James Berkey

Executive Director @ CVS Health | PMP, Six Sigma

Role
Executive Director Sales Technology and Revenue Intelligence at CVS Health
Location
Wayne, IL, US
LinkedIn followers
500 followers

About James Berkey

As the Director of Sales and Marketing Operations at CVS Health, I lead a team focused on delivering sales and account management tools, optimizing internal processes and workflows, and ensuring customer satisfaction. I have over 10 years of experience in project management, business analysis, and process improvement, and I hold the PMP, Six Sigma Master Black Belt, and Certified Project Manager credentials.I have successfully implemented and enhanced the enterprise CRM system (Salesforce.com), integrating multiple functions and data sources, and enabling better business intelligence and opportunity development. I have also managed strategic enterprise transformation projects, delivering measurable value and ROI across operations, pricing, and communications. I am passionate about applying lean, agile, and data-driven methods to drive innovation, efficiency, and quality in the healthcare industry.

Experience

  1. Executive Director Sales Technology and Revenue Intelligence

    CVS Health

    Feb 2025 — Present · IL, US

    Collaborate with executive leaders and deeply understand their business segment dynamics, goals and objectives, and business priorities.Own the annual Sales and Account team technology roadmap, defining new capabilities based on business needs that compliment current tech stack (Salesforce, Gong, Highspot, SFTP, WalkMe, etc). Evolve Artificial Intelligence (AI) strategy in partnership with IT to unlock new capabilities. Collaborate with internal leaders and vendors to ensure capabilities are aligned with their roadmaps or influence change when neededLead the Revenue Intelligence workstream, unlocking the strategic capabilities of the revenue intelligence platform to provide client / market insights that will shape future business strategies.

Education

  • Clark University

    BS, Computer Science

    2000 — 2004

Skills

  • Crm
  • Program Management
  • Strategy
  • Integration
  • Six Sigma
  • Business Process
  • Change Management
  • Enterprise Software
  • Management
  • Business Process Improvement
  • Process Improvement
  • Project Management
  • Business Analysis
  • Business Intelligence
  • Salesforce.com
  • Cross-Functional Team Leadership
  • Certified Project Manager

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James Berkey — Executive Director Sales Technology and Revenue Intelligence at CVS Health in Wayne, IL, US | Unifers