Professional Background

January 2024 - Present

Enterprise Architecture & Digital Transformation

• Define and execute Certinia PSA system roadmap to optimize sales and service operations and align with Salesforce CRM - enhancing system scalability and ROI
• Lead enterprise-level digital transformation initiatives including cloud-based integrations with Salesforce CPQ and custom GCP applications
• Collaborate with Sales, Finance, and Marketing leadership to drive operational excellence across the lead-to-cash lifecycle
• Oversee Agile product development, managing sprint planning, backlog prioritization, and cross-functional stakeholder alignment
• Conduct technology assessments and implement automation strategies to reduce technical debt and improve service delivery

March 2021 - Present

Executive Technology Advisory Services

• Serve as interim technology advisor for mid-size to enterprise clients undergoing ERP and PSA transformations
• Provide executive-level consulting on FinancialForce and NetSuite OpenAir implementations, focusing on operational scalability, process automation, and IT strategy
• Manage cross-border technical teams and oversee enterprise-grade system integrations across global platforms
• Lead IT budget evaluations, vendor negotiations, and resource planning to maximize technology investment returns
• Advise CIOs and IT leadership on best practices in team structuring, compliance, and business alignment

July 2022 - December 2023

• Directed global product initiatives to enhance OpenAir (NetSuite Suiteprojects Pro) PSA platform capabilities across North America, EMEA, and APAC
• Created a product roadmap based on business goals and user feedback, delivering tangible improvements to operational efficiency and reporting accuracy
• Translated user requirements into wireframes and high-fidelity designs to guide the development process effectively
• Spearheaded analytics enhancement projects to improve decision-making through real-time data insights

May 2019 - March 2021

• Presented the FinancialForce PSA application via Web conference tools and face-to-face meetings
• Led cross-functional teams in the implementation of FinancialForce products on the Salesforce platform into the overall IT SaaS application stack of large enterprise customers
• Managed key components of remote implementations including installation, configuration, training, report writing, data migration and general support
• Mastered client's Professional Services process requirements and assisted project teams in translating requirements into functional specifications
• Created integrations between external business systems and the Salesforce.com platform
• Led and trained customers on implementing Einstein Analytics reporting solutions to identify key metrics
• Managed executive relationships and worked with internal customer stakeholders to gain buy-in and confidence

January 2017 - May 2019

• Led OpenAir software implementations of mid-market professional services organizations from requirements gathering through go-live
• Analyzed client business processes in project management, project accounting, resource management, reporting and billing
• Implemented and configured NetSuite OpenAir and NetSuite systems to match client's business processes
• Developed API integrations between NetSuite OpenAir and third-party systems
• Built technical documentation pertaining to integrations to the NetSuite OpenAir platform
• Developed JavaScript solutions and functional design documentation to meet unique client requirements
• Managed deadlines and communicated with stakeholders to assess project risks throughout the project lifecycle