My Projects
Proven expertise in Salesforce implementation, Agile methodologies, change management, and stakeholder engagement to enhance adoption, efficiency, and business performance.
Key Accomplishments:
Salesforce Implementation & Change Adoption:
Led change management for 1,500+ Wealth associates, increasing adoption rates to 85% through targeted training and communication strategies. Enterprise Change & Risk Mitigation: Executed impact assessments and stakeholder alignment to ensure seamless transitions, reducing resistance and operational disruptions.
Strategic Leadership & Business Enablement:
Managed large-scale initiatives, including institutional queue redesign, call center routing enhancements, and digital transformation projects, leading to significant cost savings and efficiency gains.
Led institutional queue redesign and National Call Center (NCC) readiness planning for top 200 institutional clients, reducing transition-related complaints by 95%
Process Optimization & Technology/Digital Transformation:
Optimized call center workflows, training 650+ consultants and implementing new institutional routing, resulting in $169K in organizational savings.
Developed and implemented an Institutional Portal as part of a Six Sigma Green Belt project, reducing escalation submissions by 38%.
