David A. Berko has over 20 years of experience in CRM, SaaS, sales operations, product management, and client relationships. He has a proven track record of driving revenue growth and developing solutions to meet market and client needs. Berko holds certifications in Veeva and Siebel administration and has worked with various healthcare companies in strategic consulting, product development, and implementation roles.

1. David A. Berko, MS
702 Saint Paul Avenue, Reisterstown, MD 21136 » H (410) 833-2424 : M (410) 429-0599 » dberko71@gmail.com
Senior Leader with proven experience in CRM, SaaS, sales force operations, product management, account management,
strategic planning, client relationship management, marketing, training and presentations, project and P&L management
Key role in driving revenue growth from $20 million to $32 million in a flat market.
Developed and implemented multiple million-dollar solutions for large health and Pharma companies.
Excels at creating and managing product solutions to meet market and client needs.
 Developed product solutions for 4 BlueCross BlueShield plans, accounting for a 9% annual increase in membership
 Oversaw the effective and timely delivery of 10+ CRM and SFA solutions to clients in various market verticals
 Built consultative relationships with clients, prospective clients, brokers and other key stakeholders in the market
Adept at creating win-win partnerships with clients, vendors and key internal and external stakeholders.
 Worked on multiple CRM implementations in various capacities to support the success of the client
 Cross sold more than $2 million in new solutions to and up sold more than $1 million in additional product solutions
 Worked with clients to develop strategic solutions to meet key internal drivers and maximize ROI
Strong leader and contributor who views challenges as opportunities to develop “best of breed” solutions.
MS, Information/Telecommunication Systems and Business Management, The Johns Hopkins University, 1998
BA, Geography, University of Maryland Baltimore County, 1993.
Six Sigma Green Belt Training, General Electric, 1997
Certified Veeva Administrator, 2011
≈ Relevant Experience ≈
Veeva Systems, 2010 – Current [Home office in] Reisterstown, MD
CRM/SFA Consultant - Certified Veeva Administrator
 Consult with clients to determine the appropriate solution to meet market and internal drivers (KPIs, ROI)
 Drive requirements gathering sessions and review sessions with client to refine solution to meet client needs
 Configure Veeva application (built on the Salesforce.com platform) to customer’s business/technical requirements
 Manage client deliverables, acting as project manager, engagement manager and solution architect as necessary
 Work on multiple teams and projects, interfacing with client leadership, to develop, configure, test and train on
solutions built around the Salesforce.com platform
Nationwide Better Health, 2008 - 2010 Hunt Valley, MD
Key Account Manager
 Worked with Sales, IT, Operations and Product departments in multiple avenues: internal SME and client facing
 Consulted and provided account management services to various size employer groups (500 to 40,000+ employees)
and broker/consultants ensuring program and product mix meets client/customer strategic needs
 Created quarterly performance reports to monitor and report against client KPIs, delivered reports to client leadership
either in person or via webinar, based on client availability
 Worked directly with Sales and outside consultants to close new business opportunities, representing Client Services
and other internal areas; grew client base by 3 clients in one year and extended client contracts by 30% (ACV of $3M+)
OptumHealth Specialty Benefits, 2008 Columbia, MD
Director, Product Management and Development
 Provided strategic consulting services and deliverables to the National Account team to renew a higher percentage of
clients and gain business through the introduction of new/customized programs, leading to 10%+ growth in 1st year
 Worked with Strategic Leadership Team to define and refine product portfolio to meet market and company needs
 Managed a team of 4 individuals geographically dispersed between three locations

2. David A. Berko – page 2
Fiserv Health, 2007 - 2008 Brookfield, WI
Director, Plan Implementation
 Increased revenues and market share (by 3-15%) for health plans through individual customization of CDH programs
 Led the implementation of health programs, increased enrollment by 9% and client satisfaction for my accounts (+10%)
 Consulted with client project sponsor and other key client stakeholders on project and solution deliverables, making
recommendations as to best fit for client and internal organization
 Managed contracts in excess of $4M (ACV) for Fiserv
CareFirst BlueCross BlueShield, 2003 - 2007 Baltimore, MD
Product Manager
 Created new and managed existing products in the CDH, Dental, Vision and regulated market segments
 Worked with Small Group Sales (solutions, training, product) to develop strategies to exceed sales objectives by 15%
 Developed the first Consumer Directed Health Plans (HRA and HSA products) in the Small and managed markets in
Maryland and DC in 2005
 Led the HSA/HRA product launch with BCBS or Delaware in 2005 and 2006, representing a 10% subscriber increase in
1 year as well as increased net premiums of 8% in 2006
 Worked very closely to select partner vendors for multiple large-scale enterprise projects and then collaborated with
selected vendors to define solutions and implement them
USinternetworking (USi) and Independent Consultant, 2000 - 2003 Annapolis, MD
National Account Manager (CRM/SFA)
 Led a strategic support and development team responsible for Siebel Sales and Call Center applications for multiple
clients across the United States, recognizing more than $10M in annual contract value
 Received Siebel certification in 2001 on Siebel 6.0 Administrator
 Built collaborative relationships throughout the organization, from Sales to Product to App Dev to Operations Support
 Accountable for the profitable management/placement of software as a service (SaaS) and Siebel CRM software
SCA Hygiene Products (1998-2000)
Marketing and Sales Support Lead, CRM/SFA
General Electric (1993-1998)
Professional Services, SFA and Call Center Markets