting on ServicePort platform, Financial processes on Oracle Financial platform, Human Resources Management & Internal Help Desk on Lotus Notes platform.
Responsible for strategy and planning for offshore & outsourcing projects for internal utilization
(Public Company; 1001-5000 employees; CDN; Computer Software industry)
2001 — 2004 (3 years)
· Developed and promoted Best Practices for Pipeline Management across the regions which improved accuracy of sales forecast by 17.2% first year;
· Chaired committee of the Business Process Owners in definition, development, and implementation of Universal Customer Master project, and corresponding Data Quality projects;
· Developed and piloted Team Selling models utilizing Siebel platform, defined Sales Coverage model for 3rd tier Accounts, defined consistent Account Management model, and other field operations models supporting corporate strategies. The adoption of the Team Selling model produced annual increase of 12.6% in an average contract value;
· Formalized business processes for execution of these models, and piloted them with regional teams. Partnered with IT organization to automate successfully piloted processes using Siebel or Web platforms, train sales and other WFO personnel, and manage adoption to assure realization of ROI.
(Privately Held; 1-10 employees; Information Technology and Services industry)
1998 — February 2001 (3 years)
Professional Services company specializing in deployment of Call Center solutions for financial services and Telecommunications companies internationally. Revenues of $10 million.
Reported to Managing Partner. Built professional consulting team for implementation and integration of Call Center solutions with Front (CRM) and Back Office systems. Developed and managed relationships with clients and strategic partners (Genesys Telecommunications, Clarify & Siebel). P&L management responsibilities.
� Managed multiple deployment projects.
� Managed internal deployment of financial control system.
� Implemented internal Contact Management system.
(Public Company; 501-1000 employees; ALA; Computer Software industry)
1996 — 1998 (2 years)
Directed analysis and formal definition of business processes to facilitate scalability of this fast growing (300% per year) company. Responsible for planning and execution of the MIS infrastructure development.
(Privately Held; 1-10 employees; Computer Software industry)
June 1987 — March 1996 (8 years 10 months)
Provided vision and leadership to execute development of consumer software marketing and distribution kiosk. Acted as Product Manager to spec and design software to market, sell, process payment, and deliver consumer application software programs in retail environment. Acted as CFO to obtain seed and subsequent rounds of financing.
(Privately Held; 11-50 employees; Information Technology and Services industry)
1982 — 1987 (5 years)