Josee Race

Background

About Josee Race

Strategic business transformation advisor to high growth companies scaling to IPO and beyond. Personally responsible for the financial systems, processes and transaction architecture for one IPO. Business savvy IT professional guiding leadership and technical teams in the delivery of innovative audit-ready solutions spanning the sales to service workstream in the technology sector. Over 15 years experience specializing in product development, quote to cash workstream, supply chain management, field service logistics and global support operations. Core competencies:NetSuite ERP, Salesforce CRM, CPQ, Service Cloud, Arena PLM and Securities Compliance (FINRA Series 24, 79, 7 & 66). Focus Areas- Delivering subscription and software as a service (SaaS) business models that drive recurring revenue and improve valuations- Modernization of the quote to cash process across CRM and ERP systems using smart, scalable transactions with built-in SaaS metrics to quantify land and expand momentum- Working director accountable for budgetary oversight and technical delivery mentoring teams through agile, lean development projects at velocity- Financial systems analysis, ERP setup, process design/automation and system implementation- Install base management, field service operations, third party logistics and service inventory management- Proven leadership in design and development of financial systems and controls suitable for a rapidly scaling public company.