Eagle Mountain, Utah, United States
With a blend of technical aptitude and interpersonal skills, I embody the ideal profile of an Operations leader who confidently communicates with stakeholders. My expertise lies in leveraging data analysis and process automation to bolster Sales, Finance, Marketing, and Customer Success teams. Armed with a degree in Business Administration and boasting over 8 years of experience in the dynamic SaaS startup environment, I specialize in devising and executing strategies that optimize operational efficiency.
The RevOps Co-Op is a community built to serve its members through on-demand expertise, best practice content, educational opportunities, and networking events. All go-to-market operations professionals are welcome - from marketing to customer success and everything in-between. Join us and grow as a RevOps Pro
•Led weekly stakeholder sessions (Sales, Technical Delivery, Finance) to enhance Salesforce workflows via Flow & automation, increasing efficiency by 30%. •Integrated key platforms (Drive Connect, DocuSign, HubSpot, Slack), reducing manual tasks and saving 5-6 hours per sales opportunity. •Automated finance processes, eliminating mis-billed hours and saving the Finance team one full workday per month. •Developed PowerBI & Salesforce dashboards to provide real-time visibility for Sales, Finance, and Delivery teams. •Optimized Sales Approval process with Slack-integrated Flows, reducing turnaround time and improving opportunity tracking. •Cut $2,000+ in DocuSign costs by leveraging Salesforce-managed packages and Flow automation. •Operated under a hybrid Agile methodology, ensuring continuous releases with well-tested deployments and iterative improvements. •Implemented Apex Triggers and validation rules to assist AEs in efficiently gathering essential data. •Built and maintained an org-wide backlog of project initiatives in Jira for real-time visibility into progress and communicated/eliminated bottlenecks through working sessions with stakeholders. •Created intuitive dashboards in Salesforce and Power BI that transformed complex data into actionable insights, fostering collaboration across Sales, Finance, and Delivery teams.
•Design and model PowerBI and Salesforce dashboards to ensure data is digestible by all team members •Forecast upcoming churn based off historical patterns with 90% accuracy •Monitor metrics in order to develop actionable insights for improved efficiency by Customer Success Managers •Save 20+ hours each month by building and optimizing efficient queries •Streamline Salesforce, Churnzero and Calend.ly processes to best suit the needs of the Customer Success team •Orchestrate account transfers that take place with each new-hire •Build automations to reduce busy work for all team members
•Managed and coached eight CSM's with combined ownership of over 1,000 clients •Acted as Operations Manager for department •Protected ARR by churning less than 2% of team's revenue in 2020
•Produced 100% net revenue retention •Created end-to-end tracking for 100% of business reviews •Aided leadership in evolving the processes and patterns followed by CSM's •Set and maintained records in Customer Upsell volume
•Managed 50+ franchise accounts totaling $175,000 MRR •Succeeded in churning less than 5% of total book of business •Acted as main point of contact for dealer principals, general managers and other administrators