MTX Group, Inc
Principal Business Architect
January 2023 – present
• Directed strategic functional workstreams on a full lifecycle Salesforce implementation at a large public sector organization. Delivered solution that supported 80,000 users and generated $2M per month in revenue for the agency.
• Guided executive director sessions to identify strategic business needs and requirements.
Uptima, Inc
Delivery Manager
June 2022 – January 2023
• Responsible for multiple concurrent projects/clients, leading engagement efforts and effectively managing project escalations.
• Led executive steering committee meetings driving alignment and decision-making.
RSM US LLP
Business Architect
May 2021 – June 2022
• Developed and implemented a successful Salesforce Assessment Project offering.
• Prepared proposals and deliverables for client executive stakeholders.
CGI
Director, Consulting – Salesforce Business Architect
October 2017 – May 2021
• Completed project deliverables on over 30 projects for 16 clients. Including four large full lifecycle implementations of Salesforce.com.
• Led scoping sessions to understand client business processes and critical user stories for potential Salesforce projects.
• Architected solutions that aligned client needs with Salesforce.com capabilities.
• Created level of effort estimates, future state roadmaps, proposals, and SOWs related to transformational Salesforce projects for numerous clients and project sizes.
• Directed discovery sessions using Human-Centered Design to identify critical pain points and prioritize strategic initiatives, directly informing high-value organizational transformation.
• Mentored and led a team of nine Solution Architects, fostering high-performance and strategic client solution delivery across complex Salesforce projects.
• Worked with team to ensure that individual revenue goals and utilization targets were being met.
Accenture
Management Consulting, Manager
February 2015 – June 2017
• Led functional team for a large multi-phase global Salesforce.com implementation, ensuring successful delivery of Service Cloud releases.
• Guided executive client meetings, provided solution recommendations, conducted design reviews, and delivered demos.
• Mentored and managed consultants and analysts, driving their professional growth and enhancing project performance.
OpenSymmetry
Multiple Consulting/Delivery focused roles and Sr Director, Global Operations
January 2007 – August 2014
• Completed deliverables on 16 projects for 13 clients across the US, UK, and South Africa in various industries.
• Key contributor to scaling the company from <10 to 100+ employees and driving revenue growth from $1M to over $20M, demonstrating direct impact on enterprise value.
• Spearheaded critical financial process transformation, reducing month-end close from 60+ days to 5 business days, significantly enhancing financial transparency and agility for executive and board review.
• Presented critical financial and operational reporting (cash flow, P&L, utilization) to the board on a quarterly basis, informing strategic financial oversight.
• Led comprehensive global operations, encompassing Accounting, HR, Legal, and IT, providing strategic oversight to critical functions influencing the company’s operational integrity and risk profile.