H. TED STEVENS
2606 41st Street Suite 100
Washington, DC 20007
202.248.3517 (O) 301.455.4674 (C)
ted@stevensassociatesllc.com
www.stevensassociates.com

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Sale Operations Specialist: Skills include reporting and forecasting for company executives and external investors, investor relations, VC relations, sales force automation systems, sales process evaluation and change, quote management, customer support, product roll-out, marketing/product initiatives, CRM systems, and all other aspects of sales operations.
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PROFESSIONAL EXPERIENCE:
Stevens & Associates, L.L.C., Business, Sales Operations, Marketing and SFA/CRM Consulting
Pricipal Consultant and Founder 2001 – Present
Customers:
• MedMark USA, , October 2004 – December 2004
• Medical Broadcasting Company, Philadelphia, PA September 2002 – February 2003
• VIPS iTechnology Healthcare, (IT Start-up)Towson, MD August 2002 – October 2002
• BC/BS of South Carolina (CIMR, Start-up subsidiary), MCIS Sales November 20001 – May 2002
• Infrared Solutions, Plymouth, MN October 2004 – December 2004
• Siebel Systems (UpShot Corporation), Full Time Contractor, Implementation Manager for UpShot.com and Siebel CRM OnDemand CRM/SFA Tools, December 2003 – August 2004
• New World Networks Telecomm (Start-Up) N., L., and S. American Broadband Carrier, Miami, FL September 2003 – Present
• Uniform Code Council (UCCnet, start-up subsidiary), Princeton NJ December 2002 – Present
Projects:
• Sales and Marketing Process improvement consulting
• Developed executive level reporting policies, format, and schedule
• Multiple CRM/SFA analysis and implementation projects
• System integrations, business requirement gathering
• Functional Specs Analysis
• Developed marketing strategies and configured new SFA tool.
• Set up of advanced Siebel UpShot.com SFA modules
• Evaluated non-system specific processes and implemented improvement strategies
• Created
• Created relationships and negotiated contracts with Metro area wholesale Distributors
• Interim, Atlantic Area Sales Manager
• Created and presented Business Plan to prospective equity investors
Broadband Office, Inc. (Pre-IPO Start-Up - Filed for Bankruptcy, May, 2001)
Sales Operations, Senior Project Lead
Falls Church, VA July 2000 –May 2001, Start-Up Telecomm Application Service Provider
• Sales project lead for Implementation of the Salesforce.com and Clarify CRM and ClearSales SFA Systems.
• Developed all BBO’s Wall Street financial reporting policy, format, and schedule.
• Configured, Implemented, and Trained a 150 member sales force on new SFA tool.
• Sales Stakeholder for company wide OSS/CRM infrastructure initiative.
• Lead on all senior-level financial and ad-hoc reporting.
• Developed financial and business reports for senior executives to be used during meetings with potential investors and our Venture Capital partners.
• Project Lead on executive level initiative to reconcile our Reporting, Provisioning, and Billing Systems.




The McKesson Corporation (April 1997 – July 2000)

McKessonHBOC Payor Solutions Group - (Fortune 40 Managed Care IT Vendor)
Sales Operations /Financial Analyst, Rockville, MD May1999- July 2000
• Managed contract renewal process totaling over $40M in annual revenue.
• Coordinated Billing Event Approval Process.
• Evaluated PSG Account Managers on process compliance.
• Created monthly and ad-hoc financial and sales reports for Senior Vice-President.
HBO and Company Business Systems Division (Acquired by McKesson Corp. 5/99)
Sales Operations Analyst, Rockville, MD January 1998- May 1999
• Directed and managed BSDs rollout of Op-Net (Siebel), HBOC's corporate wide CRM and SFA tool.
• Developed BSD's sales funnel and revenue reporting policies with Crystal Reports.
• Manager of HBOC's critical issues, tracking BSD product movement and revenue recognition.
• Manage the shipping accuracy timing, and receipt for AMISYS Software, HP and IBM Hardware, and AMISYS Business Partner Software.
• Monitor all competitive movement, business development and sales.
AMISYS Managed Care Systems (Acquired by HBO & Company 1/98)
Management Resident, Rockville, MD April 1997- January 1998
• Initialized AMISYS demo issue resolution management team.
• Developed pricing strategies and business evaluations for AMISYS Value-Added products as part of the AMISYS Vertical Strategic Products effort.
• Developed competitive and industry development tracking process and database.
• Created quarterly territory review and analysis and industry demographics survey reports.
• Coordinated with consultants on AMlSYS new sales win-Ioss tracking, analysis and quarterly reports.
• Contract negotiations and contract administration for AMISYS Value-Added Sales team.

EDUCATION:
The George Washington University School of Business and Public Management, Washington, DC
Master of Business and Health Services Administration, December 1997
Focus - Strategic Planning, Finance and Managed Care Administration, Focus GPA -3.85 / 4.0 scale

The University of Rhode Island, Ballentine School of Business Kingston, Rhode Island
Bachelor of Science in Business Administration, Management May 1994
Minors in Psychology, and Anthropology

PROFESSIONAL ACTIVITIES AND HONORS:
HBOC Sales Leadership Training 1998, 1999
Miller Heiman Strategic Selling Training 1998
AMISYS Accelerated Learning Program, 1997
American College of Healthcare Executives 1995-Present
NCAA Division I Cross-Country and Track 1990-1992
TECHNICAL SKILLS: Facile with many software programs including:
Excel, Word, Access, PowerPoint, Works, WordPerfect, Filemaker Pro, Outlook, Exchange, ACT! 2000, Crystal Reports, MS Project, IMIS Accounting, Siebel CRMOnDemand, UpShot.com, SalesForce.com and Clarify Clear Sales - CRM / SFA systems