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Customer Service Sales

Location:
Issaquah, WA
Posted:
May 29, 2016

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Resume:

Stephen Bos

**** ********** ** **, ********, WA *8029

425-***-**** (h) 425-***-**** (c), acuz5q@r.postjobfree.com

OBJECTIVE:

I am seeking a PM/Business Analyst or similar role in the IT industry where I can leverage my technical expertise, business and sales experiences, management skills, and professional education to provide strategic intelligence, insights, and influence improving processes and impacting executive and management strategic decisions.

SUMMARY:

Over ten years of technical experience which includes program and project management; business, data, and financial analysis; information management; CRM application expertise; BI and SharePoint site mgmt.; technical consulting and problem solving; troubleshooting, training and support positions complemented by technical education with certifications.

Eleven years of management and operations experience. This includes training, coaching, product management, work flow processes, promotions and marketing, production supervision and execution, and inventory control.

Over six years of program/project management including requirements gathering and documentation, task identification and assignment, change management, process definition, user acceptance, report creation, user training, budget, and project oversight.

Over nineteen years of sales and customer service experience. This includes six years of business-to-business sales to both global and corporate accounts and over five years of experience providing premium customer service at the Executive level.

TECHNICAL:

Experience Highlights:

-8+ years of Data Management and Administration

-5+ years of Team management experience

-5 years of program/project management

-3 years of application management

-2 years CRM solutions expertise and support at Microsoft

-3 years of hardware and software setup and implementation

Testing experience:

-MSIT MMIT App testing 3 months

-CRM solution testing experience 2 years

-Apptio solutions testing 2 years

-Data analytics/BI/Dashboard solutions testing 5 years

-Access Database testing experience 4 months (billing project)

-Dargal/Unisys programs testing (9 months)

-Microsoft Game testing

Software expertise:

-CRM apps including Siebel and Microsoft CRM 2011/2013

-Microsoft Visual Studio

-Microsoft SharePoint site manager

-Microsoft SQL and numerous database programs including, Access, and many older stand-alone database programs.

-Microsoft Word expert including Mail Merge, Templates, Markup, Macros, and Protection

-Microsoft Excel expert including PowerBI, Power Pivot, PowerQuery, Pivot Tables, Macros, multiple tabs, scorecards, vlookup, charts, and more

-Microsoft Publisher including brochure and marketing materials creation.

-Microsoft PowerPoint expert including executive presentations and reporting creations

-Microsoft Access including database design, table creation, report creation, table linking, forms creation

-Microsoft Project user includes design, setup, input and reporting.

-Microsoft Visio projects including database design, work flow diagram, team hierarchy, etc.

-Numerous Microsoft financial/internal tools including MSSales, MSInvoice, Mercury, MyOrder, MAPPS, MSMarket, Cylpso, and others.

-TBM solution expert using Apptio

-Member of Microsoft group for prerelease test of Software updates (4 years)

Professional Training:

-B.S. Business Management, Minor in Economics, Marketing. Additional studies in Accounting and Engineering

-Electronic Technology and Computer Science (1 yr)

-Certified Project Manager (Project+)

-Microsoft Certified Professional in

- Microsoft Windows Server 2000 Administration and Implementation

- Microsoft Windows Server 2003 Administration and Implementation

- Microsoft SQL Server 2000 Administration

- Microsoft SQL Server 2000 Implementation

- Microsoft Client Operating Systems

-Software Quality Assurance and Testing

-Certified Hardware, Software, Web tester (Intertest)

-Additional courses on: SQL scripting, C# Programming, HTML and XML programming, Game testing

EXPERIENCE:

Technical PM/Program Manager Microsoft through Akvelon, Inc. Redmond, WA 7/15 to 4/16

Program Manager for o365 Data Science team

Developed operational framework for Data Science team implementing Agile methodology and process flows

Initiation of planning process for Strategic Quarterly planning, drove adoption of methods to map strategic plan to tactical sprint work

Managed team resources including SharePoint site and publishing team monthly newsletter

Created Onboarding content and process facilitating team expansion by over 2x in 3 months

Technical Project Manager

Established strong relationships with client, associated partners, and dependent stakeholder managing all key interests

Drove coordination of work across a large remote team, ensuring all members are on track to meet deliverables per plan

Lead collaboration to define scope, priority, and timeline of work, writing functional specifications for requirements

Managed broad spectrum of partners, aligning project goals, execution timelines, and issue resolution

Provide Strategic guidance based on technical challenges, proposed multiple options to overcome technical/time challenges and solution to new development.

Provided a series of program/project status reports to communicate progress keeping the client and stakeholders in step with development progress and program state.

Ensure quality and timeliness of deliverables, establishing Agile project development processes, set QA standards and practices.

Program Manager Microsoft through Amplify Solutions Redmond, WA 11/14 to 6/15

Provided support to users on how to use optimally and leverage the CRM application (DXCRM)

Create end user reports leveraging data warehouse connections and data cubes

Acted as customer advocate while understanding Microsoft goals for Application development

Provided design specification for CRM 2013 Case management development (architect)

Provided ongoing customer service managing tickets, answering customer emails and phone queries

Created User manual/documentation including step by step guide for the tool and FAQ

Gave online trainings, presentations and demo’s

Managed, documented and reported on customer usage of the tool and number of queries

Influenced and negotiated with stakeholders throughout the development life cycle

Managed the customer sign up process including standard contracts completion and CRM training

Business Analyst II Amazon Seattle, WA 2/14 to 11/14

Managed Global Data Center rack orders pipeline, ensuring on time delivery, addressing all issues, and working with multiple teams to overcome capacity challenges.

Identify post-delivery issues, working with data centers and operations to identify issues and drive resolution.

Provide insight and reporting into the overall process health and Capacity availability, creating standardized reporting from disparate systems leveraging Power Query, SQL, and data cubes

Work directly with customer to resolve issues with the environment and capacity challenges.

Provisioned VM’s and servers to fulfill internal requests.

Provided weekly status and summary of state of order, forecast in meeting pending requests, and datacenter inventories.

Top Secret/SCI Security Clearance with polygraph

Technical Consultant Microsoft through 110 Consulting Bellevue, WA 3/12 to 8/13

Technical consulting for Global Foundation Systems group focused on providing financial information, internal billing, metrics reporting, and operations intelligence for management of global cloud infrastructure.

Solutions development using Apptio and SQL, environment management, data management, and report production.

Gather functional and business requirements from client and translate into functional hosted solution design which meets customer needs

Configure, test, & document Apptio dashboards, reports and underlying data models to meet functional design and specifications

Operational management of select customer implementations, loading new data, reviewing and validating dashboard/report outputs

Created data feeds for data warehouse input, SharePoint portal dashboards, and Excel reports using SQL data connections.

Licensing Support Specialist Microsoft through Merit Mile Boca Raton, FL 11/11 to 3/12

Provided Service Provide Licensing Agreement support for Worldwide Microsoft Hosting partner community

Analyzed and researched technical licensing issues providing recommendation for resolution. Technical expert of licensing team for SPLA program.

Business/Data Analyst Microsoft through Invenio Solutions Redmond, WA 7/09 to 7/11

Manage revenue alignment program including MsSales search, identify, submit for processing, and confirmation resulting in over $36 million FY10 and $18 million YTD FY11 of revenue impact for the Federal region.

Manage 3 deployment metrics for region, including data assembly, scheme/report design, confirmation, Siebel profiling, and executive status communications

Manage solution wins metric for region; identified appropriate marketing wins, assigned correct identifiers, Siebel verification and editing, confirmation and executive status communication.

Creation and distribution of daily Federal region sales pipeline report for Vice president and all direct reports

Ad Hoc reports and analysis, from multiple tools including: MsSales, Siebel, SRTT, Mercury

NSAT Q2 YtoY variance analysis and summary

Master agreement alignment review/analysis

Created multiple reports for 2 sales teams including revenue, audit, and pipeline reports

Business Analyst Microsoft through Volt Redmond, WA 9/07 to 9/08

Cost/Benefit Analysis and impact analysis for tool adoption.

Managing the project for the adoption of the Partner Recruit Tracker tool for team including developing processes, user acceptance training, supervising, data quality control, analysis, and creating reports.

Team representative for the Competitive Partner landscape project which included statistical analysis, creating reports, creating and updating scorecards, gathering and assembling data, and communicating to executives.

Managing team’s three budgets including investigating and resolving all discrepancies, making budget predictions for future spending, and cost analysis, trending and enforcement of allocations, and auditing.

Managing the Ramp and Ready marketing program, modeling and developing financial tracking, training users how to engage with program, reporting and tracking all funds disbursements. Monthly auditing of program and making recommendations for strategic changes to take full advantage of available funds and focus efforts on areas of greater impact.

Managing team’s critical data for work in progress for completeness, accuracy, timing, and reporting needs as well as creating importing data jobs for Partner prospecting and profiling activities

Completing numerous AD Hoc analysis projects as directed by the Strategic Partner recruit team Director.

Compiling and quantifying data, interpreting results, and making recommendation for action.

Business Development Manager Congruent Software Inc., Bellevue, WA 5/07 to 9/07

Developing new business for Network Administration division and Dynamics division focusing on MS CRM

Uncover new opportunities through call prospecting, marketing campaigns, IT Trade events, community events, and other marketing activities.

Win new customers conducting Executive briefings, proof of concepts, and various account management activities.

Inside Business Development Manager Microsoft through Volt Redmond, WA 12/06 to 5/07

Microsoft Partner Program subject matter expert for Strategic Partner Recruit team recruiting competitive partners to the Microsoft Partner Program. Conducting strategic planning meetings with potential partners. Provide tactical planning to partners to assist with meeting their desired level in MSPP including assisting six strategic targets to the Microsoft Partner Program with meeting or exceeding goals by attaining Gold Level.

Collecting and managing team information for reporting, tracking, and Partner prospecting and profiling activities

Partner subject matter expert resource to support Strategic Partners with marketing events, strategic planning and execution, and issue resolution.

Business Development Rep. Microsoft Corporation Redmond, WA 9/04 to 9/06

Grow the Business. Identify, profile, and qualify opportunities within the Global and Corporate accounts for all 65 of Microsoft’s Enterprise solutions and technologies in PG1, PG2, and PG3. Engage account executives and virtual team members to drive opportunities to close. Driving over $9 million in opportunities with over $1 million closed revenue with many opportunities continuing to move forward.

Win new customers. Uncover, contact, and document new contacts in the corporate IT, IS, finance, operations, sales, and human resource departments at executive levels.

Drive Customer satisfaction. Drive demand by utilizing Solution Selling and Question Based Selling techniques building relationships with Prospecting and strategic selling activities.

Effectively collaborate with field sale groups to advance opportunities and close sales.

Teaming with corporate marketing groups and select industry solution partners to identify potential solutions per account and to drive over 39 individual telesales campaigns.

Exceeding Quotas for both FY05 and FY06 for opportunity generation.

Business Group Specialist Microsoft through Volt Redmond, WA 4/03 to 8/04

Coaching, consulting, and training 65 inside solutions sales representatives on Information worker products and numerous marketing programs. Training included product positioning, value statements, what if’s, and key questions for both IT and LOB managers.

Training sales representatives the Solutions Selling methodology to discover opportunities.

Developed scorecards and reports, excel macros, and executables for all teams reporting to our business owner

Advance stalled opportunities and assist representatives with pipeline velocity

Provide additional call support resulting in a success rate of over 90% in discovery of opportunities

Member of Training Committee, developing strategies and improving effectiveness for Vendor group. Reducing issues by over 70% in less than one year.

Business Productivity Advisor Microsoft through Volt Redmond, WA 4/03 to 8/04

Drive demand and discover opportunities within the Global-Strategic-Major and Corporate accounts for the Microsoft Information Worker product group.

Developing strong prospects in the corporate finance, operations, sales, and human resource departments at senior executive level in most accounts.

Prospecting opportunities for Medium Business Group working with retail businesses in the Western US.

Identifying, profiling, and qualifying opportunities for Microsoft CRM and advancing them through the sales cycle utilizing the Solution Selling methodology. Teaming with account managers to advance business development opportunities.

Retail Operations Manager Gateway Inc. Redmond, WA 9 /01 to 4/03

Operating and managing store operations and sales scorecards

Financial ROI tracking and analysis for store.

Training, managing, and coaching sales staff for leading national computer manufacturer

Responsible for daily store operations, resolving customer issues, maintaining proper store environment, maintaining IT systems, proper floor marketing displays, merchandising, and signage

Project manager for implementing retail store operations including developing process, inventory controls, securing product, training staff, security, and continuing maintenance.

Ranked in top 20% in sales in 8 out of twelve months in include top store sales five out of twelve months

Bar Manager Billy McHale’s Restaurant Bellevue, WA 9/93-5/96, 3/98-6/01

Managing all aspects of bar operations and staff in large high volume restaurant.

Managing all financial aspects including yearly budget/profitability, cost analysis, product profitability analysis

Responsible for staffing, training, menu selection, inventory, cost control, quality control, and product ordering, and liquor law compliance.

Training new managers on bar operation for other restaurants, bar staff, and wait staff.

Awards: Employee of the Month Award. (3)

Dining Room Supervisor Bellevue Club Bellevue, WA 4/96 to 4/98

Supervising dining room operations ensuring impeccable level of service and customer satisfaction and exceeding the highest standards in one of the nation’s finest private clubs

Staff managing and training to meet standards.

Available to supervise, serve, or bartending any day or evening shift in the fine dining restaurant, for catered events, and in the casual café

Awards: Outstanding Employee Award, Member of Safety committee

Customer Service Manager CompuTech Systems Corp. Kirkland, WA 9/92 to 8/93

Audited sales orders to ensure conformity for job priority, component inventory, completion, urgency, and shipping status communicating any issues to the appropriate staff member or management for resolution.

Liaison between production department and sales department driving cooperation, communication, and execution to meet customer expectations. Conducting daily meetings with Chief Executive Officer with summary reporting of progress, issues, resolutions, and new sales.

Customer service representative for a high tech firm responsible for all customer service issues including managing product return program for warranty verification and corrective actions. Communication with all parties to keep issues moving toward resolution.

Operations Manager Haztech International Bellevue, WA 7/90 to 7/92

Managing staff and systems for conference and exhibition Company in the Hazardous waste industry including database design, data import and export, customer sales and revenue tracking, speaker information, timetables, creating marketing prospects lists. Coordinating operations, marketing, and finance to ensure show goals were met

Supervising operations and maintenance of all computer systems, data manipulation, configuration, hardware and software for National conference business

Designing and managing multiple database systems that contained over 200,000 professional contacts, sales, financial, and registration information

Report Generation Specialist City University Bellevue, WA 7/89 to 6/90

Managing all report generation and delivery 5th largest university in Washington. Creating, modifying, programming, developing, and running over 600 reports for corporate and branch locations.

Completing projects assigned by MIS director including upgrading of all reports to a standardize code

Internal business representative and communication liaison for all business departments for requests and information proposals from the Information Systems department.

EDUCATION:

oBachelor of Science in Business Management, Minor in Economics Montana State University, Bozeman, Montana

Additional studies in Marketing and Accounting

oElectronic Technology & Computer Science National College, Rapid City, South Dakota

oMicrosoft Certified Professional, MCP Certified in the following areas:

Microsoft Windows Server 2000

Microsoft Windows Server 2003

Microsoft SQL Server, Queries, Implementation; Administration

Microsoft Windows Client OS

oCertified (Project +) Project Manager

oCertified Software, Hardware, and Web Testing, Testing Certification achieved at Intertest labs.

oSoftware Testing in the Real World Conference, produced by SQE

oSolutions Sales and Question Based Selling Sales and Business Development training



Contact this candidate