Olivia Lloyd

Business Intelligence Analyst

Greater Boston

About

Experienced sales and operations analyst with a proven track record of improving strategic processes to advance revenue growth within fast-paced technology companies. Skilled in pipeline forecasting, developing financial CRM dashboards, data visualization in Tableau and delivering data-backed insights to executive leadership.

Experience

  • Business Intelligence Analyst at REsurety, Inc.
    Aug 2024 - Present · 1 yr 11 mos

  • Sales Operations Analyst at Coalition, Inc.
    May 2023 - Aug 2024 · 1 yr 4 mos

  • Sales Operations Analyst at Farmer's Business Network, Inc.
    Jan 2022 - Feb 2023 · 1 yr 2 mos

    -Owner of Salesforce procedural development and continuous improvement - Conducted a Salesforce audit upon hire to understand current sales usage to propose a new and improved pipeline management strategy - Led a series of trainings for a team of over 40 sales representatives that taught them Salesforce best practices and how to uphold new strategy standards - Responsible for the development, management and maintenance of a sales pipeline forecasting system to predict monthly sales goals - Analyzed sales performance data to provide sales leadership with financial revenue and sales retention insights - Designed and managed sales revenue dashboards and reports in Salesforce and Tableau - Improved sales data integrity through in-depth data cleansing projects - Developed and continually organized a library of sales enablement tools in Showpad to increase sales team productivity - Developed operational strategies for long term company growth - Worked cross functionally with Sales Leadership, Finance, Marketing, and Strategy and Operations

  • Research Operations Associate at Inari
    Sep 2020 - Jan 2022 · 1 yr 5 mos

    - Created new systems and procedures to improve laboratory workflow efficiency - Optimized communications between the science and operations departments

  • Process Development Associate at Broad Institute of MIT and Harvard
    Jun 2020 - Sep 2020 · 4 mos

    Work with the Genomics Platform Covid-19 diagnostic testing team to establish procedures for Covid-19 testing.