Director, Reporting, Data & Integrations

• Sep 2023 - Present

Associate Director - Salesforce Data & Analytics

• Nov 2019 - Sep 2023

Lead for Accenture's Salesforce Data & Analytics capability for North America and head a team of 20+ skilled consultants through sr. managers. I develop revenue for my company through selling and delivering technology solutions to our customers using analytics to target business outcomes. I lead efforts over the whole product lifecycle including:● Identifying drivers and defining valuable outcomes working with business and strategy partners.● Providing thought leadership on how to leverage today’s technology to transform business processes.● Utilizing data and analytics to identify business opportunities to grow revenue and reduce costs for sales and services teams.● Leading discovery and design workshops directly with end users from front-line level through C-Suite.● Estimating cost, quantifying benefit and developing program roadmaps to seek business funding and define program increments.● Advising on and implementing optimal organizational, governance and analytical process changes.● Building and delivering ML and AI solutions including lead priority, product recommendation, call deflection, case priority and customer satisfaction with scores, insights, and next-best-actions.● Developing change management and communication plans to drive and monitor adoption.● Facilitating Agile methodologies for workstreams including proper design, grooming, sprint execution, testing and delivery practices for business applications, dashboards, data management & ML/AI solutions.● Partnering through cross-functional teams with business, finance, IT and data science stakeholders.● Leading data science teams to create, improve or activate their existing analytical models.● Designing dashboard, embedded analytics, and user experience deliverables with & w/o UX support.● Mobilizing, leading, transitioning, and supervising teams to deliver.● Lending hands-on architecture and technical experience as a BI and data architect SMA. Show less

Senior Manager - Cloud First Applications

• Dec 2016 - Nov 2019

(same as above)

Manager - Cloud First Applications

• Oct 2015 - Nov 2016

Responsible for delivery of legacy system migrations, data and integration solutions, customer master data management and business analytics for CRM transformation projects with a focus on Salesforce.com SaaS solutions.

Manager

• Apr 2015 - Sep 2015

(Cloud Sherpas was acquired by Accenture in September 2015)Technical Manager with a specialization in information management, my project roles included Data Architect and Data Lead. I was responsible for delivery of legacy system migrations, integration points and customer master data management for Salesforce CRM solutions. My job functions in addition to this focused on project management, business consulting & facilitation and sales responsibilities.

Senior Consultant

• Apr 2014 - Mar 2015

Responsible for delivery and architecture of legacy system migrations, data and system integration solutions and customer master data management for CRM transformations with a focus on Salesforce. Job roles include project management, business consulting & facilitation and sales support responsibilities.

Assistant Director, Sales Data Integrity

• Dec 2012 - Mar 2014

Managed development and maintenance of an operational datamart driving business reporting applications. Responsible for all integrations with Salesforce.com org for P&C. Managed development and maintenance of an operational datamart driving business reporting applications. Responsible for all integrations with Salesforce.com org for P&C.

Assistant Director, Sales Tools & Automation

• Jul 2006 - Oct 2012

Lead business stream of Master Data Management rationalization solution for legacy customer systems, and transformational Salesforce.com CRM implementation for P&C internal sales teams. Drove technical architecture and integration solution designs and implementations for both projects.

Marketing Analytics Manager

• Apr 2004 - Jun 2006

Responsible for creating and maintaining an ASP to PHP to JSP environment to report on daily flow results. Our source data was coming from a SAS-built, flat file deployed in a static HTML format prior to my arrival.I was personally responsible for: Making and driving the infrastructure decision change, acquiring the server resources, developing the new ETL code, designing and developing the FE (ASP -> PHP -> JSP) and overseeing the data integrity of the information presented. This system ran for 8 years in my absence and drove Personal Lines strategy decisions. Show less

New Business Associate

• Jun 2003 - Apr 2004

Trained on and received a P&C insurance sales license for the state of CT. I worked closely with customers to counsel them on their insurance needs. This included DALBAR & PSC training, and operational experience working in a close team with SME coaches.

Programmer

• May 2000 - Dec 2000

7 Month college intership. Developer of: Javascript, HTML and ASP for web-based, data driven learning modules. 7 Month college intership. Developer of: Javascript, HTML and ASP for web-based, data driven learning modules.