As a senior member of the Revenue Operations team, I provide strategy and metrics to scale and increase efficiency in sales and retention while working with Sales leadership to drive and retain revenue. I work cross-functionally with Customer Success Operations to ensure the successful execution of key projects and discover opportunities for ongoing program improvements and enhancements. I lead the overall day-to-day operations for AdRoll's high-performing Sales and Account Management teams and provide guidance and assistance to complex system enhancements for current tech stack tools including Salesforce CPQ, Einstein Analytics, Outreach, Tableau, and Marketo. I also design, implement and maintain sales forecasting, territory planning, and budgeting processes.

• Architected Salesforce implementation engagements, interacting directly with senior-level client personnel throughout the implementation process.• Supported various clients concurrently with aggressive timelines to achieve objectives including client satisfaction and implementation profitability.• Assessed client implementation needs and craft innovative solutions that span different subject matter domains.• Acted as the Project Manager for the Service and Support team to ensure recently launched clients were properly supported while discovering opportunities for additional consultation.

• Hired to oversee and develop the Sales Operations side of Certiport and to manage the day-to-day activities of the sales operations team and inside sales support associates.• Built and analyzed sales compensation plans while maintaining monthly quota attainment goals.• Successfully directed a major sales wide initiative to cultivate comprehensive sales staff involvement and utilization of Salesforce. Results included increased sales month over month, amplified visibility into the overall business and better customer interaction with more well-timed follow-up.• Employed strong data analysis skills to deliver comprehensive insights to Sales leadership and Executives on the performance of sales teams and market opportunities.• As Scrum Master for Salesforce projects, I developed Salesforce training's and initiated enhancements to sales processes that boosted data integrity which lead to precise, reliable sales metrics, less time working on non-sales related tasks and greater awareness of sales fluctuations and market saturation.• Implemented a new forecasting process with reformed templates, overhauled reporting functionality and comprehensive team collaboration that allowed for more accurate forecasts, predictable sales performance and better insight into sales and product seasonality.

• Conducted quantitative analysis in various areas including forecasting, ROI, trending, identification and assessment of opportunity and risk, regressions, correlation, and probability modeling. • Expertly managed the sales and Salesforce processes for this SaaS company while maintaining data integrity. Audited pipeline opportunities and generated ad hoc reporting for Sales, Marketing, Finance and Customer Success.• Collected, analyzed and evaluated report data that increased sales productivity by 15%.• Created a customer analysis survey that fulfilled a need to understand customer reasoning behind buying or not buying company LMS. This help discovered customer tendencies and supplied multiple departments with a broader understanding of how to market, service and retain prospective/current clients. • Instituted training's and one-on-one sessions to better inform sales reps of expectations and create a cohesive environment between sales and sales operations that fostered communication and improved results.

• Completed month-end closings, prepared financial statements, and oversaw annual tax filings processes and audits.• Provided analytical support to sales, product development, project management, and operations. Manage company website store and ensure high operational standards of various systems. • Employed a business intelligence strategy that included a brand-new reporting system and procedures. This produced an increase in the recognition and development of new opportunities and effective strategies that yielded practical results which provided future growth, ensured long-term stability, and increased sales in the first four quarters of execution. • Initiated operational team building and employee training activities that resulted in better communication and stronger employee development.• Devised a new budgeting and forecasting system that resulted in accurate tracking of capital expenses, increased budget accountability and awareness, significant cost savings among various departments, and improved planning company-wide.

• Developed new clients by cold-calling a company’s financial decision-maker(s) and offering financing solutions for large capital purchases.• Managed strong, long-term relationships with existing clients by exhibiting extensive product/industry knowledge and providing superior service. • Marketed myself, my company, and my services through creative methods to generate an increase in sales and new clients. Created a number of cold call scripts for company wide use and training.• Handled a substantial list of prospective clients, while maintaining time-management and organizational consistency.• Learned how to read a company’s financial statements and determine financial strength using various ratio analyses.

• My position with this SaaS company required interaction with current and prospective clients via phone, email and face to face to purchase or retain current marketing system software services. • Managed many of the services issues that arose among clients and developed interested prospects into qualified leads through my own sales generation and qualification process.• Showed exceptional sales and communications skills that verified a promotion within six months.• Achieved or exceeded monthly sales/quota goals month over month by cultivating and fostering relationships with clients and prospects, providing excellent sales and marketing support and effectively closing sales.• Created various marketing materials to increase lead generation and developed strategies to grow sales using company marketing system.