Thomas A. Carroll
Swedesboro, NJ 08085
*********@***.***
CAREER EXPERIENCE:
Over 20 years of experience in Business Application solutions spanning a variety of industries in both the
start-up and mature company sectors. Possess an extensive background in sales, implementation,
consulting, and training. Successful in helping numerous clients identify and solve their business
problems through successful implementation of CRM and database management systems, data mining,
financial systems, compliance applications, business intelligence, performance management, and
reporting. Hands-on experience with clients in financial services, insurance, retail, healthcare, education,
banking, travel, gaming, and technology industries. Excellent skills in business analysis, problem
identification and resolution, training and development. Driven, analytical, energetic individual who is able
to effectively prioritize workloads to achieve project/sales objectives and deadlines.
10/07 to present ISA Consulting, Inc. Blue Bell, PA
Position: Developer/ Project Manager (Consolidation / Planning / BI)
Managed and implemented Hyperion Planning (Essbase), Hyperion Financial
Contributions:
Management and Hyperion Reporting applications to finance departments in the
healthcare/insurance/utility industries
Reduced budgeting/consolidation process by 50% and 30%, respectively,
reduced costs, improved reporting; on-time and under budget
Focus on Performance Management…development of 1yr / 5yr plans, web forms,
security, meta/data loads, expense/revenue cycle, and month-end closing
9/06 to 9/07 Orchestria, Inc. (now CA) New York, NY
Position: Sr. Sales Consultant/Project Lead
Lead for proof-of-concept during sales cycle (resulting in $780K sale)
Contributions:
On-site project lead and client trusted-advisor during implementation
generating additional $100K of revenue
Deliver business/technical demonstrations of electronic compliance and reporting
application across channels (i.e. - email, instant messaging, handheld, etc.)
Respond to RFP’s and perform needs-assessment of prospects increasing
effectiveness of “best fit” demonstration
12/04 to 9/06 SPSS, Inc. Chicago, IL
Position: Sr. Sales Consultant/Engineer
Launch new CRM application suite including creating and delivering business
Contributions:
and technical demonstrations of predictive analytics, propensity-to-purchase
segmentation, campaign management, customer retention/profitability,
data/text mining, reporting and other marketing database services
Work closely with Product Marketing to generate awareness, develop, and deliver
product messaging/positioning
Conducted training labs for new hires and other internal SPSS sales staff
Respond to RFP’s and perform needs-assessment of prospects increasing
effectiveness of “best fit” demonstration
Thomas A. Carroll Page 2
7/00 to 12/04 Epiphany, Inc. (now Infor) San Mateo, CA
Position: Sr. Sales Consultant
Contributions: Sales Consultant of the Quarter Award (Q2 2003, Q3 2002, Q3 2001)
Sales Consultant of the Year Award (2002-East, 2001-East)
Achieved 100% Quota Club for 2001
Create and perform business/technical demonstrations of CRM B2C
applications (Marketing, Sales, Service) – segmentation, analytics, campaign
management, retention/loyalty, up-sell/cross-sell programs, and reporting
Respond to RFP’s and perform needs-assessment of prospects increasing
effectiveness of demonstration
8/99 to 7/00 Aprimo, Inc. Indianapolis, IN
Position: Sr. Solutions Engineer
Lead SE in closing first client sale in Northeast
Contributions:
Create and perform business/technical demonstrations of CRM applications
and reporting for Enterprise Marketing Management
Involved in developing and executing message and benefit statements
Gathered data for custom presentations and RFP response
Conducted technology chalk talks and provide support in the pilot and evaluation
processes
9/96 to 8/99 Hyperion Software, Inc. (now Oracle) Stamford, CT
Position: Solutions Consultant
Achieved 100% Quota Club in 1997, 1998
Contributions:
Create and perform detailed demonstrations of Hyperion applications directed
at consolidating, budgeting, analyzing, and reporting financial information
Developed effective sales strategies against the competition
Training of new sales reps, which reduces their learning curve and increases their
ability to generate revenue
Perform needs-assessment of prospects increasing effectiveness of demonstration
8/91 to 9/96 National Computer Systems, Inc. (now Pearson) Mesa, AZ
Positions: Project Manager, 11/95 to 9/96
Systems Engineer, 3/94 to 10/95
Product Consultant, 8/93 to 2/94
Software Consultant, 8/91 to 7/93
Performed over 150 demonstrations of software applications (GL, purchasing,
Contributions:
invoicing, disbursements, payroll, human resource, fixed asset, and warehouse) to
Public Sector (K-12)
Project Manager for the state of New Jersey responsible for planning and
executing implementation
Completed 120 implementations of financial applications on AS/400 to K-12
school district business offices nationwide increasing performance and streamlining
procedures
Improved business partner relationships by providing technical and product training to
its staff increasing market opportunities for NCS
Thomas A. Carroll Page 3
4/89 to 7/91 AIG Wilmington, DE
Positions: Business Systems Analyst, 9/90 to 7/91
Associate Business Systems Analyst, 4/89 to 8/90
Contributions: Served as project lead for implementation of applications for overseas office
including planning, coordinating, conversion, and training of 50 users within
30 days
Participated on two project teams responsible for establishing training criteria
to increase productivity and reduce downtime
Completion of LOMA Level 1, Fundamentals of Life and Health Insurance
Quality assurance including writing user and technical documentation which
facilitated user issues
Developed budget and variance analysis, unit costs, and forecasts
2/88 to 3/89 Electronic Data Systems (EDS) Princeton, NJ
Position: Systems Engineer I
Contributions: Coordinated and managed quality assurance for insurance client (Asbestos
Claims Facility) to ensure integrity of state-mandated requirements
Provided application training and documentation to client’s staff expanding and
facilitating their ability to problem solve
TECHNICAL SKILLS:
Applications/Financial Tools:
Hyperion Planning 9.3 Hyperion Financial Management 9.3
Hyperion Financial Reporting Hyperion Smart View
Hyperion Financial Data Quality Management Oracle Data Integrator (ODI for meta loads)
Epiphany CRM Suite SPSS Clementine (data mining)
SaaS J2EE concepts
HTML MS Office
Databases:
MS SQLServer 2000 (SQL) Hyperion Essbase 9.3 (OLAP)
Operating Systems:
Microsoft Windows NT, 2000, XP OS 400 (iSeries)
COURSES: Demo2Win, Solution Selling (3), The Complex Sale, Project Management (2), Time
Management
EDUCATION: B.B.A. Marketing; Temple University
Marketing/Computer Science; Pennsylvania State University