• Over 13 years of experience in sales and technology-based activities – Successful in selling technology solutions to small-scale and industry-leading companies, including Mitsubishi Motors, eBay, and Ask.com.
  • Knowledge and Passion for Technology – Demonstrated a rich understanding of the synergy between business requirements and technology solutions, with experience that includes integrating and customizing CRM systems with Salesforce.com. Strong knowledge of CRM, SFA, SLN (Social Lending Network), and Oracle solutions.
  • Advanced Skills and Record of Success in Sales – Proven ability to achieve buy-in from key decision makers within client companies for employers’ technology products and services. Confident and motivational speaker, presenter, and relationship builder. Excel in explaining technical products in easy-to-understand terms for nontechnical persons. Thoroughly enjoy identifying and developing solutions to meet clients’ complex needs.

Career Summary

March 2010 – Present

Project Manager / Consultant

Webficient – San Francisco, CA

(Full-service web design and development agency)

Brought on board to manage existing projects and assist in new client acquisition activities, with an emphasis on convincing clients through clear, non-technical communications. Supervise team of 4 web developers, 3 Ruby on Rails developers, 2 graphic designers, 2 QA engineers, and content writer. Address top-down issues with owners. Manage key aspects of client projects, including scoping and scheduling, task prioritization, and budget management.

Key contributions and achievements:

  • Doubled revenue from key client Jivox by $10,000 and $8,000 through securing additional project to work on India web site following successful efforts in revamping and re-launching client’s web sites.
  • Teamed with founders of RocketHub to design solution for integrating their social lending platform with Facebook, earning praise for work on rapid prototyping, turnaround time, and visualization assistance. Established long-term strategy using Agile Scrum methodology to improve output, reduce defects and stabilize releases.
  • Influenced client Compliance Helper to expand budget from $1,500 to $5,000 for month’s worth of consulting from Webficient. Worked with stakeholders to document requirements and produce working prototype of the company’s application while providing them with clear application requirements and specifications.
 

2007 – 2010

Product Manager / Co-Founder

Fidex, Inc. – San Francisco & San Diego, CA

(Online automotive lending solutions provider)

Co-founded company with CEO, CTO, and Head of Product Management to create the world’s 1st pervasive online automotive lending solution. Presented product demos as part of pitch to leaders within investor and customer companies, bringing prospects through the entire application process. Supervised cross-functional team of 7 and oversaw product management, graphic design, quality assurance, and client management functions. Worked with client-side project managers and product managers to review development work and prioritize tasks.

Key contributions and achievements:

  • Led web development team to build and launch 1st-of-its-kind lending solution for auto loans with limited resources, attracting buy-in from industry-leading companies such as eBay.
  • Captured Mitsubishi Motors and Thrifty Auto Sales accounts, convincing clients of validity for brand-new concept through demos and communications with executive-level personnel.
  • Established the company's corporate web presence (using Photoshop and Illustrator), created marketing materials, and provided clear explanations for the Fidex business model. Set direction for user experience, interaction, and visual design, using focus group data to customize product to clients' needs.
 

2005 – 2007

Manager, Information Systems

IAC Advertising Solutions, Inc. – Oakland, CA

(Internet services and advertising solutions provider)

2000 – 2005

Product Manager

Ask Jeeves, Inc. – Emeryville, CA

(Leading search engine)

Transitioned following IAC’s purchase of Ask Jeeves to launch Application Support Group within the Information Systems department.

As Manager of Information Systems, directed all sales, ad operations, and billing systems used by several IAC web properties, including Ask.com, Evite, City Search, Match.com, and Excite, creating and supervising Application Support team of 8. As Project Manager, hired by Ask Jeeves’ VP of Information Systems to implement CRM system and establish workflow, policies, and procedures for Sales, Operations, and Accounts departments.

Key contributions and achievements:

  • Provided comprehensive information on using sales tracking tool, creating user manuals, workflow procedures, and best practices for the Sales, Operations, and Accounting departments.
  • Conducted a national training program and developed training materials for the abovementioned departments, equipping them with the knowledge and strategies to succeed in sales-related endeavors.
  • Directed over 3,000 technical support tasks for multiple areas, including application design, implementation, testing, operations, and maintenance; implemented Service-Level Agreements and escalation procedures for internal teams and external customers, including Google, LookSmart, and DoubleClick.
  • Reduced billing cycle time from 10+ days to 8 hours and DSO from 90+ days to 30 for Ask Jeeves through automation of monthly billing process from integration of firm’s CRM with Oracle Financials. Oversaw program to deploy CRM system used by Ask.com to integrate contact, order, inventory, and billing management systems.
  • Received 1st award given by the company for outstanding performance (one of only 3 recipients) in 2003, earning a 2nd award in 2005 for similar efforts.
 

1997 – 2000

Business Analyst

Creditland, Inc. – San Francisco, CA

(Online provider of aggregated credit products)

Co-launched company and directed implementation of back-office systems, policies, and procedures. Scrutinized sales team’s performance from several angles and evaluated data to improve performance.

Key contributions and achievements:

  • Implemented corporate Intranet used by over 130 employees for a myriad of tasks, including document sharing, collaboration, reporting, scheduling, and management approval workflow.
  • Designed, developed, and deployed custom reports with the Business Development team and sales force in order to identify areas for team performance improvement.
 

Professional Experience

Business Administration

Western State College – Gunnison, CO

Professional Training

Leadership I & II Courses, Rapport Leadership International, Reno and Las Vegas, NV; Power Communication Course, Rapport Leadership International, Lake Tahoe, CA; Business Process Improvement / Workflow Diagramming, Chicago

Technology Knowledge/Skills Summary

Microsoft Visio and Project, RallyDev, Pivotal Tracker, Axure, Photoshop, Fireworks, Illustrator, Dreamweaver, MindJet MindManager, HTML/CSS, SQL, SalesForce CRM

Education & Credentials

  • Over 13 years of experience in sales and technology-based activities – Successful in selling technology solutions to small-scale and industry-leading companies, including Mitsubishi Motors, eBay, and Ask.com.
  • Knowledge and Passion for Technology – Demonstrated a rich understanding of the synergy between business requirements and technology solutions, with experience that includes integrating and customizing CRM systems with Salesforce.com. Strong knowledge of CRM, SFA, SLN (Social Lending Network), and Oracle solutions.
  • Advanced Skills and Record of Success in Sales – Proven ability to achieve buy-in from key decision makers within client companies for employers’ technology products and services. Confident and motivational speaker, presenter, and relationship builder. Excel in explaining technical products in easy-to-understand terms for nontechnical persons. Thoroughly enjoy identifying and developing solutions to meet clients’ complex needs.

Career Summary

March 2010 – Present

Project Manager / Consultant

Webficient – San Francisco, CA

(Full-service web design and development agency)

Brought on board to manage existing projects and assist in new client acquisition activities, with an emphasis on convincing clients through clear, non-technical communications. Supervise team of 4 web developers, 3 Ruby on Rails developers, 2 graphic designers, 2 QA engineers, and content writer. Address top-down issues with owners. Manage key aspects of client projects, including scoping and scheduling, task prioritization, and budget management.

Key contributions and achievements:

  • Doubled revenue from key client Jivox by $10,000 and $8,000 through securing additional project to work on India web site following successful efforts in revamping and re-launching client’s web sites.
  • Teamed with founders of RocketHub to design solution for integrating their social lending platform with Facebook, earning praise for work on rapid prototyping, turnaround time, and visualization assistance. Established long-term strategy using Agile Scrum methodology to improve output, reduce defects and stabilize releases.
  • Influenced client Compliance Helper to expand budget from $1,500 to $5,000 for month’s worth of consulting from Webficient. Worked with stakeholders to document requirements and produce working prototype of the company’s application while providing them with clear application requirements and specifications.
 

2007 – 2010

Product Manager / Co-Founder

Fidex, Inc. – San Francisco & San Diego, CA

(Online automotive lending solutions provider)

Co-founded company with CEO, CTO, and Head of Product Management to create the world’s 1st pervasive online automotive lending solution. Presented product demos as part of pitch to leaders within investor and customer companies, bringing prospects through the entire application process. Supervised cross-functional team of 7 and oversaw product management, graphic design, quality assurance, and client management functions. Worked with client-side project managers and product managers to review development work and prioritize tasks.

Key contributions and achievements:

  • Led web development team to build and launch 1st-of-its-kind lending solution for auto loans with limited resources, attracting buy-in from industry-leading companies such as eBay.
  • Captured Mitsubishi Motors and Thrifty Auto Sales accounts, convincing clients of validity for brand-new concept through demos and communications with executive-level personnel.
  • Established the company's corporate web presence (using Photoshop and Illustrator), created marketing materials, and provided clear explanations for the Fidex business model. Set direction for user experience, interaction, and visual design, using focus group data to customize product to clients' needs.
 

2005 – 2007

Manager, Information Systems

IAC Advertising Solutions, Inc. – Oakland, CA

(Internet services and advertising solutions provider)

2000 – 2005

Product Manager

Ask Jeeves, Inc. – Emeryville, CA

(Leading search engine)

Transitioned following IAC’s purchase of Ask Jeeves to launch Application Support Group within the Information Systems department.

As Manager of Information Systems, directed all sales, ad operations, and billing systems used by several IAC web properties, including Ask.com, Evite, City Search, Match.com, and Excite, creating and supervising Application Support team of 8. As Project Manager, hired by Ask Jeeves’ VP of Information Systems to implement CRM system and establish workflow, policies, and procedures for Sales, Operations, and Accounts departments.

Key contributions and achievements:

  • Provided comprehensive information on using sales tracking tool, creating user manuals, workflow procedures, and best practices for the Sales, Operations, and Accounting departments.
  • Conducted a national training program and developed training materials for the abovementioned departments, equipping them with the knowledge and strategies to succeed in sales-related endeavors.
  • Directed over 3,000 technical support tasks for multiple areas, including application design, implementation, testing, operations, and maintenance; implemented Service-Level Agreements and escalation procedures for internal teams and external customers, including Google, LookSmart, and DoubleClick.
  • Reduced billing cycle time from 10+ days to 8 hours and DSO from 90+ days to 30 for Ask Jeeves through automation of monthly billing process from integration of firm’s CRM with Oracle Financials. Oversaw program to deploy CRM system used by Ask.com to integrate contact, order, inventory, and billing management systems.
  • Received 1st award given by the company for outstanding performance (one of only 3 recipients) in 2003, earning a 2nd award in 2005 for similar efforts.
 

1997 – 2000

Business Analyst

Creditland, Inc. – San Francisco, CA

(Online provider of aggregated credit products)

Co-launched company and directed implementation of back-office systems, policies, and procedures. Scrutinized sales team’s performance from several angles and evaluated data to improve performance.

Key contributions and achievements:

  • Implemented corporate Intranet used by over 130 employees for a myriad of tasks, including document sharing, collaboration, reporting, scheduling, and management approval workflow.
  • Designed, developed, and deployed custom reports with the Business Development team and sales force in order to identify areas for team performance improvement.
 

Professional Experience

Business Administration

Western State College – Gunnison, CO

Professional Training

Leadership I & II Courses, Rapport Leadership International, Reno and Las Vegas, NV; Power Communication Course, Rapport Leadership International, Lake Tahoe, CA; Business Process Improvement / Workflow Diagramming, Chicago

Technology Knowledge/Skills Summary

Microsoft Visio and Project, RallyDev, Pivotal Tracker, Axure, Photoshop, Fireworks, Illustrator, Dreamweaver, MindJet MindManager, HTML/CSS, SQL, SalesForce CRM

Education & Credentials