AI Strategy & Enterprise Transformation Executive

Joce Fenton

AI Strategy & Enterprise Transformation Executive

Governance • Organizational Readiness • Executive Advisory • Change Management

727-***-**** ️ ****.******@*************.*** linkedin.com/in/jocev Largo, FL

EXECUTIVE SUMMARY

Executive advisor, AI strategy leader, and enterprise transformation executive with 25+ years of experience leading complex business, technology, workforce, and operational transformation initiatives across Fortune 500 and global organizations in Financial Services, Insurance, Retail/eCommerce, Travel & Hospitality, and Service Operations.

Proven track record partnering with C-suite and executive leadership teams to develop enterprise strategic roadmaps, governance frameworks, organizational operating models, workforce transformation strategies, and implementation plans that align business objectives with technology modernization and measurable business outcomes.

Deep experience leading organizations through multiple enterprise transformation waves—including CRM, digital, cloud, omnichannel, data, and AI-enabled modernization—by conducting current-state assessments, facilitating executive workshops, developing future-state operating models, prioritizing strategic initiatives, establishing governance structures, and guiding organizations through enterprise adoption and organizational change.

Recognized for translating complex business and technology challenges into practical executive strategies, facilitating cross-functional stakeholder alignment, preparing executive briefings, and leading large-scale transformation programs from strategy through execution.

CORE EXPERTISE

AI Strategy & Multi-Year Roadmaps

AI Governance & Responsible AI

Organizational Readiness

Current-State Assessments

Executive Workshops & Facilitation

AI Use Case Prioritization

Business Case & ROI Analysis

Workforce Transformation

Operating Model Design

Executive Briefings

Enterprise Transformation Governance

Portfolio & Program Leadership

Vendor & Technology Evaluation

Change Management

ENTERPRISE TRANSFORMATION IMPACT

Led $45M global CRM, digital, and enterprise transformation program spanning the U.S. and Europe, establishing governance, executive alignment, and enterprise adoption.

Delivered $60M+ in operational savings through strategic process redesign, operating model transformation, and organizational change initiatives.

Managed $50M+ enterprise portfolios, aligning investments, priorities, governance, and execution with strategic business objectives.

Developed and executed multi-year strategic roadmaps supporting enterprise modernization, platform adoption, workforce transformation, and operational excellence.

Facilitated executive steering committees, stakeholder workshops, and cross-functional governance to guide complex transformation initiatives from strategy through implementation.

Built and scaled enterprise consulting and transformation organizations, establishing governance models, delivery frameworks, and executive reporting structures.

EXPERIENCE

Founder, Managing Director & Principal Consultant FNI Business Consulting FL, MI, OH 2019 – Present

Advise executive leadership teams on enterprise AI strategy, governance, organizational readiness, and operating model transformation supporting responsible AI adoption.

•Lead executive strategy engagements focused on enterprise AI adoption by assessing current-state capabilities, facilitating executive workshops, identifying transformation priorities, and developing practical multi-year implementation roadmaps.

•Advise executive stakeholders on AI vendor evaluation, solution selection, implementation sequencing, and governance considerations supporting responsible enterprise adoption.

•Advise organizations on AI governance frameworks, executive decision models, organizational policies, and transformation strategies that align AI adoption with business objectives, risk management, and operational effectiveness.

•Partner with executive stakeholders to identify, prioritize, and evaluate AI use cases based on organizational value, feasibility, workforce impact, and implementation readiness.

•Lead executive steering committees, stakeholder workshops, milestone reviews, and governance forums to align business leaders, technology teams, and operational stakeholders throughout transformation initiatives.

•Develop executive briefings, strategic recommendations, business cases, and transformation deliverables that support enterprise decision-making and successful organizational adoption.

•Guide workforce transformation and organizational change efforts by aligning leadership, governance, communications, and adoption strategies to maximize long-term business value.

Engagement Director Salesforce FL May 2023 – May 2026

•Served as executive advisor to financial services organizations leading enterprise AI, CRM, customer experience, and digital transformation initiatives.

•Facilitated executive stakeholder alignment across business, technology, operations, and delivery teams to define strategic priorities, governance approaches, and transformation roadmaps.

•Prepared executive briefings, strategic recommendations, and business cases supporting executive decision-making, investment planning, and enterprise adoption.

•Led complex, multi-stakeholder transformation programs by coordinating executive sponsors, delivery teams, vendors, and implementation partners to achieve strategic objectives.

•Translated emerging AI capabilities into practical business strategies by balancing organizational readiness, governance, workforce implications, technology capabilities, and measurable business outcomes.

•Guided executive governance discussions focused on risk mitigation, implementation planning, organizational change, and long-term value realization.

•Collaborated with client executives and technology partners to align solution capabilities, implementation priorities, governance, and organizational readiness across complex enterprise programs.

Sr. Dir, Customer & Employee Experience Strategy NetJets, Inc OH 2019 – 2021

Led $45M global transformation across CRM, digital, and omni-channel platforms.

Directed cross-functional teams spanning product, technology, operations, and business.

Designed enterprise operating models, governance structures, decision frameworks, and executive oversight processes supporting enterprise adoption.

Served as executive advisor to C-Suite on complex CRM and ERP transformation strategy and decisions.

Director of CRM Strategy, Program, & Platform NetJets, Inc OH 2018 – 2019

Served as executive product leader for CRM platform strategy and implementation.

Integrated sales, marketing, and service platforms into a unified ecosystem

Led enterprise-wide adoption, change management, and stakeholder alignment.

Director of Business Consulting NetJets, Inc OH 2017 – 2018

Partnered with executive leadership across business and functional areas to align strategy, capabilities, and customer experience across the US and Europe

Led development of enterprise business and technology roadmaps, delivering scalable solutions supporting large-scale transformation initiatives.

Established and scaled the Business Consulting function, defining frameworks, building teams, and driving enterprise transformation planning.

Sr. Director, Enterprise Digital Experience Nationwide OH 2014 - 2017

•Led enterprise digital strategy, transformation roadmaps, and portfolio management ($50M+) across customer experience, service, claims, and billing ecosystems.

•Aligned business, technology, and data strategies to drive enterprise platform adoption and operational modernization.

•Facilitated executive planning sessions, roadmap development, governance reviews, and portfolio prioritization across multiple business units.

Director, Business Consulting Nationwide Ohio 2011-2014

Built and scaled business consulting and transformation planning capabilities across the enterprise

Partnered with executive leadership to define multi-year strategic roadmaps.

Led cross-functional initiatives aligning operations, technology, and customer experience.

Other positions held from 2009-2011 include Senior Business Consultant

Contact Center & Business Systems Leader Progressive Ohio 2005-2009

Led strategy and operations for a 4,000+ seat contact center and 10,000+ field organization.

Directed enterprise operational, workforce, systems, and process transformation initiatives.

Additional leadership roles held from 1994–2005, spanning contact center operations, leadership development, and transformation initiatives.

EDUCATION & CERTIFICATIONS

Doctorate in Business Administration (DBA), Global Management, Keiser University (In Progress / Oct ‘26)

Dissertation Focus: AI-enabled organizational transformation, governance, workforce adoption, organizational trust, and the future of work.

MBA, Cleveland State University

BSBA, John Carroll University

PROFESSIONAL CERTIFICATIONS

AI Champion Certification, Salesforce

AI Innovator Certification, Salesforce

Certified Business Architect, BACOE

Design Thinking Certification, Stanford Bootcamp

Organizational Change Management – ADKAR, Prosci

Enterprise Architecture, TOGAF – The Open Group

THOUGHT LEADERSHIP

•Executive advisor, speaker, and facilitator on AI strategy, governance, organizational transformation, and the future of work.

•Doctoral research focused on AI, workforce evolution, organizational operating models, and enterprise transformation.

•Contributor to executive discussions on AI governance, organizational readiness, and enterprise transformation strategy

•Facilitates executive discussions and strategic workshops on AI-enabled transformation, operating model evolution, and organizational readiness.

BOARD, ADVISORY & COMMUNITY LEADERSHIP

President, National Association of Asian American Professionals (NAAAP) Tampa Bay

Lead strategy, governance, organizational growth, sponsorships, and community engagement initiatives for a 501(c)(3) nonprofit organization.

Program Director – STEP Mentorship, NAAAP National

Lead one of NAAAP’s flagship national leadership development and mentoring programs supporting professional growth and mentor-mentee engagement across the Pan-Asian professional community.

Vice President Operations & Strategy, NAAAP Tampa Bay

Led organizational strategy execution, operational planning, fundraising, and member engagement initiatives.

Treasurer / Financial Officer, NAAAP Tampa Bay

Oversaw budgeting, financial governance, financial planning, reporting, and nonprofit operational financial management.

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