**+ years developing and implementing information management solutions

Leadership roles defining data architecture and data modeling

Organizational change leader

Skilled public speaker

I help organizations optimize their data assets

Professional History

Shift7 Digital November 2021 – Current

Sr. Business Analyst

inriver PIM

Worked as part of team delivering inriver PIM service and customized functionality to the John Deere company

Lead product data modeling and discovery workshops

Defined product data taxonomy and configured inriver data models

Configure rules for eCommerce channel output

Model ETL activities for data integrations

Create and deliver customized inriver user training

Salesforce Lightning B2B eCommerce

Worked as part of a team implementing B2B storefront projects in the SMB market

Lead system functionality discovery workshops

Created functional documentation (workflows, process maps, ERDs) for business activities

Review system integrations for automation opportunities

Create client-specific training documentation on Salesforce B2B storefronts

CSS Commerce November 2020 – October 2021

Sr. Product Information Management Consultant

CSS Commerce is an eCommerce and PIM service provider and I’m the lead consultant for new Perfion PIM system implementations, on-going support and system audits for existing Perfion clients.

Perfion Implementation Projects

Develop all ETL activities for data migrations

Create data taxonomy and configure product data structure

Configure Perfion workflow management tools

Integrate Perfion with eCommerce and ERP solutions

Deliver Perfion user training

Perfion Audits

Lead discovery workshops

Review Perfion environment for currency with technical recommendation

Provide recommendations improving Perfion business uses and workflows

Review system integrations for automation opportunities

Catalog incoming and outgoing data streams and marketing channels

Perfion Software April 2017 – April 2020

Sr. Product Information Management Solution Consultant

Perfion PIM software is a 100% standard, out of the box solution for managing product data assets and integrates natively with the Microsoft Dynamics family of ERP systems.

I provide technical backing to the sales team and have responsibilities on both sides of every sale.

Pre-Sales

Stay current with new Perfion features and benefits

Deliver scenario based product demonstrations

Complete RFPs and RFQs for prospective clients

Lead solution discovery calls with prospects

Develop proof of concept projects

Represent Perfion at industry conventions, trade shows and user group expos

Post-Sales

Manage PIM implementation and integration project

Lead data taxonomy and classification efforts for product data

Configure Perfion workflow management tools

Develop and deliver user training

Provide guidance on MDM and PIM best practices

Maintain client relations through bi-annual usage and satisfaction surveys

Technical & Business tools

MS SQL Server, APIs, ETL, MS Dynamics ERP, Sana Commerce

ZoomInfo – Lead generation, prospect qualification

Hubspot and Outreach - Marketing campaign management & automation

Scalable Software May 2015 – October 2016

IT Asset Management Solution Consultant

Pre & Post-Sales support of IT Asset Management software

Responsibilities include software demonstrations for direct and partner led sales engagements, RFPs/RFQs response and management, and managing software product Proof of Concept trial runs. I also provide technical management of existing accounts, including planning legacy software migration projects and yearly subscription renewal planning.

Skills applied to this role:

Scenario-based selling

Partner enablement

Asset Management program deployment

Information systems integration

Technical troubleshooting

Client education

Training documentation development

AgileAssets November 2012 – April 2015

Transportation Asset Management Pre-Sales Solutions Consultant

Pre-sales support of Transportation Asset Management software

Responsibilities include technical sales support for asset management software through live demonstrations, customized product presentations, webinars, on-site demonstrations, and recorded media training. Assisted in responding to RFPs / RFQs and acting as a technical liaison for the Sales and Development Department.

Skills applied to this role:

Software demonstrations

Sales presentations

Demonstration system management

Client training documentation development

Tradeshow representation

Denim Group October 2010 – October 2012

Sr. Consultant, Project Manager – Secure Application Development

Lead a team of software developers delivering software security remediation projects

Provide technical sales support for sales executives and assist with territory development

Charles Schwab August 2000 – June 2010

Software Release Manager 2009 - 2010

Planned and implemented regular and un-scheduled software releases into the various server environments for the Schwab’s Active Trader division

Owned software release processes and developed monthly central reporting system

Identified release schedules and system dependencies

Lead software releases with data center operations & change management teams

Business Analyst – 2007 - 2009

Managed the new project scoping process, project scheduling and implementation recommendations

Lead MS SharePoint content migration project from local to corporate server environment

Lead migration projects for defect tracking and incident reporting tools from in-house developed systems to enterprise level systems

Managed change control process for updating Team Foundation Server, Rational Clear Quest and Microsoft SharePoint installations

Developed business use cases, workflow models, and scope analysis for Schwab’s client account management system

Served on Schwab’s Software Development Lifecycle improvement committee

Software Developer 2000 - 2007

Web Application Development: Developed data-driven ASP, C# and ASP.net web applications to support IT Operations, Marketing, Client Support Services, and Training departments to solve business problems unique to their area

Systems Administration: Microsoft IIS and SQL servers for intranet applications; Team Foundation Server version control and workflow modeling; IBM Rational ClearQuest defect tracking system; corporate intranet management using Microsoft SharePoint Services

Software release management system: Automated the software release process by creating the Software Release website to manage the delivery of new code through the software development lifecycle, including a work scheduling tool for data center operations. Reduced software rollbacks by 50%

CyberTrader.com: managed content and developed website tools for registered clients to track self-paced training courses

Cobb Info Sys January 1999 – August 2000

Software Developer

Dell: Invoice Reconciliation project

Dellware PIM system support

Stellar Books August 1997 - August 1998

Owner

The best damned Science Fiction & Fantasy book store in Lakeline Mall from ’97 – ’98

Dresser- Wayne August 1993 – August 1997

Software Developer

QA test development for Point of Sale software and hardware

Manufacturing failure reporting system

360 Peer Review system

West Telemarketing June 1992 – June 1993

Information Systems Analyst

Professional Certifications

Perfion PIM Certified Consultant

Salesforce Certified Administrator

Education

Texas A&M University, Bachelors of Business Management

Tom C. Clark High School, San Antonio

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