Ornella Grosz, PMP
Director, Enterprise Business Technology
An operations executive who leads change from the front — operationalizing WealthTech and MarTech platforms, governing responsible AI, and driving enterprise transformation to measurable outcomes.
- WealthTech Operations
- Marketing & Revenue Technology
- M&A Integration
- Enterprise Process Improvement
- Responsible AI Governance
- Budget
- $2M
- Revenue
- $24M
- Scale
- 20M
- Result
- 35%
technology budget influenced
annual oversight
records onto Salesforce
faster lead conversion
01 — 03
Selected work
- 0125%Reduction in operational costs through process optimization and automationRead
WealthTech Operations · M&A Integration
Post-M&A Direct Billing & Operational Cost Transformation
Centralizing advisor billing and compensation across a $24M revenue base while integrating acquired firms.
- 02ConsolidatedDuplicative marketing technologies retired while expanding Agentic GTM capabilityRead
Marketing & Revenue Technology
Agentic RevTech & MarTech Consolidation
Shifting a global revenue technology stack from traditional execution to Agentic-led operating models.
- 0335%Reduction in lead conversion time via redesigned routing and journey buildersRead
CRM Transformation · Data Migration
Salesforce CRM Transformation & 20M-Record Migration
Delivering a full Salesforce deployment and migrating 20M+ records while cutting lead conversion time by 35%.
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