!!"
#$%&'$( )()#$*
#$+,&- !.! /01!2.334.15.
6
7889:;:<=9>7:
?@<<=?A:
BCDEFGDHIJKLGFGMLGNJKMGFOJKPEMEQHEFNMEKNRHSSJMMJHKMSGSTGFUBCELNHDHIVGGWDHIXHIWN XHKLFJTILGU BCELYIEWJVJGMDHIVHFLCJMEZZHJKLSGKLU
BCELJMDHIFOJMJHKVHFPFH[LCJK\HILC\EK]FEKXJMXHU ^_`ab_cdbefghfibjgkklecfm_cejbnbofbkpbaqrstuv`kjgkkcffbdfgjgefacplfcewfgfibckoagxbkbefghglajgkklecfmhgafibpbebhcfgh`yyjcfczbe_{|mcexgyxbkbef_fbk_hagk` oba_ge`y_f`}b`_`ab_cdbef`ed`o`abefgh`fbbe`wbaukgfcx`fcewkbfgbe_labfi`ffibjgkklecfmj`fba_fgpgfijlaabef`edhlflabebbd_{~cfigxbaqmb`a_ghab_cdbejmce`ychgaec` `eddcxba_boaghb__cge`ybobacbejbuvi`xbdbxbygobdbobafc_bceplcydcewjge_be_l_ub_f`pyc_icewoagjb__b_u`edbhhbjfcxbjgkklecj`fcge{ vhcakympbycbxbcefibogbaghfb`kga}fg`jicbxb_ljjb__ce`em`__cwebdf`_}{ic_jgexcjfcgeybdkbfgjigg_bfibcjmjyb`ed bdb_fac`e^dxc_gamjgkkcffbbu`ycwecewcfikm pbycbhfi`foagkgfcew`yfbae`fcxb`ed_l_f`ce`pybjgkklfcewgofcge_pbebhcf_pgficedcxcdl`y_`edfiboy`ebf{lafibakgabukmcefbab_fceoim_cj`yhcfeb__hlby_fic_jigcjb{ ^ddcfcge`yymukm_fagewjgeebjfcgefgfibpl_ceb__jgkklecfmybdkbfggcefibgehbabejbbefba^lfigacfm{~cfi`p`j}wagledceaboab_befcewx`acgl_jgko`ecb_ceelkbagl_ oagbjf_uvabjgweczbfibckogaf`ejbgh`jgehbabejbjbefbafi`f_loogaf_pl_ceb__b_gh`yyfmob_{ |mo`__cgehgafib`af_`edpbycbhcefibca_mebawmcfifib_jcbejb_cehylbejbdkm_bybjfcgeghfiblyfla`y^af_gkkc__cge`edcpa`amg`ad`__cwekbef{v`dxgj`fbhgafib`af_`_` kb`e_ghhg_fbacewjlacg_cfmubkoi`_czcewfibca_loogafhgabdlj`fcge`y`edjgkklecfmdbxbygokbef{ v`y_gjig_bfgjgefacplfbfglcfm`ed lpycjn`hbfmudacxbepmkmpbycbhceoacejcoyb_fi`floigydfibbl`yfab`fkbef`edgoogaflecfcb_hgabxbamkbkpbagh_gjcbfmucaab_objfcxbghfibca p`j}wagled{ `_fymukmjgkkcfkbeffgwgxbaekbef`jjglef`pcycfmybdkbfggcefibcfczbexba_cwifgkkcffbb{vhcakympbycbxbfi`fwgxbaekbef`y`jfcge__iglydpbfa`e_o`abef`edab_oge_cxbfg fibebbd_`edjgejbae_ghcf_jcfczbe_{ ~cfigxbaqmb`a_ghbobacbejbceoagbjfk`e`wbkbefuhce`ejbujl_fgkbaaby`fcge_u dbycxbamu`ed`jjglefk`e`wbkbefuvbkoi`_czbfibjaljc`yagybghfb`kga}ce`jicbxcew _ljjb__{^_kbefcgebdb`aycbaujgyy`pga`fcgec_b__befc`ycefic_bedb`xgauablcacewfib `pcycfmfgplcydjge_be_l_`edhcedjgkoagkc_b_fi`fyb`dfgceceglfjgkb_{|m_fagew p`j}wagledceplcydcewjge_be_l_`eddbycxbacew_ljjb__hlycecfc`fcxb_hlafibaledba_jgab_ kmjgkkcfkbeffgbhhbjfcxb`edjgyy`pga`fcxboagbjfk`e`wbkbef{ p_baxcewfibgewgcewwagficenglfin`ea`ejc_jgucfc_`oo`abeffi`ffibdbxbygokbefc_oagwab__cewbyy{ gbxbaucfc_jaljc`yfi`ffic_wagfijgefacplfb_fgfibckoagxbkbefghfibygj`yjgkklecfm`edpl_ceb__b_{ ab_befymufibab`abbxcdbefji`yybewb_cfifibceha`_faljflabuo`afcjly`aymcefbak_gh_fabbf_`edfa`hhcjuicji k`megfpb`dbl`fbymdb_cwebdhgafibjlaabefji`ewb_{~icybfic_wagfi_iglydegfjgkbfg`i`yfucfk`m ebjb__cf`fb`dl_fkbef_fg`jjgkkgd`fbfib_bji`ewb_`edoabxbefb`jbap`fcewfib_cfl`fcge{ |gabgxbauv`dxgj`fbhga`wabbebabexcagekbefuo`afcjly`aymcegydbajgkklecfcb_{ei`ejcewfib`b_fibfcj_gh fib_b`ab`_j`epb`__ckoyb`_cejgaoga`fcewkgabfabb_{ibgydbajgkklecfcb_jlaabefymy`j}`oob`ydlbfg bjb__cxbjgejabfbuoggaymk`cef`cebd_fabbf_`ed_cdb`y}_{ib`p_bejbghfabb_hlafibajgefacplfb_fgfic_ c__lb{vexb_fcewcewabbebamegfgeymbei`ejb_fibxc_l`y`oob`yplf`y_gpbebhcf_fibbexcagekbefujab`fcew` kgaboyb`_`efycxcewbexcagekbefhga`yyjcfczbe_{
EDUCATION
School: University of Ottawa
From: Sept 1996 To: Apr 1998
School: u of Western Ontario
From: 1985 To: 1989
DISCLAIMER AND SIGNATURE
The City of South San Francisco
Office of the City Clerk
400 Grand Avenue
South San Francisco, CA 94080
(650) 877-8518
City: Ottawa
Degree: MBA
City: London
Degree: BA
Date:2/2/2024
I certify that, to the best of my knowledge, all statements in this application are complete and true. I agree and understand that any mis-statement of material fact wil l cause me to forfeit all rights to appointment to a Commission, Board, or Committee with the City of South San Francisco.
Applications are accepted on a continuous basis and will remain valid 1 year from the date of submission. Jfyou are selected to serve on a Board or Commission, you may be required to file an Annual Statement of Economic Interest (FPPC Form 700) and bi-annual Ethics Training (AB] 234).
OFFICIAL USE ONLY
I Submission Date: I Received By:
4 02/02/2024 EV
SAM CHOULI
South San Francisco, CA
SUMMARY
Highly motivated and experienced customer success professional with a proven track record of ensuring customer satisfaction and retention. Adept at building and maintaining strong relationships with clients, implementing successful strategies, and leveraging data-driven insights to drive growth. A trusted advisor, who never lost sight of customer success.
Expertise with proven results in product/project & delivery. Global experience, North America, Asia & Europe
WORK EXPERIENCE
Financial Planner in Training, FINRA #7765827 Aug 2023, - Edward Jones San Mateo, CA
● Financial Advisor to assist with them in achieving their long-term financial goals, including retirement planning, wealth accumulation, estate strategies, and education funding. ● SIE, Series 7 & 66 certified
Sr. Project Manager / Scrum Master, Customer Success Sep 2021, Jan 2023 Feedzai - Fintech, Fraud & Anti Money Laundering San Mateo, CA ● Led scrum clusters daily standups which I standardized for the team. The result was effective use of engineering & DS time & more productive sessions
● Increased customer retention by 20% through proactive outreach and by creating customized success plans ● Implemented a customer feedback system that improved satisfaction scores by 30% ● Led the 1st federal contract for 401K fraud prevention which required FedRamp certification. Worked with internal & external teams to document current state to mitigate any vulnerability. Certification allowed Feedzai to pursue additional federal government business
Sr. Implementation Manager (NorCAL) Apr 2021, Sep 2021
Bechtel - Mobile Construction Pleasanton, CA
● As the Implementation lead I was responsible for all post construction activities. This required weekly updates to internal leadership & to AT&T
● I was also responsible for sourcing, staffing resources as well as managing implementation quality. ● This proactive management approach of building a positive relationship with AT&T allowed Bechtel to not only to maintaining a positive relationship but also was awarded with additional work Sr. Portfolio Engagement Manager May 2019, Jun 2020
Kinestral (Halio) - Smart Window commercial manufacturing Hayward, CA ● As the lead for the domestic & international IOT Window portfolio (Europe, Asia) engagements, I managed the entire operational process, including collaborating with customers, understanding their requirements, their delivery dates and also managed the PO process. The goal was to create a great customer experience & manage client communication ● Developed a process for Smart Window order intake. This provided the sales team a roadmap of products that could be manufactured & sold. The result was a faster turn-around time from order acceptance, product manufacturing & delivery. ● Created dashboards using G Suites & data from MS Dynamics. The outcome, project stakeholders, finance, the customer & leadership knew exactly when to expect delivery & to take proactive steps to managing construction schedule Sr. Project Manager Aug 2015 - Mar 2019
Dimension Data, (NTT) - Professional Services Pleasanton, CA ● As the Project Leader, I was responsible for implementing deployments for multiple clients. The projects followed methodologies as agreed to by the client with defined deliverables & schedule based on a SOW ● Led Dimension Data Team in executing the projects, which involved conducting site surveys, station reviews, creating high-level and detailed designs, ordering equipment, configuring and testing systems, & managing the deployment process. Ensured effective collaboration with Engineers and coordinate station equipment pre-shipping and site hardware installation.
● To successfully accomplish the project objectives, I worked closely with my team to gather inputs for a comprehensive station review, including conducting interviews and reviewing documentation with the client Site Director and leadership. I created a detailed implementation plan, including cutover coverage, pre and post-task checklists, and defect management. I coordinated 24/7 cutover coverage & managed post-implementation activities, including assigning and resolving post-production tickets.
● Through effective project management, I successfully led the implementation across multiple projects, ensuring a smooth transition. The project was completed within the planned timeframe and budget, resulting in enhanced communication capabilities and improved network performance for our clients Sr. Project Execution Manager Mar 2014 - Nov 2014
Black & Veatch - Mobile Construction San Ramon, CA
● Tasked with managing the relationship with AT&T wireless & expanding new service offerings as part of their telecommunication construction portfolio.
● My main responsibilities included being responsible for the AT&T relationship, authoring and presenting new strategic initiatives to AT&T, and overseeing mobile deployments
● To strengthen the relationship with AT&T, I actively engaged with the company, presenting innovative ideas and strategic initiatives such as Quality Management, Implementation Management, RF services, and resource optimization. ● Collaborated with internal teams to ensure successful mobile deployments, coordinating resources and managing the implementation process.
● Despite the challenge of AT&T reducing their Turf providers in Northern California, these efforts in managing the relationship and proposing new initiatives helped maintain a positive rapport with AT&T. ● The strategic initiatives presented demonstrated our commitment to quality and efficient implementation, positioning Black & Veatch as a trusted partner. This ultimately contributed to the success of the deployments to meet AT&T's needs Sr. Implementation Manager (Consultant) Apr 2010 - Mar 2014 Ericsson - Mobile Professional Services Pleasanton, CA
● As the Lead EF&I Integration Manager for Ericsson, I was responsible for managing deployments from inception to closeout, working with cross-functional teams and overseeing various aspects of project management. One of my key tasks was creating an implementation procedure to ensure efficient and cost-effective project ● My tasks included managing requirements, scripts, software, and hardware installation and integration, as well as creating and managing a resource plan. I also led troubleshooting efforts. Additionally, I was responsible for P&L management, SOW, change orders, quotes, billing, closeouts, and bids ● To ensure smooth project execution, I actively managed deployments, collaborating closely with teams. I assisted in resolving issues by providing daily status reports and allocating appropriate resources, both internally and externally. I developed an implementation procedure incorporating checklists which served as site readiness certification. This standardized process saved time, optimized resource allocation, and prevented false start change orders, resulting in cost savings for both the customer and Ericsson
Sr. Project Manager Apr 2008 - Mar 2010
Cricket Wireless San Diego, CA
● Various projects including Oracle Supply Chain, POS & ATS Sr. Portfolio Program / Project Manager (Consultant) Jun 2003 - Apr 2008 AT&T Inc San Ramon, CA
● Delivered over 250 program & projects, Part of the governance & standard team
EDUCATION
University of Ottawa, Canada Sep 1996 - Apr 1998
Masters of Business Administration, MBA
University of Western Ontario, Canada Sep 1985 - Apr 1989 BA, Economics
CERTIFICATIONS & CONTINUING EDUCATION
CSA, Cloud Certification Jan 2023 - In progress
UCSC Silicon Valley Extension, Blockchain fundamentals Mar 2022 - Apr 2022 ScrumStudy, Scrum Master # 580488 Jun 2017 - Jun 2017
ScrumStudy, SSYB # 61859 Jun 2014 - Jun 2014
INTERESTS & SKILLS
● Salesforces, MS Dynamics, SAP, Oracle, MS Project, Planview, Sharepoint, Product Management & Strategy, ASANA, JIRA, G Suites, Smartsheets, Lucid chart, Confluence, Advance courses in MS EXCEL ● Various corporate sponsored, PM training & courses (Air Canada, AT&T, Dimension Data, BV,) ● Passion for Startup, Fintech, Customer Success
● Community involvement, donate time to foodbank, Save the Bay, Habitat for Humanity