BST Global

✅ Designing and implementing customer success frameworks tailored to the unique needs of diverse client bases.
✅ Building strong client relationships through proactive communication and personalized support strategies.
✅ Driving product adoption and maximizing customer lifetime value through targeted training and onboarding programs.
✅ Leveraging data-driven insights to identify opportunities for process optimization and continuous improvement.
✅ Collaborating cross-functionally with sales, product, and support teams to ensure alignment and exceed customer expectations.

Customer Success Lead

Disability Rights Florida

Our Board of Directors establishes our goals and priorities each year. Along with the leadership team at Disability Rights Florida, the Board approves Disability Rights Florida’s budget and policies on a regular basis.

Member Board of Directors

NielsenIQ

Responsible for the leadership of three different verticals, supporting the Finance & Human Resources technology for the organization.
●	SAP SD/Billing – Senior Director leading the SAP technical team that supports $3B in billing and contracts annually. E-Invoicing, Revenue Recognition, & Service Delivery functions. 
●	Redesign/Implementation of major business processes such as Opportunity to Cash (Revenue Cycle), Procure to Pay (Procurement Cycle), Record to Report (Retorting Cycle), and Hire to Retire (Human Capital Cycle).
●	Road mapping - Led over 30+ Modernization & Operational improvement efforts to reduce severity issues to less than 1% a year for the last 3 years. Created Legacy Application and future technology roadmap to drive decision making and investments.
●	CRM Integration – Maintain technical interfaces between SAP Billing & SaaS CRM integrations.  MS Dynamics, Experlogix, Conga & Salesforce
●	Managed Analytics, KPI's, 40+ SAP consultants, Program Managers, & cross-functional teams to deliver multiple projects on time and within budget.
●	Mergers & Acquisition – Provide due diligence and post-sale of over $1.5 Billion in acquisitions and led SAP integration of over 25 global companies. 
●	Weekly team calls, training, mentoring and process resolution.

Global Director Of Technology, Mergers & Acquisitions

Nielsen Company

Prioritize initiatives and requests against diversity focus areas and provide leadership for Asian Americans Links (AAL) Employee Resource Group for the Southeast region.

ERG Leader: AAL SE Region

Manage international digital engineering programs, coordinating multiple technology stacks, and integrating solutions to meet clientele need.

Managing latest mobile ratings solution, providing the latest technologies in reaching and understanding what resonates with our clients.

Program Manager

Successfully managed a team that oversaw 20+ M&A efforts over 3 years.   Chief responsibilities included: 
●	Leveraging technology automation to identify and develop project efficiencies. 
●	Created new operating procedures that reduced integration lifecycles by 30%.
●	Developing and managing strategic partnerships within the company to facilitate faster integrations, and more precise resource needs.
●	Integrated 15+ companies, on-time, under budget, and implemented new automation in parallel.

Director Of Technology

Leading the Global integration practice for Enterprise Platforms. This team works to integrate new companies into our HR, Billing, Finance and Payroll portfolios, powered by SAP.

Successfully managed a team that oversaw 20+ M&A efforts over 3 years.   Chief responsibilities included: 
•	Leveraging technology automation to identify and develop project efficiencies. 
•	Created new operating procedures that reduced integration lifecycles by 30%.
•	Developing and managing strategic partnerships within the company to facilitate faster integrations, and more precise resource needs.

Director Mergers & Acquisitions Integration Leader

•	Responsible for assembling project plans and teamwork assignments for online platform. Direct and monitor work efforts on a daily basis, identifying resource needs, performing quality review; and escalating functional, quality, timeline issues appropriately. 
•	Responsible for tracking key project milestones across multiple teams, and time zones, while adjusting project plans and/or resources to meet the needs of customers. 
•	Work with Program Manager(s) in partnering with senior management of the business community to identify and prioritize opportunities to achieve the goals of the enterprise.
•	Provides subject matter expertise in areas including project management & infrastructure, setup of local project offices, project scope definition, risk identification, project methodology, resource allocation, facilitation, and other areas of expertise based on professional knowledge and background.
•	Co-Leader of Professional Development for Asian American Leaders, Employee Resource Group

Engineering Project Manager

Sustany Foundation

•	Responsible supporting the organization’s projects and mission to create awareness in for a more Sustainable Tampa Bay.
•	Contribute to social media and blogging efforts to raise awareness and promote organization
•	Create strategic relationships with local and national businesses to further the reach of the organization
•	Ran organizational planning and development events and offsites for multiple years.

Executive Board Member

Nielsen

Drove initiatives to assist the company in environmental responsibility strategies and collaborate with our colleagues, clients and vendors to drive forward a holistic approach that will optimize our positive impact on the environment.

Green Team Leader SE Region

PMI Tampa Bay

Member of the Professional Development team responsible for researching highly qualified speakers for professional development workshops to provide top quality, relevant education events to the chapter.

Director of Professional Development

Leslie Controls

Led team of staff & consultants, working with Senior Leadership team of the business in a rebuilding effort to fix a key Circor business unit.  
•	Manage, direct, and implement operations strategies and objectives to ensure the achievement of division’s goals.  Focuses for short-term goals are systems up-time, on-time-delivery, cost of sales, quality, gross margin, and human resources throughout the Value Stream Management (VSM) value chain. Focuses for long-term goals are the formulation, planning, and implementation of strategies for ongoing process improvements throughout the VSM value chain. 
o	Led strategies to create first IT roadmap for Power & Process organization to lay out a plan for integration of multiple companies across the globe. 
o	Development of KPI and metrics to departmental information to the business.
o	Supported corporate datacenter by providing facilities support, and scheduling and establish preventative maintenance for critical support systems (UPS, Generator, Fire Suppression, HVAC, etc.)  
o	Managed Epicor Vantage ERP environment
o	Improved system performance by 30% (response time to user) and reduced server/database processing bottlenecks by over 70% through virtualization, hardware migrations, and establishing SOP’s.
o	Enterprise PDM deployment to Circor India business and supporting the VP of Engineering o	o	Development of ECN (Engineering Change Notices) solution
o	Managed IT project to upgrade all systems to latest CAD software
o	Shop Floor software management and support (DNC,CNC, Kiosks, & Barcoding)
o	Assisted in the Quality Management System rollout 
•	Budget planning for $120 million dollar business unit.  Reduced 2013 budget by 10%.
o	Reduced capital leases by 35% on copier fleet and negotiated Managed Print contract to reduce toner cost by 70%
o	Negotiated telecom expense reduction of 50% that will save $10K/year at minimum.

Senior Information Technology Manager

CIRCOR International, Inc.

Additional role to begin leveraging expertise in managing multiple projects that are at many sites, yet similar in overlapping needs, and be able to streamline the work in those projects while creating sustainable solutions that can be shared within the organization. 
•	SOX/ITGC controls project to diagnose and remediate deficiencies within business units. 
•	Assist in the definition of the SOX/ITGC framework that will be followed by the whole organization
•	Designing Segregation of Duties standard processes to assist the business units in securing their systems. Assist global business units in completing financial risk reviews.
•	ITIL Process definition project 
•	Software Licensing Discovery and Application Portfolio project
•	Global Trade Compliance & Data Segregation project (ITAR, Import/Export Compliance)
•       Telecommunications project - 15% reduction in monthly bill by negotiating and consolidating existing service providers.

Special Projects Manager

Collaboration Portal 
Document Imaging Laserfiche 
Global ERP selection & business case projects.  
Application maintenance & development
Contracts & license management

Project Manager & Web Dev Lead

Customer Success, Executive Leadership | Strategy | M&A | Advocacy | Automation | SAP | Board of Directors

As a global tech & operations executive, I lead the IT strategy and execution key verticals: Finance, Human Resources, and Mergers and Acquisitions. With over 20 years of experience and direct leadership of teams in 12 countries, I have been fortunate to create a proven track record.  Delivering complex and high-impact projects that enhance efficiency, drive value, and foster innovation for the organization, as well as investing and building up those I am fortunate to collaborate and lead.

I am passionate about leveraging technology to solve business challenges and create opportunities for growth and improvement. I am also a diversity advocate and a community supporter, having contributed over 5000 hours of service to various non-profits. My mission is to use my leadership and expertise to make a positive difference in the world.

Santosh Mathew

RevSure AI

Solutions Engineer

Metadata

► Successfully supported customer post-sales working across marketing, marketing ops, and sales departments
► Grew PLG motion by 10x with guided demos and development of content training libraries

Solutions Architect

► Overhauled the onboarding program, slashing customer go-live dates from 90 days to 30 days by identifying gaps within technical implementation, automating processes, and implementing targeted improvements 
► Managed onboarding for~15-30 customers quarterly, ensuring seamless integration and satisfaction
► Consistently recognized as a top performer quarter over quarter, demonstrating excellence in onboarding enterprise customers across various departments

Customer Onboarding Consultant

Drift

► Collaborate with account managers to identify upsell opportunities, increase user adoption, and reduce time to value
► Attained 106% of individual goals and consistently over-delivered on QBRs. Top performer evidenced by consistent membership in “101 Club”
► Optimized Drift’s post-sales customer lifecycle by creating and implementing best practices for revenue acceleration
► Provide strategic and proactive guidance for customer success through building out playbooks, tech stack implementation, and user training
► Maintained excellent customer standards with an overall CSAT of 98% across thousands of customer interactions
► Spearheaded Drift’s community website and continuously contributed to it via the creation of knowledge articles
► Led employee onboarding sessions to train new hires on value proposition, product functionality, and issue troubleshooting
► Chosen for Drift’s founding People Leadership cohort designed to give people the resources and tools to effectively be a manager and lead teams.
► Featured on the American Dream Podcast talking about my Latinx heritage
► Written more than 300 pieces of help documentation based on facilitating customer use cases

Customer Advocate

BeniComp

As a Digital Operations and Marketing professional at BeniComp, I provide the team with the marketing and operational support they need to provide innovative health insurance products to prospective clients.

Digital Operations & Marketing

Lumina Analytics

Led the development of the marketing department and communications initiatives. My scope encompassed masterminding our social media marketing strategy, analyzing metrics for our marketing campaigns in order to optimize, improving brand management to maximize appeal to our target audience, and creating print and online customer-facing marketing collateral. Additionally, I managed our relationship with the external marketing agency regarding website redesign, inbound lead optimization, and technical elements of the marketing strategy. This role involved heavy cross-functional team collaboration, working with sales, marketing, communications, and operations departments. I previously held the title of Intern. 

► Created inbound leads and qualified leads which represented 40% of the sales pipeline for a startup tech company, by collecting and analyzing quantitative and qualitative data to shape marketing, branding, and messaging.
► Partnered with the sales team to increase sales pipeline by 40% within 60 days through social media, Salesforce and HubSpot.
► Built content for every stage of marketing and sales cycle to position core SaaS product for launch. Conducted research to gauge market viability, competitive environment, and target customer needs and pain points.
►Formulated 2 financial models to identify total addressable market for SaaS product in 2 verticals. Each model captured current and future expenditures and projected market share gains year-over-year. Results influenced vertical prioritization, pricing strategy, and product development.
► Created foundation of business development and marketing plan, by researching market trends in the financial, higher education, K-12 education, and utilities industries, gaining insights impacting value proposition, product positioning, and segmentation strategy.

Marketing Analyst » Market Research Project Management | Social Media Marketing Strategy

University of Tampa

As a graduate assistant in the MBA program, I supported faculty and staff by collecting data, analyzing surveys, and generating detailed reports regarding the first-year student baccalaureate experience. I contributed to this culture of high-performing professionals, and facilitated team building and leadership.
► Captured record 20% attendance increase at 1st-year Financial Literacy Speaker Series, by executing strategic promotions.
► Instrumentally contributed to administering student mentor program, by identifying vacancies in the student mentor system, conducting interviews, and monitoring program progress.

Graduate Assistant, Baccalaureate Office » Data Analysis | Marketing Strategy

The PMD Foundation

Led the development of the foundation’s strategic initiatives, liaising between stakeholders to facilitate project flow. I also served as ambassador, guiding marketing strategy and fundraising initiatives to build awareness.
► Contributed monthly column to the newsletter which saw 10% increase in readership through strategic promotion.

Executive Secretary and Board of Directors Member

Francisco Oller, Motivational Speaker

Built a full speaking schedule, delivering presentations on diversity and inclusion, performance management, leadership mindset, and successful teams, for audiences ranging from 50-400+ attendees. I encouraged the audiences to seize their individual talents to become their personal best.

► Increased attendance 20% year over year, conducting 7 speeches annually to widespread acclaim, fostering strong brand identity, and building a reputation as a sought-after speaker. 
► Cultivated loyal audience and performed repeat engagements including Providence College, University of Rhode Island, Resident Assistant Leadership Conference, Junior Leadership Conference, Rotary Club of San Juan, Puerto Rico, Academic Services Tutor Orientation, and Commonwealth High School.
► Captured coveted featured speaker position on National Public Radio, Telemundo, and WPRI 12 Eyewitness News.

Founder

Puerto Rico Importing and Stevedoring

In this summer role, I was responsible for regulating client accounts and compiling statistical data to produce in-depth reports for the analytics and sales teams. Other tasks I completed in this role include: maintaining our customer database to streamline sales operations and expedite turnaround times, assisting the sales team with business development efforts (marketing and communications), and identifying more effective strategies for targeting potential customers.

Customer Service/Billing Summer Intern

Providence College

Perform all duties of the President in the latter’s absence;
Succeed the Presidency if it is vacant;
Act as President of the Freshman class until the Freshman elections are held;
Serve as the Chairperson of the Committee on Campus Relations;
Serve as a representative member of the Board of Programmers and the Board of Multicultural Student Affairs.

Executive Vice President of the Student Congress

Present Providence College to prospective students and families by sharing experiences and impressions of the Providence College community through tours and information sessions.

Admissions Ambassador

Collaborate with the administration to better the experience of students by providing and making program suggestions.
Meet weekly with an administrator in student affairs (Student Multicultural Activities) to better the relationship between students and administrators.
Worked as an usher for Midnight Madness 2013.

Student Congress Committee

Helping B2B marketers drive more revenue without manual work | Facilitating Experiences That Accelerate Revenue

I've seen the struggles of marketing teams—manual tasks and fragmented data making it hard to build a clear pipeline and revenue narrative. That’s what drives my passion at RevSure.

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What We Do:
- Pipeline Acceleration: Predict and improve pipeline health with actionable insights.
- ROI Maximization: Identify top campaigns to boost ROI and speed up your pipeline.
- Predictive Analytics: Track, attribute, and refine strategies with precision.

🚀 Ready to elevate your attribution game? Let’s connect and explore how RevSure can help you reach your goals.

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The Battle

Santosh Mathew

⚡️⚡️⚡️⚡️Francisco Oller Garcia, MBA

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