Loni Hartman
Principal, Business Transformation, Program Delivery @Zendesk
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WORK HISTORY
Principal, Business Transformation, Program Delivery @Zendesk
I partner with C-suite and senior leaders to architect and deliver transformation at scale, most recently centered on AI-enabled automation and GTM ecosystem optimization.The work I\'m most proud of here falls into two chapters:Enterprise and AI Transformation (2024–Present)Building an AI-powered executive reporting agent (Claude via AWS Bedrock) that turned 10+ hours of weekly pipeline analysis into automated, insight-rich bulletins for senior sales leadership. It\'s now their favorite read of the week, and scaling across the org.Building AI-enhanced automated workflows to support Strategic Lever Annual Planning and Monthly Outcome Reporting to decrease overall load on Business and Transformation Leadership and increase overall clarityLeading a GTM Ecosystem Transformation across Sales, Marketing, IT, and Data to embed AI thoughtfully into the full customer lifecycle, from lead gen through renewal.Partnering with VP of Sales Acceleration to drive 30%+ new customer growth through data governance, targeted initiatives, and automated performance tracking.Data Platform Transformation (2022–2024)Led a $40M+ enterprise data transformation program with 75+ globally dispersed team members — delivered a quarter early, saving $500K+ and laying the data foundation that made our current AI work possible.Built an ML-backed sales expansion tool that drove 5x conversion improvement, resulting in $83M in bookings.Developed a predictive churn model with 15%+ dollar recall improvement and potential to prevent $20M+ in contraction.Contributed to first positive quarter in 3 years for the Online/Digital org through partnership with VP/GM on organizational redesign and operational rigor.Supported C-suite operations including QBRs, OKR development, and strategic planning.
EDUCATION
Oregon State University
Bachelor of Arts (B.A.), English
ABOUT LONI HARTMAN
I build AI-powered solutions that transform how enterprises operate, and I do it without being a developer.For over 15 years, I\'ve simplified complexity through automation, data, and now AI. At Zendesk, I lead transformation initiatives that drive tens of millions in bookings and operational savings by focusing on what actually works: combining great data with the people who can act on it.I don\'t just strategize, I ship.When my team was drowning in disconnected dashboards, I built an AI agent (using Claude via AWS Bedrock) that synthesizes pipeline data, bookings metrics, and performance indicators into a weekly executive bulletin. What used to take 10+ hours now happens automatically, with deeper insights. It\'s become \"the favorite read of the week\" for senior sales leadership—and we\'re scaling the framework across other organizations.My current focus:I focus on the intersection of New Customer Growth and the AI Ecosystem. By focusing on the data foundation, the introduction and governance of both new AI tooling and traditional inspection efforts I make sure we drive new revenue, reduce friction for our teams and ensure that, when we do add AI, it reduces work (not just adds to it)My foundation: Before AI became everyone\'s focus, I built the data infrastructure that makes it possible. At Zendesk, I led the Data Transformation program (75+ globally distributed team) that created the platform for our current AI initiatives. At Daimler, I built a data-driven eCommerce platform using VIN-based intelligence, increasing YOY revenue 54%.Strong data + strong governance = fast, confident AI adoption.What I bring:Translation between technical teams and business leadersBias toward action over endless planningPattern recognition: I spot where automation creates leverage (and where it doesn\'t)Let\'s connect if you\'re tackling:AI transformation at scale where execution mattersBuilding AI tools without a CS degreeWhen NOT to use AI (yes, those situations exist)Governance that enables vs constrains innovation Open to conversations about AI transformation, enterprise strategy, and how to actually ship complex initiatives.
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