Partner-in-Charge, Advisory Services
Since 1980, Lee has had a broad and diverse career in business and consulting with proven success from both ends of the business spectrum: from one of the world’s largest corporations to a basement start-up that was ultimately acquired. He specializes in the creation of upstream linkages of sales processes to business planning and the downstream linkages to solution (people, process and technology) planning. His corporate responsibilities have included operational P&L, WW sales & marketing management (direct and indirect), direct sales and sales operations. He has overseen four CRM implementations as a part of functional executive responsibilities. Consulting engagements have spanned business, sales process and solution planning, ERP & CRM functional design and implementation, professional skills training, curriculum design and development, channel strategies, sales coverage and compensation planning.
Representative consulting engagements:
- Program managed the design, development and delivery of a worldwide CRM 3,500-user deployment for a tier 1 automotive parts manufacturer
- Managed the design and delivery of a new sales process (financial selling with software tools) to a 1,500-user company
- Co-designed, developed and deployed a sales and CRM training and hardware/software implementation project in the U.S. and Europe for a 1,000-user organization
- Program Managed the design, development and back office integration (fulfillment systems) for a large-scale B to C website
Prior to Aprio, Lee was Market Manager, Americas for the Diversified Industries sector of Computer Sciences Corporation (CSC). Prior to joining CSC, he was Chief Sales & Marketing Officer for Symphony Services, as well as Chief Executive, Global Programs at Wipro Technologies. Previous experiences included President of Infocrossing (managed infrastructure services), a member of Mercer Management Consulting’s (now Oliver Wyman) North America executive committee, a founding member and Chief Sales Officer at AnswerThink Consulting Group (now Hackett Benchmarking) and a founding partner at The Learning Alliance. Lee also held multiple sales and management positions at IBM.
Lee received a Bachelor of Arts in Economics with a concentration in accounting from Rutgers College in New Brunswick, NJ.