Working notes
Working across commodities, pricing and risk, supply chain, sales and service, and digital customer experience has given me several views of how a business creates value. The common thread is connecting information, decisions, and execution across organizational boundaries.
In physical commodities, timing and capacity matter alongside price: supply needs somewhere to arrive, production needs somewhere to go, and customer commitments have to fit the operation. In digital customer experience, the same attention to dependencies helps connect a customer’s request with the internal work needed to fulfill it.
Product thinking helps clarify the opportunity. Technology fluency makes the solution achievable. Organizational change helps people adopt it. The roles below show where I have developed and applied those perspectives.
Sysco
July 2022 – July 2023
Led a global Salesforce transition and customer programs across sales, service, onboarding, and analytics.
Directed a global team of 12 supporting the transition of 500+ sales and service professionals.
Redesigned digital customer onboarding and delivered customer behavior analytics.
Capgemini
January 2022 – July 2022
Worked with VP-level leaders on go-to-market strategy, industry partnerships, and commercial priorities.
Aligned internal business units and facilitated cross-functional strategy discussions.
Phillips 66
January 2019 – January 2022
Led an integrated Salesforce program and established a customer experience practice using Qualtrics XM.
Implemented Sales, Service, CPQ, Experience, and Commerce Clouds.
Embedded Voice of the Customer insights in product and process decisions.
Phillips 66
January 2017 – January 2019
Helped consolidate four business lines and improve the commercial systems and processes supporting a global business.
Reduced operating capital 10% through improved rail fleet management for a $300MM annual business.
Generated $1MM incremental margin through a new SAP sales organization in Canada.
Phillips 66
February 2016 – January 2017
Consolidated wholesale fuel pricing systems and deployed robotic process automation.
Unified nationwide pricing processes.
Automated back-office work across sales, accounting, and customer service.
Phillips 66
May 2012 – February 2016
Worked on enterprise risk systems, market data, and geographically distributed development projects.
Managed a sub-team during a $5MM migration from ZaiNet to Aligne ETRM.
Configured Monte Carlo simulations and integrated market data feeds.
Led development projects up to $250K.
ConocoPhillips
August 2011 – May 2012
Supported integration and testing for valuation and risk-management systems.
Maintained continuity for systems supporting billion-dollar valuations and risk management.
ConocoPhillips
June 2011 – August 2011
Built an understanding of the energy value chain through training in geology, chemistry, logistics, and trading.
Commercial new-hire development in Bartlesville, Oklahoma.