A business leader with a track record for delivery of large, strategic, cross-functional programs using global teams across the Financial Services sector for dynamic, demanding businesses.
• Coordinates with technical teams to deliver enterprise solutions for Commercial Organizations. • Consistently providing guidance and technical expertise to CRM Platform leads as well as Salesforce Effectiveness Leaders to help develop solutions to complex Business requirements. • Designs complex integrations to facilitate seamless interactions between multiple systems to provide real time information to Commercial Teams and for automation of Pipeline reporting. • Continue to expand my knowledge of Salesforce.com's latest technology offerings. Provide technical insight to Marketing and Sales organizations on how GE Capital Americas can best leverage the ever changing technological advances provided by Salesforce.com. • Designed, created and implemented new Case tracking tool/process for Commercial COE to drive visibility to COE deliverables across all of GE Capital Americas. • Manages monthly enhancement releases delivering top priority platform enhancements/change requests along with fixing critical production defects. Works closely with each platform to implement prioritization processes to ensure that the highest impact requests are delivered. • Facilitating Consultant engagement for delivery of Strategic Initiatives across GE Capital Americas.
• Facilitated open dialogue with Equipment Finance business leaders and key stakeholders. Provide monthly updates discussing key projects and deliverables, including upcoming Salesforce.com deployments along with other GE Capital Americas initiatives.
• Facilitated Salesforce.com changes/testing for enabling Transportation Finance to leverage Bank funding sources which enabled an additional $30mm in fundings for Fiscal 2011
Salesforce.com Deployments:
Managed all aspects of on-boardings for 2 of GE Capitals largest Platforms. Engaged Sales, Business Intelligence, Information Technology and Operations teams to develop project plans and deployment schedules. Created a reporting suite for each platform to efficiently manage their Commercial Teams. Deployed Salesforce.com Blackberry and Outlook Sync productivity tools to Sales organizations. Delivered extensive platform specific Training sessions to Commercial teams on how to use Salesforce.com. Developed training material for each platform and conducted onsite and webinar training sessions. Continued follow-up training sessions for Commercial teams as needed.
• Deployed Healthcare Lending in October 2009 to 57 Sales/Marketing users.
• Deployed Equipment Finance Trade Payables and Wholesale platforms in November 2009 to 24 Sales/Marketing users
• Deployed Equipment Finance Transportation, IKON and Office Imaging platforms to Salesforce.com in May 2010 to 150 Sales/Marketing users.
• Deployed Equipment Finance Programs, Dealer Finance and Navistar platforms in March 2011 to 125 Sales/Marketing users.
• Deployed Equipment Finance Healthcare platform in August 2011 to 85 sales/Marketing users.
• Improved Commercial Team capabilities across Indirect businesses by driving system changes and creating new processes for maintaining critical information used for deal flow and Sales Incentive Compensation payments.
• Completed Account cleanup/reassignment across multiple systems for Sales Reorganization. 100,000+ Account locations reviewed, 89,000 purged, 11,000 reassigned to the appropriate Sales Representative.
• Developed Support Central Workflow used for tracking Sales Incentive Compensation Reconciliation, Backlog, Budget or Account Location reassignments requested by the Commercial Teams.
• Facilitated campaign creation and management for several major campaigns, including Loyalty Approved, CSC Calling campaign pilot, and No Comparable debt campaign.
•Facilitated an At the Customer For the Customer (ACFC) Engagement which provided Siebel Sales system access for Strategic Business Partner. Project included Siebel Sales user setups, customized training materials, onsite training for 19 sales users and follow up refresher training sessions.
• Developed Commercial Team reporting tools, trained sales team how to leverage their data and transform their data into meaningful information
• Improved Commercial Intelligence capabilities across businesses by creating, maintaining and driving the usage of accurate, real time reporting systems.
• Influenced sales reps and managers to effectively clean, manage and use their data.
• Provided consulting services to 2 major Business Development prospects developing graphical mapping of their sales rep and reseller distribution to demonstrate capabilities and sales force coverage.
• Developed process to manage systematic customer segmentation, conducting quarterly segmentation updates for 2800 contacts and 3000 IT Resellers.
• Provided Net Promoter Score (NPS) data to sales reps by loading NPS survey responses and verbatims for 2000 Contacts; created custom views to provide easy segmentation between Promoters and Detractors.
• Facilitated campaign creation and management for several major Commercial Campaigns.
• Collaborated with business leaders to document and translate business requirements into technical designs for the Vendor Financial Services CRM upgrade from Siebel 6.x to Siebel Sales 7.5.
• Strengthened leadership skills by driving delivery of three Siebel Sales releases to the Vendor Financial Services Business. Responsibilities included: Facilitating new screen designs, managing change requests, supporting Standardization efforts, leading Subject Matter Expert testing, User Acceptance Testing activities, developing training materials and coordinating Training Schedules.
• Successfully designed and implemented several real time integrations between legacy back-end systems and Siebel Sales providing seamless visibility to front end Sales Representatives for critical information. • Led the implementation of a large on-boarding for the Customer Loyalty Project within the Vendor Financial Systems business.
• Designed and implemented Siebel Sales web reporting using SDLC methodology
• Gather requirements for and design new sales proposal tool
• Managed contract programming resources
• Coordinate vendors' engagement for web drawing and viewing project
• Coordinated developer team to enhance web based quotation tool • Designed and implemented two web based product configurators • Filed five patents for E-commerce solutions software • Completed Six Sigma Green Belt training (business process, design & implementation)
Designed and developed three Visual Basic applications
Trained Sales users to utilize latest software enhancements
Member of Golden Key National Honor Society
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