Chief Information Officer

• Mar 2022 - Present

Director, Information Systems

• Sep 2017 - Mar 2022

Director, Customer Engagement

• Jan 2017 - Sep 2017

- Successfully merged, transitioned, and managed presales, professional services, and support professionals post acquisition from two product organizations: Clicktools and Badgeville. - Trained both Callidus’s enterprise and volume sales engineering teams on pitch, messaging, discovery, and technology for Badgeville and Clicktools to be self-sufficient. This training translated to over 300k in revenue for add-on package deals in Q1 and Q2 2017 where neither product was the primary focus, but… Show more - Successfully merged, transitioned, and managed presales, professional services, and support professionals post acquisition from two product organizations: Clicktools and Badgeville. - Trained both Callidus’s enterprise and volume sales engineering teams on pitch, messaging, discovery, and technology for Badgeville and Clicktools to be self-sufficient. This training translated to over 300k in revenue for add-on package deals in Q1 and Q2 2017 where neither product was the primary focus, but was a competitive advantage. - Merged multiple products and their environments from the Callidus’s suite into a single SFDC demonstration environment to tell a cohesive story around customer experience in sales, support, learning, and feedback. - Teamed with legal to author and update 7 SOW Templates (quick start templates, on-demand templates, generic custom templates, and product specific templates) to condense the legal approval cycle to 3-5 business days. - Shortened the monthly and quarterly professional services revenue recognition cycle to a single business day by utilizing configured extracts from OpenAir / SFDC and using Tableau to generate Excel templates. - Transitioned all custom development Clicktools projects from engineering to professional services from scoping, development, testing, to deployment phases, compressing implementation cycles by an average of 5-10 business days. - Led the consolidation of sales, service, customer success, and support lines into a single 8x8 routing number for both the UK and US lines for Clicktools streamlining call volume and increasing team efficiency. - Implemented the first 24x7 support expansion of our enterprise gamification platform with our 2nd largest customer and implemented a new customer communication process for P1 and P2 escalations. Show less - Successfully merged, transitioned, and managed presales, professional services, and support professionals post acquisition from two product organizations: Clicktools and Badgeville. - Trained both Callidus’s enterprise and volume sales engineering teams on pitch, messaging, discovery, and technology for Badgeville and Clicktools to be self-sufficient. This training translated to over 300k in revenue for add-on package deals in Q1 and Q2 2017 where neither product was the primary focus, but… Show more - Successfully merged, transitioned, and managed presales, professional services, and support professionals post acquisition from two product organizations: Clicktools and Badgeville. - Trained both Callidus’s enterprise and volume sales engineering teams on pitch, messaging, discovery, and technology for Badgeville and Clicktools to be self-sufficient. This training translated to over 300k in revenue for add-on package deals in Q1 and Q2 2017 where neither product was the primary focus, but was a competitive advantage. - Merged multiple products and their environments from the Callidus’s suite into a single SFDC demonstration environment to tell a cohesive story around customer experience in sales, support, learning, and feedback. - Teamed with legal to author and update 7 SOW Templates (quick start templates, on-demand templates, generic custom templates, and product specific templates) to condense the legal approval cycle to 3-5 business days. - Shortened the monthly and quarterly professional services revenue recognition cycle to a single business day by utilizing configured extracts from OpenAir / SFDC and using Tableau to generate Excel templates. - Transitioned all custom development Clicktools projects from engineering to professional services from scoping, development, testing, to deployment phases, compressing implementation cycles by an average of 5-10 business days. - Led the consolidation of sales, service, customer success, and support lines into a single 8x8 routing number for both the UK and US lines for Clicktools streamlining call volume and increasing team efficiency. - Implemented the first 24x7 support expansion of our enterprise gamification platform with our 2nd largest customer and implemented a new customer communication process for P1 and P2 escalations. Show less

Lead Solutions Consultant

• Jun 2016 - Jan 2017

Lead Solutions Consultant

• Oct 2015 - Jun 2016

- Closed a 7 figure multi-year deal (also the largest in Badgeville history) in Q3 2015 which accounted for over 90% of the total sales target for the quarter. - Led over 50% of Badgeville’s technical sales efforts in revenue from 2015-2017 as the top performing presales professional. - Led technical due diligence demonstrations, product overviews, and security Q&A for potential acquisition partners in Q4 2015 and Q1 2016 ultimately leading to Callidus’s acquisition. - Managed a team… Show more - Closed a 7 figure multi-year deal (also the largest in Badgeville history) in Q3 2015 which accounted for over 90% of the total sales target for the quarter. - Led over 50% of Badgeville’s technical sales efforts in revenue from 2015-2017 as the top performing presales professional. - Led technical due diligence demonstrations, product overviews, and security Q&A for potential acquisition partners in Q4 2015 and Q1 2016 ultimately leading to Callidus’s acquisition. - Managed a team of 3 presales professionals establishing key processes through automated workflows in Salesforce to remove manual reports and increase visibility / agility in sales cycles updates. - Streamlined proposal, recommendation, and statement of work templates to better capture requirements and expedite the entire sales process. Solution proposal delivery from discovery to presentation was shortened by 2-3 business days on average for 2016. - Enhanced demonstrations by unifying the typically fragmented employee experience in multiple platforms (SharePoint, Jive, Yammer, Salesforce, IBM Connections, Zendesk, etc) into a single experience to showcase Badgeville’s Reputation Center. - Designed mobile versions of Badgeville’s GameViews utilizing jQuery UI and jQuery Mobile driving Badgeville’s mobile strategy in all demonstrations and implementations.

Sr. Solutions Consultant

• May 2014 - Oct 2015

• Teamed with regional Account Executives to hit over 60% of Badgeville’s quota for Q3 and Q4 2014 in various regions of the US, Canada, and EMEA. • Built and delivered tailored use case demos on top of Salesforce, Sharepoint, Jive, Yammer, and other platforms. • Ran discovery workshops, consultatively gathering both technical and business requirements to architect and deliver customized solution proposals. • Led RFPs / RFIs from numerous prospects to successful technical and security… Show more • Teamed with regional Account Executives to hit over 60% of Badgeville’s quota for Q3 and Q4 2014 in various regions of the US, Canada, and EMEA. • Built and delivered tailored use case demos on top of Salesforce, Sharepoint, Jive, Yammer, and other platforms. • Ran discovery workshops, consultatively gathering both technical and business requirements to architect and deliver customized solution proposals. • Led RFPs / RFIs from numerous prospects to successful technical and security proofs to POC confirmations. • Compiled Product Requirement Documents and Marketing Requirement Documents relaying requests from prospects and customers. • Created proof of concept accelerators on numerous platforms for integration with Badgeville - basic packaged example implementations on how to best integrate with platforms such as Confluence and Chatter. • Filmed and authored training / how-to videos on Badgeville product and technical topics. • Unified demos in numerous business cases (compliance training, customer engagement, self service, employee collaboration, onboarding, learning & development, sales performance, service center, and travel & expense management) into a single company themed environment.

Sr. Technical Architect

• Dec 2012 - May 2014

• Recognized as the top Badgeville services performer in 2013 driving 50% - 23 out of the team’s 56 projects from kickoff to launch. • Designed and supported the integration architecture of Badgeville’s cloud gamification platform with: Sharepoint, Salesforce, Jive, iOS, Android, custom web sites and other popular platforms. • Recommended advanced integration approaches such as asynchronous loading of libraries, asynchronous crediting, queuing, polling for changes, POST subscriptions for… Show more • Recognized as the top Badgeville services performer in 2013 driving 50% - 23 out of the team’s 56 projects from kickoff to launch. • Designed and supported the integration architecture of Badgeville’s cloud gamification platform with: Sharepoint, Salesforce, Jive, iOS, Android, custom web sites and other popular platforms. • Recommended advanced integration approaches such as asynchronous loading of libraries, asynchronous crediting, queuing, polling for changes, POST subscriptions for notifications and various programming paradigms. • Triaged, maintained, and prioritized client inquiries (including feature requests) with internal tools such as JIRA and Salesforce. • Customized Badgeville widgets with HTML / JavaScript / CSS to fit client needs and regularly worked around platform limitations. • Published blueprints on how to integrate Badgeville’s Behavior Platform with popular platforms such as Drupal and PhoneGap. • Established the Badgeville Architect Certification curriculum including expertise on the Behavior Platform, REST APIs, Badgeville SDKs and best practices on integration architecture. • Created processes for the Technical Architect team to follow including on-boarding, creating standardized templates (Technical Design Documents), and hosted weekly team calls. • Built the official Badgeville data import tool that the Badgeville professional services team uses to migrate legacy data for recurring revenue. This tool is a properties-driven CSV reader built in Java integrating with Badgeville’s RESTAPIs parsing JSON output.

Technology Consultant / Account Manager

• Feb 2008 - Dec 2012

• Led over 33% of all technical implementations for Advent Tamale’s professional services division including: requirements gathering, system architecting, server deployment, VM management, Exchange integration, Active Directory integration, disaster recovery consultation and scripting. • Played an integral role initiating cloud deployments for secure and easy access to our products. Worked with clients to alter firewall rules / address security concerns, coordinated with vendors, and… Show more • Led over 33% of all technical implementations for Advent Tamale’s professional services division including: requirements gathering, system architecting, server deployment, VM management, Exchange integration, Active Directory integration, disaster recovery consultation and scripting. • Played an integral role initiating cloud deployments for secure and easy access to our products. Worked with clients to alter firewall rules / address security concerns, coordinated with vendors, and administered cloud solutions. • Managed over 15% of the account base for Advent Tamale from both general and technical escalations to account management. • Served as the single escalation point for best practices and guidance on how to code against Advent's REST API. • Directed custom migrations from legacy systems while trimming and preserving relevant meta-data, leading to better product adoption • Architected usage reporting and constructed optimal views with PHP, HTML, JavaScript, and CSS to optimize product adoption strategies. • Designed, created, and managed Advent Tamale’s automated billing mechanism insuring accurate revenue and ease of access to Relationship Manager managing the accounts. • Created processes for our professional services division streamlining workflows, and adding clear and reusable template documentation. Show less • Led over 33% of all technical implementations for Advent Tamale’s professional services division including: requirements gathering, system architecting, server deployment, VM management, Exchange integration, Active Directory integration, disaster recovery consultation and scripting. • Played an integral role initiating cloud deployments for secure and easy access to our products. Worked with clients to alter firewall rules / address security concerns, coordinated with vendors, and… Show more • Led over 33% of all technical implementations for Advent Tamale’s professional services division including: requirements gathering, system architecting, server deployment, VM management, Exchange integration, Active Directory integration, disaster recovery consultation and scripting. • Played an integral role initiating cloud deployments for secure and easy access to our products. Worked with clients to alter firewall rules / address security concerns, coordinated with vendors, and administered cloud solutions. • Managed over 15% of the account base for Advent Tamale from both general and technical escalations to account management. • Served as the single escalation point for best practices and guidance on how to code against Advent's REST API. • Directed custom migrations from legacy systems while trimming and preserving relevant meta-data, leading to better product adoption • Architected usage reporting and constructed optimal views with PHP, HTML, JavaScript, and CSS to optimize product adoption strategies. • Designed, created, and managed Advent Tamale’s automated billing mechanism insuring accurate revenue and ease of access to Relationship Manager managing the accounts. • Created processes for our professional services division streamlining workflows, and adding clear and reusable template documentation. Show less

Sr. Technical Consultant

• Jul 2005 - Dec 2007

• Directed teams through entire project life cycles to create / enhance enterprise level Interactive Voice Response solutions for General Electric Money Bank, Visa, and other enterprise clients. • Wrote technical documents such as functional requirements, use cases, Visio flows, data dictionaries, Java designs, deployment guides and release notes. • Implemented solutions using Java, JSP, ECMA script, and VXML technologies integrating with backend systems through JDBC / ODBC for SQL or… Show more • Directed teams through entire project life cycles to create / enhance enterprise level Interactive Voice Response solutions for General Electric Money Bank, Visa, and other enterprise clients. • Wrote technical documents such as functional requirements, use cases, Visio flows, data dictionaries, Java designs, deployment guides and release notes. • Implemented solutions using Java, JSP, ECMA script, and VXML technologies integrating with backend systems through JDBC / ODBC for SQL or through web services. • Estimated and analyzed specifications to draft SOWs and change requests resulting in Business Planning Letters and other addendums. • Recommended changes to existing IVR solutions to increase completion rates by up to 30% for call centers averaging over 1000 calls/day. • Created the Viecore VISTA Reporting package for analyzing and tuning IVR solutions. • Authored algorithms and queries to extract data from Oracle and MySQL databases. • Developed Perl scripts to generate report outputs into Microsoft Excel spreadsheets using Object Linking and Embedding. Show less • Directed teams through entire project life cycles to create / enhance enterprise level Interactive Voice Response solutions for General Electric Money Bank, Visa, and other enterprise clients. • Wrote technical documents such as functional requirements, use cases, Visio flows, data dictionaries, Java designs, deployment guides and release notes. • Implemented solutions using Java, JSP, ECMA script, and VXML technologies integrating with backend systems through JDBC / ODBC for SQL or… Show more • Directed teams through entire project life cycles to create / enhance enterprise level Interactive Voice Response solutions for General Electric Money Bank, Visa, and other enterprise clients. • Wrote technical documents such as functional requirements, use cases, Visio flows, data dictionaries, Java designs, deployment guides and release notes. • Implemented solutions using Java, JSP, ECMA script, and VXML technologies integrating with backend systems through JDBC / ODBC for SQL or through web services. • Estimated and analyzed specifications to draft SOWs and change requests resulting in Business Planning Letters and other addendums. • Recommended changes to existing IVR solutions to increase completion rates by up to 30% for call centers averaging over 1000 calls/day. • Created the Viecore VISTA Reporting package for analyzing and tuning IVR solutions. • Authored algorithms and queries to extract data from Oracle and MySQL databases. • Developed Perl scripts to generate report outputs into Microsoft Excel spreadsheets using Object Linking and Embedding. Show less