• Lead enterprise-wide project management and process excellence across a growing marina portfolio, partnering with executives and Operations, Finance, Marketing, Service, and Property Management.
• Own centralized project governance and a cross-functional project pipeline; establish scope, timelines, accountability, and post-implementation reviews to support execution and executive visibility.
• Develop scalable operating procedures and repeatable frameworks that support consistency across properties and portfolio growth.
• Align marina management software capabilities with operational needs, working with internal stakeholders and external developers; lead system rollouts, training, and adoption across dispersed teams.

• Lead enterprise-wide Customer Excellence strategy across a multi-entity, private-equity-backed organization, partnering closely with ownership and executive leadership to drive profitable growth, operational discipline, and customer retention.
• Serve as a key liaison to Private Equity partners, supporting strategic planning, performance reporting, and execution of value-creation initiatives tied to revenue growth, margin expansion, and scalability.
• Own sales process strategy and execution, including business development structure, pipeline management, customer segmentation, and performance management aligned to Annual Operating Plan targets.
• Drive sales and financial performance through defined KPIs including revenue growth, backlog, margin improvement, customer retention, and sales productivity metrics.
• Lead business strategy planning efforts, contributing to annual strategic plans, operating budgets, revenue forecasts, and long-range growth initiatives across utility, commercial, and residential service lines.
• Spearhead Salesforce CRM implementation and optimization, including sales process design, role hierarchy, reporting, dashboards, and adoption across executive leadership, sales, and operations teams.
• Partner cross-functionally with Finance, Operations, IT, and Marketing to align systems, processes, and data visibility to support informed decision-making and scalable growth.
• Standardize sales workflows, governance, and reporting to improve forecasting accuracy, accountability, and execution consistency across regions and business units.
• Support M&A integration efforts by aligning sales processes, CRM systems, and customer experience standards across acquired companies.

• Developed and implemented a rigorous sales operating cadence and playbook on all the critical sales processes, including strategy deployment, performance management, recruitment, onboarding, training, coaching, and technology enablers.
• Designed and maintained the Monthly Operating System (MOS) across key Sales Excellence programs, such as enablement, SBG Certification, and hiring effectiveness
• Manage Enablement delivery to plan via dashboards, OKRs and a regular reporting cadence, working with the business leaders to drive for completion as needed
• Lead acquisition and integration activities, such as seller onboarding, new seller design (where relevant) and CRM migration
• Leverage and provide inputs to evolve the analytical dashboards and business insights that inform leadership at multiple levels on how to drive sales performance, gain new accounts and expand existing customer pocket share.
• Lead the planning and comms for our commercial org by driving regular 1:many engagement via Town Halls, Yammer, Newsletters, etc.
• Project manage all content for planned and reactive leadership reviews such as MBRs, CE Day, Staff meetings and legal requests
• Guide and coordinate the operational aspects of ongoing Sales Excellence programs in alignment with the business leaders and complements the overall Sales Excellence strategies and programs.
• Routinely inspect, validate and coach on the impact and effectiveness of the sales leadership to manage their teams, achieve their plans and develop future leadership talent.

SELECT ACCOMPLISHMENTS

• Partnered with offering management teams to launch the #HealthyBuilding offering and value proposition within our Honeywell Building Technologies GBEs. Created the tracking and MOS cadence for sales to leadership communication for customer success stories,  pipeline development and key KPIs. 
• Lead the verticalization of the North America salesforce using data driven analytics and performance insights to structure our sales organization, partnering with Sales Leadership and HR. 

• Lead a global team of Sales Analysts to drive standardization in the sales MOS KPIs utilizing Salesforce.com. 
• Drive consistency across the major Poles (North America, Europe, APAC) and High Growth Regions to ensure accuracy and reporting compliance. 
• Developed a strong performance culture within Sales Excellence globally
• Worked with Global Leadership in order to cascade mission and vision into sales culture. 
• Trained on global standardization and communication tools for sales professionals, Sales Tool Kits and standard work. 

• Support Enterprise Executives and Sales Leaders in sales tools needs/requirements with ability to gather analytic requirements, design and build custom tools (their associated reports and dashboards), and deploy them to end users.
• Built tools to analyze key sales metrics, including lead generation, pipeline and trends, closed business, sales team performance, forecasting and incentive.
• Maintained a close partnership with Sales Leadership teams, Sales Operations and Finance to identify and develop leading indicators and trending analytics to increase performance effectiveness. 
• Liaison between HBS Finance and Sales to pull together a total view and tracking of Sales forecasting to support the needs of the business.
• Collaborate with Sales and Marketing teams to define key performance indicators, and identify trends in order to design, implement, and execute tracking and measurement plans to evaluate sales efficacy and effectiveness against goals, objectives, and spend across the business.
• Synthesize data from multiple sources to provide analysis of findings and recommendations on driving optimization strategies and tactics to increase sales effectiveness and ROI.
• Assist in reporting on seller performance metrics and deliver key reports to senior management.
• Assist with MFR, AOP, and STRAP activities through data analysis, report generation

• Key facilitator for District Manager and Sales Leader for Honeywell Building Solutions South District.
• Primary liaison between leadership, sales, engineering and operational support.
• Directly engage with sales organization to facilitate special projects based on customer needs such as Cyber Security, Funded Retrofit, or Energy Management offerings.
• Assists the team with the management of client accounts and projects, helping to establish Honeywell as an invaluable long-term partner for marketing and communications services.
• Curated collateral material and compelling content for both traditional and digital media
• Supported the new business process by providing research and coordination
• Ensure the integrity of branch records for auditing purposes District Growth Initiative Support and Annual Operating Planning.

SELECT ACCOMPLISHMENTS

• Revamped customer facing sales presentations to better communicate Honeywell’s value improving win rate by more than 30%. Key wins, Atlanta Airlines Terminal Corporation, Georgia Department of Transportation, and DeKalb Academy of Technology.
• Prepared presentations for daily client and company meetings; supported Honeywell Users Group key speaking series capturing 11 new named customers to attend.
• Work with the regional teams to increase sales by more than 15% within two years (Tennessee, Georgia, and South Carolina)
• Extensive planning and promotional support for quarterly and annual meetings including Sales Kick Off, Honeywell Users Group (customer event), and Home Town Solutions.
• Coordinated communication (including meetings and reviews) with key clients such as National Basketball Association, City Officials, and Chambers of Commerce.

• Developed and executed clear prescriptive training and development plans for all new and existing employees throughout the customer care business within the United States.
• Integrated the business training plans with the Honeywell Learning Management System for all employee learning records and tracking purposes for the Customer Care certifications with ISO and Honeywell Operating System.
• Documented and maintained ISO 9001:2008 processes and training material for more than 20 Honeywell programs in more than 12 locations nationwide.
• Built custom Microsoft SharePoint website to house all training material and maintain process documents per the ISO 9001:2008 audit standards and re-certification requirements.
• Standardized program performance reporting process thru AVAYA CMS by developing dashboards on an individual program basis along with a center wide district level dashboard covering performance on all programs.
• Executed regular quality monitoring thru NICE and provided coaching on performance according to program standards.
• Completed Green Belt training
• Received recognition for development of new customer on boarding process and training tools for new utility programs.