Megan Heeke

Sales & Revenue Operations Analyst | Benefits All In

San Francisco Bay Area

About

I graduated from the University of Cincinnati with a BS in Biological Sciences where I first discovered my passion for data through hands-on research and analytical coursework. My senior project, which examined the ecological impact of honeysuckle removal methods, and my experience using R and Excel to study animal behavior for the Cincinnati Zoo, laid the foundation for my interest in data-driven decision-making. That curiosity has now evolved into a focus on Salesforce management, reporting, sales analytics, and sales operations. I thrive in transforming raw data into actionable insights, optimizing workflows, and supporting strategic initiatives that drive performance and efficiency across teams.

Experience

  • Benefits All In (2 yrs 3 mos)
    • Sales & Revenue Operations Analyst
      May 2026 - Present · 3 mos

    • Sales CRM Manager & Data Analyst
      Aug 2025 - Jul 2026 · 1 yr

      ★ Developed and maintained Salesforce dashboards, reports, and workflows to optimize sales operations and improve data visibility for leadership. ★ Collaborated with cross-functional teams to brainstorm and implement system enhancements, automation, and process improvements for efficiency gains. ★ Provided Salesforce education, troubleshooting, and ongoing support to sales team, driving adoption and effective use of CRM tools. ★ Performed data analysis and report validation to ensure accuracy of sales metrics, supporting strategic decision-making and performance tracking. ★ Executed data entry, data pulling, and research for operational insights, enabling timely and accurate reporting for internal stakeholders.

    • Sales Assistant
      May 2024 - Oct 2025 · 1 yr 6 mos

      ★ Developed and delivered comprehensive sales performance reporting, including weekly scorecards, monthly regional summaries, and quarterly business reviews, providing actionable insights for leadership decision-making. ★ Managed end-to-end pipeline operations, ensuring accurate input of group, broker, and premium data, tracking progress, and driving follow-ups on missing items and sold groups to maintain data integrity and sales momentum. ★ Provided executive-level support to VP of Sales, managing calendars, preparing proposals, coordinating follow-ups with internal and external partners, and assisting with sales operations and process improvements to drive team efficiency. ★ Led Salesforce implementation and optimization for the sales team, including system build, data migration, and user training, resulting in streamlined pipeline management and improved operational efficiency. ★ Performed financial data management and reporting, maintaining client master lists, tracking compensation and premium reports, and assisting with deposits and invoice preparation to support accurate financial operations.

  • Freelance Photographer at Megan Heeke Photography
    Dec 2018 - Present · 7 yrs 8 mos

    ★ Designed and founded a job to provide clients with photographs and assiduously photographed and edited photos to the client’s desires. ★ Manage projects independently from start to finish, comply with deadlines, and deliver client’s wants by communicating regularly to achieve desired results.

  • Painter at Heeke Construction
    Apr 2021 - Present · 5 yrs 4 mos

    ★ Decrease time on jobs by efficiently preparing walls for paint and applying paint to various surfaces.

  • Dog Grooming & Kennel Assistant at Dog Gone Dirty LLC
    Aug 2022 - Jul 2024 · 2 yrs

    ★ Assist with facility cleaning, animal care, pet owner communication, and pet grooming and bathing. ★ Improved procedures and communication methods to increase business efficiency and income.

  • Researcher at University of Cincinnati
    Jan 2023 - May 2023 · 5 mos

    ★ Planned and conducted research study in collaboration with partner, mentors, and state park personnel where 250+ stems were counted, identified, and measured. ★ Managed, inputted, and analyzed data in various ways and programs to be interpreted and presented at a college research showcase in front of professors, researchers, and the general public. ★ Excellence in Research Communication Award, interviewed and featured by Cincinnati Parks.