San Francisco Bay Area
Working with an amazing company with some really awesome people.
Charged with constructing and overseeing streamlined lead-to cash operations. Collaborates closely with the executive leadership team to align business operations with company goals and strategies. Partners with Sales leaders to enhance sales motions for maximizing revenue potential. Recognized as a cross-functional resource, proficient in identifying, designing, and implementing business processes that elevate revenue productivity and eliminate bottlenecks. • Leads the global Revenue Operations team. • Manages all ARR calculations and bookings, ensuring accuracy and completeness. • Ensures flawless execution of month-end and quarter-end closes, maintaining precision in financial reporting. • Collaborates with Sales GMs and CFO on strategic deals as part of the Deal Desk, contributing to successful outcomes. • Conducts ad-hoc reporting and analysis for Sales and Finance, providing valuable insights. • Tracks and reports on ARR, contributing significantly to key performance indicators. • Played a pivotal role in the success of four acquisitions, demonstrating a valuable contribution to organizational growth. • Partners with Product and Marketing teams to ensure go-to market readiness for new initiatives. • Designs and implements workflow automation for the CRM system, enhancing operational efficiency. • Leads and manages User Acceptance Testing (UAT) sessions for system implementations and updates. • Provides support to FP&A and Accounting teams during audits and closings, ensuring compliance and accuracy.
Responsible for leading seamless lead-to-cash operations for the SugarCRM business. Supports the optimization of current tools, systems implementation and overall process improvements by collaborating with Sales, Legal, Accounting, Engineering and Product Marketing. • Core contributor for acquisition transition team • Owns all decision making for revenue operations organization • Leads Revenue Operations team through Month/Quarter-End closes • Supports FP&A and Accounting teams for Month/Quarter-End closes • Ad-hoc reporting for FP&A, Accounting, and Sales organizations • Manages Price Book and SKU’s • Providing guidance and insight for CFO and CRO on concession approvals • Creates, tests, and approves of feature enhancements with internal applications tea
At the center of all business units, worked efficiently to maximize revenue and streamline business processes. Supported Sales and Channel teams through entire sales cycle. • Lead Deals Desk meetings with Sales Leadership. • Developed system automations and participated in UAT sessions. • Contract review and Legal first-tier support. • Trained new sales reps on order processes. • Manage all subscription licenses. • Discount routing and approval escalations. • Month-End & Quarter-End support. • Backed accounting team during audit exercises. • Professional Service Contract management
-Supervision of Entire Senate -Chaired Budget Deliberations -Meeting Facilitation -Organized Office Hours for Executive Meetings