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Full lifecycle accountability for ideation, deployment and success of transformation and performance improvement initiatives. Proven ability to turn customer pain and corporate strategy into winning experiences and optimized products and services. Executes strategic programs and fosters stakeholder loyalty through results. Overcomes obstacles with high emotional intelligence and data-driven leadership. Skilled in managing large, cross-functional teams (to 50) and solving complex problems using systems thinking. Track record of delivering significant EBITDA impact ($100M+), managing budgets ($2.5M marketing, $10M IT), influencing corporate spend ($500M+), and owning strategic outcomes (P&L up to $225M). Accomplishments: -Optimized order-to-cash cycle time by 7 days by leading a Lean process team of 4 consultants. Investigated SAP coding of business rules and cross-channel CX journey data, and assessed unintended consequences of outdated standard operating procedures and risk controls. Created $4M of EBITDA, increased NPS and channel containment, and decreased cost of cart abandonment. -Digitized customer service interactions and product experiences for a 150-person call center-based sales team, serving 20k households in 25 markets, generating a P&L of $115M. Increased appointments by 19% by adjusting design and content assumptions about demographics and purchasing behavior, and closing marketing message gaps vs capabilities. Managed direct accountability to the Fortune 100 CEO. -Influenced incremental revenue of $20M in 2 years of recession. Developed a B2B program and presented sales proposals to win or deepen relationships in banking, financial services, insurance, and healthcare. -Saved $3.6M of IT budget by fixing delivery for 60 SAFe Agile Release Trains. Negotiated changes to legacy waterfall features: front doors, release review tollgates, and multi-day SLO to align workflow, manage risk, and reduce lag. -Led a team of 10 to integrate Salesforce with customer-facing digital channel and optimized contact center gearing ratios, enabling a call center to repurpose 18 FTEs to outbound sales. -Collaborated with Company Presidents to design a $130M, 3-year operating model transformation focused on sustainable economics through digital self-service. Assessed capabilities and analyzed market conditions and risk factors. Crafted a change plan to influence board of directors. -Achieved first-to-market mobile purchase and funding of investment accounts, scaled to 2,300 users, $32M assets, growing at 100% per year. Product acquired by Charles Schwab.
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