Experience

Loanspark

• United States
• Financial Services
• 1 - 100 Employee

• Co-CEO

  • Oct 2021 - Present

  We standardize a messy business financing process for companies that work with SMBs. Our platform allows you to match your customers with the right loan programs to support their business needs. We provide your customers the loan program matches, help them select the best lending provider and then we handle the underwriting process for them. It’s your personalized, co-branded, outsourced business financing solution. We make the process easy: your customers grow, you grow!



RevOps Co-op

• United States
• Technology, Information and Internet
• 100 - 200 Employee

• Community Member

  • Oct 2021 - Present

  Boston, Massachusetts, United States Resources, content and community for those who ❤️ revenue operations.



CareerBuilder

• United States
• Technology, Information and Internet
• 700 & Above Employee

• President

  • Apr 2019 - Aug 2021

  Greater Chicago Area

• Interim President

  • Jan 2019 - Apr 2019

  Greater Chicago Area

• Executive Vice President, Customer Experience

  • Sep 2018 - Jan 2019

  Greater Chicago Area



LBFE Boston: Little Brothers - Friends of the Elderly

• United States
• Individual and Family Services
• 1 - 100 Employee

• Member Board Of Directors

  • Mar 2018 - Mar 2019

  Greater Boston Area Little Brothers-Friends of the Elderly is a national network of non-profit volunteer-based organizations committed to relieving isolation and loneliness among the elderly. We offer to people of goodwill the opportunity to join the elderly in friendship and celebration of life. Little Brothers was founded after World War II by Armand Marquiset, a French nobleman, in response to the poverty suffered by many elders. Stripped of family and resources by the war, these elderly persons had no… Show more Little Brothers-Friends of the Elderly is a national network of non-profit volunteer-based organizations committed to relieving isolation and loneliness among the elderly. We offer to people of goodwill the opportunity to join the elderly in friendship and celebration of life. Little Brothers was founded after World War II by Armand Marquiset, a French nobleman, in response to the poverty suffered by many elders. Stripped of family and resources by the war, these elderly persons had no one to turn to for help. Little Brothers was created to offer that help. Little Brothers – Boston began in 1979. It has been working with persons seventy and over who are without the benefit of family or adequate social contacts. Priority is given to elders living independently at, or below, the poverty line. Programs are offered without charge and without regard to race, gender, creed, nationality, or sexual orientation. Since opening our Boston doors we have been working to improve the lives of elders in need, offering emotional and physical support. With a small staff and a dedicated crew of volunteers, we reach out to our elderly neighbors to provide companionship, support and care. Our goal is to help these elders maintain their independence while helping them feel connected to a larger community. In the last year we were privileged to touch the lives of 780 elderly women and men, and, with the participation of over 1,500 volunteers, provided 29,690 hours of friendship and service. Little Brothers-Friends of the Elderly is a 501(c)(3) organization – all gifts are tax deductible to the extent provided by the law. We are not a government sponsored or United Way agency: all funds are raised from individual donors, volunteers, and with foundation and corporate help. Show less



Exela Technologies

• United States
• Information Technology & Services
• 700 & Above Employee

• Vice President, Legal Industry

  • Oct 2014 - Sep 2018

  Greater New York City Area • Responsible for leading, guiding and coaching the entire team of 1,200 employees to ensure the success of the Legal Industry vertical and responsible for ensuring client SLA's are met and expense reduction plans are achieved; • Drive key performance indicators, service level agreements, metrics, scorecards and cost savings initiatives within my Legal client base; • Collaborate with sector leaders to support and manage client initiatives and requirements; • Perform PO monitoring and… Show more • Responsible for leading, guiding and coaching the entire team of 1,200 employees to ensure the success of the Legal Industry vertical and responsible for ensuring client SLA's are met and expense reduction plans are achieved; • Drive key performance indicators, service level agreements, metrics, scorecards and cost savings initiatives within my Legal client base; • Collaborate with sector leaders to support and manage client initiatives and requirements; • Perform PO monitoring and budgetary controls relating to service area cost structure; • Maximize potential for contract renewals by addressing service issues and building strategy for strong partnerships; • Actively pursue add on service opportunities and new growth channels utilizing the Novitex IDLC to drive revenue and margin in the accounts with cross sell and upsell services; • Achieve accounts profit budgets; • Partner with Novitex clients to understand their business direction and how we can help remove their pain points with our service delivery options; • Provide operating expertise and guidance to customer operations managers and directors on matters regarding staffing, operations, finance and reporting, contract compliance, quality, and customer care; • Maintain appropriate records, to comply with company processes and procedures, to meet contractual obligations and be compliant with all State, Federal regulations and agency compliance; • Lead and develop the Service Delivery team of 1,200 employees to operate at the highest level of performance delivering superior client satisfaction; • Served as Vice President of Selling (6/2015 – 1/2016; 1/2017 - Present) leading a team of Business Development Executives Show less



Complete Discovery Source

• United States
• Legal Services
• 100 - 200 Employee

• Director of Corporate Accounts

  • Aug 2013 - Oct 2014

  Greater New York City Area • Promoting and coordinating CDS's Corporate Accounts and Channel Partnership program; • Serving as a liaison between the information technology department, legal department, human resources, attorneys, corporate clients and litigation support staff; • Managing and overseeing all daily functions between client and partner relationships with regards to CDS services. Creating and administering workflows between same to allow for optimal assignments and distribution of projects among the… Show more • Promoting and coordinating CDS's Corporate Accounts and Channel Partnership program; • Serving as a liaison between the information technology department, legal department, human resources, attorneys, corporate clients and litigation support staff; • Managing and overseeing all daily functions between client and partner relationships with regards to CDS services. Creating and administering workflows between same to allow for optimal assignments and distribution of projects among the team; • Assessing current staffing status and defining roles and responsibilities. Evaluating additional prospects to fulfill staffing needs; • Creating, implementing and overseeing staff education and training. Training internal operations teams on Corporate and Channel programs, initiatives and their functions; • Creating best practice documentation to support repeatable, scalable, measurable process. Providing evaluation reports reflecting progression surrounding sales efforts; • Consulting with and assessing existing and potential litigation needs of clients; • Coordinating the evaluation, selection and negotiation of third party vendors; • Overseeing preservation of data for legal holds associated with claims, litigation and investigations; • Managing and directing department personnel who are providing services on complex projects

• Client Services Manager

  • Sep 2012 - Oct 2013

  Greater New York City Area • Act as a liaison between CDS and its clients; Work to resolve problems and ensure that products are delivered in the timely manner and as expected; • Implement strategy that increases sales and guarantees client satisfaction; • Manage multiple electronic discovery projects simultaneously from lead to close-out; Consult with clients in both pre- and post-sale situations; Develop technology solutions that ensure client expectations are met and exceeded; • Consult with clients to… Show more • Act as a liaison between CDS and its clients; Work to resolve problems and ensure that products are delivered in the timely manner and as expected; • Implement strategy that increases sales and guarantees client satisfaction; • Manage multiple electronic discovery projects simultaneously from lead to close-out; Consult with clients in both pre- and post-sale situations; Develop technology solutions that ensure client expectations are met and exceeded; • Consult with clients to complete a Statement of Work (SOW); Communicate regularly with clients through production life cycle with status reports; Work with analysts and engineers to ensure correct data format, data output and on time schedule compliance; • Validate billing summaries and final check invoice with Sales Department. Analyze and help plan budgeting with clients; • Make presentations to small and large groups with diverse expertise (business, legal and technical); Assist in the development, implementation, and documentation of standardized workflow procedures for all projects.

• Senior Project Manager

  • Aug 2010 - Aug 2013

  Greater New York City Area • Manage multiple electronic discovery projects simultaneously from lead to close-out; Consult with customers, in both pre- and post-sale situations; Develop technology solutions that ensure customer expectations are met and exceeded; • Consult with clients to complete a Statement of Work (SOW); Communicate regularly with customer through production life cycle with status reports; Work with analysts and engineers to ensure correct data format, data output and on time schedule… Show more • Manage multiple electronic discovery projects simultaneously from lead to close-out; Consult with customers, in both pre- and post-sale situations; Develop technology solutions that ensure customer expectations are met and exceeded; • Consult with clients to complete a Statement of Work (SOW); Communicate regularly with customer through production life cycle with status reports; Work with analysts and engineers to ensure correct data format, data output and on time schedule compliance; • Ensure customer satisfaction through email and telephone communication both during production, and following delivery; Validate billing summaries and final check invoice with Sales Department; • Make presentations to small and large groups with diverse expertise (business, legal and technical); Assist in the development, implementation, and documentation of standardized workflow procedures for digital projects.



Xerox

• United States
• Business Consulting and Services
• 700 & Above Employee

• Client Manager

  • Feb 2010 - Aug 2010

  Greater New York City Area • Ensure client satisfaction by applying project management methodology to meet all Service Level Agreements (SLA) and implementing tactical and strategic plans to address all aspects of the discovery process; • Analyze business processes and procedures, and gather and document project requirements. Assist team in implementing and customizing client solutions; perform necessary quality assurance and beta testing of practice technology tools. Coordinate and oversee client support activities… Show more • Ensure client satisfaction by applying project management methodology to meet all Service Level Agreements (SLA) and implementing tactical and strategic plans to address all aspects of the discovery process; • Analyze business processes and procedures, and gather and document project requirements. Assist team in implementing and customizing client solutions; perform necessary quality assurance and beta testing of practice technology tools. Coordinate and oversee client support activities and projects involving vendor, client and other related parties; • Combine data from multiple sources into forms suitable for analysis and reporting. Analyze results to identify significant changes and to find opportunities to improve operations. Develop and implement streamlined solutions to improve reporting processes. Show less



LexisNexis

• IT Services and IT Consulting
• 700 & Above Employee

• Client Solutions Account Manager

  • Jun 2007 - Oct 2008

  Greater New York City Area • Responsible for being the primary point of contact for over 20 major global law firms and ensuring consistent superior client service standards in all interactions, while managing multi-million dollar litigation cases; • Responsible for direction of initial client setup, providing initial system training and best practices for electronic document review; • Manage individual case setup for all clients assigned to the team; • Provide ongoing user support; • Receive and respond to… Show more • Responsible for being the primary point of contact for over 20 major global law firms and ensuring consistent superior client service standards in all interactions, while managing multi-million dollar litigation cases; • Responsible for direction of initial client setup, providing initial system training and best practices for electronic document review; • Manage individual case setup for all clients assigned to the team; • Provide ongoing user support; • Receive and respond to client inquiries, gather information necessary for troubleshooting client questions, and provide link between client and Production, Development and IT Departments; • Initiate proactive steps to measure client satisfaction, anticipate client needs, and provide system support; • Identify new cases involving clients utilizing internal database and notification service and foster opportunities for product growth; was able to successfully up-sell to existing and new accounts, generating new business for the firm; • Act as liaison to Product Development Group by recommending modifications and improvements based on interaction with clients and specific client requests. Show less



Akamai Technologies

• United States
• Software Development
• 700 & Above Employee

• Network Partner Consultant

  • Apr 2004 - May 2007

  Greater Boston Area • Ensured continued successful relationships with all network partners, including all major universities and colleges and major ISP providers; • Worked with and supported the efforts of network account managers, customer account managers, deployment engineers and engineering groups to deliver on aggressive network infrastructure goals; • Supported Akamai's network partners with all non-hardware specific issues on a technical and non-technical level including contracts, billing, mapping… Show more • Ensured continued successful relationships with all network partners, including all major universities and colleges and major ISP providers; • Worked with and supported the efforts of network account managers, customer account managers, deployment engineers and engineering groups to deliver on aggressive network infrastructure goals; • Supported Akamai's network partners with all non-hardware specific issues on a technical and non-technical level including contracts, billing, mapping, access to portal, marketing, deployments, Akamai content delivery issues etc.; • Engaged network partners in discussions to increase amount of free traffic on the Akamai network; • Analyzed and reported on trends regarding issues related to various networks; • Managed and developed partnerships and alliances with network providers; • Worked closely with Akamai and Akamai’s network partners’ Legal teams. Show less