Bill Whelton, PMP, SSBB

Experience

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  PAREXEL

  Jan 2000 - Dec 2004

  Senior Director of Global Sales Operations

  • Managed the compilation and analysis of client, competitor and market related information supporting the development of detailed global business plans and overall Sales and Marketing strategies. • Conducted market analysis, competitor profiling, and evaluated business trends to identify core growth opportunities and potential expansion into other business sectors. • Developed Sales Management reporting and operational metrics designed to analyze corporate results including sales performance, therapeutic strengths, project profitability, operational productivity and margin analysis. • Responsible for establishing sales targets and the preparation of new business/revenue forecasts. • Managed the commission process including the design of, and accounting for, variable compensation programs. • Responsible for the preparation and oversight of the Account Management Department’s annual worldwide operating budgets.• Served as Project Manager in the implementation of a vertically integrated Customer Relationship Management (CRM) Information system creating a central knowledge repository to be used by all of PAREXEL’s strategic business units.• Provided leadership and support to the Sales organization in the ongoing management of client activities including the conceptualization, strategic planning, marketing and selling of the Companies portfolio of services. Show less

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  EMD Serono, Inc.

  Dec 2004 - Mar 2006

  Senior Manager/Director of Strategy & Planning

  • Responsible for providing research, analytical support and the effective management of strategic programs and operational projects focused on increasing sales, reducing costs, improving quality and productivity. • Provided management oversight of assigned project activities, including project planning, budgeting, documentation, performance tracking, and reporting.• Supported the business units in the development of long-term strategic plans, including industry analysis, competitive benchmarking, marketing programs and customer segmentation analysis.• Supported the development and roll out of the organization’s strategic framework and the associated Key Performance Indicators (KPI’s). Identified, developed and implemented performance measuring and tracking methods to facilitate the reporting of the company’s Balanced Scorecard Show less

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  Fidelity Investments

  Apr 2006 - Apr 2010

  Senior Director of Legal Administration & Operations

  • Managed complex cross-functional projects and strategic departmental initiatives that improve operating efficiency and effectiveness. Support business transformation efforts and continuous improvement programs through the application of LEAN principles. Provide department wide training in the principles of project management to insure a standardized approach. • Supported the development and roll out of the Business Performance Management (BPM) process. Establish a comprehensive departmental strategy and corresponding metrics and benchmarks to measure execution. • Responsible for the development of the annual business plan. Manage the process for plan development, communication, reporting and ongoing measurement against objectives. Support the development and management of the departmental budget. • Managed the delivery and adoption of technology to the department including matter management, electronic billing, data warehouses and document management systems. • Managed operational law firm relationships and oversight of the outside counsel billing process including systems administration, analysis and reporting. • Managed staff that oversees Information Security, Records Management and Business Contingency Planning Show less

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  EMD Serono, Inc.

  Apr 2010 - Sept 2014

  Director of Strategic Planning, Operations & Project Management

  * Support the business in achieving its objectives by contributing information and recommendations to strategic plans and functional budgets; implementing productivity, quality, and customer-service oriented standards; identifying trends; determining system improvements and executing change management programs.* Own and execute the business planning process for the organization continuously aligning strategies and initiatives with strategic business units and global business franchises.* Develop organizational capabilities for innovation and growth, through effective, efficient and sustainable operations improvement. Drive strategic initiatives, enhance financial performance, manage risk and compliance programs and align/manage core business processes. * Execution of complex, cross functional projects focused on advancing the organization’s strategic initiatives, programs and business solutions. Provides subject matter expertise in areas including project scope definition, risk identification, project methodology, resource allocation, facilitation, and other areas of expertise based on established project management techniques. * Direct the Project Realization Office in the advancement of best practice standards in the project management discipline that supports the core vision, mission and business strategies of the organization. Show less

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  Biogen

  Sept 2014 - May 2017

  * Responsible for identifying and defining a portfolio of strategic initiatives that are targeted to have a broad/significant impact on the organization. Direct and manage that program of initiatives to ensure appropriate resourcing, timely delivery, budget adherence and that the desired business outcomes are achieved.* Directed/managed Medical Operations to include Global mPRC and Grants/Strategic Giving functions. * Lead/directed programs focused on continuous process improvement, driving sustainable operational efficiencies, insuring the effective use of systems/technologies and optimizing the organizational structure to advance Worldwide Medical strategies in a compliant manner. * Lead the management of Worldwide Medical’s technology strategy including the prioritization of investment and the deployment of solutions that deliver business value.* Lead the development and implementation of governance structure(s) and corresponding policies and procedures that are aligned with the Worldwide Medical Value model and Biogen’s core values to support a culture of quality, compliance, and continuous improvement. * Lead the development of a global quality control function focused on ensuring compliance with policies, standard operating procedures, work instructions as well as enabling audit readiness within affiliate, regional, and global Medical teams.* Lead the business planning process for Worldwide Medical Show less * Developed organizational capabilities for innovation and growth, through effective, efficient and sustainable operations improvement. Drove strategic initiatives, enhance financial performance, manage risk and compliance programs and align/manage core business processes.* Supported the business in achieving its objectives by contributing information and recommendations to strategic plans and functional budgets; implementing productivity, quality, and customer-service oriented standards; identifying trends; determining system improvements and executing change management programs. Show less

  • Senior Director - Head of Global Medical Operations & Strategic Initiatives

    Jan 2016 - May 2017

  • Director - Head of U.S. Medical Operations

    Sept 2014 - Jan 2016
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  Liberty Mutual Insurance

  Sept 2017 - Feb 2024

  Director of Project Management Group - Real Estate Services