C.J. Land | Senior GTM Operations Leader - Go-to-Market Operations Executive driving scalable growth, operational excellence, and cross-functional alignment across Sales, Marketing, and Service.

Highlighted Accomplishments

Revenue Operations Transformer

Experienced RevOps professional with a proven record of aligning Sales, Marketing, and Service operations through data-driven strategy, automation, and system integration. Expert in optimizing revenue processes, forecasting accuracy, and customer lifecycle efficiency across enterprise SaaS environments.

Revenue Operations Transformer

Delivered a full Salesforce Marketing Cloud integration 40% under budget, unifying cross-functional data for a $1M+ marketing portfolio. Streamlined quote-to-cash workflows by embedding CPQ and DocuSign automation, reducing execution time by 90%. Enhanced CRM data quality and enrichment standards with ZoomInfo and NeverBounce, driving measurable improvements in lead engagement and campaign ROI. Modernized forecasting through Power BI and Customer 360 dashboards, increasing accuracy by 30%. Established IT governance and MDM frameworks that reduced operational expenses by 22% while boosting deployment and process efficiency.

Quote-to-Cash Automation Director

Proven leader in transforming complex sales processes into efficient, scalable automation ecosystems. Focused on reducing friction between sales, legal, and finance through integrated CRM, CPQ, and contract management solutions.

Quote-to-Cash Automation Director

Developed and deployed an end-to-end quote-to-cash automation framework, reducing manual order processing time by 65%. Integrated CPQ, DocuSign, and billing systems for seamless contract generation and approval. Cut average sales cycle duration by 35% through optimized approval routing and standardized templates. Improved billing accuracy by 25% via real-time data validation. Enabled executive visibility into sales velocity metrics and revenue conversion across regions.

Data Integrity & Enrichment Expert

Specialist in data governance, CRM hygiene, and enrichment strategies that fuel predictable pipeline generation and higher marketing ROI. Adept at building scalable data management frameworks that support ICP targeting and GTM precision.

Data Integrity & Enrichment Expert

Implemented multi-source enrichment using platforms like ZoomInfo and NeverBounce, improving contact quality by 40%. Reduced email deliverability risk by 95% through verified data management and suppression logic. Automated data cleansing and lead deduplication processes, decreasing manual admin time by 50%. Collaborated with Marketing Operations to align MQL scoring and routing based on real-time enrichment signals. Elevated CRM data trust levels to support more accurate campaign segmentation and territory planning.

Predictive Forecasting Specialist

Data-driven strategist with deep expertise in sales analytics, forecasting accuracy, and performance optimization across distributed teams. Known for turning fragmented sales data into actionable insights that drive predictable growth.

Predictive Forecasting Specialist

Modernized the sales reporting infrastructure using Power BI and Salesforce Customer 360, improving forecast accuracy by 30%. Automated pipeline visibility across international territories, reducing manual reporting time by 45%. Created global KPI dashboards to track attainment, conversion rates, and pipeline health. Partnered with Finance to align bookings data with revenue recognition models. Enabled executives to make faster, insight-driven decisions using unified data visualization tools.

Enterprise Consolidation Strategist

Results-oriented leader specializing in CRM and CPQ consolidation, system harmonization, and operational efficiency across enterprise-scale platforms. Focused on reducing system sprawl while enabling smarter, faster sales execution.

Enterprise Consolidation Strategist

Led CRM and CPQ consolidation for multiple business units, reducing annual operating expenses by 22%. Introduced Master Data Management (MDM) principles to ensure unified account hierarchies and pricing consistency. Improved quote generation time by 35% through standardization and automation. Collaborated with IT and Finance on system rationalization efforts that improved compliance and audit readiness. Delivered measurable efficiency gains and stronger governance across global sales operations.

IT Governance & Process Optimization Leader

Operational strategist focused on establishing governance, stability, and scalable growth within fast-moving RevOps environments. Expert in defining repeatable processes that balance agility with compliance and data integrity.

IT Governance & Process Optimization Leader

Instituted formal Change Advisory Board (CAB) processes, reducing deployment incidents by 30%. Enhanced CI/CD pipelines to improve code reliability and shorten release cycles by 25%. Standardized release management across Sales Cloud, Service Cloud, and Marketing Cloud environments. Strengthened collaboration between Admins, Developers, and QA to ensure higher quality deployments. Created documentation and training protocols that supported sustained process maturity and operational scalability.

Professional Experience

Manager of Sales Operations

Trusted Tech

Irvine, CA

12/2023 – 02/2025

Drove large-scale sales operations and system transformations, integrating Marketing Cloud, Service Cloud, and third-party platforms to streamline workflows and accelerate data-driven decisions. Led enterprise integrations with Shopify, Chargebee, DocuSign, and ZoomInfo while instituting governance and automation improvements, improving data accuracy, contract execution, lead response speed, and operational efficiency.

Results & Achievements

Spearheaded Salesforce Marketing Cloud deployment, boosting sales efficiency 35% and cutting costs 40%
Led Celigo integration unifying Shopify, Chargebee, and Salesforce, raising data accuracy 98% and reporting 50%
Revolutionized contract management via DocuSign–Salesforce integration, cutting execution time 95%
Spearheaded lead enrichment with ZoomInfo, RingLead, and NeverBounce, reducing response time 55%
Directed Service Cloud integration with custom APIs, reducing manual data entry 50% across business units
Improved IT governance with CAB meetings and CI/CD optimization, boosting risk mitigation 40%
Unified Salesforce User Management with Contracts, reducing manual associations 75% and improving accuracy 95%
Led CallRail–Shopify Zapier integration, raising reporting accuracy 45% and enhancing marketing insights 30%

Tech Stack

Azure Synapse
Callrail
Celigo
Chargebee
Chil Piper
ClickUp
Cognism
Confluence
DocuSign
Google Analytics
Klaviyo
Lucid
Lusha
Marketing Cloud
Microsoft Azure
Microsoft Partner Center
Neverbounce
Oracle NetSuite
Outreach
Own Backup
Power BI
Productive
Python
RingLead
Salesforce Marketing Cloud
Salesforce Sales Cloud
Salesforce Service Cloud
Salesloft
Shopify
Slack
Zapier
Zoho Desk
ZoomInfo

About Trusted Tech

Trusted Tech is a leading Microsoft Cloud Solutions Provider (CSP) based in Irvine, California, specializing in Microsoft licensing, cloud subscriptions, and professional IT services for medium and enterprise-sized businesses. Established in 2017, the company has rapidly earned a strong reputation due to its expertise in cloud technology, its people-centric approach, and its comprehensive in-house team of Microsoft architects and engineers. Trusted Tech is distinguished as one of the few Microsoft CSPs to achieve all six Solution Partner designations, underlining its commitment to industry leadership and technical excellence.

The company’s suite of services includes Microsoft 365, Azure, Windows Server, SQL Server, and VMware offerings, as well as consulting for licensing, security, and IT modernization. A key differentiator for Trusted Tech is its focus on customer empowerment, offering a user-friendly portal for license management, flexible billing, and instant software delivery backed by U.S.-based, on-call technical support teams. The organization’s client-centric mission is reflected in high customer satisfaction and recognition from industry authorities, with notable features in Forbes, CIO Review, and Spiceworks highlighting the company’s rapid growth and dedication to service quality. Trusted Tech serves over 40,000 customers across various industries, empowering IT teams and business leaders to optimize technology investments and maintain operational confidence in a shifting digital landscape.

Selected Project Highlights

Salesforce Marketing Cloud Implementation – Led post-implementation optimization and user adoption strategy, improving campaign automation and data accuracy.
Service Cloud Migration (ZohoDesk to Salesforce) – Defined business requirements and managed migration for improved case management and reporting efficiency.
DocuSign Integration with Salesforce Customer 360 – Streamlined contract execution and compliance through end-to-end workflow automation.
Chargebee Subscription Integration – Unified billing data within Salesforce to enable accurate revenue forecasting and subscription lifecycle tracking.
SalesLoft Rollout – Enhanced sales productivity and cadence consistency through integrated outreach automation.
Power BI Data Warehouse Buildout – Established reporting and analytics framework for executive KPIs and performance dashboards.
Azure Data Migration Initiative – Consolidated and secured business-critical datasets, enabling centralized governance and improved scalability.
Marketing Cloud Post-Launch Optimization – Developed process improvements, training, and QA framework to ensure ongoing campaign performance.

Featured Initiatives

Marketing Cloud

Key Initiative: Salesforce Marketing Cloud

Executive Summary

A collaborative effort between Marketing and Operations led to the successful development and deployment of a Salesforce Marketing Cloud solution in 15 weeks, with CloudPointe as the implementation partner, delivering training, SOPs, and system deployment—ultimately completing the project 40% under budget.

Project Details

A joint initiative between Marketing and Operations, this team set out to develop a foundational marketing application tailored to the marketing group’s needs. A detailed business requirements document was created, and multiple platforms, including HubSpot and Salesforce, were evaluated. Salesforce Marketing Cloud was ultimately selected due to its alignment with an agile development approach and the organization’s existing Salesforce expertise.

To drive execution, CloudPointe was brought on as the implementation partner, developing a comprehensive end-to-end deployment strategy. Phase I was completed in approximately 15 weeks, covering training, system deployment, and the establishment of standard operating procedures (SOPs) to support a growing marketing department with newly defined roles. Notably, the project was completed 40% under the original budget.

Key Takeaways

Strategic Collaboration – Marketing and Operations aligned to develop a scalable marketing solution.
Platform Evaluation & Selection – HubSpot and Salesforce were assessed; Salesforce Marketing Cloud was chosen for agility and internal expertise.
Efficient Execution – CloudPointe led an end-to-end implementation, ensuring a structured deployment.
Operational Impact – Training, SOPs, and new marketing roles were introduced to support adoption.
Cost Efficiency – The project was completed 40% below budget, maximizing ROI.

CI/CD

Key Initiative: CI/CD Development Plan

Executive Summary

The Salesforce Team implemented a structured development lifecycle with a formal sign-off process and clear process visualization, improving efficiency and eliminating direct production changes.

Project Details

The Salesforce Team established a structured development lifecycle, eliminating direct production changes. A formal sign-off process was introduced, requiring internal business owners to approve each project stage to ensure that completed work was properly documented. Additionally, a detailed flow diagram was shared with the team, outlining the end-to-end process. This framework has been effectively communicated to the Operations group, leading to a more streamlined and efficient Salesforce development process.

Key Takeaways

Structured Development Lifecycle – Eliminated direct production changes to ensure controlled deployments.
Formal Sign-Off Process – Required internal business owners to approve each project stage for proper documentation.
Efficient Execution – CloudPointe led an end-to-end implementation, ensuring a structured deployment.
Clear Communication – Effectively conveyed the framework to the Operations group.
Improved Efficiency – Resulted in a more streamlined and structured Salesforce development process.

DocuSign Integration

Key Initiative: DocuSign Integration Project

Executive Summary

DocuSign integration with Salesforce optimizes contract management by automating processes, reducing turnaround times, and improving accuracy.

Project Details

Embedding DocuSign within Salesforce enhances contract management by automating document creation, enabling electronic signatures, and providing real-time tracking—all within a unified platform. This integration eliminates manual workflows, speeds up contract execution, and improves accuracy by centralizing all contract-related processes. Sales teams can efficiently send, sign, and oversee agreements, driving productivity, ensuring compliance, and accelerating deal closures.

Key Takeaways

DocuSign within Salesforce automates contract generation, signatures, and tracking.
Eliminates manual processes, reducing delays and increasing efficiency.
Centralized contract management improves accuracy and compliance.
Sales teams can easily send, sign, and monitor agreements in one platform.
Streamlined workflows accelerate deal closures and enhance productivity.

Chargebee/Shopify

Key Initiative: Chargebee/Shopify

Executive Summary

Shopify, Chargebee, and Salesforce nightly data synchronization is stable and fully aligned with Chargebee’s 2.0 package using the Celigo Integration as a Service (IasS) platform.

Project Details

Following initial implementation challenges, the synchronization between Shopify, Chargebee, and Salesforce is now functioning seamlessly. The existing setup mirrors Chargebee’s 2.0 managed package, ensuring accurate and reliable data flow.

Key Takeaways

Nightly synchronization between Shopify, Chargebee, and Salesforce is fully operational.
The current integration aligns with Chargebee’s 2.0 managed package.
Seamless integration using Celigo.
Sales teams can easily send, sign, and monitor agreements in one platform.
Streamlined workflows accelerate deal closures and enhance productivity.

Zoominfo

Key Initiative: ZoomInfo/Salesforce Integration

Executive Summary

Automated lead flow for the UK office has been optimized, reducing reliance on the Salesforce Team.

Project Details

A lead automation process was implemented to provide the UK office with a steady flow of leads matching its ICP. Training efforts ensure that the office can manage the process independently without ongoing Salesforce Team support.

Key Takeaways

UK lead flow now aligned with ICP.
Automation reduces dependency on the Salesforce Team.
Localized training ensures long-term self-sufficiency.

ICP Project

Key Initiative: ICP Project

Executive Summary

Enhancements in Salesforce lead data enrichment using ZoomInfo have improved response times and ICP management.

Project Details

Improvements in Salesforce lead enrichment processes have increased synchronization frequency, implemented a 90-day email verification schedule, and supported stock ticker data requests. These enhancements optimize ICP management, ensuring cleaner and more actionable lead data.

Key Takeaways

Increased enrichment synchronization frequency in Salesforce.
Email verification now scheduled every 90 days.
Stock ticker data inquiries integrated for better ICP management.
Faster, more efficient responses to lead enrichment requests.

Business Review

Key Initiative: Business Review

Executive Summary

Integrating the Business Review Form into Salesforce improved data collection and opportunity tracking for AE and AM teams.

Project Details

The Business Review Form was embedded within the Salesforce Account object to enhance QBR data collection. Automation now links multiple opportunities to a single form submission, improving efficiency, data accuracy, and cross-functional reporting.

Key Takeaways

Business Review Form now integrated into Salesforce.
Automation enables multiple opportunities from a single form.
Enhanced data accuracy and accessibility for sales teams.

Senior Director of Business Applications

Cognigy

San Francisco, CA | Düsseldorf, Germany (Remote)

09/2021 – 01/2024

Architected the Revenue Operations foundation that powered Cognigy’s global expansion and ultimately supported its $955M acquisition by NICE Ltd. Designed integrated forecasting systems and centralized data governance models that drove the $100M Series C funding round. Implemented predictive analytics and real-time dashboards that improved accuracy, transparency, and cross-functional accountability during a period of accelerated growth.

Results & Achievements

Spearheaded Revenue Operations integrating forecasting, CPQ-NetSuite sync, and OKR tracking to drive growth
Directed SharePoint-to-NetSuite ERP migration, eliminating silos and supporting Cognigy’s $100M Series C funding
Directed Sales Forecasting System with analytics and predictive modeling, segmenting by region for optimization
Developed comprehensive Sales Reporting framework with Deal Search, Customer 360, and Deal Management
Directed Board Reporting system with integrated dashboards consolidating financial, sales, and marketing metrics
Implemented high availability architecture increasing data sync from daily to hourly for real-time decision-making
Engineered Marketing Reporting System measuring revenue and pipeline development, improving ROI visibility
Centralized data governance through cross-functional committees, standardizing practices for strategic planning

Tech Stack

Azure Synapse
Callrail
Asana
Azure Data Factory
Azure Synapse
BambooHR
Billing Server (In-House)
Channeltivity (PRM)
Cognigy
Cognigy.AI MongoDB
Confluence
CPQ
Customer 360
Devart
DocuSign
Flowingly
HubSpot
Leapsome
Microsoft Azure
Microsoft SharePoint
Oracle NetSuite
Pendo
Planhat
Postman
Power Automate
Power BI
Python
Skyvia
SQL Azure
SQL Server
Visual Studio
Zendesk
Zapier
ZoomInfo

About Cognigy

Cognigy is a leading global provider of conversational and agentic AI platforms, specializing in enterprise automation for customer experience across digital and voice channels. The company’s flagship solution, Cognigy.AI, allows enterprises to deploy AI agents capable of personalized interactions in over 100 languages, serving top-tier brands such as Mercedes-Benz, Nestlé, and Lufthansa Group. Cognigy has been consistently recognized as a Leader in the 2025 Gartner Magic Quadrant for Conversational AI, reflecting its strong ability to execute and completeness of vision in this rapidly evolving market.

In 2025, Cognigy was acquired by NICE Ltd. in a landmark deal valued at approximately $955 million, marking NICE’s largest ever acquisition and positioning the combined entity at the forefront of “AI-first” customer experience strategy. The acquisition brings together NICE’s CXone Mpower platform and Cognigy’s advanced conversational and agentic AI capabilities, enabling organizations to accelerate AI adoption in customer service and automate interactions seamlessly across the front and back office. With proven rapid growth and strong enterprise traction, Cognigy is set to play a significant role in NICE’s global expansion and AI innovation agenda.

Featured Selected Project Highlights

Salesforce Marketing Cloud Implementation – Led post-implementation optimization and user adoption strategy, improving campaign automation and data accuracy.
Customer Lifecycle Dynamics & Revenue Modeling – Automated creation of financial reference tables for ARR, MRR, and ACV calculations. Developed DUNC tables to track Downsell, Upsell, New, and Churn activities, providing granular insights into customer behavior and revenue health.
Data Governance, Quality, and Warehousing – Implemented systems and automated checks to detect inaccurate data affecting deal categorization, regional classification, and financial processing. Rebuilt and migrated the data warehouse infrastructure, increasing synchronization frequency from daily to hourly updates.
Executive & Financial Reporting (Centralized) – Created the Finance Hub to centralize reporting for MRR, ARR, Waterfall, and Budget vs. Actual metrics. Developed Board of Directors reporting to consolidate financial, sales, and marketing data for executive leadership and investors.
Marketing Attribution and Funnel Analysis – Implemented a marketing reporting system to measure revenue impact and established the “Generated by Reporting” framework to categorize deals by origination source: Partner, Sales, BDR, or Marketing.
Partner and Service Resource Management – Developed Enablement Services framework to optimize resource allocation, including forecasting billable rates, service hours, and partner enablement. Launched Channeltivity PRM to integrate deal registration, lead distribution, and partner sync with HubSpot.
Quote-to-Cash and ERP Integration – Migrated SharePoint financial and operational data into NetSuite, synchronized CPQ data, and implemented advanced inventory forecasting aligned with revenue goals.
Sales Performance Measurement & Forecasting – Upgraded dashboards for real-time insights into sales performance, revenue attainment, and territory management, improving forecast accuracy by 30%. Implemented Customer 360 and Deal Change Management to consolidate data and enhance pipeline tracking.

Featured Initiatives

Compliance Data Storage

Key Initiative: Compliance Data Storage

Executive Summary

To enhance data integrity, historical tracking, and reporting accuracy, a dedicated SQL instance was deployed for structured archiving of key customer, account, and deal data. This initiative introduced automated daily and weekly data snapshots, enabling real-time comparisons between historical and current datasets. These archives support data governance, compliance, and advanced analytics, ensuring operational efficiency and improved decision-making across sales and finance teams.

Project Details

A new SQL instance was implemented to systematically archive critical sales-related data, including customer records, account details, and transactional deal history. The automated process captures and stores data on a daily and weekly schedule, preserving historical snapshots for long-term accessibility. These archives allow sales operations and data analytics teams to conduct real-time data comparisons, detect inconsistencies in system synchronization, and enhance overall reporting accuracy. Additionally, this structured archival approach strengthens compliance with data retention policies, supports forensic analysis, and enables predictive insights by leveraging historical trends.

Key Takeaways

Deployed a dedicated SQL instance for structured sales data archiving.
Automated daily and weekly data snapshots to ensure comprehensive historical records.
Enabled real-time comparisons between archived and current data for enhanced reporting accuracy.
Improved compliance with data retention policies and strengthened data governance.
Provided a foundation for predictive analytics, anomaly detection, and strategic decision-making.

Territory Management

Key Initiative: Territory Management

Executive Summary

To enhance scalability, reliability, and performance, the data warehouse infrastructure was migrated from an unsupported in-house system to a managed external service. This transition introduced automated ELT monitoring, high availability architecture, and structured documentation to ensure data integrity and system resilience. As a result, uptime significantly improved, and data synchronization frequency was enhanced from daily to hourly, enabling more accurate and timely reporting.

Project Details

A full-scale data warehouse modernization was undertaken to replace an aging, unsupported in-house system with a fully managed external solution. This shift improved system reliability and scalability while reducing maintenance overhead. ELT (Extract, Load, Transform) monitoring was implemented to provide real-time tracking of data pipelines, ensuring data accuracy and reducing downtime. High availability architecture was introduced, minimizing disruptions and optimizing performance. Additionally, comprehensive process documentation was developed to standardize workflows, ensuring knowledge retention and operational efficiency. With these upgrades, uptime improved dramatically, and data sync frequency increased from daily to hourly, enabling near real-time data access for sales, finance, and operations teams.

Key Takeaways

Enhanced dashboards and reporting for improved international sales team support.
Implemented a Daily Sales Report for real-time performance monitoring.
Developed Quarterly Target & Revenue Attainment Reports for QTD tracking.
Strengthened Territory Management across key global regions (DACH, MENA, US, ANZ, UK, ROW).
Launched Customer 360 to provide a unified view of customer interactions and engagement.

Datawarehouse Repository

Key Initiative: Datawarehouse Repository

Executive Summary

Project Details

Key Takeaways

Migrated from an unsupported in-house system to a fully managed external service for improved scalability and reliability.
Implemented automated ELT monitoring to ensure data accuracy and pipeline efficiency.
Established a high availability architecture to minimize downtime and enhance performance.
Developed comprehensive documentation for standardized procedures and knowledge retention.
Increased data sync frequency from daily to hourly, providing near real-time insights for decision-making.

Netsuite Migration

Key Initiative: Netsuite Migration

Executive Summary

To consolidate financial and operational data, existing SharePoint systems were migrated into NetSuite, ensuring seamless integration and improved data accessibility. The NetSuite launch, executed with a contractor in December 2022, required close collaboration with both external consultants and the finance team to successfully migrate data from disparate silos into a centralized ERP system. This transition enhanced financial reporting accuracy, streamlined workflows, and eliminated inefficiencies caused by fragmented data storage.

Project Details

The migration from SharePoint to NetSuite was a critical initiative aimed at unifying financial and operational data under a single, scalable ERP platform. This transition required working closely with external contractors and the finance team to ensure data integrity, proper classification, and smooth integration. The project focused on extracting, cleansing, and mapping data from existing SharePoint repositories, preventing discrepancies and ensuring compliance with financial reporting requirements. The NetSuite launch in December 2022 marked a significant milestone, providing enhanced reporting capabilities, automation of financial processes, and improved visibility across departments.

Key Takeaways

Successfully migrated legacy SharePoint systems into NetSuite for a unified ERP solution.
Launched NetSuite in December 2022 in collaboration with external contractors.
Worked closely with finance teams to ensure accurate data migration and classification.
Eliminated data silos, improving financial reporting and operational efficiency.
Enhanced automation, data governance, and system scalability within NetSuite.

Channeltivity

Key Initiative: Channeltivity Implementation

Executive Summary

To optimize partner relationship management (PRM), Channeltivity was successfully launched with integrations into HubSpot to enhance partner collaboration and streamline communication. Despite the technological success of the launch, the project faced challenges due to turnover within the Partner Group, which impacted adoption and overall reception.

Project Details

The Channeltivity Build was implemented to enhance partner engagement and streamline operations within the Partner Relationship Management (PRM) system. The integration with HubSpot was designed to provide seamless connectivity between partner interactions and marketing automation, improving lead management, performance tracking, and communication. However, while the technical execution of the project was successful, it faced challenges in achieving widespread adoption due to significant turnover within the Partner Group. This turnover led to disruptions in the partner management process and affected the overall effectiveness of the system rollout. The project has been identified for further refinement to improve partner engagement and adoption.

Key Takeaways

Successfully launched Channeltivity with HubSpot integration for enhanced partner management.
Focused on improving lead management and performance tracking within the partner ecosystem.
Faced adoption challenges due to turnover within the Partner Group, hindering overall project success.
Identified the need for refinement and re-engagement to ensure long-term PRM system effectiveness.
Improved communication and collaboration potential with partners through streamlined processes.

Enablement

Key Initiative: Enablement

Executive Summary

The Enablement Services framework was developed to optimize resource management and improve operational efficiency across service projects. Key features include forecasting, resource allocation, and partner enablement tracking. Additionally, the system tracks billable rates, service hours, and customer activity to ensure that resources are being utilized effectively. Reports on top customers by service hours and team hours enable more strategic decision-making regarding service delivery and customer engagement.

Project Details

The Enablement Services system was designed to streamline the management of service-related activities, focusing on resource planning, forecasting, and tracking. Forecasting tools allow for better prediction of service demand, enabling proactive resource allocation across projects. The system tracks partner enablement efforts and activity to ensure partners are engaged and delivering value. Additionally, billable rates are monitored to ensure pricing models align with revenue goals, while detailed tracking of service hours provides insights into project costs and resource efficiency. The top customers by service hours and team hours reports help prioritize customer engagement and optimize service delivery. This framework ensures that all service operations are aligned with organizational goals and resources are used efficiently.

Key Takeaways

Implemented forecasting and resource allocation to optimize service delivery and resource planning.
Tracked partner enablement and activity, ensuring alignment with business objectives and performance goals.
Monitored billable rates to ensure alignment with revenue objectives and operational profitability.
Generated reports on top customers by service hours and team hours to prioritize service efforts and optimize resources.
Enabled data-driven decisions for service management, ensuring efficiency and strategic resource utilization.

Finance Hub

Key Initiative: Finance Hub

Executive Summary

The Finance Hub was created to provide an integrated, centralized system for comprehensive financial analysis and reporting. Key performance metrics such as MRR, ARR, Waterfall, and Budget vs. Actual are now tracked through dynamic dashboards and reports, offering enhanced visibility into financial performance. Additional reports include detailed sales performance analysis, including Bookings/Pipeline, Sales Won/Lost by rep, Winrate, and ARR/ACV 360 insights. Future integrations with Planhat and activity tracking will further enhance customer satisfaction (CSAT), Net Promoter Score (NPS), and overall customer success analysis.

Project Details

The Finance Hub was designed to centralize financial tracking and reporting, enabling teams to access real-time data on critical metrics. This includes MRR, ARR, and Waterfall reports, along with a Budget vs. Actual comparison to track financial performance against targets. The system also supports detailed analysis of Bookings/Pipeline Generated, Sales Won/Lost by rep, and overall Winrate, offering insights into sales effectiveness and pipeline health. Additionally, an ARR/ACV 360 Report provides a comprehensive view of customer data, allowing for detailed analysis of CPQ data and categorization of Closed Won, Closed Lost, and Closed Open opportunities. Looking forward, the integration with Planhat will track customer activity and enhance insights into customer satisfaction (CSAT) and NPS, further informing customer success strategies and retention efforts.

Key Takeaways

Centralized the Finance Hub to streamline MRR, ARR, and financial reporting across departments.
Created detailed Sales Performance reports, including Bookings/Pipeline, Winrate, and Sales Won/Lost analysis by rep.
Enhanced forecasting with an ARR/ACV 360 Report, offering comprehensive customer and financial data analysis.
Integrated CPQ data and categorized sales opportunities for more granular insights into deal progression.
Future Planhat integration will enable activity tracking, CSAT, and NPS for improved customer satisfaction and retention analysis.

Senior Manager of Business Applications, EBS

OpenText

Irvine, CA (Remote)

03/2020 – 09/2021

Orchestrated enterprise-scale CRM consolidation and technology transformation across 100K+ accounts, delivering significant cost savings and reducing operational expenses. Led multi-system CRM, CPQ, and ERP migrations while implementing data governance and advanced analytics frameworks that improved efficiency and forecasting accuracy.

Results & Achievements

Championed CRM consolidation across 100K accounts, maintaining momentum through corporate acquisition
Led sales technology transformation, migrating customer data and pricing rules into standardized environment
Managed enterprise ecosystem across multiple ERP systems and CRM platforms, reducing operational costs by 22%
Developed 18-month CRM/CPQ/ERP integration plan resulting in $250K+ savings and unified operations
Led $100M company sales tech integration, cutting processing time 65% and improving forecast accuracy to 98%
Championed Xerox Partner Portal development, cutting support costs 60% while raising engagement 25%
Consolidated multiple CRM/CPQ systems into Salesforce, delivering 22% cost reduction and 35% faster quotes
Orchestrated Salesforce-to-Zendesk migration with complete rebranding on-time and under-budget in 12 weeks

Tech Stack

Azure Synapse
ACCPAC
Assure
Atlas
CPQ
Gemalto
Great Plains
Infor SalesLogix
ITSM
Marketo
Microsoft Dynamics
Microsoft Teams
NetKey
PartnerXpress
Power BI
Power Query
Sage 300
Salesforce
SAP
ServiceNow
SQL Server
SYSPRO
Visual Studio
Winkey
Zendesk

August 15, 2019 San Mateo / CA / USA – Opentext headquarters in

About OpenText

OpenText is a global leader in cloud-based information management and agentic AI solutions, headquartered in Waterloo, Ontario, Canada. The company specializes in business AI, cloud services, cybersecurity, and enterprise content management for large organizations, government agencies, and professional service firms. With its vast portfolio, OpenText helps enterprises manage and turn complex data and unstructured information into actionable insights, emphasizing innovation, trusted security, and ethical business practices. OpenText also stands out as one of Canada’s top technology employers in 2025, employing over 22,000 people worldwide.

In fiscal year 2025, OpenText reported $5.17 billion in total revenue with a 2% year-over-year growth in cloud revenues, reaching $1.86 billion. Their latest advancements include the Titanium X platform, which has driven a significant increase in cloud bookings and underlines the company’s commitment to AI and digital transformation. OpenText remains highly regarded in industry circles for its business integration capabilities, such as its leadership in EDI and supply chain automation. The company also demonstrated strong shareholder returns by repurchasing shares and increasing dividends despite a strategic divestiture impacting overall revenue growth in 2025.

Featured Selected Project Highlights

Application Delivery & Improvement – Improved application delivery timelines by 25% through enhanced vendor collaboration and streamlined approval processes.
Business Continuity & Phased Deployment – Orchestrated a phased M&A integration strategy for XMedius’s 20M users, mitigating risks from legacy systems and minimizing operational disruption.
Cost Optimization & Contract Management – Reduced operational costs by 22% via optimized licensing, consolidated support contracts, and elimination of redundant systems; decreased application development costs by 18% through strategic contract negotiations.
Data Cleansing & Fuzzy Matching – Implemented advanced ETL processes using SQL Server, Power Query, and fuzzy lookup to standardize and cleanse critical business data, reducing cleansing time by 65%.
Data Integrity & Governance – Improved data integrity and reporting by establishing standardized governance practices across ERP, CRM, Zendesk, and Marketo platforms, maintaining 99.8% integrity during migration of 50,000+ license records.
ETL Development & Data Integration – Built comprehensive ETL strategies and middleware solutions to enable seamless bi-directional data flows between ERP and CRM systems, eliminating data silos.
IT Governance & Change Management – Established cross-functional governance committees with clear ownership and standardized change management processes to minimize disruption and improve accountability.
Legacy System Modernization & Retirement – Oversaw strategic modernization and end-of-life transition plans for legacy systems to ensure continuity and operational efficiency.
M&A System Integration & Transition – Led migration of XMedius’s critical systems into OpenText’s technology ecosystem, including SAP, Salesforce, and ITSM platforms.
Multi-Platform Portfolio Management – Managed, integrated, and governed a diverse technology stack across ERPs (Great Plains, SYSPRO, Sage 300), CRMs (Salesforce, SalesLogix), Zendesk, and Marketo.
Order-to-Cash (O2C) Workflow Optimization – Streamlined workflows across CRM, ERP, and customer service platforms, reducing order processing time by 35%.
Product Licensing & Entitlement Management – Managed migration of product licensing systems and implemented robust entitlement frameworks for improved operational control.
Security & Compliance – Strengthened security protocols and entitlement management, ensuring compliance and mitigating risks during M&A data transfers.
Vendor & Contractor Relationship Management (VRM) – Oversaw all vendor and contractor relationships for critical business applications, implementing performance monitoring systems and standardized negotiation protocols.

Senior Manager of Global Business Applications

XMedius

Irvine, CA (Remote)

12/2018 – 03/2020

Promoted to focus on global business units. Directed sales operations transformation for a $100M business during pre-acquisition, implementing automation and system integrations to drive operational excellence. Led cross-functional Salesforce and ERP integration, designing data-driven compensation and reporting frameworks that improved forecasting accuracy, pipeline efficiency, and executive decision-making.

Results & Achievements

Led sales technology transformation for $100M portfolio, aligning CRM workflows to accelerate revenue growth
Led Salesforce-ERP integration, driving 65% reduction in order time and improved forecasting accuracy
Implemented automation enhancing forecasting accuracy and increasing sales/marketing data consistency by 80%
Directed CPQ and entitlement systems for $100M business, streamlining order processing to maximize ROI
Developed automated reporting and analytics, delivering actionable insights that reduced deal approval time by 60%
Implemented advanced reporting solutions accelerating pipeline visibility and reducing quote processing by 65%
Created cross-functional financial reporting integrating ERP & CRM, delivering real-time C-Level insights
Championed global sales operations strategy aligning teams and enabling scalable growth through Salesforce

Tech Stack

ACCPAC
Atlas
AWS
CPQ
DBAMP
Gemalto
InforCRM
Marketo
Microsoft SQL
NetKey
PartnerXpress
RIVA
Sage 300
Salesforce Sales Cloud
SalesLogix
SendinBlue
SYSPRO
Winkey
XM Connect
XM SendSecure
XM TeamQ
Zendesk

About XMedius

XMedius is a global leader in secure file exchange and enterprise communications solutions, renowned for its robust on-premises, hybrid, and cloud-based software for fax and document processing. Headquartered in Montreal, Canada, XMedius serves diverse verticals including healthcare, government, financial services, legal, and education, supporting more than 14,000 deployments worldwide. Its flagship offerings, such as XM Fax and SENDSECURE, enable organizations to transmit sensitive documents securely, complying with regulations like HIPAA and GDPR while integrating seamlessly with well-known business platforms and multifunction printers.

In 2020, XMedius was acquired by OpenText, integrating XMedius’s technologies into OpenText’s portfolio of secure information exchange and customer experience management solutions. This strategic move bolstered OpenText’s leadership in digital fax, unified communications, and omnichannel customer experience by incorporating XMedius’s innovative software and expanding its global reach. Following the acquisition, XMedius solutions now form an integral part of the OpenText Experience Cloud, providing organizations unified, scalable, and secure communications infrastructure across cloud and on-premise environments.

Featured Selected Project Highlights

Application Portfolio Management & Governance – Oversaw integration, optimization, and governance of a diverse application stack including multiple ERPs (Microsoft Dynamics GP/Great Plains, SYSPRO, Sage 300), CRMs (Salesforce, SalesLogix), Zendesk, and Marketo. Established cross-functional governance committees and accountability frameworks.
Centralized Data Architecture & Silo Elimination – Built a centralized data architecture using AWS as a shared repository between the Zendesk Customer Portal and Reseller Portal. Implemented middleware to eliminate silos between ERP and CRM systems.
Change Management & IT Governance – Implemented standardized change management processes across all managed platforms to minimize disruption and enable continuous improvement.
Content Management Consolidation (Partner/Marketing) – Consolidated marketing and sales content from multiple business units into a single self-service partner portal.
Cost Reduction & Licensing Optimization – Reduced annual operating expenses by 22% through licensing consolidation and elimination of redundant systems.
Data Quality, Master Data Management (MDM) & Fuzzy Matching – Implemented robust data governance and MDM principles. Used fuzzy matching to resolve complex data duplication across 70–100K accounts spanning multiple systems.
Order-to-Cash (O2C) Workflow Optimization – Streamlined order-to-cash processes across CRM, ERP, and customer service platforms, reducing order processing time by 35%. Improved quote generation time by 35% through optimized CPQ workflows.
Partner Channel Enablement & Deal Visibility – Launched a self-service marketing partner portal providing enhanced quote visibility and access to sales operations tools for channel partners.
Risk Mitigation & Legacy System Transition Planning – Developed phased transition strategies to mitigate risks from legacy systems, including Microsoft Dynamics GP approaching end-of-life.
Security Protocols & Entitlement Management – Implemented robust access controls and entitlement management across all systems to ensure compliance and data security.
System Consolidation & Migration (CRM/CPQ/Support) – Led multi-year consolidation of multiple CRM and CPQ systems into a single Salesforce instance, integrating Salesforce Cases and Communities with Zendesk.

Senior Manager Sales Operations

XMedius

Irvine, CA (Remote)

11/2017 – 12/2018

Directed sales operations transformation for a $100M business during pre-acquisition, implementing automation and system integrations to drive operational excellence. Led cross-functional Salesforce and ERP integration, designing data-driven compensation and reporting frameworks that improved forecasting accuracy, pipeline efficiency, and executive decision-making.

Results & Achievements

Led sales technology transformation for $100M portfolio, aligning CRM workflows to accelerate revenue growth
Led Salesforce-ERP integration, driving 65% reduction in order time and improved forecasting accuracy
Implemented automation enhancing forecasting accuracy and increasing sales/marketing data consistency by 80%
Directed CPQ and entitlement systems for $100M business, streamlining order processing to maximize ROI
Developed automated reporting and analytics, delivering actionable insights that reduced deal approval time by 60%
Implemented advanced reporting solutions accelerating pipeline visibility and reducing quote processing by 65%
Created cross-functional financial reporting integrating ERP & CRM, delivering real-time C-Level insights
Championed global sales operations strategy aligning teams and enabling scalable growth through Salesforce

Tech Stack

ACCPAC
Atlas
AWS
CPQ
DBAMP
Gemalto
InforCRM
Marketo
Microsoft SQL
NetKey
PartnerXpress
RIVA
Sage 300
Salesforce Sales Cloud
SalesLogix
SendinBlue
SYSPRO
Winkey
XM Connect
XM SendSecure
XM TeamQ
Zendesk

About XMedius

Featured Selected Project Highlights

Automated Support & Entitlement Notification – Developed custom web applications to automate support plan entitlement notifications, improving operational efficiency by 350% and data accuracy by over 200%.
Channel Partner Operations & Deal Management – Implemented PartnerXpress deal registration with Salesforce integration, streamlining operations for 1000+ global channel partners and reducing deal approval time by 60%.
CPQ Development & Contract Compliance – Directed development of enterprise-class CPQ tools for internal and reseller channels, handling $100M in annual quotes. Automated GSA and government contract creation, cutting processing time by 60%.
CRM/ERP Integration & Data Standardization – Served as architect for Salesforce–SAGE 300 integration, establishing bi-directional data flows using DBAMP and middleware for consistent cross-platform data.
Data Governance & Security Protocols – Implemented robust security protocols, role hierarchies, and field-level security; ensured compliance with HIPAA, GDPR, and SOX regulations during system consolidation.
Executive Reporting & Business Intelligence – Built C-Level dashboards using SQL and Power BI, delivering daily sales and operational metrics with 98% forecast accuracy, reducing report generation time by 75%.
Licensing and Entitlement System Management – Centralized entitlement management for $100M company, providing a single-pane-of-glass view into customer entitlements across all deployment models.
Marketing Technology Consolidation & Optimization – Consolidated marketing platforms (Marketo, HubSpot, Unbounce, SendinBlue), reducing technology costs by 35% and improving Salesforce integration.
New Business Unit/Product System Launch (UCaaS) – Led technical product development and Salesforce deployment for NEC Univerge Blue cloud offering, launching a new business unit with a dedicated Salesforce instance.
Order-to-Cash (O2C) Workflow Automation – Streamlined sales and order processes through integrated CPQ, licensing, and ERP automation, reducing order processing time by 65%.
Sales & Marketing System Alignment – Integrated multiple marketing and sales platforms, cutting quote generation and delivery time by 65%.
Sales Content Management Strategy – Centralized content management systems, improving content discoverability and utilization by over 200%.
Sales Process Optimization & Workflow Automation – Automated Salesforce workflows and approvals using Flow/Process Builder, standardized data formats, and achieved 98% user adoption.

Director of Marketing and Sales Operations

AVST

Irvine, CA (Remote)

11/2017 – 12/2018

Led enterprise-wide sales operations transformation for a $100M business, consolidating systems, optimizing workflows, and driving revenue growth. Implemented advanced automation, integrated CRM and ERP systems, and developed reporting frameworks that improved data consistency, accelerated deal approvals, and streamlined sales processes.

Results & Achievements

Led sales technology transformation for $100M portfolio, aligning CRM workflows to accelerate revenue growth
Directed CPQ and entitlement systems for $100M business, streamlining order processing and maximizing ROI
Led Salesforce-ERP integration, driving 65% reduction in order time and improved forecasting accuracy
Implemented automation improving forecasting accuracy and increasing data consistency by 80%
Developed automated reporting and analytics, improving territory planning and reducing deal approval time by 60%
Created cross-functional financial reporting integrating ERP & CRM, delivering real-time C-Level insights
Championed global sales operations strategy aligning teams and enabling scalable growth through Salesforce
Education

Tech Stack

AVST CX-E
AVST CX-C
AVST CX-S
Configure One
CPQ
DBAMP
ERP
Gemalto
Google Analytics
HubSpot
Marketo
NEC Univerge Blue
PartnerXpress
Persists Software
Salesforce.com
SendinBlue
Microsoft SQL
Unbounce
Winkey

About AVST

Applied Voice & Speech Technologies, Inc. (AVST) was a leading enterprise communications company headquartered in Foothill Ranch, California, specializing in unified communications (UC) and voice application solutions for mid-to-large organizations. Founded in 1997, AVST developed advanced call processing, speech recognition, and unified messaging technologies designed to enhance business communication efficiency and reliability across industries such as healthcare, education, government, and finance. Its flagship platform, CX-E (formerly CallXpress), integrated seamlessly with major communication systems like Cisco, Microsoft, and Avaya, enabling organizations to modernize legacy voice infrastructure while improving user experience and productivity.

AVST became known for bridging traditional telephony systems with next-generation IP and cloud environments through its speech-enabled automation and mobility solutions. The company’s innovation in secure voicemail, personal assistant functionality, and context-aware routing positioned it as a long-standing independent leader in the unified communications space. In 2018, AVST merged with XMedius—later acquired by OpenText—creating a unified portfolio of secure communications technologies spanning fax, file transfer, and voice messaging under one global brand. This merger accelerated enterprise digital transformation initiatives by blending AVST’s strong UC expertise with XMedius’s secure data exchange capabilities, strengthening the combined company’s competitive presence in the enterprise communications software market.

Featured Selected Project Highlights

Application Portfolio Management & Governance – Oversaw integration, optimization, and governance of a diverse application stack including multiple ERPs (Microsoft Dynamics GP/Great Plains, SYSPRO, Sage 300), CRMs (Salesforce, SalesLogix), Zendesk, and Marketo. Established cross-functional governance committees and accountability frameworks.
Channel Partner Operations & Deal Management (PRM) – Implemented dealer registration systems and self-service partner portals, providing visibility for 1,000+ global channel partners. Automated workflows reduced deal approval time by 60% and support costs by 60%.
Content Management & Utilization Strategy – Centralized content management systems and processes, improving content discoverability and utilization by over 200% while managing operational upkeep and content teams.
CPQ Development & Quote-to-Cash Optimization – Directed development of enterprise-class CPQ tools for global channels, managing $100M in annual quotes. Automated workflows for GSA and standard contracts reduced order processing and quote delivery times by 65%, and improved quote accuracy by 80%.
CRM & ERP Integration & Data Standardization – Architected Salesforce integrations with ERP, licensing, partner portal, and CPQ systems using DBAMP and other tools. Established bi-directional synchronization protocols, achieving 98% user adoption.
Customer Entitlement & Support Automation – Developed custom web applications for automated support plan notifications, increasing efficiency by 350% and data accuracy by 200%. Managed critical licensing systems for the $100M company.
Executive & Business Intelligence Reporting – Built C-Level dashboards using SQL and Power BI, delivering daily sales and operational metrics with 98% forecast accuracy and reducing report generation time by 75%.
Marketing Technology Consolidation & Alignment – Consolidated platforms including Marketo, HubSpot, Unbounce, and SendinBlue, reducing technology costs by 35% and enabling automated campaign workflows integrated with Salesforce.
New Product / Business Unit Launch & System Setup – Led design and technical deployment for NEC Univerge Blue cloud offering, launching a new business unit with a dedicated Salesforce instance.
Sales Process Automation & Workflow Efficiency – Implemented Salesforce Flow and Process Builder automation, boosting efficiency and achieving 98% user adoption across sales operations.
System Architecture & Governance – Developed a comprehensive Salesforce architecture following the Well-Architected framework, establishing governance policies and change management procedures to ensure security and compliance.

Education

MBA, Business Administration

Cal State Fullerton, College of Business and Economics

Fullerton, CA

The program provides a comprehensive foundation in accounting, finance, economics, management, marketing, operations, supply chain, information systems, business law, and strategic management. It emphasizes quantitative analysis, business communication, organizational behavior, and analytical decision-making. Electives and concentration tracks allow specialization in areas such as entrepreneurship, human resources, international business, IT, healthcare management, data analytics, and operations leadership, preparing graduates for leadership and executive roles across diverse industries.

BA, Psychology

University of California, Irvine

Irvine, CA

The program emphasizes the scientific study of human behavior with core courses in cognitive, social, developmental, and organizational psychology. Students build strong analytical, statistical, and research skills while applying psychological theory to real-world business contexts such as decision-making, motivation, leadership, and team dynamics. Coursework and fieldwork explore how behavioral science supports business functions in human resources, talent development, and organizational management. Graduates are well prepared for roles in management, consulting, market research, and organizational effectiveness.

Consulting Projects

RealWorld Marketing

Marketing Consulting/Business Services

RealWorld Marketing is a business consulting firm that specializes in measurable marketing solutions. The company focuses on solving business problems through a comprehensive approach that goes beyond generating ideas to improving actual results. Their methodology involves studying clients’ markets including customers, competitors and trends, to gain actionable insights, then working closely with client teams to translate strategic insights into measurable outcomes.

Lages & Associates

Marketing Consulting/Business Services

Lages & Associates is a technology public relations agency that provides targeted PR services for tech companies. They specialize in helping tech teams maximize their marketing impact with limited resources, offering services like share of voice analysis, tradeshow PR packages, and brand voice assessment. The company focuses on helping tech companies increase brand visibility and recognition among their target customers.

Keeler

Marketing Consulting/Business Services

DemandGen Report

B2B Marketing Media/Publishing

DemandGen Report is a B2B marketing news and industry publication that covers the latest trends, news, and insights in demand generation and B2B marketing. The website features industry news briefs, articles about marketing technology, company announcements, executive appointments, and analysis of marketing trends. They focus on topics like AI-powered marketing tools, sales performance management, and emerging marketing technologies.

HMI Industrial Contractors

Industrial Construction/Mechanical Contracting

HMI Industrial Contractors is a certified woman-owned mechanical contractor established in 1991, serving Northern California. The company specializes in industrial millwright services with a focus on the food and beverage industry and processing facilities. They emphasize stability, experienced workmanship, customer satisfaction, safety, and reliability. The company has been in business for over 30 years.

Akeana

Semiconductor IP / Processor Architecture / RISC-V / Embedded Systems

Akeana delivers high-performance, customizable RISC-V processor IP and system-IP solutions across a broad spectrum of applications—from deeply embedded to data‐center scale. Their product lines (100, 1000, 5000 series) address ultra-low power devices, automotive & AI edge computing, and cloud / networking workloads.

Asset Intertech

Semiconductor Testing/Diagnostics

Asset Intertech specializes in semiconductor and board-level diagnostics, providing software debug and hardware validation solutions. The company develops platforms like SourcePoint for software debug and trace, and ScanWorks for embedded instruments. They offer tools for debugging Intel, AMD, and ARM embedded applications, along with hardware validation services.

Scan123

Document Management/Digital Services

Scan123 provides electronic document management solutions that help businesses convert paper documents and digital media into searchable, team-based systems. The company offers secure document scanning and storage services that are SOC 2 and HIPAA compliant.

Finzer Roller

Industrial Manufacturing/Roll Covering

Finzer Roller has been manufacturing roll coverings and specialty products since 1968. The company produces various types of roll coverings including rubber, polyurethane, silicone, ceramic, chrome, tungsten carbide, high-release fluoropolymers, nylon, and heat-shrinkable sleeves. They also manufacture specialty products like rotary cylindrical brushes, fiberglass sleeves, high-wear coatings, protective roll covers, and pin perforating rolls and equipment for industrial applications.

Pacific Mercantile Bancorp

Banking/Financial Services

Founded in 1999, Pacific Mercantile Bank grew to become one of the largest banks headquartered in Orange County, serving small and middle-market businesses across Southern California. Pacific Mercantile Bancorp, its former holding company, was later acquired by Banc of California, where it previously operated as a bank holding company.

Halma

Technology/Safety Solutions

Halma is a global group of 50 small to medium-sized technology companies whose specialist technologies help solve major global challenges. The company focuses on four key areas: improving safety, protecting life-critical resources like water and air, providing better healthcare solutions, and addressing climate change through waste and pollution reduction.

Alicat Scientific

Scientific Instruments/Flow Control

Alicat Scientific manufactures gas flow and pressure measurement and control instruments. The company produces mass flow meters and controllers, pressure control devices, and related instrumentation for various applications. Their product line includes over 3,000 applications using technologies like laminar differential pressure, MEMS-thermal sensors, and IO-Link integration. All products are designed, tested, and manufactured in Corona, California, with emphasis on precision measurement and control solutions.

Keybak

Manufacturing/Security Accessories

Keybak manufactures retractable ID badge holders and heavy-duty key chains. The company specializes in durable retractable products that can hold multiple keys, access cards, and ID badges. Their products are designed to last significantly longer than competitors, with some models capable of holding up to 10 keys and badges. They focus on providing reliable, long-lasting solutions for carrying keys and identification in professional and security environments.

Proxios

Manufacturing/Security Accessories

Founded in 1999 in Richmond, Virginia, Proxios has grown from a small startup into a nationwide Technology and Business Solutions Provider. Focused on people, processes, and technology, Proxios delivers customized IT services—including cloud integration, infrastructure, and security—helping businesses enhance productivity and focus on growth. Guided by core values like Be For The Customer and Innovate Relentlessly, Proxios partners with clients to create technology solutions that truly support their success.

Mission Clay Products

Construction Materials/Clay Pipe Manufacturing

Since 1950, Mission Clay Products has manufactured high-quality vitrified clay gravity sewer pipe and related products for the underground construction industry. A family-owned business based in the U.S., Mission Clay combines over 65 years of industry expertise with sustainable, long-lasting materials to provide reliable infrastructure solutions for contractors and municipalities.

Advanced Flow Engineering

Automotive Aftermarket/Performance Parts

Advanced Flow Engineering is a performance automotive parts manufacturer that designs and manufactures high-quality aftermarket performance products. The company produces over 3,000 product applications including air filters, exhaust systems, intake systems, throttle enhancers, and other performance-enhancing automotive components. All products are tested using in-house DynoJet equipment and manufactured in Corona, California, focusing on proven performance improvements for vehicles.

Apollo

Fire Safety / Life Safety Systems

Apollo Fire Detectors is a UK-based manufacturer specializing in fire detection and alarm systems. Since 1980, they’ve focused on designing reliable detectors, sounders, and visual alarm solutions, along with providing training, support, and compliance guidance. They are part of Halma plc and are recognized for combining safety and innovation in protecting buildings, infrastructure, and people.

Intradiem

Workforce Management / Automation / SaaS

Intradiem offers real-time workforce automation and orchestration software that helps large, structured teams identify idle time, backlogs, and performance gaps, then dynamically reallocate tasks and resources to improve efficiency. Their platform integrates live operational data to allow organizations—especially in sectors like contact centers, utilities, financial services, and healthcare—to optimize productivity without adding staff. They aim to unlock cost savings, boost service levels, and protect employee well-being.

DVSAnalytics

Workforce Management / Automation / SaaS

DVSAnalytics delivers workforce optimization and management solutions for contact centers, combining advanced analytics, agent engagement, and flexible deployment options to improve efficiency, customer experience, and ROI.

Volunteer experience

Business Systems and Technology Advisor

National Scholastic Surfing Association (NSSA)

Huntington Beach, CA

Organizational Improvements:

Served as Technical Advisor to the National Scholastic Surfing Association (NSSA), supporting its mission to promote competitive youth surfing and academic excellence.
Provided strategic guidance on web technologies, membership systems, and database architecture to enhance operational efficiency and digital sustainability.
Managed and optimized payment gateways and membership platforms to ensure secure transactions and seamless user experiences.
Designed and implemented archival and data management solutions to preserve historical records and improve accessibility for staff and members.
Advised on system integration and best practices to align technology infrastructure with organizational goals.
Collaborated with leadership and event coordinators to improve online registration, event accessibility, and participant engagement across regional and national competitions.
Supported ongoing technical troubleshooting and digital process improvements to ensure reliability, scalability, and ease of maintenance.

About

The National Scholastic Surfing Association (NSSA), founded in 1978, is a nonprofit dedicated to developing young surfers in the U.S. through structured competitions and a strong emphasis on academic achievement. Organizing over 80 events annually, including the prestigious NSSA National Championships, the association has helped launch the careers of surfing legends like Kelly Slater, Carissa Moore, and Andy Irons. By requiring members to maintain scholastic standards and offering scholarships, the NSSA promotes a balance of sport and education, fostering discipline, leadership, and community among student-athletes while supporting the growth of surfing nationwide under the umbrella of Surfing America.

Community Volunteer

Orange County Rescue Mission

Tustin, CA

Organizational Improvements:

Assisted with meal preparation and food service, supporting the kitchen team in delivering nutritious meals to residents and families.
Helped set up dining areas and coordinate serving logistics to create a welcoming environment for community dinners.
Collaborated with the kitchen crew to maintain efficient workflows and ensure food safety and cleanliness standards.
Contributed to cleanup and post-meal organization, ensuring smooth operations for ongoing service shifts.
Supported OCRM’s mission of fostering community, compassion, and empowerment through hands-on service.

About

The Orange County Rescue Mission (OCRM), founded in 1963 and based in Tustin, California, is a faith-based nonprofit dedicated to helping homeless individuals and families achieve self-sufficiency through comprehensive services including housing, meals, job training, healthcare, counseling, and education. Its flagship campus, the Village of Hope, offers apartment-style living and holistic support programs that promote personal responsibility, skill development, and spiritual growth. Operating entirely on community donations and volunteer efforts, OCRM serves as a national model for transitional living and recovery programs, empowering residents to rebuild their lives with stability and purpose.

Digital Marketing Consultant

Education Business Excellence (EBE)

Ontario, Canada

Organizational Improvements:

Supported consulting initiatives focused on improving leadership, operational efficiency, and academic outcomes across global education organizations.
Assisted in the execution of digital marketing campaigns to promote E2 Global Education’s consulting services and global visibility.
Developed online content and communications highlighting the firm’s expertise in accreditation, strategy, and institutional improvement.
Collaborated on the creation of student-centered messaging to showcase measurable educational and operational results.
Advised on organizational strategy and branding to strengthen alignment between educational quality and business performance.
Contributed to projects supporting the Education Business Excellence Assessment and related improvement frameworks.

About

E2 Global Education – Excellence in Education is an international consulting firm dedicated to helping educational organizations achieve both academic excellence and strong business performance. Serving clients across the full spectrum of education—from K-12 and higher education to vocational training and professional development—the firm applies a comprehensive approach to evaluating leadership, governance, strategy, finance, technology, communication, and risk management, alongside core educational areas such as accreditation, curriculum development, and learning outcomes. In partnership with the Business Excellence Institute (BEX), E2 Global Education utilizes the BEX Excellence Framework, specifically adapted for the education sector.

Online Systems & Analytics Consultant

Presbyterian Church of the Master (PCOM)

Mission Viejo, CA

Organizational Improvements:

Attended quarterly Board meetings to provide strategic insights on enrollment analytics and data-driven decision-making.
Developed a comprehensive online registration system to streamline parent enrollment and enhance administrative efficiency.
Delivered predictive modeling and enrollment analytics to guide program capacity planning and support growth strategies.
Advised on digital process improvements to optimize school operations, enhance parent engagement, and improve overall program effectiveness.

About

Presbyterian School of the Masters in Mission Viejo, part of the Presbyterian Church of the Master (PCOM), is a highly regarded preschool that serves families in South Orange County with a reputation for nurturing young children in a warm, community-focused environment. Located at 26051 Marguerite Parkway, the school offers engaging early childhood education programs that emphasize both academic development and social-emotional growth, incorporating Christian values and community service into its curriculum. Known for its creative arts, parent engagement initiatives, and welcoming atmosphere, the school is deeply integrated with church activities and provides a supportive foundation for children to discover the fun in learning and build positive relationships from an early age.

Founder & Support Group Leader

Orange County Food Allergy Support Group

Lake Forest, CA

Organizational Improvements:

Founded and developed a faith-based support group to provide education, resources, and a safe community for parents managing children with life-threatening food allergies.
Developed and managed digital marketing campaigns to raise awareness of the group and its activities.
Created and curated online content highlighting events, educational resources, and family support for parents navigating complex allergy challenges.
Increased community engagement by optimizing communication channels and promoting monthly guest speaker sessions with pediatric allergists, child psychologists, and authors.
Supported outreach initiatives that connected parents with shared experiences, fostering a safe and informed community environment.
Leveraged digital platforms to distribute practical resources, including recipes, dining tips, and school guidance, helping families manage multiple food allergies effectively.

About

The Orange County Saddleback Church Parents of Kids with Food Allergies Support Group was a faith-based community committed to supporting parents of children with life-threatening food allergies by offering education, resources, and a safe space for discussion. The group hosts monthly meetings featuring expert guest speakers, including child psychologists, allergists, and authors specializing in food allergy management, to provide practical guidance and emotional support. Through these sessions, parents gain insights into medical best practices, coping strategies, and advocacy skills, while also connecting with other families who share similar challenges. Beyond educational content, the group fosters a collaborative environment for sharing day-to-day tips, safe recipes, and dining strategies, helping parents feel empowered and informed in managing their children’s health and well-being. By combining faith, community, and expert guidance, the support group creates a holistic resource network that strengthens both families and the broader food allergy community.

Digital Marketing Volunteer

TPIRC (Translational Pulmonary & Immunology Research Center)

Long Beach, CA

Organizational Improvements:

Assisted digital marketing initiatives to promote TPIRC’s Food Allergy Institute and its impact on children with severe food allergies.
Created and shared family-centered content highlighting treatment options, patient success stories, and educational resources.
Supported online campaigns for the Tolerance Induction Program™ (TIP), emphasizing its role in enabling food freedom for children.
Developed outreach materials connecting parents, caregivers, and community groups with practical solutions for pediatric food allergies.
Contributed to advocacy-driven marketing efforts to increase visibility and equitable access for families facing financial or medical barriers.

About

The Translational Pulmonary and Immunology Research Center (TPIRC), based in Southern California, is a nonprofit clinical care and research institute focused on individualized, precision medicine for rare and orphan diseases such as cystic fibrosis, bronchiectasis, immune deficiencies, and severe food allergies. Founded in 2015 by Dr. Inderpal Randhawa, TPIRC uses big data, artificial intelligence, and advanced analytics to accelerate treatment discovery and clinical application, including programs like the Tolerance Induction Program™ (TIP), which has helped thousands of patients achieve remission from life-threatening food allergies. Through a multidisciplinary approach that integrates biobank resources, applied informatics, and comprehensive care, TPIRC bridges scientific research and real-world solutions, improving outcomes and quality of life for highly vulnerable patients.

Digital Media & Fundraising Volunteer

SCPA (South County Performing Arts)

Mission Viejo, CA

Organizational Improvements:

Managed photography and video production, including editing and creating promotional content for SCPA programs and performances.
Built and maintained an online marketplace for student photos, enhancing accessibility and fundraising opportunities.
Supported fundraising initiatives through digital campaigns, event promotion, and content creation.
Assisted in program development, contributing to workshops, curriculum enhancements, and operational planning.
Leveraged multimedia and digital tools to increase visibility, engagement, and community support for SCPA’s theater programs.

About

The South County Performing Arts (SCPA), led by Irene Vecchione, provides a supportive and engaging theater environment for children, emphasizing that “the journey is just as important as the show.” The program nurtures aspiring performers while helping all students build self-esteem and confidence through the production process. Participants gain experience in acting, singing, dancing, stage makeup, set design, memorization, and public speaking, with opportunities to work with industry professionals such as Tony-nominated stars Cathy Rigby and Susan Egan. Advanced production techniques, including fly rigging, bring shows to life, fostering personal growth and preparing students for future successes in theater, television, film, and modeling.

Volunteer Technology & Automation Specialist

Surfing Heritage and Culture Center (SHACC)

San Clemente, CA

Organizational Improvements:

Designed, developed, and implemented SHACC’s Salesforce nonprofit instance to streamline donor, member, and volunteer management.
Managed data imports and ensured accurate migration of historical records into the CRM, maintaining data integrity across systems.
Developed custom CRM features and automated workflows to optimize operational efficiency and enhance user experience.
Conducted training sessions for staff and volunteers, enabling effective adoption of Salesforce tools for daily operations and engagement tracking.
Implemented automation for routine processes, improving efficiency in membership management, event tracking, and communications.

About

The Surfing Heritage and Culture Center (SHACC), located in San Clemente, California, is a nonprofit museum dedicated to preserving and celebrating the global history of surfing. Founded in 1999, SHACC houses an extensive collection of surfboards, memorabilia, photographs, films, books, and art, capturing the evolution and enduring spirit of the sport. Through exhibits, educational programs, and community events, SHACC connects surfers and enthusiasts of all ages to the rich legacy and culture of surfing.

Event Entertainment Volunteer

Friendship Shelter

Laguna Beach, CA

Organizational Improvements:

Provided live musical performance for a private fundraising event benefiting Friendship Shelter.
Supported an event that raised over $50,000 to help cover critical financial shortfalls for clients.
Collaborated with event organizers to ensure seamless coordination of music and program flow.
Enhanced the overall guest experience through live entertainment, contributing to donor engagement and fundraising success.

About

Friendship Shelter is a nonprofit organization founded in 1988, dedicated to ending homelessness in South Orange County, California—one person at a time. With facilities in Laguna Beach and transitional housing at Henderson House in San Clemente, Friendship Shelter provides a comprehensive continuum of services including outreach, emergency and transitional shelter, housing navigation, counseling, life skills training, and permanent supportive housing. The organization employs a “housing first” and harm reduction approach, emphasizing compassion, personal responsibility, and community integration to help highly vulnerable adults achieve stability, self-sufficiency, and productive citizenship. Through extensive partnerships, dedicated staff, and robust volunteer involvement, Friendship Shelter has become a cornerstone in the regional effort to address and prevent homelessness in coastal Orange County.

Program & Multimedia Consultant

Laguna Dance Theatre

Mission Viejo, CA

Organizational Improvements:

Developed the Annual Nutcracker 60-page printed program, including layout design, ad development, and print specifications.
Coordinated directly with printing vendors to ensure high-quality production and on-time delivery.
Managed photography and video production at performances, capturing show highlights and promotional content.
Edited video content for marketing, archival purposes, and event promotion.
Supported overall event communications and program development, enhancing audience engagement and fundraising impact.

About

Laguna Dance Theatre and Laguna Ballet, founded in 1985 under the direction of Shery Gilbert, is a prominent nonprofit performing arts school and ballet company based in Orange County, California. Renowned for both its educational programming and its public productions, the organization celebrates its 40th anniversary in 2025 with a variety of events, including the Spring Showcase at Corona Del Mar High School and the much-anticipated 39th annual production of The Nutcracker at San Juan Hills High School. Offering year-round dance classes for children and adults, Laguna Dance Theatre is also recognized for its commitment to community enrichment through performances, fundraisers, and outreach, affirming its legacy as a cultural cornerstone for gifted dancers and appreciative audiences in the region.

Business Skills

Enterprise Operations

Operations & Transformation:

Technology Stack:

Enterprise Architecture
Business Applications
Change Management
Operations Management
Project Management
Unified Communications
Cloud Computing
IT Infrastructure
Business Process Improvement
Data Integration
Data Warehousing
Database Administration
Data Transformation
CI/CD
Mergers & Acquisitions (M&A)

Microsoft Azure
Azure Synapse
Azure Data Factory
SQL Azure
Devart
Skyvia
Power Automate
Visual Studio
SharePoint
ServiceNow
OwnBackup

Sales & Revenue Operations

Operations & Transformation:

Technology Stack:

Sales Operations
Sales Enablement
Sales Processes
Sales Pipeline Management
Lead Management
CRM
Revenue & Profit Growth
Go-to-Market Strategy
Partner Relationship Management
Sales Prospecting
Business Development
Strategic Partnerships
Sales & Marketing Alignment
Reporting & Analysis

Salesforce Sales Cloud
Salesforce Service Cloud
HubSpot
Channeltivity (PRM)
Planhat
Salesloft
Outreach
ZoomInfo
Lusha
Cognism
CallRail

Marketing & Customer Engagement

Operations & Transformation:

Technology Stack:

Sales Operations
Sales Enablement
Sales Processes
Sales Pipeline Management
Lead Management
CRM
Revenue & Profit Growth
Go-to-Market Strategy
Partner Relationship Management
Sales Prospecting
Business Development
Strategic Partnerships
Sales & Marketing Alignment
Reporting & Analysis

Salesforce Sales Cloud
Salesforce Service Cloud
HubSpot
Channeltivity (PRM)
Planhat
Salesloft
Outreach
ZoomInfo
Lusha
Cognism
CallRail

Finance & Business Intelligence

Operations & Transformation:

Technology Stack:

Financial Reporting & Analysis
ARR, MRR, ACV, TCV Models
Financial Budgeting
CPQ Data
Performance Management
Revenue Forecasting

Oracle NetSuite
Chargebee
Sage
SAP
Power BI
Configure One (CPQ)

Data Analytics

Operations & Transformation:

Technology Stack:

Data Analysis
Data Visualization
Operational Analytics
Business Insights
Strategic Planning
Critical Thinking
Problem Solving
Analytical Skills

Power BI
Postman
Microsoft SQL Server
Python
RingLead

Data Integration

Operations & Transformation:

Technology Stack:

Database Management
Database Migration
Data Mapping
Data Transformation
ETL Development
ETL Optimization
Business Intelligence
iPaaS Solutions

Power Query
Microsoft SQL Server
Devart
Skyvia
Celigo
Azure Data Factory
Postman

Collaboration & Productivity

Operations & Transformation:

Technology Stack:

Communication Organization Skills
Team Leadership
Team Management Collaborative
Problem Solving

SalesforcAsana
Confluence
Slack
ClickUp
Lucid

Industry Knowledge, Tools & Technologies and Interpersonal Skills

Agile Project Management
Analytical Skills
Artificial Intelligence (AI)
Business Applications
Business Development
Business Insights
Business Leadership
Business Operations
Business Process Improvement
Business Strategy
Change Initiatives
Change Management
Cloud Computing
Collaborative Problem Solving
Communication
Continuous Integration and Continuous Delivery (CI/CD)
Cross-functional Team Leadership
Critical Thinking
Customer Relationship Management (CRM)
Data Analysis
Data Analytics
Data Integration
Data Integrity
Data Transformation
Data Visualization
Data Warehousing
Data-driven Marketing
Digital Transformation
Email Marketing
Enterprise Architecture
Enterprise Software
Go-to-Market Strategy
HubSpot
Jira
Lead Generation
Lead Management
Leadership
Management
Market Segmentation
Marketing
Marketing Analytics
Marketing Automation
Marketing Operations
Marketing Strategy
Mergers & Acquisitions (M&A)
Microsoft Power BI
Microsoft SQL Server
Operational Excellence
Operational Strategy
Operations Management
Partner Relationship Management
Performance Management
Product Management
Product Marketing
Project Implementation
Project Management
Quantitative Analytics
Reporting
Reporting & Analysis
Revenue & Profit Growth
SaaS
Sales
Sales & Marketing
Sales Cycle Management
Sales Enablement
Sales Operations
Sales Pipeline Management
Sales Processes
Sales Prospecting
Salesforce Sales Cloud
Salesforce.com
Salesforce.com Administration
S&OP Implementation
Strategic Initiatives
Strategic Partnerships
Strategic Planning
Strategic Thinking
Strategic Vision
Strategy
Strategy Implementation
Team Leadership
Team Management
Technology Platforms
Vendor Management

Project Portfolio

The portfolio below highlights a small selection of corporate, consulting, and volunteer projects completed over the years, showcasing my hands-on involvement in design, development, layout, and production. Each project reflects a blend of strategic planning and creative execution, demonstrating a consistent focus on delivering high-quality, functional, and visually cohesive results across diverse environments and objectives.