Joseph Yerant

Experience

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  JM&A Group

  Jan 2000 - Jan 2010

  Director – Operations | Sr. Manager – Product Planning & Finance

  Strategy Planning & Execution | P&L Management | Operations Process ImprovementSelected as 1 of 3 executives out of 500 for JM&A’s highly competitive executive rotation program at a $3B dealership performance accelerator, part of JM Family Enterprises ($25B, Fortune "Best Company to Work For").Key Achievements:✔ Gained cross-functional leadership experience in strategy, operations, and P&L management.✔ Led high-impact initiatives to optimize dealer performance and operational efficiency.✔ Developed expertise in scalable business models, financial strategy, and process improvement.Key Contributions:► Strategy Execution & P&L Management – Applied financial strategy and operational planning to drive business efficiency and profitability.► Operations Process Improvement – Enhanced process workflows, identifying scalable solutions for dealership performance.► Cross-Functional Leadership – Rotated across strategy, finance, and operations, strengthening decision-making and execution skills. Show less

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  World Kinect

  Jan 2010 - Jan 2013

  Program Director | Director – Strategic Global Projects, Office of the President

  Strategy Planning & Execution | Operations Process Improvement | P&L ManagementA Fortune 500 global energy and commodities company, World Kinect recruited me to lead high-impact C-suite initiatives. I was later promoted to optimize the U.S. military global fuel procurement program, successfully navigating it to an RFP win.Key Achievements:✔ Directed mission-critical strategic projects, aligning with corporate growth objectives.✔ Revamped global procurement operations, streamlining efficiency, compliance, and cost management.✔ Secured a successful RFP win, strengthening the company’s position in government contracts.Key Contributions:► Strategy Execution & P&L Management – Optimized financial oversight and procurement processes to improve cost efficiency and scalability.► Operations Process Improvement – Applied Lean methodologies to enhance strategic execution and procurement workflows.► Government Contracting & Compliance – Strengthened government contract operations, ensuring long-term business sustainability. Show less

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  ACAMS

  Jan 2014 - Jan 2016

  Chief Operating Officer | Equity Stake Holder

  Strategy Planning & Execution | P&L Management | Operations Process Improvement | Digital Transformation | Customer ExperienceRecruited by Warburg Pincus to lead a corporate turnaround, drive digital transformation, and optimize P&L management for ACAMS, a global education technology and financial crime membership platform with 85,000+ members in 60+ countries. Applied Lean methodologies and DMAIC to streamline operations and scale growth.Key Achievements:✔ 21% customer satisfaction increase via Salesforce Service Cloud deployment.✔ 60% efficiency gains from CRM modernization & process automation.✔ Transformed operations & unified global teams, migrating to a SaaS-based model.✔ Revitalized a stalled SaaS product, accelerating development and revenue growth.Key Contributions:► Strategy Execution & P&L Management – Optimized financial performance, strengthened governance, and secured an A+ pre-M&A rating.► Operations Process Improvement – Implemented Lean strategies to enhance workforce efficiency and global operations.► Digital Transformation & Customer Experience – Scaled AI-driven automation and SaaS-based solutions, driving sustained growth and market leadership. Show less

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  National Executive Service Corps

  Jan 2016 - Jan 2018

  Member Board Of Directors

  Founded in 1977 a nonprofit organization serving nonprofits and government agencies in the areas of business planning, capacity building, executive search and more.

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  Prove

  Jan 2017 - Jan 2017

  Vice President - Customer Success

  Strategy Planning & Execution | Operations Process Improvement | Customer ExperienceProve is a leading digital authentication technology company, redefining how digital trust is established and maintained across the consumer journey. Recruited at the early post-startup stage, I was tasked with building and scaling the global customer experience function, ensuring seamless service delivery, operational efficiency, and deepening client relationships.Key Achievements:✔ Established customer success as a core pillar, driving 20X top-line growth and adoption by 1,000+ businesses, including 8 of the top 10 U.S. financial institutions.✔ Optimized customer engagement and retention by formalizing the end-to-end customer journey, improving service delivery efficiency.✔ Led global expansion & digital transformation, launching Prove’s Chennai, India Customer Success Center, integrating AI-driven automation, process discipline, and technical scalability.Key Contributions:► Strategy Planning & Execution – Scaled customer success into a strategic growth driver, improving retention and operational efficiency.► Operations Process Improvement – Implemented Lean methodologies and automation, optimizing customer journey workflows.► Customer Experience & Digital Transformation – Strengthened global service operations, aligning AI-driven enhancements with customer engagement strategies. Show less

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  Association of Certified Financial Crime Specialists - ACFCS

  Jan 2018 - Jan 2023

  President | Chief Operating Officer | Equity Stake Holder

  Strategy Planning & Execution | P&L Management | Digital Transformation | Operations Process Improvement | Customer Experience | Business DevelopmentRecruited by Leeds Partners to lead a corporate turnaround and scale ACFCS, a global education technology and financial crime membership association. As President & COO, I restructured operations, optimized strategy execution, and drove profitability, serving as an equity stakeholder and Senior Leadership Team member for the parent company ($50M → $100M revenue).3-Year Results:✔ +190% revenue growth | +400% EBITDA increase | NPS from 28 → 72✔ Expanded customer base from 1,800 to 5,000 across B2C, B2B, and enterprise segments✔ Led strategy for 7 acquisitions, reporting quarterly to the PE BoardKey Achievements:► Strategy Planning & Execution | P&L Management – Defined KPIs, streamlined operations, and implemented scalable business models, driving sustained growth and profitability.► Digital Transformation & Customer Experience – Led an AI-driven SaaS LMS deployment, optimizing engagement, retention, and service delivery.► Operations Process Improvement – Applied Lean methodologies and DMAIC to enhance efficiency, financial oversight, and workforce alignment across 26 global markets. Show less

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  DBx Strategies

  Jan 2023 - now

  Managing Consultant

  Optimizing Strategy | Driving Growth | Scaling Operations | Business Development At DBX Strategies, I help businesses streamline operations, enhance profitability, and scale efficiently. My expertise spans strategy execution, operations process improvement, and digital transformation, ensuring companies from startups to mature enterprises are built for growth and investment readiness.► Go-To-Market Strategy & Execution - Developed scalable operating models, market entry strategies, and financial frameworks, accelerating growth for early-stage startups.► Business Model Evolution & M&A Positioning - Advised leadership teams on corporate structure optimization, AI-driven product strategies, and pricing models, positioning companies for high-value transactions and long-term profitability.► Partnered with and advised an Edtech company on development of an AI tutor, a revamped pricing structure, and a renewed go-to-market strategy in preparation for a successful exit. Show less