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Global Commercial IT Director
Boston Scientific Corporation – Neuromodulation Division
Valencia, CA

Boston Scientific is dedicated to transforming lives through innovative medical solutions that improve the health of patients around the world.  Boston Scientific manufactures medical devices used in interventional medical specialties, including interventional radiology, interventional cardiology, peripheral interventions, neuromodulation, neurovascular intervention, electrophysiology, cardiac surgery, vascular surgery, endoscopy, oncology, urology and gynecology.

The mission of the Neuromodulation division is to treat people who suffer from chronic pain, lumbar spinal stenosis and Parkinson’s disease – conditions in which physicians need customizable treatment solutions, such as by spinal cord or deep brain stimulation, which are far safer treatment and pain management alternatives to opioids.

The Position: Global Commercial IT Director - Neuromodulation

Boston Scientific seeks an innovative IT director to lead a dedicated team supporting the Neuromodulation (NM) division. As the top IT executive for NM, this individual’s responsibilities will be two-fold.  First, his/her role will be to provide effective IT vision, leadership, implementation and execution plans that support the business itself – ensuring that business clients receive an excellent level of IT support in attaining business goals.  Secondly, this director will sit on the division president’s Management Board, contributing his/her experience in digital product development to advance the division’s business objectives in Digital Health, developing innovative, commercial applications that will provide new strategic opportunities.

Primary accountabilities include:

  • Partner with Neuromodulation leadership to understand business opportunities, threats, needs and issues where the IT organization can make an impact and bring forward practical and innovative solutions through execution.
  • Partner with division staff to drive mutual success of the Digital Health program strategy, deliver IT platform elements, and secure IT sponsorship, resources and tools.
  • Help drive assessment of new Salesforce platform capabilities and define future state of Salesforce platform architecture.
  • Build local capabilities for the business, and balance and leverage the broader Corporate IT capabilities whenever possible.
  • Core member of the Neuromodulation Division President’s executive management board for IT and Corporate CIO IT Senior Staff representative for NM.
  • Serve as a business consultant/advisor to the business and primary liaison to Global IT services, bring global focus to problem solving and ensure our Global IT solutions, projects, resourcing and funding support the business priorities.
  • Partner with the division’s business leaders regarding marketing technology needs, including the implementation of Salesforce.com. Create focused execution leveraging the BSC global platform team.
  • Mentor and develop the next generation of leadership and talent within Global IT and specific to the Neuromodulation division. Create an empowered and inclusive organization that rewards risk taking, encourages innovation, and rewards based on contribution.
  • Set IT Strategy to support the business needs and ensure the strategy leverages the Global IT architecture and leverage / engage IT Leadership team to help you accomplish your mission or as a point of escalation where needed.
  • Drive simplification and instill continuous improvement discipline within Global IT and in the business. Strive to identify opportunities to reduce the overall cost to serve and operate new solutions and helping the business find new ways to reduce their overall cost and improve efficiency.
  • Program manage the new core services being designed, constructed, and delivered within the Director’s area of responsibility collaboratively with the business leaders.
  • Oversee the health and technical longevity of existing applications owned by the Division
  • Reinforce and reward focus on BSC Quality Vision and ensure the IT solutions that support BSC’s quality system within their teams are compliant.

REQUIRED EDUCATION:

  • Bachelor’s degree; Computer Science, Management Information Systems or Engineering required Undergraduate degree, required.  MBA preferred.

BASIC QUALIFICATIONS:

  • Demonstrated experience collaborating with matrixed leadership teams, including R&D, Marketing, Sales and IT to implement technology solutions that enhance the consumer value associated with products and improve the efficiency of our product development processes.
  • 10+ years of related professional experience in Information Technology leadership.
  • Strong knowledge of Agile Development practices for Salesforce.com, mobile app and other solution areas.
  • Proven experience conceiving and delivering innovative solutions leveraging technology and information.
  • Executive presence, comfortable presenting and collaborating with Senior Leaders as a Business Advisor.
  • Experience working in a Global Organization supporting diverse businesses and geographies.
  • Experience and a comprehensive knowledge of information systems, financials, contract management, and business processes.
  • Ability to successfully manage and execute multiple, large scale projects using established project management tools and processes.
  • Excellent written and verbal interpersonal skills in including demonstrated ability to condense data in order to synthesize crisp and easily understandable deliverables.
  • Demonstrated track record of building and maintaining highly collaborative, flexible, and productive cross-organization teams.

PREFERRED QUALIFICATIONS:

  • Product development lifecycle experience for digital products is highly valued, preferably in health care industry and/or financial services.
  • Knowledge and experience in the product development of digital health applications.
  • com implementation experience across Sales Cloud, Service Cloud, Community Cloud and Marketing Cloud.
  • Reporting and Analytics experience with Tableau and Einstein Analytics.

REQUIRED LEADERSHIP COMPETENCIES:

  • Excellent leadership skills required, as well as the ability to lead and work as part of a team.
  • Strong business partner (customer) focus, with a consultative, collaborative, client-service and team-oriented style.
  • Experience in digital product development, tracking new trends, and identifying the means to innovate and move towards a revenue driven, digital product environment.
  • Experience effectively managing relationships with internal business partners, service partners, and vendors.
  • Ability to decompose IT services into the base competencies and capabilities required to deliver them.
  • Strategic leadership experience and ability to facilitate alignment across multiple geographies.
  • Financial discipline, including budget and investment planning and ongoing management of financial performance to plan for operating expenses and projects.
  • Ability to present and discuss strategies and technical information in a matter that establishes rapport, persuades others, and establishes understanding, for technical and nontechnical audiences.
  • Ability to combine strategic business and technical direction, and to translate concepts into actionable implementation plans.
  • Experience with technical management, including staffing, training, coordinating, organizing, monitoring, and coaching technical employees. Ability to inspire technical people to achieve outstanding results.
  • Self-motivated. Must be highly professional and results oriented.  Ability to work independently, plan workload and deliver on commitments.

WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS OPPORTUNITY

Boston Scientific’s collaborative culture is driven by a passion for innovation that keeps everyone connected on the most essential level. With determination, imagination and a deep caring for human life, they are solving some of the most important healthcare industry challenges. Together, they comprise one global team committed to making a difference in people’s lives around the world. This is a place where one can build a career with meaningful purpose—improving lives through your life’s work.

Employees assess the company quite positively. In the 2019 Best Places to Work - Employee's Choice Survey, conducted by the Glassdoor website, Boston Scientific ranked 43rd out of 100 companies listed, with an average score of 4.3 out of 5 possible stars given by current and former employees. Boston Scientific has 43% women among its employees, 38% of management positions and 23% of management positions are held by women (data for US workforce, as of 2018).

As a global medical technology leader for more than 35 years, everyone’s mission at Boston Scientific (NYSE: BSX) is to transform lives through innovative medical solutions that improve the health of patients. If you’re looking to truly make a difference to people both around the world and around the corner, there’s no more rewarding place to make it happen.

Boston Scientific has retained Diligent Partners with the exclusive management of this important search.

Enterprise Applications Director
PwC
Anywhere in the U.S. (Los Angeles, New York or Tampa preferred)

PricewaterhouseCoopers (PwC) is a multinational professional services network with headquarters in London, United Kingdom. PwC ranks as the second largest professional services firm in the world and is one of the Big Four auditors, along with Deloitte, EY and KPMG.

PwC is a network of firms in 158 countries, 721 locations, with 250,930 people.  As of 2018, 28% of the workforce worked in Asia, 28% in North America and the Caribbean and 30% in Western Europe.  The company's global revenues were $41.3 billion in FY 2018, of which $17.06 billion was generated by its Assurance practice, $10.45 billion by its Tax practice and $13.78 billion by its Advisory practice.  PwC provides services to 420 out of 500 Fortune 500 companies.  As of 2017, PwC is the 5th largest privately-owned company in the United States.

The Position: Enterprise Applications Director

PwC is in the initial stages of a multi-year transformational program to transform and future proof internal operations across all their member firms. PwC is making significant investments in new and emerging technologies such as blockchain, RPA/AI, quantum computing, cloud computing, etc. with a goal to significantly enhance their internal process efficiencies and enable employees to seamlessly collaborate across their firm. A significant component of the program will be a focus on effectively leveraging their internal data to provide actionable insights and business intelligence to Lines of Service and territory member firms.

As part of this transformational journey, PwC is seeking an Enterprise Applications Director to strategize, collaborate and create an actionable roadmap for enterprise wide application rationalization, including application decommissioning and re-platforming to cloud-based platforms, such as SFDC, Workday, etc. This individual will possess that blend of applications solutions experience, transformational skills and an ability to lay out a strategy and a roadmap for decommissioning applications from a global lens.  This role will cultivate awareness and opportunities for new and existing open source technologies, while understanding where and how to leverage them, or when it's more appropriate to build from scratch. 

Primary accountabilities include:

  • Demonstrating thought leader-level abilities with, and/or a proven record of success directing efforts.
  • Experience with Application Portfolio Management solutions to create, validate and maintain an accurate application inventory across all member firms.
  • Experience in identifying opportunities for application rationalization and being able to work with member firms to communicate the business value of each opportunity.
  • Fostering cloud-based platforms to empower development teams across the Firm with the necessary tools and platforms to do their job effectively.
  • Implementing enterprise platforms including Salesforce, Workday, ServiceNow, etc. preferred.
  • Exhibiting exposure to an Agile Development Process and organization.
  • Showcasing exposure and familiarity with building mobile applications.
  • Presenting familiarity with modern development tools, technologies and practices.
  • Organizing and management of multi-geographical global teams.
  • Utilizing Release Planning knowledge. Ability to craft a strategic plan for a longer-term horizon that can be incrementally delivered to show progress and lessen risk.
  • Making timely decisions that keep the organization moving forward.
  • Presenting analytical thinking. Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.
  • Driving Vision and Inspiration. Painting a compelling picture of the vision and strategy that motivates others to action.
  • Displaying ability to lead, motivate and manage Application Development teams.
  • Working with LoS and member firms to determine opportunities for cost cuts and increase revenue based on insights derived from application rationalization.
  • Connecting with all internal stakeholders, developing relationships and structure to gather requirements, to drive appropriate solution.
  • Leading Applications Development and Support across a variety of platforms that include custom development, off-the-shelf platforms, integration/API platforms, analytics, etc.
  • Working with our territories and Lines of Service to drive digital transformation.
  • Effectively communicating the status, value, and importance of enterprise applications to executive members and staff.
  • Standardizing Engineering Practices, including Release Planning, Sprint Planning, Execution, Quality, and Cadence Management.
  • Designing, building, deploying and operating the full lifecycle of a portfolio of business applications with a cloud-first approach.

REQUIRED EDUCATION:

  • High School Diploma required. Bachelor Degree preferred. 

REQUIRED EXPERIENCE AND COMPETENCIES:

Transformational Applications Leadership: Eight (8) years of progressive roles leading IT transformation that include large scale applications rationalization and decommissioning from current state to target state.

Strategic/Systems Thinking:  Understands the connections and relationships across functions and entities for both internal and external constituencies; thinks appropriately into the future.

Planning and Execution:  The candidate must be equally skilled in strategy and execution abilities.  Diplomatic in contract relationships with outside vendors and should be fully engaged in knowing all facets of the business.  Embraces teamwork and is action and results oriented. 

Technology Knowledge:  Demonstrated broad knowledge of current technology capabilities and trends across applications, utilities, and infrastructure.

Multi-Cultural Awareness:  Interact respectfully with stakeholders across the globe with an awareness and sensitivity to culturally diverse points of view, life experiences and values. 

Change Leadership:  Initiates and/or sponsors change efforts; aligns resources, overcomes resistance, and engages/motivates others to implement and sustain change efforts.

Collaboration/Influence:  Actively gathers appropriate level of participation and input to decision-making and fosters same within team. Persuades others to see/recognize new perspectives to reach best outcomes by utilizing buy-in, persuasion and relationship building.

Multi-level Management:  Comfortable interacting with all levels of executive management, with the ability and the desire to work within a team.  Must be able to defend his/her position on issues, share opinions and challenge executives on unfavorable decisions regarding technical resources.  Possesses excellent interpersonal skills with an ability to adapt to a diverse set of personalities.

Team Orientation:  Strengths in collaboration within team and across business partners are considered a critical skill set.  Must be able to support team decisions 100%.

Organizational Strength:  Demonstrated experience in successfully managing complex organizational initiatives involving multiple functions and multiple business units/regions.  Includes the identification and articulation of problems, influencing the decision-making process as well as delivery of expected results.

Develops Others:   Pays personal attention to the growth and development of others, provides constructive feedback, and creates development opportunities.

Results Orientation:  Does what is necessary to improve performance; balances the resources necessary to produce desired outcomes; tracks and monitors performance.

Personal Integrity:  Acts in accordance with one's values, principles, beliefs, thoughts, and feelings.

Communication:  Sends the right messages and information to appropriate audiences verbally and in writing; keeps people informed; adapts communication style to the needs of the audience.

Decisiveness:  Makes timely and effective decisions. 

Partnership: Strategically partners across areas, entities, and functions to achieve long-term performance goals and re-allocates resources as needed.  Works to achieve "win-win" solutions to achieve outcomes.  Holds others accountable for developing and maintaining partnerships.

Service Orientation:  Focuses and aligns actions and decisions on ways to enhance service.

Team Focus:  Assembles and effectively leads direct report and/or partnership teams. Exceptional facilitator of teamwork and decision-making in virtual and in-person settings.

Confidence/Initiative:  Has foresight and asserts a willingness to perform in challenging situations; learns from mistakes and from feedback from others.

Reward/Recognition:  Establishes and maintains a culture that values, rewards, recognizes and reinforces accomplishments, contributions and excellence.

Emotional Intelligence:  Demonstrates awareness and effective management of emotions in conduct of leadership responsibilities and how one's emotions impact decisions, actions and desired outcomes. Manages and adapts emotions in a constructive way to produce desired results.

Cultural Competence:  Considers and uses cultural dimensions in workforce planning and development, and the formulation and enacting of business strategies.

Personal Development:  Is open to and seeks new learning opportunities; embraces and responds to feedback from others.  Quick study who operates well in a business characterized by fluidity and quick pace.

WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

How often does one get an opportunity to guide an established, iconic, global firm of 250,000 people in a multi-year transformation program – especially when that firm has the reputation and global respect of PricewaterhouseCoopers?  As with many of today’s largest global companies, PwC has begun a journey of refreshing its technology stack across all its many territories and businesses, decommissioning legacy applications in favor of today’s most respected cloud-based solutions. The Enterprise Applications Director will guide and orchestrate a large part of that strategy and its roadmap to guide this transformation with knowledge, leadership and influencing skills.

PricewaterhouseCoopers has retained Diligent Partners with the exclusive management of this important search. 

Customer Success Manager (multiple positions available)
Innovaccer
Dallas, TX (preferred)

Innovaccer Inc. is a leading healthcare data platform company focused on delivering more efficient and effective healthcare through the use of pioneering analytics and transparent, clean, and accurate data. Innovaccer's aim is to simplify complex data from all points of care, streamline the information, and help organizations make powerful decisions and realize strategic goals based on key insights and predictions from their data. Its products have been deployed across more than 500 locations with over 10,000 providers leveraging it at institutions, governmental organizations, and such corporate enterprises such as Humana, Mercy One ACO, UniNet Health Network, Orlando Health, Hartford Healthcare, and Children's Mercy Network.  Innovaccer is based in San Francisco, with offices around the United States and Asia.

Rather than compete with EMR giants like Epic and Cerner, Innovaccer’s API’s enable it to integrate and co-exist easily with EMRs and has pre-written API’s for 200+ versions. Gartner cites Innovaccer for building a real-time ecosystem and powering real-time value-based care. For physicians, Innovaccer delivers actionable, real time analytics that shed light on patients who may be putting themselves at risk – such as the patient who stopped refilling an essential prescription a year ago, or the diabetic patient who hasn’t had an eye exam in three years – prompting the physician to intervene with each patient at the moment of care.

Want to make a real difference? Bring your energy, talents and passion to Innovaccer.

The Position: Customer Success Manager

The role of the Customer Success Manager is to be a trusted advisor to the client, who not only plans and monitors work according to deadlines and within budget, but also drives new solutions to best serve the client’s needs. This includes understanding the true needs of the clients, identifying solutions to implement, managing matrixed resources and business stakeholders, coordinating the efforts of team members and third-party contractors or consultants in order to deliver projects according to plan, and prepare operations and procedures manuals to assist management in operating more efficiently and effectively.

  • Understand customer needs and be a client counselor by working in concert with the customer to come up with solutions to key customer problems. Build a client relationship and act as a trusted advisor to the client.
  • Know customer problems and KPIs and guide the customer to the best platform use.
  • Identify opportunities to grow customer business and engage the sales team in the process.
  • Manage the kick-off meeting and all other customer interactions and meetings. 

REQUIRED EDUCATION:

  • Successful completion of Bachelors’ degree or relevant business / information technology experience is highly preferred.

REQUIRED/PREFERRED QUALIFICATIONS:

  • 5+ years of experience in customer success or account management-related roles in a Healthcare company.
  • Top notch Problem-Solving skills.
  • Great work ethic and proven leadership and team-building skills.
  • Excellent written, verbal communication skills and the ability to develop and present complex business reviews/presentations.
  • Experience in Value-Based Care and a basic understanding of this field, required.
  • Experience in Healthcare Data Analytics with a focus on the understanding of health care data formats (CCDA, HL7 etc.).
  • Experience in expectation management during projects to ensure customer satisfaction.
  • Ability to develop business and nurture relationships within the accounts.

WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

In an industry dominated by a small number of major technology players, and a seemingly endless number of niche startups that cannot seem to survive their first year in business, Innovaccer was  founded in 2014, has grown and matured, and has garnered high respect among industry thought leaders and clients. It has been growing 100%, year after year for the last two years, and is on track to do the same in 2019, because Innovaccer is delivering on its promises and client demand is rising.

Right now, Innovaccer’s applications are running on iPads, tablets, laptops, and desktops of doctors, RNs, and administrators at more than 500 locations. Over 10,000 providers now navigate the healthcare system in ways once never thought possible: Effortlessly. Efficiently. Intelligently. Sure, technology like this has been a long time coming. Yet it’s ahead of its time.

Customer Success is responsible for customer retention, or prevention of churn. To achieve the end goal of driving up the renewal rate, it is not uncommon at all for Customer Success Managers (CSMs) to not just perform the duties of what we might see as pure CSM activities, but to take on the functions of other "functional roles" to drive product adoption and deliver product value.  Also known as Enablement or Implementation, this is the organization that is often the first to touch a customer after they sign a new contract. The On-Boarding folks are responsible for helping to provision/install/configure the product and to get the customer to a place where they can effectively use it.

Join Innovaccer and be prepared to ride a wave of success in a career in a company filled with talented, passionate people who are transforming healthcare’s value proposition.

Innovaccer has retained Diligent Partners with the exclusive management of this important search.

Project Manager (multiple positions available)
Innovaccer
Dallas, TX (preferred)

Innovaccer Inc. is a leading healthcare data platform company focused on delivering more efficient and effective healthcare through the use of pioneering analytics and transparent, clean, and accurate data. Innovaccer's aim is to simplify complex data from all points of care, streamline the information, and help organizations make powerful decisions and realize strategic goals based on key insights and predictions from their data. Its products have been deployed across more than 500 locations with over 10,000 providers leveraging it at institutions, governmental organizations, and such corporate enterprises such as Humana, Mercy One ACO, UniNet Health Network, Orlando Health, Hartford Healthcare, and Children's Mercy Network.  Innovaccer is based in San Francisco, with offices around the United States and Asia.

Rather than compete with EMR giants like Epic and Cerner, Innovaccer’s API’s enable it to integrate and co-exist easily with EMRs and has pre-written API’s for 200+ versions. Gartner cites Innovaccer for building a real-time ecosystem and powering real-time value-based care. For physicians, Innovaccer delivers actionable, real time analytics that shed light on patients who may be putting themselves at risk – such as the patient who stopped refilling an essential prescription a year ago, or the diabetic patient who hasn’t had an eye exam in three years – prompting the physician to intervene with each patient at the moment of care.

Want to make a real difference? Bring your energy, talents and passion to Innovaccer.

The Position: Project Manager

Innovaccer is looking for Project Managers who will be responsible for the development and management of project plans for multi-million dollar healthcare technology implementations, and meeting the needs of customers across the United States.

  • Gather detailed customer requirements.
  • Create and manage comprehensive project plans across multiple stakeholders, and provide project status reports to internal and external stakeholders throughout the project lifecycle.
  • Provide project management control on key initiatives, usually pertaining to installing, integrating and delivering solutions to clients or to internal process improvement.
  • Ensure adherence to common processes, such as the Product Lifecycle Management (PLM) process, and the Software Development Life Cycle (SDLC).
  • Work with Project Team to define, estimate and schedule project work to achieve project scope.
  • Ensure Risk Management / Scope Management for the implementation.
  • Provide a platform for communication and relationship management -- engage stakeholders for buy-in, relieve bottlenecks and complexity.
  • Provide performance monitoring, information and reporting; help diagnose root cause of problems.
  • Identify and escalate critical issues in a timely manner.
  • Ensure teams are taking corrective action as necessary to deliver complete scope, desired quality and timeliness of strategic programs.
  • Keep team apprised via project plans, meetings and discussion minutes of project tasks identified, tasks to be completed, and work not completed.
  • Identify resource needs and competencies.
  • Set and communicate team/individual responsibilities.
  • Raise timely concerns to leadership regarding mismatch on required project team member's competencies.
  • Allocate workload to fully utilize every program team member's talent.
  • Maintain best practices for implementation of the tool.
  • Create and maintain a project test strategy.
  • Create and implement a customer training strategy.
  • Get final Sign-off on project implementation milestones.

EDUCATION:

  • Successful completion of Bachelor's degree or relevant business / information technology experience is highly preferred.

 

REQUIRED/PREFERRED QUALIFICATIONS:

  • Top notch problem-solving skills.
  • Experience in Value-Based Care projects and a basic understanding of this field.
  • Experience in Healthcare Data Analytics with a focus on the understanding of health care data formats (CCDA, HL7, etc.).
  • 5+ years of experience in Solutioning and maintaining a production environment for enterprise customers.
  • Demonstrable project management skills, including presenting and influencing, communications and tracking skills, and planning and organization.
  • Rigorous expectation management during projects to ensure customer expectations.
  • Solid knowledge of project management methodologies, tools & techniques.
  • Strong ability to collaborate with individual contributors to define business process issues, analyze operational efficiencies, implement creative solutions, and measure delivery results.
  • Good documentation skills, experience in project management tools (Jira and Smartsheets) preferred.
  • PMI/PMP certification preferred.

WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

In an industry dominated by a small number of major technology players, and a seemingly endless number of niche startups that cannot seem to survive their first year in business, Innovaccer was  founded in 2014, has grown and matured, and has garnered high respect among industry thought leaders and clients. It has been growing 100%, year after year for the last two years, and is on track to do the same in 2019, because Innovaccer is delivering on its promises and client demand is rising.

Right now, Innovaccer’s applications are running on iPads, tablets, laptops, and desktops of doctors, RNs, and administrators at more than 500 locations. Over 10,000 providers now navigate the healthcare system in ways once never thought possible: Effortlessly. Efficiently. Intelligently. Sure, technology like this has been a long time coming. Yet it’s ahead of its time.

Customer Success is responsible for customer retention, or prevention of churn. To achieve the end goal of driving up the renewal rate, it is not uncommon at all for Customer Success Managers (CSMs) to not just perform the duties of what we might see as pure CSM activities, but to take on the functions of other "functional roles" to drive product adoption and deliver product value.  Also known as Enablement or Implementation, this is the organization that is often the first to touch a customer after they sign a new contract. The On-Boarding folks are responsible for helping to provision/install/configure the product and to get the customer to a place where they can effectively use it.

Join Innovaccer and be prepared to ride a wave of success in a career in a company filled with talented, passionate people who are transforming healthcare’s value proposition.

Innovaccer has retained Diligent Partners with the exclusive management of this important search.

Managing Director, Technical Solution Sales – Insurance Industry
O'Neil Digital Solutions
Los Angeles, California (Candidate can be based anywhere in the U.S.)

O'Neil Digital Solutions is a wholly owned subsidiary of O'Neil Capital Management.  Founded in 1973, O’Neil is a leading Document Creation, Document Output, and Document Delivery service provider, with a strong professional service and consulting practices supporting the Healthcare, Financial Services and Insurance industries.   O'Neil provides Customer Communication Management (CCM) that allows their clients the ability to communicate more effectively to their customers, via Omni-channel delivery, which improves customer satisfaction and loyalty. O’Neil engages with customers to assist in their digital transformation initiatives.

The Position: Managing Director, Technical Solution Sales – Insurance Industry

O’Neil is currently seeking a Managing Director, Technical Solution Sales in the healthcare, financial and/or Insurance Industry (MD, TSS-II) to help grow their combination software and professional services business.  This person will report to the Executive Vice President of Sales & Marketing and will likely be an executive-level software sales leader with strong Insurance industry relationships at the C-level, or have been a heavy senior manager to Managing Director/VP/Principal/Partner level focused on the Insurance industry vertical at a Big 4 consulting firm, IBM, or DXC on the management/technology consulting sides (or equivalent). 

The type of work this person will help sell (in a consultative/trusted advisor way) and lead will be much more about digital transformation strategy, from traditional output to omni-channel conversion, as well as process improvement, change management, and the selling of O’Neil’s SAAS platform.

The ideal MD, PS will have carried a $15 million plus book of business in consulting services and/or software sales, will have grown an account from $2 million to $10+ million, will have strong C-level relationships with at least four or more large accounts, and will have overseen a book of business $50 million to $80 million or more sometime in her/her career.  The expectation is that this person will have the ability to close at least $3 million in business in year one with the ability to sell SAAS Platform/IT/Change Management/Consulting Services in the healthcare/financial/Insurance industry verticals, throughout in the U.S.

Primary accountabilities include:

Business Development 

  • Drive profitable revenue growth with the aforementioned revenue targets.
  • Establish customer relationships and become ‘trusted advisor’ to client senior leadership at the C-level.
  • Facilitate introduction to potential customers and lead sales efforts for those prospects.

Quality Delivery 

  • Ensure the utilization and compliance of fundamental processes, policies, and procedures to ensure effective management of a portfolio of clients and their successfully implemented projects.
  • Ensure appropriate level of engagement oversight and project monitoring for each project.

Vendor Alliance 

  • Generate new sales opportunities through managed third-party relationships.
  • Identify and invest in partnerships that will increase market share and strengthen technology brand.

Minimum Qualifications 

  • Bachelor’s degree or higher, or commensurate work experience.
  • Minimum 10 years of IT consulting and/or Software Sales experience—with success at the Senior Manager, Director, and/or Partner/VP/Managing Director levels--leading large projects or account teams within the U.S. Healthcare, Financial Services and/or Insurance market.
  • Minimum 6 years demonstrating success in business development activity.
  • Demonstrated ability to negotiate/interact with client 'C-level' executives.
  • Competence in profitably leading large, concurrent consulting engagements.
  • Competence in developing and managing to a strategic and financial plan. 

Preferred Qualifications 

  • Current or previous leadership and active participation with industry advisory councils or professional associations.
  • Advanced degree or additional technical or industry certifications beneficial to role.

REQUIRED LEADERSHIP COMPETENCIES:

  • Excellent leadership skills required, as well as the ability to lead and work as part of a team.
  • A blend of strategic business management capability, intellectual horsepower, revenue generating capability, and leadership skills.
  • Strong business partner (customer) focus, with a consultative, collaborative, client-service and team-oriented style.
  • Excellent verbal, written and interpersonal communication skills.
  • Ability to present and discuss strategies and technical information in a matter that establishes rapport, persuades others, and establishes understanding, for technical and nontechnical audiences.
  • Self-motivated. Must be highly professional and results oriented.  Ability to work independently, plan workload and deliver on commitments.

WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

While O’Neil will pay well for the right candidate, a top performer in the Managing Director, Technical Solution Sales – Insurance Industry role will have uncapped income potential and no geographic boundaries within the U.S. (can live and work anywhere in that region)— unlike most analogous roles in the Big 4 industry and with other boutique consulting and executive-level sales roles.  Furthermore, you will be surrounded by top performers from other world-class firms who have also seen the potential for O’Neil to continue to expand into the health insurance, financial services, and insurance industry verticals.  More than that, working for a fast-growing services firm, you will have the ability to make a larger individual impact on the company’s growth and into its existing and new markets.

As a company, O’Neil transforms highly complex data into rich, customer-centric communications, and it is doing extraordinarily well in this market segment. Companies in health insurance, financial, and insurance industries rely on O’Neil for high-volume, high-mix communications that are accurate, timely, and secure. O’Neill’s customer-centric applications and services include electronic document delivery, web applications, high-speed digital printing (color and black & white), automated composition, offset printing, warehousing, and fulfillment services.  O’Neil is a solution-based company that offers customers forward thinking solutions to design, create, print, and distribute their client communications. Collectively, O’Neil’s team of industry experts has over 200 years’ worth of experience and expertise in publishing services and enjoy a global reputation for excellence and innovation.  Their broad knowledge base enables it to build and manage innovative solutions for a diverse customer base. They infuse each project with experience and technology tailored to meet client requirements.

This is an extraordinarily exciting time to be part of City National Bank.  Long known as the largest commercial bank headquartered in Los Angeles, and respected for its superior treatment of its clients, the 2015 merger with RBC provided an opportunity for the IT organization to take its high performance to the next level.  With RBC’s investment, City National’s IT leadership team has an opportunity to leverage technology solutions more often associated with banks many times the size of City National, and to be a beachhead as RBC continues to extend its strong reach into the U.S. market.

O'Neil has retained Diligent Partners with the exclusive management of this important search.

VP/SVP, Enterprise Salesforce Technology
City National Bank
Los Angeles, California

City National Bank's mission is to provide the ultimate banking experience for successful entrepreneurs and professionals through an uncommon dedication to extraordinary service, proactive advice and total financial solutions. City National started with a basic premise: Business is personal.

With $47.9 billion in assets, City National Bank offers a full complement of banking, investment and trust services through 71 offices, including 19 full-service regional centers, in Southern California, the San Francisco Bay Area, Nevada, New York City, Nashville, Atlanta, Minneapolis, and Washington, DC. 

In addition, City National and its investment affiliates manage or administer $67.5 billion in client investment assets, including $50.3 billion under direct management.  For the 15th consecutive year, City National Bank was ranked as one of the nation’s top wealth managers by Barron’s in its Sept. 27, 2015 issue.  It has an established relationship with many entertainment industry clients, and deals with many exclusive and premier clients from various media, including television, film, theater and the arts, leading it to be nicknamed in some circles, “the bank to the stars."

On November 2, 2015, City National completed its merger with Royal Bank of Canada (RBC), Canada's largest financial institution with more than $1 trillion (CAD) in assets. RBC's U.S. Wealth Management unit administers more than $264 billion (USD) in assets for approximately 330,000 households in the United States. The combination leverages City National's private and business banking platform with RBC's U.S. Wealth Management unit to better serve clients. Together, City National and RBC expect to create North America's premier private and business bank. City National will continue to operate under its current name for now and serve clients with the same team of colleagues. The bank will remain headquartered in Los Angeles and, as a bank, will be regulated by the same federal agencies that oversee it today.

City National Bank’s Information Technology Environment

The VP/SVP, Enterprise Salesforce Technology reports to the SVP of Development Services, whose scope encompasses various enterprise technology areas including software development, enterprise data management, business intelligence, international systems, workflow development, UX, QA, and the development team for City National owned accounting software company - Datafaction (www.datafaction.com).

In 2017, City National Bank completed the enterprise implementation of Salesforce Sales Cloud as its new CRM platform and followed up with its Service Cloud implementation in 2018.

The Position: VP/SVP, Enterprise Salesforce Technology

The VP/SVP, Enterprise Salesforce Technology will lead a team of internal and external resources on the continued maturity of the mission-critical implementation of Salesforce across the enterprise.  Direct line staff include two Salesforce architects, two senior developers, and two Salesforce administrators, along with multiple user support and functional resources.

The VP/SVP, Enterprise Salesforce Technology is responsible for developing and leading the strategy, technical program management, architecture, configuration, and successful operation and ongoing enhancements of City National's enterprise Salesforce platform, along with a business program management counterpart for the ongoing maturity and execution of the business roadmap.  The primary duties of this position include management and architecture, design, and delivery of solutions within the organization's Salesforce platform in alignment with the Sales/CRM, Service and Marketing roadmaps.

This position requires significant use of initiative and independent judgment in managing the direction, roadmap initiatives and technical operations, collaborating with the stakeholders from City National's business units, as well as external consultants, third-party vendors, and Salesforce.

The VP/SVP of Enterprise Salesforce Technology will:

  • Lead the team responsible for strategic direction and operational support of City National's Salesforce platform to ensure it is run and maintained in keeping with industry standards and best practices.
  • Provide project and program technical leadership for the Bank's continued maturity of the enterprise wide implementation of Salesforce,
  • Design the architecture and data integration strategy for Salesforce.
  • Establish and maintain key relationships with the Enterprise Sales, Service, Marketing and Digital program and business stakeholders including the Business Program Manager to align technology strategy with institutional and business goals.
  • Provide technical and functional expertise relevant to the Salesforce platform including Shield, Einstein, Wave, and associated Appexchange apps pertaining to their capabilities and technologies relevant to industry trends in AP/ML as well as their applicability to City National.
  • Provide oversight to the business stakeholders regarding Salesforce solution architecture, design, configuration, and implementation.
  • Oversee ongoing enhancements within an agile or iterative SDLC methodology by aligning and prioritizing development tasks with business needs.
  • Manage related technical environments, including oversight of ongoing development activities and system administration. Oversee migration of code and configurations across development and production environments, including planning, testing, and change management.

Provide direct management of the activities of the Salesforce technical team.  Coach and mentor, support professional development, supply opportunities to improve skills and technical knowledge, and provide regular feedback about progress.

Required Education:

  • Bachelor’s degree.

Required Leadership Competencies:

  • A minimum of seven (7) years of relevant, IT experience with a focus on management of Salesforce platform.
  • Minimum five (5) years of previous direct supervisory experience required.
  • Minimum five (5) years of hands-on experience with Salesforce.
  • Minimum three (3) years of experience working in a large Bank or Financial Institution (more is preferred).
  • Masters in Computer Science preferred.
  • Required supervisory experience should include experience managing performance management process for direct reports, providing career development advice and counsel, and providing technical program management leadership.
  • Prefer five plus (5+) years of experience managing the full software development lifecycle (SDLC).
  • Able to quickly connect business requirements with the functional capabilities of the application, fit-gap analysis, as well as as-is and to-be business process designs.
  • Strong experience collaborating with stakeholders on business process enhancements and requirements.
  • Excellent leadership skills required, as well as demonstrated experience in team management.
  • Strong business partner/customer focus, with a consultative, collaborative, client-service and team-oriented style.
  • Experience in effectively managing relationships with internal business partners, service partners, and vendors.
  • Financial discipline, including budget and investment planning and ongoing management of financial performance to plan for operating expenses and projects.
  • Excellent verbal, written, and interpersonal relationship building skills.
  • Must be able to envision and articulate a compelling future for the business and to present and discuss strategies and technical information in a matter that establishes rapport, persuades others, and establishes understanding—for both technical and nontechnical audiences.
  • Ability to combine strategic business and technical direction and translate concepts into actionable implementation plans.
  • Experience with technical management, including staffing, training, coordinating, organizing, monitoring, and coaching technical employees. Ability to inspire technical people to achieve outstanding results.
  • Preferred candidate will be highly professional, motivated, and self-driven.

WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

This is an extraordinarily exciting time to be part of City National Bank.  Long known as the largest commercial bank headquartered in Los Angeles, and respected for its superior treatment of its clients, the 2015 merger with RBC provided an opportunity for the IT organization to take its high performance to the next level.  With RBC’s investment, City National’s IT leadership team has an opportunity to leverage technology solutions more often associated with banks many times the size of City National, and to be a beachhead as RBC continues to extend its strong reach into the U.S. market.

City National Bank has entrusted Diligent Partners with the exclusive management of this important retained search.

Managing Director, Professional Services
O’Neil Digital Solutions
Los Angeles, California

O'Neil Digital Solutions is a wholly owned subsidiary of O'Neil Capital Management.  Founded in 1973, ODS is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for the Financial Services, Digital Media, Healthcare, and Transportation industries. O'Neil Digital Solutions provides high-touch bespoke software engineering, systems integration, and infrastructure management services to clients of all sizes and industries.  From large scale mass communication projects to highly secure and confidential data analytics using Big Data frameworks like Hadoop and AWS Redshift, ODS has a broad set of proven technical capabilities that help companies make complex digital transformations.  O'Neil Capital Management provides equipment funding, cross-training, and prototyping of Big Data analytics systems to the ODS research & development teams. 

The Position: Managing Director, Professional Services

ODS is currently seeking a Managing Director, Professional Services (MD, PS) to help grow their burgeoning professional services business.  This person will dual report to the Executive Vice President of Sales & Marketing and the head of Professional Services and will likely be or have been a heavy senior manager to Managing Director/VP/Principal/Partner level at a Big 4 consulting firm, IBM, or DXC on the management/technology consulting sides (or equivalent) and will already have strong relationships at the C-level.  The type of work this person will help sell (in a consultative/trusted advisor way) and lead will be much more about strategy/process improvement/change management in conjunction with technology enablement than it will be about software implementations alone.  The industry focus of this MD, PS should be one or more of the following: healthcare, financial services (banks, mutual funds, etc.), or insurance.  The ideal MD, PS will have carried a $15 million plus book of business in consulting services or software sales, will have grown an account from $2 million to $10+ million, will have strong C-level relationships with at least four or more large accounts, and will have overseen a book of business $50 million to $80 million or more sometime in her/her career.  The expectation is that this person will have the ability to close at least $3 million in business in year one with the ability to sell IT/Change Management/Consulting Services in one or more of the above mentioned verticals, anywhere in the U.S.

PRIMARY ACCOUNTABILITIES INCLUDE:

Business Development

  • Drive profitable revenue growth with the aforementioned revenue targets
  • Establish customer relationships and become ‘trusted advisor’ to client senior leadership at the C-level.
  • Facilitate introduction to potential customers and lead sales efforts for those prospects.

Quality Delivery

  • Ensure the utilization and compliance of fundamental processes, policies, and procedures to ensure effective management of a portfolio of clients and their successfully implemented projects.
  • Ensure appropriate level of engagement oversight and project monitoring for each project.

Vendor Alliance

  • Generate new sales opportunities through managed third-party relationships.
  • Identify and invest in partnerships that will increase market share and strengthen technology brand.

MINIMUM QUALIFICATIONS 

  • Bachelor’s degree or higher, or commensurate work experience.
  • Minimum 10 years of IT consulting experience—with success at the Senior Manager, Director, and/or Partner/VP/Managing Director levels--leading large projects or teams within the healthcare, financial services, and/or insurance markets.
  • Minimum 6 years demonstrating success in business development activity.
  • Demonstrated ability to negotiate/interact with client 'C-level' executives.
  • Competence in profitably leading large, concurrent consulting engagements.
  • Competence in developing and managing to a strategic and financial plan.

PREFERRED QUALIFICATIONS

  • Current or previous leadership and active participation with industry advisory councils or professional associations.
  • Advanced degree or additional technical or industry certifications beneficial to role.

REQUIRED LEADERSHIP COMPETENCIES

  • Excellent leadership skills required, as well as the ability to lead and work as part of a team.
  • A blend of strategic business management capability, intellectual horsepower, revenue generating capability, and leadership skills.
  • Strong business partner (customer) focus, with a consultative, collaborative, client-service and team-oriented style.
  • Excellent verbal, written and interpersonal communication skills.
  • Ability to present and discuss strategies and technical information in a matter that establishes rapport, persuades others, and establishes understanding, for technical and nontechnical audiences.
  • Self-motivated. Must be highly professional and results oriented.  Ability to work independently, plan workload and deliver on commitments.

 WHY A QUALIFIED PROFESSIONAL SHOULD PURSUE THIS JOB

While ODS will pay well for the right candidate, a top performer in the Managing Director, Professional Services role will have uncapped income potential and no geographic boundaries within North America—very much unlike most analogous roles in the Big 4 industry and with other boutique consulting roles.  Furthermore, you will be surrounded by top performers for other world-class firms who have also seen the potential for ODS to continue to expand into the healthcare, financial services, and insurance verticals.  More than that, working for a fast-growing services firm, you will have the ability to make a larger individual impact on the company’s growth and into its existing and new markets.

As a company, ODS transforms highly complex data into rich, customer-centric communications, and it is doing extraordinarily well in this market segment. Companies in healthcare, financial, and other major industries rely on ODS for high-volume, high-mix communications that are accurate, timely, and secure. ODS’s customer-centric applications and services include electronic document delivery, web applications, high-speed digital printing (color and black & white), automated composition, offset printing, warehousing, and fulfillment services.  ODS is a solution-based company that offers customers forward thinking solutions to design, create, print, and distribute their client communications. Collectively, ODS’s team of industry experts has over 200 years’ worth of experience and expertise in publishing services and enjoy a global reputation for excellence and innovation.  Their broad knowledge base enables it to build and manage innovative solutions for a diverse customer base. They infuse each project with experience and technology tailored to meet client requirements.

O'Neil Digital Solutions has retained Diligent Partners with the exclusive management of this important search.

Testimonials

"We just completed a long and challenging search with Diligent Partners for a partner-level executive for our management consulting firm.  Completing a search like this for a small, culture-driven firm was no easy task, and we put both George and Scott through the ringer with our selectiveness, stubbornness, and hundreds of questions.  Both George and Scott did a great job working with us, walking us through all the details, and most importantly, finding several extremely well qualified candidates for us to meet with and ultimately hire.  Our search came with some self-inflicted bumps along the way, and I was impressed with the manner in which Diligent Partners stuck with their commitment to us from day one to the first day on the job of our new executive.  We liked their candidates so much, we ended up hiring two."

Greg Long
Director & Co-Founder, Caiman Consulting

"George and Scott have just completed a most professionally effective engagement for one of my critical IT Director positions.  Every step of the process was made clear and was executed with precision.  Their sourcing generated for my organization a viable cadre of leader-candidates whose credentials were aligned with our requirements and yet reflected variations in focus, personality, and style.  Their assessments were spot-on, just the right balance of reality and optimism.  Their leader-candidates were so well qualified that even those not selected proved to be strong candidates for other opportunities in my organization.  DP's work is the most satisfied I've ever been with an executive search firm's performance."

Tom Ream
Regional CIO, Sacramento-Sierra Region, Sutter Health
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