Tim Platt

Tim Platt

Greater San Diego Area

IT Strategic Mgr / Embracer of transformation / Passion for Sales and Marketing Automation Integrations

Manager of Strategic Programs & Initativies, Information Technology at BofI Federal Bank



    Originally from the great state of Iowa (Go Hawkeyes!), I now call Southern California home. What I offer is an extensive background in a Sales & Marketing Operations capacity - from Demand Generation to Salesforce Administration and Product Management. I have had success in true ‘quote-to-cash’ IT business systems integration efforts. If you are seeking a dynamic candidate who believes that you should think outside of-the-box for solutions, a skilled leader whom's problem solving skills approach looks through both an analytical and creative lens to solve the tasks at hand, the let's talk! 16 years of diversified experience in telecommunications and in Software as a Service (SaaS) Product Management, Marketing Operations & Sales Tools, and Technology Operations. A unique combination of managerial experience in Product Marketing and Sales Operations and a working knowledge of hands-on administration, analysis and deployment of multiple salesforce automation and integration efforts accomplished with great success. The latter was CRM, was a combined Sales and Service cloud launch to a 600+ licensed user organization. Accomplishments • Reduced the average length of the sales cycle by 19% • Achieved a 9% conversion rate through demand generation campaigns • Realized savings of over $1.3M through product cost & billing reviews • Increased sales productivity by 12% through improved dashboard & reporting analytics

    Job experience

    • January 2016 - present
      Manager of Strategic Programs & Initativies, Information Technology
      BofI Federal Bank
      Greater San Diego Area

      *Assist the CIO in assuring that the IT strategy aligns with our corporate strategy and business objects. The strategy will focus on building out a scalable IT organization with best-in-class capabilities.Communicating the Bank’s priorities by coordinating throughout the IT function, concentrating on developing IT strategic direction and focusing on business engagement. *Project Managing sensitive strategic projects and programs during the initial phases of these efforts. Suggesting problem resolution approaches and procedures *Managing, creating and interpreting various staffing analysis, using the data findings to manage future staffing requirements within the IT organization. *Communicating the Bank’s priorities by being the contact throughout the IT function, concentrating on developing IT strategic direction and focusing on business engagement *Participating in the development of departmental strategies advising on the benefits and drawbacks of using optional BI analysis tools *Interpreting various staffing, project data and various data reports to allow to project staffing requirements and strategy for the IT organization *Owner of strategic programs driven by IT that are considered in an incubation state. *Solid user of Agile methodology, as a Product Owner, BA, and occasional Scrum Master