May 2015 - February 2023Sr. Business Operations Specialist Manage the Deal Desk, supporting a global Sales organization.Accurately generate and process new business and renewal sales orders, working closely with Sales, Legal, and Finance/Accounting.Provide guidance on all commercial aspects of deals relating to sales orders, including SKU selection, pricing, discounts, payment terms, and subscription and professional services configurations.Guide and assist sales reps with pricing models, product configurations and Salesforce processes.Coordinate with Legal for review of non-standard sales orders, customer MSAs, Amendments, NDAs, Reseller agreements, and other agreements and documents.Ensure deal structure, special conditions and other requirements are in compliance with revenue recognition rules and company policies and guidelines.Track sales orders through the entire sales order cycle (from quote to close) in Salesforce and ensure data accuracy of Salesforce account records, opportunity records, contact records, and other records.Manage signatures processing via DocuSign.Proactively seek to improve processes, product knowledge and business practices.Create and maintain process documentation & training materials.Primary contact for customer provisioning (enable access to platform and products, trials, deactivations).September 2010 - April 2015 Customer Success Leader - Customer Success & Services organization.Worked closely with a large portfolio of accounts to help customers maximize value and satisfaction from using NetBase products.Provided product training, coaching, support and best practices expertise to empower customers to grow and expand usage of NetBase products.Collaborated with Product Management, Engineering, Operations, and Sales teams to enhance the customer experience, address tactical issues and promote adoption of and effectively communicate new features and offerings.Managed account health and owned subscription renewals.

Project Manager managing multiple, concurrent, web-based, enterprise software implementations of IntApp’s confidentiality, revenue, and integration solutions for law firm customers. Primary contact for the customer and responsible for customer communications, scheduling, documentation and working with Sales, Product Management, Support, and Engineering to ensure successful deployments.

Project/Client Manager in the Authentication Product Management group.Responsible for managing VIP FDS Data Analysis consulting engagements and data-driven module development activities.Built trusted customer relationships and interfaced with customers to understand their business requirements, timelines and goals for analytics-related projects.Worked closely with a Research and Analytics team based in Israel for completion of engineering consulting projects.Provided product support, marketing collateral content and training materials to help Sales and Marketing teams to bring in new business and to promote new feature/service offerings.Managed the business and technical relationship with a third-party financial market data provider for development of a new risk module.