Sales, Customer experience, Operational excellence
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Insight Retail Inc. Mar 2022 – Present
Support various retailers and vendors – including fashion, soft goods, telco, electronics, and grocery. Transitioning into cross-Canadian, omni-channel retailers prepared for scaled expansion. Executing projects from field to HQ. Both corporate & franchised clients. Recognized for the ability to deep dive quickly, collaborate & design an effective plan for profitable change. Clients: Parkland Corporation, M&M Food Market, Cogeco, Walmart, Hallmark, etc.
Designed and implemented several efficient field support and in field retail organizations. Structured roles, and responsibilities to support anticipated growth. Recruited for key team members.
Built agile integration plans and supported internal teams in planning for scale in ecommerce, bricks & mortar, ERP and logistics.
Managed expansion planning for the rapid opening of new stores, renovations, and expansions with stores and DCs.
Drove sales increases through the implementation of agile, integrated, omni-inventory planning and exception reporting.
Initiated integrated merchandise planning and marketing processes that support corporate & franchise models.
Established a PMO - project management framework and processes with systems and HQ team' integration with category management & business planning processes.
Led all KPI and Operational Process builds with reporting and reviews, determined next steps for organizational optimization.
Supported expansion planning for rapid location changes/opening, as well as developed the tactical marketing support and logistics.
Lead the KPI, Training and Operational Process reviews to determine succession planning, identify diversity opportunities and competitive pay equity. Developed a SWOT framework for franchise and corporate stores.
Sr Vice President Retail, Peavey Industries, LP. Mar 2021 – Feb 2022
Privately held, Canadian, Omni-channel hard & soft goods retailer with over forty years serving Canadian consumers.
Led the transition of Peavey Mart, TSC, Ace Hardware from a merger position into a cross-Canadian, omni-channel retailer managing scaled expansion across multiple banners.
Built the agile integration plan and support team to convert Ace Dealers into Peavey corporate Ace stores.
Drove a 14% increase in sales through the implementation of integrated, omni-channel merchandise planning.
Executed a labour optimization plan to operate fluidly, rebalancing the staff plan through the challenges posed by Covid.
Restructured the field teams to align the two banners in end-to-end operation; ensuring roles, responsibilities, and pay equity alignment. Established strong service, health & safety protocols.
Implemented a performance coaching & development strategy, enhancing staff productivity across all levels for sales productivity, loss prevention, and succession.
Developed the planogramming and in-store marketing and construction department. Oversaw store construction, warehouse improvement, planogramming, fixture design, and visual merchandising.
Contributed to the overall integrated EMPMO and financial planning, as well as the category strategy revitalization for home, farm equine, hardlines, apparel & footwear.
Initiated the product content revitalization project to support omni-channel reinvention at Peavey.
Vice President of Retail, LeeValley Tools Ltd. Jan 2017 – Oct 2021
Privately held, Canadian Omni-channel retailer and manufacturer with over forty-five years serving Global consumers in Woodworking, Kitchen, Garden and Hardware.
Played a pivotal role in transforming Lee Valley into a customer-centric, omni-channel retailer, integrating digital and event marketing tactics to engage with new consumer groups.
Championed the “Look what I made” drop in workshop movement across the store network to engage consumers and their families in woodworking, gardening, and other hand crafts.
As part of the SLT, transformed Lee Valley from a catalog-oriented retailer to a profitable Omni-channel powerhouse, earning consecutive Leger WOW awards.
Collaborated to build integrated marketing processes for e-commerce, catalog, and retail stores through content, event, and merchandise planning.
Establishing an immediate omni-service model for curbside, private shop, ship from store, and accelerated e-commerce.
Drove the "One Retail" customer experience strategy, overseeing customer segmentation research and unified business planning. Identified improvements in technology from POS to store & consumer applications and ERP recommendations.
Designed new physical store shop concepts, managing physical design, floor planning, and fixture/pop and planogram design for both new and existing locations. Managed all facilities and construction improvements.
Orchestrated the entry into the Quebec market, executing bilingual operations and a comprehensive operational plan.
Developed standardized KPIs with an agile strategy for master data integration and daily reporting, implemented activities to drive operational efficiency and EBIDTA.
Formalized systems for operations, HR, safety, loss prevention, and visual merchandising, drove significant EBIDTA change.
Led customer segmentation research that supported the merchandising team, with new store/fixture concepts, including planograms, merchandise allocation, and space planning.
Established a bilingual operation, ISM and training teams, creating content, and launching a new learning management system.
Led all IT & POS system improvements, developing agile, integrated IT and logistical roadmaps to support the transformations.
Sr. Director for National Retail, OSL for Walmart Wireless 2012 - 2017
OSL partners with fortune 500 retailers & manufacturers to develop or replace existing sales & merchandising functions. Executing Store-within-a-store, Pop Up Retailing as well as field-based merchandising and sales teams.
As employee #1 at OSL, built the Walmart OSL Team in field and at HQ; developed and executed the plan for a $400M account business across Canada.
Developed the strategy for a wireless “store-within-a-Wal-Mart-store” execution. Planned & executed launch, then the expansion into in additional 363 Walmart Wireless retail stores across Canada over an 18-month period.
Implemented technology roadmaps and operational structures, including cloud-based data management and reporting.
Managed support teams of 25+ individuals responsible for Human Resources, IT, In-Store Marketing, and Loss Prevention.
Led the master data warehouse project for financial carrier reconciliation, KPI accountability, and client reporting.
Developed policies/procedures and training programs, driving a 39% increase in overall retained gross profit.
Built and executed the systems road map for Recruitment, Payroll and HRIS automation and launched ADP.
Led the design & launch of the WOW Mobile 197 kiosk store program for Rogers & Telus in shopping centres. From kiosk & operational sales design to overall execution in market.
Successfully expanded both initiatives into the Quebec for Walmart & WOW Mobile. Chartered the expansion into the 4,000 Walmart US stores.
Developed the Walmart wireless merchandising assortment & operational plan, drove a 39% increase in GPROI.
Built remote reporting & various “app” tools to solve for reporting, staff communications, expense management & on-site reporting.
Vice President Retail, GfK & Synovate Market Research 2010 – 2012
GfK & Synovate partners with fortune 500 retailers & manufacturers to leverage consumer and employee research techniques to fuel business strategy.
Represented GfK & Synovate across North America as the industry expert on retail for the Canadian market. Lead the sales, design, & development of syndicated & custom research products for clients with an interest in Canadian Retail.
Led the product team to design and launch syndicated and custom research tools with supporting consulting services for Beauty, Fashion, CPG, Grocery, Specialty, Mass, and manufacturing clients.
5+ years of experience as a product leader at a retail tech, enterprise SaaS company, managing $20M+ in consulting services.
Developed and sold custom research plans for clients, combining POS, consumer, and custom research data to achieve and scorecard corporate goals.
Developed Associate and Customer Satisfaction research tools and presented results to clients across multiple merchandise categories and retail formats.
Presented results and insights to all levels of the organization from the field to the C-suite and the Canadian & US press/media.
Director of Fashion, Retail Industry Expert, The NPD GROUP 2005 - 2009
NPD partners with fortune 500 retailers & manufacturers to develop consumer & pos market research, with reporting & scheduled insight reviews to fuel business strategy.
Represented NPD across North America as a retailing industry expert for the Canadian market, delivering insights to clients within the C suite and SLT. Served as a keynote speaker at industry functions in Canada and the United States.
Championed the development and sales of syndicated & custom research products, oversaw $30M+ in consulting services, combining POS, consumer, and custom research data.
Engineered a B2B sales plan, the NPD Canada Fashion business became one of NPD largest lines of business, generating over $3M in profit within two years.
Led SaaS product development for retailer/vendor merchandising teams to create a roadmap for market share growth. Drove client category improvement, our clients closed wholesale contracts exceeding $12-15 million for several global brands.
Supported national retailers and manufacturers in optimizing product assortment, sizing, pricing, inventory allocation in both Canadian and U.S. markets.
National Retail Sales Director, Hallmark Canada 2003 – 2005
Director of Education, Retail Council of Canada 2000 – 2003
Education & Volunteerism
Executive Diploma - Retail Marketing & Business 2000-2003, Seneca College of Applied Arts & Technology
Girl Guides Canada, Retail to E-Commerce Strategy
Eventing/Equestrian Riding School, Volunteer & Parent Advisor
The Canadian Pony Club, Volunteer
The Ontario Eventing Association, Board of Directors
Education & Volunteerism
Executive Diploma - Retail Marketing & Business 2000-2003, Seneca College of Applied Arts & Technology
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