Representative Experience
A selection of business, operations, analytics, and technology initiatives from my professional experience.
These examples reflect professional experience prior to MontiPoint and are presented in generalized form. No confidential employer or client information is included.
01|
Sales Territory Design & Optimization
The challenge
A large sales organization needed to align territories with seller roles, geographic coverage, opportunity, and capacity.
The work
Designed and analyzed territory structures using customer, opportunity, geographic, quota, and seller information to identify imbalances and improve coverage.
The impact
Created a more structured approach to territory planning and provided sales leadership with analytics to support allocation and capacity decisions.
02|
Executive Sales Intelligence
The challenge
Leadership needed a clearer, more timely view of sales performance and trends across large, disparate datasets.
The work
Built SQL-based data models and Tableau dashboards that transformed complex sales data into dynamic performance reporting and decision-support tools.
The impact
Improved visibility into performance, trends, and business drivers while reducing reliance on manually assembled reporting.
03|
AI-Enabled Deal Transparency
The challenge
Important sales and deal information was distributed across stakeholders and inputs, making it difficult to create a consistent view of status, risks, and actions.
The approach
Designed an automated workflow using Microsoft Forms, Power Automate, Copilot/AI, and structured presentation to collect sales inputs, synthesize information, and make the resulting intelligence easier for leadership to consume.
The outcome
Created a repeatable process for turning fragmented sales inputs into a clearer view of deal activity, risks, and required actions.
04|
Strategic Operations & Workflow Automation
The challenge
Strategic programs often involve multiple stakeholders, recurring processes, and information that must be coordinated across teams.
The work
Designed repeatable operating models and workflows using Power Automate to improve visibility, accountability, and execution across strategic initiatives.
The impact
Created more consistent processes and reduced manual coordination while giving stakeholders clearer visibility into program activity.
05|
Market Development & Go-to-Market Strategy
The challenge
Complex B2B businesses need to understand where growth opportunities exist and how Sales, Marketing, Product, Finance, and Customer Success should work together.
The work
Developed go-to-market strategies, analyzed market and client opportunities, and worked across functions to align commercial activity with business objectives.
The impact
Supported new client engagement, retention, cross-functional alignment, and more targeted commercial execution.
06|
Business Operations & Client Analytics
The challenge
A global software business needed better visibility into product usage, client behavior, and opportunities for growth.
The work
Managed an international team focused on performance tracking, client analytics, and identifying opportunities based on product usage, contracts, and commercial information.
The impact
Combined operational analysis, client intelligence, and cross-functional coordination to support growth and improve business performance.