Pittsburg, California, United States
Data nerd who loves building systems, improving processes, and delighting stakeholders. On a given day, I am likely to geek out about: * Spreadsheets * Process automation * Workflows * Stakeholder communication strategies * Digital transformation
Engagement liaison for Spiff clients: managing implementations, leading discovery of incentive compensation plans, and solving business problems
Co-owner and co-founder of Novak & Mason Cellars, a winery focused on small lots, historic varietals, and heritage techniques that create distinctive wines and honors the virtue of the fruit
Manage client integrations with Spiff's sales commission platform from start-to-finish, including data integration across multiple systems (Salesforce, NetSuite, QuickBooks, Excel, Domo, etc.) Build relationships with clients at all levels of the organization (CFO, VP Sales, sales reps, accounting, payroll, HR, etc.) to achieve successful product integrations and confidence in the Spiff platform Awards: * company-wide Best Adaptor award, 2022 * Expectation Management award, 2022 * Q3 Implementation Rockstar, 2022
Delivering 300+ reports a year to clients at the world’s largest companies and organizations Cross-functional leadership working with a team of analysts, consultants, data scientists, software engineers, and product managers to build sustainable and scalable analytical practices to the organization Developing new analytical methods to strengthen Polecat's products and services, including a risk classification model using data science techniques
Improved profit margin on key accounts by implementing scalable analytical processes, including reductions in server load and person-hours Assumed CFO duties for six month: monthly financial reporting to the board of directors, contract review, AP/AR oversight, and cashflow analysis Collaborated across the business to create company-wide changes and improvements, such as timesheet reporting, non-labor cost allocation, and CRM tracking in Salesforce
Ensured efficient workflow between US and UK business units by monitoring business KPIs Designed internal business intelligence analytics and reporting from the ground up, focusing on user analytics, account profit margin, ARR/MRR, and marketing and sales pipeline in Salesforce Trained new internal and external users in Polecat's MeaningMine software