Jay King

  • Director of CRM & Data Strategy- Lead Product Owner
  • New York City, NY
  • Member Since Mar 15, 2023

Candidates About

 

Jay King

Certifications: A-CSM™, CSM®, CSPO®, PSM-1, PSPO-1, LBBP®, SOTP®

 

Objective:  To secure a position as a Sr. Scrum Master in the New York City/Northern New Jersey Area

 

Experience Summary:  Total 25 years

10 years – Director, Associate Director, Program Manager,  Portfolio Manager, Program Director

11 years – Scrum Master, Methodology Coach, Agile Project Manager, Product Owner

4 years   – IT & Business Background (Solutions Architect, Process Architect, Business Systems Analyst,  Project Coordinator)

 

Key Clients – Bank of America, Lehman Brothers, Deutsche Bank, Estee Lauder, Macmillan, NYC DOE, Emblem Health, NBC, Chase

Industries – E-Commerce, Media, Publishing, Education Banking, Fixed Income, Wealth & Portfolio Management, HealthCare, Retail, Supply Chain

Specialty – Management, Agile Transformation, Scrum, Lean, Six Sigma, CRM, PMO, Strategic Planning, Project Governance, Methodology, Data

Certifications – Advanced - Certified Scrum Master (A-CSM), Certified Scrum Master (CSM), Certified Scrum Product Owner (CSPO), Professional

Scrum Master –Level 1(PSM 1), Professional Scrum Product Owner –Level 1(PSPO 1), Lean Black Belt Professional (LBBP®)

 

Skills:

Agile/Scrum:  Sprint(Planning, Review, Retro),  User stories, Epics, Story Mapping, Product Vision, Scrum Master, Product Owner

Methodology: Scrum, Agile, Waterfall, Iterative, Specialty in methodology customization, coaching and optimization

Strategic Management: Strategic Alignment, Formulation & Execution, Oversight, SWOT, Competitive Advantage, Roadmaps, Initiative Management

Portfolio Management: End-to-End Initiative Management, Portfolio-Vision, Strategy & Roadmap, Performance & Valuation, Governance

Program Management: Program Lifecycle Management, Financial Planning, Stakeholder management, Project Management Operations (PMO)

Project Management: Project Plan, Scope, Time, Cost, Resource, Estimates, Projections, Quality Assurance, Risk, Vendor Management

Operational Management: Operational Excellence, Lean, Six Sigma, Performance Metrics, Business Process for Sales, Marketing and CS

PMO: Project Governance, Quality Management, Resource Management, Budgeting and Financial Management, Performance Measurement

CRM: 20+ CRM Implementation, Salesforce.com (Sales, Service & Marketing), Sugar, BullHorn, MS Dynamics CRM, Desk.com, SilverPop

Project Software: Microsoft Project, Jira, SharePoint, Microsoft Office, Office 365, Visio, HP PPM, Keyed-In-PPM

Cloud Computing: SaaS, Salesforce Cloud, Amazon Relational Database Service, Amazon Web Services (AWS), Cloud conversions 

                                                                                                                                        

Experience:

 

Jan 2017 – April 2018 – Fulltime college for MBA @ California Coast University – Completed with Honors - 3.92 GPA

 

Director of CRM & Data Strategy- Lead Product Owner  MadinaVillageSchool.org, IN                                              Jan 2017 – Now

Envisioned, strategized and realignment of investment in new technology, business models, and processes to drive value for donors and benefactors 

Tools Used by PM & Methodology: MS Project, Agile, Scrum, Office 365, Jira

Industry, Project & Technology: Non-Profit and Staffing, Salesforce.com NPSP, SQL Server, MDM, QuickBooks, Word press

  • Acted as a visionary, evangelist and a strategist – Reported to CTO and Led the enterprise transformation and digital transformation initiatives
  • Headed strategic planning & Transformation planning - SWOT Analysis, strategy development & planning, and criteria to measure success
  • Created  Enterprise level Roadmap and executed an aggressive Enterprise level portfolio Plan to deliver monthly integrated deliverables

·         Acted as a visionary, evangelist, leader, and a business owner for Salesforce.com, strategic data initiatives, executive dashboards and KPIs

·         Design enhanced sales and marketing process for non-profit client lead generation and manage strategic partnerships

·         Lead strategic planning sessions with leadership, stakeholder to ensure that CRM efforts are aligned with the strategic direction of the business

·         Analyzed donation patterns and attitudinal data to reveal new CRM growth opportunities to enhance consumer spending

·         Leveraged Omni channel marketing strategies like direct mail, e-mail, mobile, tablet and social media to engage donors and fortify brand

·         CRM ROI in 1 year was 45% customer head count growth, 63% revenue growth, 6 new segments,  80% cost reduction due to IT automation

 

Portfolio Manager - Lead Product Owner                          Update Legal Inc, NY                                                          Oct 2016 – Jan 2017

Delivered Phase 1 of Update’s entire IT Enterprise transformation portfolio (CRM, ATS, HRIS, Accounting Suite, MDM, Office 365)

Tools Used by PM & Methodology: MS Project, Iterative/Agile, SharePoint, MS Office Suite

Industry, Project & Technology: Legal Consulting and Staffing, Sales, Marketing, CRM/ATS, HRIS, Accounting/ERP, Cloud Migration, Salesforce.com

IT Portfolio Manager-& CRM Strategist

·         Principal Role Summary - Envision, strategize, lead various teams, manage communications, bridge Business-IT gap and deliver value

·         Ensured  strategic alignment across internal budgets, vendors, key deliverables and executable plans

  • Developed communication plans and methodology to evangelize the initiative and its benefit to the organization and to the customer
  • Managed  3 external teams , 8 vendors and 3 internal teams; Reported to the CTO and managed communication with C Suite Executives

·         Ensured transparency was applied to methodology transparency and clarity and addressing/escalating potential contention as necessary

·         Delivered decisions to ensure the portfolio, programs and initiatives align with the company's investment, growth and business strategies

·         Principal Role Summary – Drive solution to improve data quality, automation, achieve Target KPI’s and ROI

·         Captured vision across C Suite Executives, ensured deliverables and investment are aligned to the CRM Strategy

·         Developed alignment across various lines of businesses and departments on a common vision and strategy for CRM

·         Partnered across all lines of business to ensure alignment on CRM capabilities, strategies and priorities

·         Provided leadership and practical solving solutions to tackle operational, tactical and strategic risks, issues and opportunities

 

Sr. Program Manager                                                           Estee Lauder Companies, NY                                             Mar 2016 – Aug 2016

Worked in the Enterprise Data Management team to empower business with programs and work streams such as Business Mix Reporting, Data Quality, Data Lineage, Data Science, Social Listening, Brand/Product Line re-organization and Demand management and competitive analysis.

Tools Used by PM & Methodology: MS Project, Proprietary PMO tools, In-house PPM, Office 365, Waterfall, Iterative/Agile

Industry, Project & Technology: Retail, Ecommerce, Supply Chain, Data Quality & Lineage, BI Platform for strategic management, Teradata, SAP Hana, SAP By Design, SAP Data Steward

Portfolio Strategy and Planning – Enterprise Data Management

·         Developed an aggressive multi-year integrated program roadmap and release plan to iteratively deliver monthly integrated portfolio projects

  • Led strategic planning process to facilitate, manage and document business planning activities and initiatives

·         Delivered decisions to ensure the portfolio, programs and initiatives align with the company's investment, growth and business strategies

·         Designed and implemented the outsource strategy to increase ROI, for the maintenance of the pipeline

·         Led a global initiative with key business system owners, brand owners and product line owners for Brand/Product Line reorganization

·         Facilitated complex virtual and linked teams across multiple organizational brands and product lines to provide operational excellence

·         Provided leadership and practical solving solutions to tackle operational, tactical and strategic risks, issues and opportunities

Program Manager/Scrum Master – Data Quality and Data Lineage

·         Managed data governance program that empowered business to leverage high quality BW data to conduct internal and competitive analysis

·         Provided transparency to stakeholders by clean communication channels, a solid delivery platform and key business partnerships

·         Led global cross functional teams across broad technical, business and brand disciplines

·         Focused teams on business objectives, tracked progress to ensure project milestones were completed on time and on budget

Project Oversight,PMO,PPM

·         Responsible for project oversight, project status, project score cards, business cases and PMO compliance for selected projects

·         Conducted assessments, implemented changes to ensure continuous improvement, led the development and implementation of project management standards and best practices to ensure proper prioritization and effective management of key IT projects

·         Developed project artifacts, measurements to ensure professional delivery of projects according to PMO best practices and standards

 

Methodology/Agile Consultant                                          Various Clients, NY/CT                                                        Mar 2015 – Mar 2016

Worked as an independent methodology consultant for various clients like Starwood, Sheraton, and Marriott etc.

Tools Used by PM & Methodology: Microsoft Project, Visio, SmartSheets, Pivotal Tracker, SharePoint, Office 365, Office Suite, Jira, TFS

Industry, Project & Technology: Consulting, PMO, Salesforce Cloud, Desk.com, Exact Target

Scrum/Agile/Iterative Methodology Coach

·         Conducted project audits in the North East Region to ensure projects are in line with PMO Standards and Methodology

·         Strategically aligned methodology, processes and resources to deliver higher performance, quality and innovation

·         Responsible for a corporate level Agile initiative and functioned as an Agile coach and mentor to other PM’s

·         Planned and kicked off the program and Functioned as a Scrum Master for key projects to lead my example

·         Provided operational excellence via Lean Methodology -  analysis and removal of inefficiencies, waste and unnecessary overhead

·         Created training modules for Project Managers and Delivery Leads; ensured Methodology aligned to the Enterprise Transformation strategy

 

Program Manager                                                                 Macmillan Publishing, NY                                                   Sept 2014 – Mar 2015

Managed Cloud CRM conversion and integration projects for Macmillan Higher Education to onboard Sales, Marketing, Editorial and Customer Service

Tools Used by PM & Methodology: Microsoft Project, Visio, Office Suite, Office 365, Keyed In (PPM), Agile/Scrum, Iterative, Waterfall

Industry, Project & Technology: Publishing, Ecommerce, Digital Media, SFDC, Data Warehouse, Desk.com, Exact Target, Google Analytics

Portfolio Strategist

·         Worked with Portfolio Manager and Business Owner on Portfolio Roadmap, delivery strategy, cost strategy and risk strategy

·         Used analytical, quantitative skills and data-driven approach to portfolio level solutions to gain competitive advantage

  • Optimized portfolio level core operational processes make them efficient: Release Management, Support model and Production Turnover
  • Achieved Operational Excellence via Lean Six Sigma -  Enhanced quality by 53%  and reduced defects by 39% within 3 month period

Program Manager

  • Managed 3 separate teams and their Project Managers/Department Heads, functioned as a delivery lead for the SalesForce Program

·         Planned project, scope, time, cost, quality, communication, integration, resources, work stream, milestones and schedules.

  • Created a SOW’s, project plan, communication plan, resource plan, risk and release plans

·         Built effective teams, led project team members to take necessary action steps to achieve the goals and objectives

  • Built trusting relationship with the project sponsor, stakeholders, business and a matrix of teams and external vendors
  • Identified and analyzed risk, successfully avoided, eliminated, mitigated risks via a strong risk management strategy
  • Managed Quality Assurance, Internal UAT  and external UAT and  acquired Stakeholder signoff
  • MHE CRM program and all its corresponding projects met and exceed quality standards, were delivered on time and on budget

Project Manager - Scrum Master

  • Managed  daily scrums, sprints, Backlog refinement sessions, Sprint Planning Sessions, Daily Stand Ups, and Retrospectives
  • Created daily, weekly and monthly status reports for project team, stakeholders, various business teams and senior management

·         Successfully managed project, issues, conflicts and prevented potential risks from becoming issues

 

HIX – Program/Program Manager                                       Emblem Health, NY                                                              May 2013 – June 2014         

Managed Health Care Exchange Program for Data Warehouse at Emblem Health, NYC’s largest health insurance company

Tools Used by PM  & Methodology: Microsoft Project, Visio, Office Suite, HP (ALM), HP (PPM),  HIPAA, Waterfall/Agile(Scrum)based on project

Industry, Project & Technology: Healthcare, Health Care Reform/Health Information Exchange (HIX), Ecommerce, Data Warehouse, Data Quality

Project Manager - Scrum Master

  • Created project charter, project plan, resource plan, schedule, contingency plan, risk plan and several project management artifacts
  • Planned project, scope, time, cost, quality, communication, integration, resources, issues and risk
  • Organized daily scrums, sprints, reported weekly, monthly status for management and senior management
  • Built trusting relationship with the project sponsor, stakeholders, business and a matrix of teams and external vendors
  • Built effective teams, led project team members to take necessary action steps to achieve the goals and objectives

·         Provided work direction and leadership to assigned projects, including scheduling, assignment of work, and review of project efforts

·         Successfully managed project, issues, conflicts and prevented potential risks from becoming issues

  • Identified and analyzed risk, successfully avoided, eliminated, mitigated risks via a strong risk management strategy

Delivery Lead - Data Warehouse

  • Manage entire HIX Program for IT, cross functional team managers and related staff
  • Worked with partners to develop and drive solutions, business case development across functional groups

·         Ensured that EHDW’s projects were constantly aligned with the program's objectives by and deliverables

·         Emblem’s biggest government program, met highest quality standards and was successfully delivered to NY state, on schedule

Project Governance & HIPAA Compliance

·         Managed Budgets, Program Performance and ensured that established project standards, procedures and methods were applied

  • Conducted full scale risk analysis and audits on a process, system, policy and data level. Eliminated vulnerability and potential threats/ risks

·         Ensured that HIPAA policies, procedures, standards and guidelines are followed on a data warehouse, project and program level

 

 Project/Program Manager                                                   Flat World Knowledge, NY                                                  Mar 2012 – Mar 2013

Flat World Knowledge is the largest publisher of customized text books used by 2500 institutions

Tools Used by PM & Methodology: Microsoft Project, Visio, Office Suite, Heavy Agile/Scrum, Lean, Six Sigma

Industry, Project & Technology: Education/Publishing, E-Commerce, Digital Media, Sales, E-Marketing, DW/BI, SalesForce, AWS, Silverpop, Pentaho

Project/Program Manager – Scrum Master

  • Managed project teams, vendors, cost, time, scope, quality, resources, issues, risk and vendors
  • Managed project plan/dashboards for all projects/business processes, aligned resources and managed deliverables
  • Provided accurate and timely reporting to senior management, including status, dashboards, project metrics and risk reports

·         Promoted team dynamics, morale, team building, constantly motivated, inspired team to promote a positive and productive environment

CRM Strategist

·         Bridged the gap between IT and business side (CEO, Sr. Management, Sales, Marketing, Product Delivery, CS, Vendors) in a rapidly evolving environment

·         Analyzed  and documented systems, processes, data flows current state, mappings and data dependency documents

·         Designed and implemented solutions for  systems, complex business processes, workflow problems and data integration challenges

  • Architected  templates, standards, procedures , policies and processes that apply to IT and IT related business processes
  • Analyzed existing systems and gaps, proposed design for BI database, ETL’s and business rules
  • Analyzed, designed and implemented SalesForce.com features and its communication to various databases and processes
  • Created high profile customized BI reports for company Senior Management and CEO
  • Created pipelines, reports, dashboards, campaigns, infrastructure, business processes for IT, sales, marketing, senior management & CEO

 

Project Manager/Business Analyst/SME                           Bank Of America, NJ                                                            May 2010 – Sept 2

IT Audit, Risk and Compliance Management for Merrill EDGE data mart, a wealth management platform which caters to hundred+ applications/systems

Tools Used by PM & Methodology: Microsoft Project, Visio, Office Suite, Clarity, Waterfall/Agile based on project

Industry, Project & Technology: Finance, Retail Banking, AML/SOX Compliance, IT/Data Governance, COGNOS, SQL server (SSRS, SSAS),Salesforce

  • Managed and reported project scope, timeline, status, risk/issues and risk mitigation to Senior Management for the NASA Reporting project

·         Conducted signoff meetings with stakeholders/business owners and attained approvals

  • Performed discovery sessions, analysis, definition and documented business needs/requirements
  • Served as an SME on various projects, mentored and oversaw on boarding of new resources
  • Liasoned between stakeholders, PMO, SME’s, business units, QA, BI group, developers, DBA’s and IT compliance
  • Reviewed BRD’s, SRD’s, SAD’s, GAP analysis, current/future state document, HLD, LLD and various other documents
  • Implemented data governance best practices (data quality, data availability, data value, IT compliance)
  • Technical analysis, code review, reverse engineered complex legacy logic into business specifications

·         Built test cases, test plans and partnered closely with QA team to setup software /testing environments

 

Associate Director – PMO-CRM/Digital Marketing           ITech, NY                                                                               Mar 2004 – May 2010

Led 20+ SalesForce.com Conversion projects & other projects for Lehman Brothers, Macmillan, NYC DOE, MTV etc

Tools Used by PM & Methodology Microsoft Project, Visio, Office Suite, PowerSteering (PPM), Agile-Waterfall Hybrid, Six Sigma

Industry, Project and Technology: Banking, Financial, Publishing, Education, Salesforce, VB6, MS Dynamics, CRM, C#.NET, .NET, SFDC

Portfolio/Program Lead

·         Worked with Executive management on Strategic planning/decision, program/portfolio cost and risk management

·         Managed budget, issues, risk, resources, vendors and deliverables on a Portfolio and Program Level

  • Acted as delivery lead for portfolio for 23 projects and 11 different project teams in NYC area
  • Ensured timely and consistent communication to stakeholders on portfolio level progress, impacts, and changes
  • Supported the analysis and execution of strategic deals, including vendors, partnerships, joint ventures, and acquisitions
  • Oversaw cross functional/projects/systems/process and analyzed program level issues/risks and proposed a remediation

·         Developed time and cost estimates, project plans/schedules, and budgets, managed ongoing costs, schedules, resources, scope, and risks

  • Proactively identified, resolved, and escalated projects risks/issues to internal Sr. management and client’s executive management

·         Implementation resulted in at least 23% in cost reduction, 34% risk reduction and 31% defect reduction, for above mentioned clients

 

Technical Project Manager                                                  Lehman Brothers, NY                                                          April   2000 – Feb 2004

Lehman’s Portfolio Management and CRM system engaged 200+ global clients to engage investors and promote the corporate brand

Industry, Project and Technology: Finance, Fixed Income Portfolio Management, CRM, SalesForce.com, VB 6, VB.NET, JAVA, Active X, Sybase

·         Analyzed existing systems and provided a solution on a data, application and technical level and solely planned the architecture

·         Managed Scope, Cost, Schedule and ensured that the entire delivery of the application

·         Designed system flow, Business and system requirement documents, Software Architecture Diagram, data mapping etc.

·         Wrote code for strategic parts of Presentation and Business layers, created various Dll’s and ActiveX controls

·         Developed test plans, scripts, acted as internal UAT to ensure compliance with requested functionality

 

Business System Analyst                                                   Deutsche Bank, NJ                                                               May 1999 – April 2000

Massive Y2K remediation effort for Global Reporting System/Business Intelligence system, Risk Model Analytics & Cash Management Systems

Industry, Project & Technology: Finance, Brokerage, Risk - Credit, Market, Analytics, Y2K, VB5/6, ASP, COM, MS Access 97, MS SQL Server

  • Lead cross-functional discussions to analyze requirements, brainstorm solutions and designed clean system processes
  • Wrote BRD, TRD and various system level documents, designed disaster recovery & contingency planning mechanisms
  • Developed test scripts, coordinated testing and deployment activities with business users
  • Compiled and reviewed release notes, end user documentation, coordinated end-users training