Professional Experience

Revolution Group - Technology consulting firm that provides IT, MSP, ERP, MEC, QMS, and CRM solutions

Chief Operating Officer and Revenue Operations
2024 - Present

Director of Operations
2022 - 2023

Consulting Manager, Project Management and Solution Consultant
2014- 2022

Scalability, Growth Initiatives & Go to Market (GTM)

• When market saturation and executive stagnation were apparent, pioneered an internal incubator program that supported the growth and scale of early-stage product concepts, increasing revenue by 15%

• Personally mentored and empowered 12 “intrapreneurs”, leading to the successful GTM for five innovative solutions while boosting employee productivity and retention

Revenue Enablement, Marketing & Sales Alignment

• Developed RevOps framework on 4 fronts: Channel Partner, Product-Led, Sales-Led, Marketing-Led that boosted sales productivity by 50%

• Orchestrated alignment between marketing, sales, account management, and division heads, establishing unified strategies that directly contributed to a 65% increase in marketing efforts, 50% increase in leads and a 15% increase in quarterly revenue generation

Leadership and Cross- Departmental Coordination

• Recognized as the 'glue' of the organization, leading interdisciplinary initiatives between consulting, development, and sales teams, delivering tailored solutions to 150+ clients and exceeding satisfaction benchmarks by 20%

• Developed Trusted Advisor workshops for customer-facing teams, equipping 'tech people' with relationship-building skills that drove a 25% increase in team confidence interacting with customers

• Led team-building initiatives, improving communication and reducing workplace conflicts by 40%, while boosting team morale

• Championed a culture of open communication and collaboration within the team, personally conducting monthly 1:1s and team-building activities, leading to a 20% improvement in team morale scores

Strategic Planning

• Conducted ongoing market research and internal audits to assess company strengths, weaknesses, threats, and opportunities, identifying next-step initiatives aligned with organizational goals

• Proposed and took ownership of initiatives aligned with company goals, milestone creation and task management with all stakeholders

Customer Satisfaction and Retention

• Directed a Customer Retention Task Force to diagnose reasons for customer attrition, personally engaging clients via surveys, calls, and emails, leading to a 20% improvement in customer satisfaction

• Revolutionized the service delivery model by integrating customer feedback and satisfaction directly into project planning; this minimized post-implementation revisions by 40%, improving client retention

• Solidified accountability by creating monthly SLA, Case Count, Violation and Time to Close reports for Customer Service and Help Desk

Operational KPIs/ Metrics/ Budgeting

• Monitored forecast pipeline, revenue, backlog, utilization, forecast on a daily/ weekly/ monthly basis

• Accountability for forecasts, budgets and utilization metrics of 6 billable hours per day, per person

• Worked closely with sales to create conservative budgets based on revenue forecasts for reporting to the executive team. Strong financial acumen, including P&L, Balance Sheet and Cash Flow

Business Strategy Execution

• Structured and activated strategic plans, leading to a 30% improvement in operational efficiency, directly contributing to organizational success

• Forged a company-wide initiative to enhance performance metrics, boosting employee engagement by 30% and resulting in recognition as the 'Most Effective Division’ company-wide

Continuous Improvement & Process Optimization

• Promoted organizational adoption of cloud-based project management tools, facilitating streamlined communication and collaboration, which improved project delivery times by an average of 30% in consulting

• Conceptualized and codified standardized operating procedures (SOPs) across the entire organization demonstrably increasing team efficiency by 40% and cutting project cycle times by 15%

• Spearheaded the end-to-end implementation of a Learning Management System (LMS), transitioning all training content from static SOPs to a scalable, multimedia learning platform for internal teams and external customers

Team Development

• Transformed the onboarding process for new hires by creating a centralized knowledge base and mentorship program, decreasing the time to full productivity for new employees by approximately 20%

• Constructed a new performance review system based on key performance indicators, improving employee goal setting by ensuring that 100% of employees set measurable goals at the start of the year

Change Management

• Conducted risk assessments and change management gap analysis on all major client projects which offered mitigation techniques to ensure project success

• Advanced process standardization across ERP deployments (Plex-Rockwell, Netsuite, Salesforce), leading to a 25% reduction in project delivery time and enabling the firm to take on 3 more clients than predicted

Cross Functional Leadership and Project Management

• Directed collaborative teams of 25+ consultants, developers, and sales staff, resolving 95% of daily operational roadblocks within 2 hours and enhanced productivity by 15%

• Transformed daily operations, fostering partnership between consulting teams and developers, which empowered the company to meet 98% of project deadlines, demonstrating the impact of teamwork

Consulting and Project Management

• Delivered 10+ successful ERP/CRM projects, valued at $1M+ each, across diverse sectors; enhanced production output by 15% and curbed material waste by 22% for each client

• Guided multiple teams in customizing and launching Salesforce, NetSuite, and Plex Manufacturing Cloud resulting in a 30% decrease in customer order processing time, achieving a 99.9% system uptime and zero critical data loss

• Steered the full project lifecycle, including root cause analysis, value stream mapping, requirements gathering, design, testing, and training, for 25+ ERP projects, resulting in zero critical post-go-live issues reported by clients

Ecommerce, Inc - Web hosting and internet services company that provided infrastructure and support for online businesses, including domain registration, website hosting, and e-commerce solutions

Controller and Operations Lead
2008 - 2013

• Led global financial strategy and compliance across multi-national entities, overseeing budgeting, forecasting, audits, and regulatory reporting while ensuring alignment with international accounting standards (IFRS/GAAP) and certified the organization for PCI Compliance

• Championed cross-functional corporate operations including HR, Legal, and Administrative functions, building scalable systems and policies to support 200+ employees across 5 countries

• Partnered with executive leadership to develop and execute strategic initiatives in financial planning, organizational design, and risk management, driving enterprise-wide operational efficiency and cost control

• Built and elevated high-performing teams across finance, HR, and legal functions, establishing SOPs, compliance frameworks, and employee lifecycle programs that supported revenue growth