Functional Skills
Business Planning
Customer Segmentation
Data Modeling
Data Visualization / Reports
Data Collection / Research
Accounting
Change Management / Org Design
Communications
Data Analysis
Financial Planning & Analysis (FP&A)
Leadership Development
Operations Management
Pricing Strategy
Product Data Management
Sales Operations
Software Skills
BigData
Salesforce
Sector Experience
Business Services
Healthcare
Industrials
Manufacturing
Retail
Languages
English
Fortune 500
Experience
NZK Management
Management Consulting
Consultant
1/2015 - Present
PRICING STRATEGY, OPTIMIZATION & MARGIN REMEDIATION
• Partner with product and commercial teams to understand customer value derived from solutions.
• SKU lifecycle management. Work with all teams to support induction and phase out of SKUs.
• Product catalog maintenance to increase efficiency in total order management function.
• Pricing consistency by aligning disparate pricing models. Enhance package and bundle options.
• Measure customer/product profitability for all channels. Pricing changes integrated into current process.
SALES OPERATIONS, DEAL DESK & PRICING PROCESS
• Partner and engage with sales, product, revenue recognition and legal.
• Build-out or maintenance of current deal structuring and approval process.
• Implementation of CPQ and CLM. Standardization of pricing and contracting items.
• Assessment of current roles and responsibilities with Sales Ops best practice recommendations.
• Salesforce opportunity flow and management.
• Change management training
• Partner with product and commercial teams to understand customer value derived from solutions.
• SKU lifecycle management. Work with all teams to support induction and phase out of SKUs.
• Product catalog maintenance to increase efficiency in total order management function.
• Pricing consistency by aligning disparate pricing models. Enhance package and bundle options.
• Measure customer/product profitability for all channels. Pricing changes integrated into current process.
SALES OPERATIONS, DEAL DESK & PRICING PROCESS
• Partner and engage with sales, product, revenue recognition and legal.
• Build-out or maintenance of current deal structuring and approval process.
• Implementation of CPQ and CLM. Standardization of pricing and contracting items.
• Assessment of current roles and responsibilities with Sales Ops best practice recommendations.
• Salesforce opportunity flow and management.
• Change management training
Inovalon
Operations
Pricing Strategy & Deal Desk Operations
11/2020 - 1/2023
• Pivoted to SaaS healthcare software and services. (Payer, Provider, Membership, Patient Charts, etc.)
• Partnered with product management to simplify and standardize pricing metrics across the product suite. Documented changes and with support to all downstream teams to ensure lead to cash alignment.
• Simplified pricing and contracting operational documents and processes throughout an organization with tremendous resistance and pushback from unaligned departments.
• Increased time to signature for deals. Drove scale and speed throughout the lead to cash process.
• Partnered with product management to simplify and standardize pricing metrics across the product suite. Documented changes and with support to all downstream teams to ensure lead to cash alignment.
• Simplified pricing and contracting operational documents and processes throughout an organization with tremendous resistance and pushback from unaligned departments.
• Increased time to signature for deals. Drove scale and speed throughout the lead to cash process.
Stanley Black & Decker
Operations
Pricing & Profit Management
4/2019 - 4/2020
• Drove incremental pricing projects across a 16B+ organization (price floors, guidance, competitive pricing, E&O).
• Utilized relationship management at both the leadership and ground levels to implement positive process change.
• Results include record sales growth along with +300 bps aggregate YoY margin increase.
• Utilized relationship management at both the leadership and ground levels to implement positive process change.
• Results include record sales growth along with +300 bps aggregate YoY margin increase.
MSC Industrial Direct
Operations
Deal Desk, Pricing, Sales Operations
5/2011 - 4/2019
• Trusted adviser on pricing, profitability, business terms and solutions.
• Developed clear discount approvals, profitability guidelines and financial governance for deals.
• Creation of annual pricing review process for over 400 National Account, State and Government contracts.
• Constant communication between Contract Administration, Deal Desk, Sales and Customer Admin teams to effectively implement term and pricing changes to our customers.
• Led the restructure of the company P&L to be inclusive of enhanced metrics enabling our sales team to focus their customer discussions on total cost of ownership vs. only price or volume.
• Increased workload effectiveness for the team by streamlining reporting and analysis tools.
• Results include margin expansion from implementing standard workflow processes holding both sales and operations to a higher degree of accountability.
• Developed clear discount approvals, profitability guidelines and financial governance for deals.
• Creation of annual pricing review process for over 400 National Account, State and Government contracts.
• Constant communication between Contract Administration, Deal Desk, Sales and Customer Admin teams to effectively implement term and pricing changes to our customers.
• Led the restructure of the company P&L to be inclusive of enhanced metrics enabling our sales team to focus their customer discussions on total cost of ownership vs. only price or volume.
• Increased workload effectiveness for the team by streamlining reporting and analysis tools.
• Results include margin expansion from implementing standard workflow processes holding both sales and operations to a higher degree of accountability.