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Project Management, Business Strategy, CRM & Consulting

Location:
Phoenix, AZ
Posted:
January 16, 2024

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Resume:

MOHIT GOEL

901-***-**** ad2t7a@r.postjobfree.com

MANAGEMENT CONSULTING / PRODUCT MANAGEMENT / BUSINESS DEVELOPMENT AREAS OF EXPERTISE

Strategy/Budget Planning

RFP/RFI Management

Business and Market Analysis

Process Improvement/BPR

Cross Functional Leadership

Program Management

Market Research/Branding

Self-Starter/Proactive

Financial/ROI Analysis

Economics/Statistics

C-Level/Stakeholder Management

Project Management

Change Management

Competitive/Portfolio Analysis

Client Development/Services

KEY SKILLS ASSESSMENT

STRATEGIC MANAGEMENT & BUSINESS DEVELOPMENT – develop business plans to drive market growth, conduct market research, cultivate strategic customer relationships, and craft business strategies. A wide array of business development skills including RFP development and response, client servicing and lead generation in Public Sector & Cannabis Industry PRODUCT MARKETING & PROGRAM MANAGEMENT EXPERT – identifying new software solutions; generating product requirements, software release timetables, pricing, and crafting Go-To-Market plans for product introduction to exceed customer expectations and company revenue targets. Leverage PMO methodology & tools to effectively perform project management functions to ensure success of complex, high-priority business projects STRONG LEADERSHIP – Worked in cross-functional environments to lead change, enhance stakeholder communication, and manage C-level expectations with the goal to increase productivity and reduce internal cost MANAGEMENT TOOLS

Project Management Professional (PMP) • Lean & Six Sigma • Statistical Tools (SPSS, XL Miner, WEKA) • Confluence, Jira, SharePoint, Basecamp, Google Docs, Smartsheet, Gantt Charts, Salesforce • Microsoft Office (Outlook, Word, PowerPoint, Excel, Visio, OneNote, Project) • Joint Application Development (JAD) Sessions and Unified Modeling Language (UML) • Databases (DB2, Microsoft Access, SQL) • ERP – Lawson, PeopleSoft, Oracle, QuickBooks PROFESSIONAL EXPERIENCE

2021 - 2022 AMAZON GLOBAL PROGRAM MANAGER

Responsible for crafting & implementing the strategy for new program roll outs in North Africa, Middle East, and Europe. Successful in creating an additional revenue stream of $ 21.8 M on four global launches. Direct liaison to Policy and Risk teams for development and roll-out of AHS support Execute end-end process improvement to standardize business processes and operation workflow which resulted in savings of $1.3 M over Q4 & Q1. Exhaustive data analysis and workflow improvements to propose new standards and communicate results to Seller Trust Leadership Since 2020 - PMI PHOENIX CHAPTER ASSISTANT VICE PRESIDENT, FINANCE Volunteer to Deliver financial leadership and direction to the Board & VP(s) to help them understand trends, forecasts, and the relationship between transactions, revenue, and expenses Providing VP(s) with monthly P&L report showing variance to budget for the month just ended and year-to-date along with explanations. Track progress and help VP(s) meet their budget goals. All transactions are recorded in QuickBooks accurately and on a timely basis Lead the annual Budget Development for the 3000-member chapter and align with the strategic plan to ensure VP(s) are effective in executing their teams thereby adhering to the mission and annual goals 2019 – 2020 HARVEST HEALTH & RECREATION PROGRAM MANAGER – BUSS DEVELOPMENT

(Direct report to Chief Strategy Officer) Lead all Cannabis RFP Applications with a team of proposal writers to draft and submit RFP responses. Responsible for generating and executing a Sales Pipeline of $36M - $39M. Developed relationships with key government officials and lobbyist to gather insights, competitive analysis, lead generation and project the brand for Harvest Prepare RFP response analyzing data to prepare Market, Consumer and Financial snippets; demand forecast, patient segments, 5-years sales projections, 5-year financial statements, market share etc. Each license had a potential of adding $3 – $4.5M to the bottom line. Achieved a success rate of 60% Mohit Goel, MBA, PMP Page 2

As member of the CEO Strategy Team, developed a process with criteria to analyze and identify in which municipalities to apply and the type of license (Dispensary, Cultivation and Processing) we will compete for. Executing comprehensive market, competitor & community benefit analysis Post-RFP award worked with the Compliance team to ensure accuracy and compliance with municipality regulations and ordinances. Spearheaded negotiation meetings with government officials on variance requests and communicated details back to Corporate. Assists with developing, maintaining, and enforcing Standard Operating Procedures (SOPs) Design and developed a multi-level communication strategy with Real Estate, Finance, Business Development and Corporate Leadership on Retail license ‘new application’ and ‘acquisition’ life cycle 2019 – 2019 COLYAR TECHNOLOGIES PRODUCT MANAGER

(Direct report to VP) Ownership for new product roll-out for August 2019 GA. Product – Menu Planner for US School Districts. Product was projected to bring in revenue of $ 9M over a 5-year period Spearheaded bi-weekly Sprints with delivery team to convert backlog of user stories to product features in alignment with product roadmap (refine, re-prioritize and maintain product backlog) Responsible for collaboration with internal stakeholders in product development, marketing, sales, pricing admin, legal, & contracts to meet customer’s budgetary needs, shorten sales cycles & ensure contract compliance. Externally, led competitive intelligence to ensure product viability and relevance Created organization-wide process to address day to day operations between product management and product development that had little to no structure from prior product manager Working with external stake holders to ensure Product was Federal (USDA, CACFP) compliant and met state regulation (DOE, DHHS) across 26 states

Significant experience managing change & leading through ambiguity by executing Beta Pilot sites effectively for product roll-out. Focus was to cultivate ‘innovators’ to exceed product adoption targets 2018 – 2019 NETORBIT, INC CONTRACTOR-SENIOR PROJECT MANAGER Client: Fortune 100 US Auto Insurance Company

(Direct report to Client Sr VP) Responsible for phased rollout out of corporate standards and processes for implementing an auto insurance rewards incentive program. A series of corporate business processes and associated documentation was developed to enable field divisions to execute the program. As the Senior Project Manager, was responsible for working with 19 such divisions (including 3rd party rewards partners) to implement all aspects of the program which impacted over 60 Million auto owners across the country. Key functions of the implementation plan involved working with marketing, product management, customer service, and the Corporate Business & IT Operation teams to ensure all workflows, reports & data needs were fulfilled within deadlines. Accountable for project financials, scope & effort estimation, resource planning, risk management, and status reporting 2015 – 2017 APRIANT, INC SENIOR CONSULTING MANAGER Clients: Shelby County School District, TN. Syracuse City School District, NY. Elgin School U-46, IL

(Direct report to President) Managed services portfolio roadmap and devised marketing plan to cultivate potential client base to elevate sales. Crafted a detailed business plan for the firm that to renew company direction. Improved web presence through SEO/Google Analytics by ~22% As client engagement manager - closed sales, prepared RFP Responses, ensured SOW compliance and recruited contractors to work on client projects while providing strategic thought leadership to elevate

‘client advocacy’. Was instrumental in converting a $480 K opportunity into a $3.6 M contract As Consultant Project Manager: provide needs analysis, requirements definition, project management, software selection, implementation readiness and program management services Developed a project plan with a roadmap to lead a cross-functional team of 21 SMEs through an ERP assessment initiative to realize $1.7M savings annually by implementing To-Be processes; to identify a cloud-based (SaaS) ERP solution that would meet the strategic and tactical needs of SCS, TN. This 18- month project impacted over 11,500 employees and 207 schools in a $1.34 B district Tasked with creating a business case for the client to justify the multi-million-dollar investment and request for additional funding from Shelby County and Private Foundations Developed a plan of action for ERP RFP process by creating RFP artifacts in lieu of AZ, CO & TN procurement rules; create scripts, schedule demos, craft scoring sheets, and oversee final negotiations 2014 – 2015 JEFFCO COUNTY PUBLIC SCHOOLS MANAGER - DATA REPORTING Led departmental change management activities on a program that overlooked 14 major data submissions to state, federal and national agencies. Data was mainly extracted from Campus (Student Info System), PeopleSoft and Hyperion. This data was processed across 6 departments that impacted 400 users in 130 cost centers

Mohit Goel, MBA, PMP Page 3

Coordinated with the ERP maintenance and Student System teams to automate six of the fourteen major data submissions thereby saving 1,850 man-hours annually 2011 – 2013 TUCSON UNIFIED SCHOOL DISTRICT SR FINANCIAL ANALYST / PM

(Direct report to CFO) Analyze and execute projects entailing Cost Center Evaluation, Competitive Analysis, RFP oversight, Financial Forecasting and Customer Relationship Management. Developed business cases and feasibility studies

Budget Formulation Manager: Led a team of experts from Finance, HR, and Operations to formulate, integrate and account for the $17 M deficit for SY 2014-15, implementing a new budget process (zero- based) in a $370 M district. Synthesized the budget data to develop key findings and provide recommendations on school closures and new funding standards for school staff. Created customized detailed reports and performed break-even analysis to facilitate decision making Project Manager - Business Process Re-engineering & ERP Assessment: Lead a cross-functional team of 14 SMEs to re-engineer 64 priority one business processes in HR, Benefits, Payroll, and Finance, estimated to affect bottom line by $ 720,000. Accomplished project with savings of $39,000 05–08/2009 SUNQUEST INFORMATION SYSTEMS MBA INTERNSHIP Collaborated with the Product Management, Marketing & Competitive Intelligence teams to create and execute three marketing campaigns for diagnostic product line across North America Achieved highest percentage of C-level lead generation (hospitals) among the intern team Transformed 85% of campaign leads into appointments for core product line (Lab Information System, Blood Transfusion Manager & Point of Care), creating a sales pipeline of $49 M 2008 –2010 UNIVERSITY OF ARIZONA, ELLER MBA COLLEGE GRADUATE ASSISTANT Actualized a Business Plan for Arizona Research Labs to address operational redesign, new product launch and expand membership. Identified product attributes from focus groups & concept testing Developed a Business Plan to commercialize intellectual property & channelize revenue generation for Southern AZ Diaper Bank. Johnson & Johnson selected and executed the business plan across the SW Won the Brand Audit competition sponsored by Infant Swimming Resource utilizing the BLIP model Recipient of Distinction Scholarship for MBA degree at Eller College of Management 2007 – 2008 CAPGEMINI CONSULTING, INDIA SENIOR CONSULTANT Clients: Marks & Spencer and La Redoute, France

As Project Lead, led a team of programmers in developing “The Product” line of mainframe business applications to address product launches and renewed distribution processes Negotiated deadlines and contracts with clients in agreement with senior management that resulted in an 8% increased revenue stream by € 130,000

Elevated OTACE ratings for project by 26% in six months by developing quality improvement initiatives (implementing coding trends, creating test data & formulating test cases) as Quality Lead 2005 – 2007 INFOSYS TECHNOLOGIES, INDIA SOFTWARE ENGINEER Clients: Royal Bank of Scotland, UK Ulster Bank, Ireland Aetna Healthcare, USA Design and development of mainframe applications for the EOB & Pharmacy business line to facilitate improved patient billing and drug inventory control. Played a pivotal role in documenting requirements, in-depth gap analysis and building a traceability matrix in compliance with HIPAA As Business Analyst, gathered business requirements (SRS), conducted meetings with SME, testing and development teams to develop the mainframe batch environment Recipient of Half Yearly Best Project ’06 AETNA and Most Spirited Team ’05 for RBS-Ulster Project 2003 –2004 CONVERGYS, INDIA SENIOR TECHNICAL SUPPORT OFFICER Client: IBM USA

Supervised Tier-2 Level Infrastructure (hardware, software & server) support requests from IBM stakeholders operating in US & Canadian sites. Promoted to Subject Matter Expert by IBM US Achieved 100% CSAT for Q4 & Q3 ’04. Served as a transition trainer for wave 16 – 24 Only technical officer to receive IBM BEN HELPFUL '04 award from IBM Recipient of Power of One Champion ‘03 and Star of the Month December ‘03 from Convergys EDUCATION

University of Arizona, Arizona, USA. Master’s in Business Administration (Full Time - MBA) Concentration: Entrepreneurial Marketing, Product Management with minor in Finance Meerut Institute of Engineering & Technology, India, Bachelor of Technology, Concentration: Computer Science



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