Jon Beller
Director, Financial Services @Coastal
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WORK HISTORY
Director, Financial Services @Coastal
McKinney, TX, US
Collaboration with stakeholders at all levels to understand desired outcomes and align on holistic roadmaps to move organizations forward. I focus on embedding continuous improvement concepts in engagements and help define and build strategies for digital transformation. I advise on best practices across Salesforce, Integrations and Enterprise Data while keeping a perspective on the Change Management required for people to be successful.
EDUCATION
Austin College
Bachelor of Arts (B.A.), Communication Arts, Theater and Film
The University of Texas at Dallas
Master's Degree, Finance
SKILLS
ABOUT JON BELLER
I bring big-picture strategy down to earth and guide teams from vision to impact through open collaboration and curiosity. I have found this approach empowers individuals and teams to solve complex problems, translates strategy to right-sized execution and fosters growth. I champion shared vision, operational excellence, realistic change management and sustainable best practices – leveraging proven methodologies to deliver tangible, meaningful and celebrated results. I prioritize trusted relationships across individuals and teams resulting in stronger collaboration and valued outcomes.• Business & Experience Transformation• Journey Ownership & Evolution• Design Thinking, Agile, Digital, Automation• Cross Functional Leadership & Influence• Salesforce FSC, nCino, Mulesoft, CI/CD, DevOps• Enterprise Workflow & Data Strategy• Effective Change Agent & Change Manager• Operational Excellence & Lean Six Sigma
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