Ali Gordon Email & Phone Number

Woodland Hills, Ca, Us

- Develop and execute tailored go-to-market strategies for our financial close modules, focusing on enhancing their success.- Collaborate closely with cross-functional teams including product, sales, professional services, and marketing to formulate effective go-to-market plans.- Utilize industry, region, and product packaging insights to optimize and tailor go-to-market strategies and drive product adoption.- Extract and analyze meaningful data from our data lake to inform strategic decision-making and identify opportunities for improvement.- Monitor market trends, competitive landscape, and customer feedback to iterate and refine go-to-market strategies accordingly.- Drive alignment and communication across teams to ensure seamless execution of go-to-market initiatives.- Measure and report on the effectiveness of go-to-market strategies, providing insights for continuous improvement and optimization.- Act as a subject matter expert, providing guidance and support to internal stakeholders on go-to-market best practices and strategies.

Woodland Hills, Ca, Us

Worked as a subject matter expert within the Innovation Strategy and Methodology team to assure product evolution is aligned with market needs and to articulate the methodologies to drive customer adoption. - Targeted areas of improvement, then defined the product vision and strategy.- Built out product packages that delivered the most value from our investments for both the customer and BlackLine.- Drove artifacts on methodology to support the product strategy and roadmap. - Communicated with stakeholders from all areas of the business to drive buy-in, execution, and enablement.

Woodland Hills, Ca, Us

- Led multiple concurrent implementation projects with general direction and standard implementation procedures.- Drove and managed all implementation milestones to completion within budget, scope, schedule, and customer satisfaction.- Created and maintained thorough documentation throughout the implementation to include billable hours, Salesforce notes/documentation, expense management, etc.- Communicated with key stakeholders to ensure risk awareness, project progress, set expectations, and defined next steps in a timely manner.- Trained and advised clients to properly use appropriate products to best fit their individual needs based on best practices and use cases.- Coached and consulted with clients to advocate the features and functionality of BlackLine products during configuration in order to obtain buy-in and user adoption.- Offered recommendations for improving system performance gaps and system options to increase efficiencies and achieve best practice standards.- Assessed and troubleshot application issues during the implementation cycle.

Woodland Hills, Ca, Us

- Qualified and developed marketing generated in-bound leads and responded to product inquiries from various lead sources, including all marketing campaigns, website programs, call-ins, email, conferences and other channels.- Generated Sales Qualified Leads (SQLs) through outbound prospecting into target leads and organizations.- Worked with prospects to thoroughly understand their needs and aligned those needs with our solution.- Actively understood our technology, solution and industry trends to effectively communicate the value proposition and ROI of our solution.- Handled software capability questions in the sales process.- After qualifying prospects, coordinated handoff to Sales Executive.- Met monthly and quarterly activity, SQL production, and close rate objectives.- Coordinated activity and assisted with marketing campaigns as necessary.- Provided accurate weekly SQL forecasts to management.

- Identified and populated needed paperwork for new and existing client accounts.- Generated notes for client meetings and provided follow-up correspondence with an action plan on behalf of the Financial Planner. - Monitored client financials using eMoney.- Created assistant manual detailing daily tasks and financial planning information for future interns.

- Performed a wide range of accounting activities to ensure accurate reporting of financial results using Microsoft Excel, Lacerte, QuickBooks Online, and QuickBooks Desktop.- Managed and send out payrolls for clients and their employees.- Inputed invoices and expenses for clients and the company. - Audited and reconciled client accounts.- Created programs, worksheets, and tests for future interns to learn the skills needed as an intern.- Caught an ongoing scam from a company claiming to collect taxes on behalf of the government from our client for $150/month for the last 7 months.

- Organized and inputted bank statements and client information into Quickbooks and Lacerte.- Ensured the completion of assigned tasks in line with established deadline.- Managed accounts for individuals, estates, and businesses.

New York, Ny, Us

- Capitalized profits while managing simulated financial portfolios using Think or Swim software.- Implemented investment strategies in the stock market via fundamental and technical analysis.- Educated peers by formally presenting material on current events, financial strategy, and stock options.

- Utilized accounting tasks on all platforms of Microsoft Office and Lacerte. - Fielded client calls as well as answered questions regarding basic tax and accounting questions.- Audited and organized client information and forms. Implemented arithmetic and accounting skills when filling out client information in tax documents.

Bachelor’S Degree, Managerial Economics

Education record