Major Projects
Business Integration. Sales Operations prime for the integration of two of Canada's largest telecom companies, including developing a twelve month integration plan, setting cross-functional priorities and reporting on progress to senior executives. (2022-23)
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CRM Transformation. Business prime for an agile B2B CRM and Quote-to-Cash transformation, including setting requirements and priorities for all aspects of Digital Transformation, Quoting and Contracting functions. (2019-2022)
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Agile Project Leadership. Business owner for an agile B2B CRM and CPQ-CLM transformation for a $2B+ business unit. Duties included prioritizing all scrum work, reporting on progress regularly to senior executives, and coordinating the roll-out to approximately 1500 users. (2015-16)
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Change Management Expert. Sales operations and contract management prime for the integration of four distinct mid-sized telecommunications companies, with an emphasis on harmonizing business operations and the customer experience. (2006, 2013)
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Major Corporate Transaction. Subject matter expert for a $2.1B debt restructuring transaction requiring co-ordination between external counsel, accounting firms and corporate bond holders. (2001)
Certifications
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Certified Change Management Practitioner, Prosci (2021)
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Salesforce Sales Cloud and Service Cloud Certification, Salesforce Trailhead (2019)
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Agile Development for Teams, Agile42 (2018)
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Executive Development Mini MBA, Desautels Faculty of Management, McGill University (2014)
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Masters Certificate in Project Management, Sprott School of Business at Carleton University (2008)
Accomplishments
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Recipient of Rogers Communications President’s Club award, Dubrovnik, Croatia (2020)
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Member of IACCM (now World Commerce & Contracting) Canadian Council (2019)
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Panelist at IACCM (now World Commerce & Contracting) Americas Conference, Saint Petersburg, FL (2018)
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Speaker at Apttus Accelerate Conference, San Francisco, CA (2016, 2017, 2018)
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Author of “Delay Quote to Cash? Don’t be a dreamer!”, Contracting Excellence Journal, December 2017
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Author of “Effective Change Management Tips when Transitioning to a Quote-to-Cash Platform”, Website Magazine, September 2017
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Recipient of Rogers Communications Employee of the Year award (2011)