Brooklyn, New York, United States
Top performer in the revenue operations space over the last 7 years in multiple SaaS companies. Excels in fast-paced environments and collaborating with multiple teams across a company. Expertise includes data analytics from CRM/spreadsheets/visualization tools and discovering process improvements to improve sales efficiencies and full funnel flows within the company. Loves digging in and finding the “why” behind data to help improve revenue.
- First revenue ops hire at company responsible for maintaining, cleaning up and improving Salesforce instance - Supporting leadership team with building out company model projections - Build out of capacity model, territory model and forecasting for sales and customer experience teams - Build out of outreach process and tracking for sales team - Build out of process and tracking for newly started BDR team - Collaborated with marketing team to build out lead/campaign flows and tracking through Hubspot and Salesforce
- Built out “dataroom” which is global source of truth for all data metrics within the company - Collaborated with CRO/CMO to build out datasets and recommend improvements to help drive their weekly meetings - Managed all global data requests from all internal teams - Rolled out improved lead-SQL flow, forecasting tools, CRMA in SFDC, global territory planning improvements which included new account scoring for reps/managers,TAM build out - Business Partner for US sales/inside sales/marketing/partner/customer experience teams
- Led daily/weekly forecast meetings out of forecast tool and provided additional insights/support - Roll-out of new lead-SQL flow and provided reporting/dashboards to track new flow metrics - Roll-out rules of engagement doc and maintained process improvements - Revenue excellence award winner
- Business Partner with US mid-enterprise, mid-market, small business sales and sales development teams - Built and reviewed with management sales performance reporting - Managed ad-hoc and quarterly SFDC reporting requests. Quarterly/Yearly territory planning - Ensured data and process compliance across the sales and customer success teams, and recommended process improvements where opportunity to increase revenue was identified
- Owned and managed TAM software tool, sourced $400M in new TAM for sales teams - Go to person for company wide requests for data extracts from CRM - Developed recurring data exercises to improve existing data in CRM
- Was a part of the transitioning team from CVISION Technologies to Foxit. - Manages over support ticketing system, assigning cases to team members, and addressing high-level customer concerns. - Manages QA by conducting extensive tests and inspections of our software to evaluate quality and performance, working directly with developers to test potential builds and fixes, and report bugs and critical issues in defect tracking system (JIRA). - Responsible for hiring, training, and managing for the Support Department.
- Provides support for clients by answering calls, emails, and providing web sessions to troubleshoot issues. - Performs extensive QA of various products by testing every aspect of the software and making sure all features are fully functional. - Makes sure all company hardware is fully functional by troubleshooting errors and replacing hardware as needed. - Provides onboard training for new employees as well as leading software installation sessions and demonstrations with clients. - Configures the front and back end of software for clients that need custom configurations.