Business Optimist • Technology Realist • Old School Values

Portfolio Category: Professional Services

Data science as a service (sales/marketing)

Incubated expert sales and marketing 'data science services' offerings to drive roadmap discovery prioritization while learning monetization models.  Created GTM enablement strategy and execution.  Example packages included: TAM definitions (who could / should I be selling to?) ICP optimizations (what niche company characteristics influence my win rates?) Market insights and monitoring (which companies are expanding…
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FDIC

(2011) 24mo engagement, quarterback and requirement lead for alpha cohort of new platform (Passport) customer including the first government project (1500 seats) and largest DataCert account. Drove functional business requirements from interviews with 100+ corporate counsel and admin users across 12 units. Provided solution architecting, implementation, and configuration support on Passport platform
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Novartis

(2009) 18mo engagement, subject matter expert and solution architect for global rollout of legal spend management (Switzerland, Germany, France, and UK). Worked with local law firms and local tax authorities in each jurisdiction to interpret and validate solution compliance (acceptance criteria) to present to project champion.
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Walmart

(2009) 12mo engagement, lead product analyst for alpha cohort of new platform (Passport) customer including largest competitive takeover (1000 seats) and development partner. Drove functional requirements, solution architecting,implementation, and configuration support on Passport platform.
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