CRM and Multichannel experienced professional in the Life Sciences and Insurance verticlaes (among others). Looking to network and connect with other professionals with similar experience.

1. David A. Berko, MS
Mobile and Text (410) 599-1233 » dberko71@gmail.com » www.linkedin.com/in/davidberko/
Experienced Leader with a proven track record in CRM, SaaS, SFA, sales force operations, product management, account
management, strategic planning, client relationship management, marketing, life sciences, healthcare, 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.
Exceling at creating and managing products / solutions to meet market and strategic client needs.
§ Managed the delivery of 20+ CRM and SFA solutions to clients in various vertical markets
§ Established solutions built on discrete client needs, in order to deliver significant ROI and sales/service improvements
§ Built consultative relationships with clients, prospects, partners, vendors, and other key stakeholders
§ Examined client data to identify key metrics that influenced outcomes, increasing sales and program adoption
§ Developed product solutions for BlueCross BlueShield plans, accounting for a 9% annual increase in membership
Adept at creating win-win partnerships with clients, vendors and key internal and external stakeholders.
§ Worked on multiple CRM/SFA programs in various capacities to support total client success over the past 20 years
§ Provided input on vendor selection for organizations with multiple brand / marketing teams, reducing time and cost
§ Worked with clients to develop strategic solutions to meet key internal drivers, KPIs, and maximize ROI
§ Managed scope, resources, and budgets to ensure timely and effective delivery of projects (up to $5M ACV)
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
Certified Veeva Commercial Cloud Administrator, 2011 - 2014
≈ Relevant Experience ≈
Veeva Systems, 2010 – Current Remote / Baltimore, MD
Certified Veeva Administrator, 2011 - 2014
Program Manager, Web Agency Program
§ Manage a a strategic network of creative and Marketing Agencies providing content to mutual clients
§ Developing tools and strategies to enable partners to evangelize Veeva Commercial Cloud products to joint customers
§ Involved with client strategies around multi-channel usage, closed loop messaging, and content reuse
§ Lead Proof of Concept demonstrations for new product features and functionality
§ Consult with clients to determine appropriate [business and software] solutions to meet market and internal KPIs
CRM Strategic Consultant
§ Project Manager for a Global Program, covering 12+ languages, 5 continents, 80+ countries and 18,000+ users –
overseeing multiple work streams for a Top 10 Global Pharma client
§ Manage the change management process and resourcing for new features, functions as well as custom development
§ Drive requirements gathering sessions and SDLC review sessions with clients to refine solution to meet client needs
§ Configure Veeva application (built on the Force.com platform) to customer’s business/technical requirements
§ Manage deliverables and act as trainer, project manager, engagement manager and solution architect on engagements
Nationwide Better Health, 2008 - 2010 Hunt Valley, MD
Key Account Manager
§ Worked with Sales, IT, Operations and Product in multiple capacities such as product SME and Sales Consultant
§ Consulted and provided solution consulting/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
§ Worked directly with Sales and external 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+)
CRM/SFA, CLM CONTENT, BUSINESS, AND SALES OPERATIONS INNOVATION LEADER

2. David A. Berko – page 2
OptumHealth Specialty Benefits, 2008 Columbia, MD
Director, Product Management and Product Development
§ Provided strategic consulting services and deliverables to the National Account team to renew a higher percentage of
clients and gain new business through the introduction customized programs, leading to 10%+ growth in 1st year
§ Worked with Strategic Leadership Team to define/refine product portfolio to meet market and company revenues
§ Managed a team of 4 Product Managers geographically dispersed between three locations
Fiserv Health, 2007 - 2008 Remote / 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 sponsors 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 (acquired by Caregain in 2008)
CareFirst BlueCross BlueShield, 2003 - 2007 Baltimore, MD
Product Manager
• Created new, and managed existing, products in the CDHP, Dental, Vision and MD & DC regulated market segments
• Worked with Sales team in a pre-sales capacity to develop products (offerings) and strategies that exceed sales
objectives by 15% in first full year of new role
• Developed the first Consumer Directed Health Plans (HRA and HSA products) in the Small Group and managed
markets in Maryland and DC in 2005
• Led the HSA/HRA product launch with BCBS of Delaware in 2005 and 2006, representing a 10% subscriber increase in
1 year as well as increased net premiums of 8% by introducing new products to a flat market
• Selected partner vendors for multiple large-scale, enterprise projects and collaborated with selected vendors to define
solutions, deliverables, metrics, and implement
USinternetworking (USi), 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
• Pre-sales activities included working with prospective clients to understand needs and craft product solution to them;
worked in tandem with Account Executives (Sales) to deliver demonstrations and collect client-specific requirements
• Received Siebel certification in 2001 on Siebel 6.0 Administrator
• Accountable for the profitable management/placement of Software as a Service (SaaS) and Siebel CRM software
• Built collaborative relationships throughout the organization, from Sales to Product to App Dev to Operations Support
SCA Hygiene Products (1998-2000) Philadelphia, PA
Marketing and Sales Support Lead, CRM/SFA
General Electric (1993-1998) Rockville, MD
Professional Services Associate, SFA and Call Center Vertical
≈ Relevant Coursework, Continuing Education & Training ≈
Certified Veeva Administrator, 2011, 2012, 2013, 2014 (Veeva Systems, CRM and Vault)
Introduction to Project Management (University of Washington, Fall 2013)
Project Management Fundamentals (Project Management Institute, Fall 2013)
Methodology for the IT Landscape (Project Insight [training], Winter 2013/4)
Better Estimating Time (CE course, Project Insight [training], Winter 2013/4)
CS50 Introduction to Computer Science (HarvardX, Winter 2013/4)