Functional Skills
Sales Strategy
Customer Relationship Management
Data Strategy
Revenue Growth
Data Architecture
Business Intelligence
Data Governance
Predictive Modeling
Operational Efficiency
Collateral Development
Predictive Analytics
Forecasting / Projections
Innovation Management
Data Analysis
Change Management / Org Design
Software Skills
Airflow
PowerBI
Salesforce
Tableau
Hubspot
ActiveCampaign
Snowflake
Python
SQL
Google Analytics
Looker
Microsoft Office
Sector Experience
Business Services
Financial Services
Real Estate
Technology
Case Study
Case Studies
Building a Smarter CRM and Email Engine for a Growing Importer
Transportation & Logistics
Business Analytics
Software Implementation
Software Development
Experience
Career Now Brands
Data Science / Analytics
Director of Data Services
9/2022 - 3/2025
• Developed and implemented a comprehensive enterprise-wide data strategy, aligning analytics initiatives with business growth objectives.
• Led a high-performing team of analysts and data engineers, fostering a culture of innovation, collaboration, and continuous improvement.
• Designed and implemented AI/ML-powered analytics solutions leveraging Snowflake Cortex and Tableau Pulse to enhance predictive capabilities.
• Established data governance frameworks to ensure security, accessibility, and quality across the organization.
• Built a customer-facing Tableau reporting suite, increasing renewal rates by 10% through enhanced ROI visualization and insights.
• Developed a call center scoring model, increasing contact rates by 15% and conversion rates by 6%.
• Led a high-performing team of analysts and data engineers, fostering a culture of innovation, collaboration, and continuous improvement.
• Designed and implemented AI/ML-powered analytics solutions leveraging Snowflake Cortex and Tableau Pulse to enhance predictive capabilities.
• Established data governance frameworks to ensure security, accessibility, and quality across the organization.
• Built a customer-facing Tableau reporting suite, increasing renewal rates by 10% through enhanced ROI visualization and insights.
• Developed a call center scoring model, increasing contact rates by 15% and conversion rates by 6%.
American Advisors Group
Data Science / Analytics
Director of Analytics
6/2021 - 9/2022
• Built and led a team of data professionals responsible for delivering enterprise-level financial and operational analytics.
• Developed a reverse mortgage pricing calculator in Power BI, enabling optimized pricing decisions and ensuring regulatory compliance.
• Optimized sales and lead allocation strategies, generating an additional $12M+ in annual revenue through data-driven decision-making.
• Partnered with Salesforce teams to enhance CRM analytics and drive higher sales efficiency through embedded dashboards and insights.
• Migrated fragmented reports into a centralized self-service analytics platform, improving data accessibility and business intelligence adoption across departments.
• Developed a reverse mortgage pricing calculator in Power BI, enabling optimized pricing decisions and ensuring regulatory compliance.
• Optimized sales and lead allocation strategies, generating an additional $12M+ in annual revenue through data-driven decision-making.
• Partnered with Salesforce teams to enhance CRM analytics and drive higher sales efficiency through embedded dashboards and insights.
• Migrated fragmented reports into a centralized self-service analytics platform, improving data accessibility and business intelligence adoption across departments.
ProQuest
Data Science / Analytics
Senior Manager, Sales Systems and Analytics
7/2018 - 6/2021
• Directed a global Salesforce and analytics team, managing a data and CRM ecosystem supporting $1 B+ in annual revenue.
• Led the implementation of enhanced analytics tools, integrating predictive modeling into dashboards for sales process optimization.
• Developed customer churn prediction models, reducing cancellations by 4% and improving client retention.
• Automated sales reporting and forecasting, increasing revenue predictability and operational efficiency.
• Established a data governance strategy, improving data quality and compliance across business units.
• Led the implementation of enhanced analytics tools, integrating predictive modeling into dashboards for sales process optimization.
• Developed customer churn prediction models, reducing cancellations by 4% and improving client retention.
• Automated sales reporting and forecasting, increasing revenue predictability and operational efficiency.
• Established a data governance strategy, improving data quality and compliance across business units.
RouteOne
Data Science / Analytics
Senior Business Intelligence Supervisor
8/2015 - 7/2018
• Migrated from Cognos to Tableau, saving $100K annually and enhancing reporting capabilities.
• Created sales dashboards embedded into Salesforce, driving 10% YoY business growth.
• Developed a comprehensive sales strategy, increasing eContracting adoption by 129% and adding $1M in incremental revenue.
• Created sales dashboards embedded into Salesforce, driving 10% YoY business growth.
• Developed a comprehensive sales strategy, increasing eContracting adoption by 129% and adding $1M in incremental revenue.
Rock Connections
Data Science / Analytics
Director of Business Intelligence
5/2012 - 8/2015
• Designed and implemented scalable data architecture, supporting rapid company expansion from 15 to over 300 team members.
• Designed lead allocation strategies, improving conversion by 25% and gross margin by 20%.
• Developed real-time analytics and KPI dashboards, enabling executives to make faster, data-driven decisions.
• Designed lead allocation strategies, improving conversion by 25% and gross margin by 20%.
• Developed real-time analytics and KPI dashboards, enabling executives to make faster, data-driven decisions.
Rocket Mortgage
Data Science / Analytics
Senior Data Analyst
1/2005 - 5/2012
• Developed a banker performance analytics system, improving production efficiency and increasing funded loan volumes.
• Designed performance-based compensation plans, balancing cost-efficiency with increased team incentives.
• Optimized lead distribution strategies, increasing lead-to-close rates by 16% and generating billions in additional revenue.
• Designed performance-based compensation plans, balancing cost-efficiency with increased team incentives.
• Optimized lead distribution strategies, increasing lead-to-close rates by 16% and generating billions in additional revenue.