Brian Steg Email & Phone Number

Omaha, Ne, Us

Oakland, Ca, Us

Supporting businesses to help them improve go-to-market operations through data-driven insights, developing and enhancing business strategies, and introducing proven methodologies. With my track record of success and diverse operations experience, I can add immediate value to any business looking to optimize how they run their business. Send me a message if you are interested in a conversation!Summary of Consulting Engagements:• Collaborated with Watershed Technology, Inc. to establish a business intelligence framework• Partnered with Event Store to optimize GTM strategies• Supported Sapphire Ventures with developing a playbook on creating a data-driven culture. (https://info.sapphireventures.com/2023-creating-a-data-driven-culture)My areas of expertise include:• Analytics Strategy• KPI Development• Data Governance Frameworks• Data Integration (CRM, Incentive Tools,Martech)• Forecasting (Sales, Customer Churn)• Data Analysis Techniques• Reporting Optimization• Data Visualization• Dashboard Development• Data Quality Management• Data Model and Pipeline Design• Funnel Reporting and Insights (MQL, Sales Pipeline, Conversion Rates)• Data Privacy and Security Controls• Training and Support• Process Documentation (for Business and Technical teams)• Product-Based Reporting and Visualization

Carpinteria, Ca, Us

In this role, I’m responsible for leading Procore's Revenue data and insights org which consists of team managers, analysts, developers, and quality assessors. My team’s mission is to enable revenue generating teams to be successful through quality data and insights.• Responsible for Procore's revenue data strategy, operating model, and charter• Develop data-driven solutions to support the company's strategic initiatives and Revenue organization objectives• Provide actionable insights and business intelligence to stakeholders across Procore to help them make informed decisions• Work closely with Procore's Revenue Operations, IT, and Finance teams to develop data-enabled assets• Maintain and continually improve the standard reports, KPI dashboards, and self-service data solutions for the Revenue organization• Support revenue forecasting models and provide insights based on historical trends and strategic inputs to identify opportunities and mitigate risks• Enable data integration, reporting, and insights for Revenue incentive plans in partnership with FinanceSuccesses:• Led team through the data Revenue data and insights played a pivotal role in Procore's transition into a public company in May 2021• Scaled organization size 8x to date, with ~40% of the increase coming from internal transfers and promotions• Improved support for Marketing, Sales, and Customer Success by introducing specialized data and analytics roles• Introduced Tableau to the Revenue organization, enabling leaders and individuals to self-serve standard metrics and insights• Set up the first iteration of data governance at Procore that led to the creation of a corporate-wide program• Achieved net revenue forecast accuracy within 5% across recent quarters using a custom data model• Maintain a high employee satisfaction survey rating above 90 for organizational leadership which averages 5-10 points above the overall company score• Promoted from Director to Senior Director in 2022

San Jose, Ca, Us

Led the Global Sales Reporting and Analytics organization at PayPal which focused on delivering actionable insights and business intelligence at scale to all levels of the business. Positioned myself as a strategic partner for sales leadership to help them grow their businesses and scale their GTM strategy using data.• Provided sales leadership with actionable insights and recommendations as part of regular business reviews and interlocks• Automated self-service tools for sales stakeholders to assess business trends and performance• Worked closely with global business and operations stakeholders to understand and implement sales reporting solutions• Created solution requirements and collaborated with data engineers on sales database designs and integration• Developed a sales data governance function which involved the creation of data policies, business rules, quality audits, and best practices• Supported the development and improvement of sales processes in collaboration with sales operations to drive efficiency and maximize productivity• Operationalized sales incentive plans to support real-time attainment reporting through ICM tools• Developed and managed the business strategy for Tableau, Salesforce CRM Analytics (fka Einstein Analytics), and MicroStrategy reporting applications

San Jose, Ca, Us

Built, delivered, and managed go-to-market readiness strategies to the Channel Partner Sales and Operations teams. This involved readiness for the Global Partner Program, Performance and Incentives Reporting, Product Releases, Marketing Campaigns, and Integration Optimization Plans.Responsible for creating and managing a communication and educational framework for Channel Partners and internal support teams. This involved developing partner newsletters, online webinars, product launch emails, and in-person training to ensure internal and external parties were given the information needed to effectively act on product, initiative, and procedural changes.Supported activities related to an online Partner Portal which provided marketing content and collateral, incentives reporting, and self-service operational workflows to Channel Partners. This also involved migrating from one vendor to another in order to give Channel Partners a best-in-class experience to find the information and tools they need to grow and to maximize their usage of PayPal products.Project managed internal product and marketing releases to ensure milestones were achieved and plans were executed effectively for a successful rollout. This involved managing all project deliverables and timelines, using both Waterfall and Agile methodologies.Developed sales training content, including sell sheets to promote the key value proposition of PayPal products and services, and surface effective talking points/FAQ's to enable effective interactions with prospects and clients.

San Jose, Ca, Us

Served as the lead consultant for PayPal's Global Channel Partner segment which encompassed Indirect Sales, Account Executives, and Account Management. This involved introducing and managing strategic initiatives to drive new revenue, increase merchant velocity, and retain clients.Increased operational support effectiveness, efficiency, and engagement for customer-facing teammates supporting Channel Partners. This involved reducing inefficiencies in cross-functional processes and developing procedures for key operational workflows.Worked closely with PayPal's product organization to inform development and support delivery of product capabilities for Channel Partners. This involved creating go-to-market plans which encompassed communication, webinars, and training for partners. I was also the internal advocate for Channel Partners and helped articulate and prioritize feature enhancements, product issues, and operational concerns.Connected directly with Channel Partners through in-person summits and online meetings to gain insight into their PayPal integration and operational models. This resulted in providing recommendations to help them optimize their business with PayPal and developed requirements to deliver product enhancements and fixes.Managed relationships with multiple PayPal teams to instill the value of Channel Partners and develop and optimize interdepartmental processes and engagement practices for best-in-class servicing. Teams included Professional Services (Integration), Sales Operations, Marketing, Business Development, Product, Legal, Risk/Underwriting, and Pricing Operations.Developed best practices for maintaining accurate customer information in the Salesforce CRM to ensure opportunities and contact information were comprehensive and up-to-date.

San Jose, Ca, Us

Planned, designed, and implemented training curriculum for various departments (including Sales and Account Management) within PayPal’s North America Merchant Services organizationCreated an onboarding program for PayPal’s NA Merchant Services organization aimed at supporting the first leg of their journey into the company and the organization. This included facilitating in-person classroom training focused on developing the skills and competencies they need to be effective on their day out of training.Developed training assets and employed regular coaching to support ongoing skill development, building product knowledge, navigating internal tools and processes, and offering best-in-class customer supportPartner closely with business leaders and stakeholders to ensure alignment on department goals and strategize on support tactics to ensure successful results Implement KPI’s to support constant measurement of the effectiveness of training and enablement functions

San Jose, Ca, Us

Responsible for the development and execution of the strategic management plan for PayPal merchant accounts. Initially, my portfolio consisted of small-to-mid sized business and grew in my tenure to supporting channel partnerships and large enterprise customers.Identified opportunities within my portfolio to increase merchant's revenue potential through new product sales, retain their business, increase profitability, and help expand their business into new lines or territories through business consultation.Maintained a pipeline of opportunities for various types of activities (product sales, retention) and managed them through closure using the Salesforce CRM. Consistently met targets and was often the top performer on the team throughout my tenure in this position.Collaborate with functional groups such as Risk Operations, Pricing, Strategy, Integration, Sales, and Operations teams to execute on strategic account plans and address customer matters effectively and efficiently.Served as the single point-of-contact for merchants managed in my portfolio and gave them full access to me whenever they needed immediate support.

San Jose, Ca, Us

Responded to inbound inquiries from merchant customers via phone and email. Served as the single point of resolution for their issues and coordinated with other internal teams to ensure their matter was addressed effectively.Supported, troubleshot, and resolved PayPal Product issues for the customer as well as provide information regarding risk policies and practices.Developed and maintained cross functional proficiency within selected departments, including buyer product information and risk operations.

Omaha, Nebraska, Us

Provided supervision, coaching, and training to equipment operators (forklifts, pallet jacks) whose job it was to ensure company inventory was properly moved throughout the warehouse to support fulfillment of customer orders. Day-to-day activities included performance evaluations, enforcing safety protocols, managing staffing levels, employee recognition, and enhancing internal employee relations.Supported the rollout of engagement sessions based on Gallup Q12 model and Strengths Finder.Maintained a safe working environment by adhering to and enforcing OSHA regulations, PCI compliance, hazmat procedures, and other company safety policies.Created multiple reporting applications which assisted in performance measurement against individual and company benchmarks. Insights were delivered regularly as part of staff and one-on-one meetings to ensure team members and department leaders had clarity about how they were performing.Utilized key systems to manage inventory, staffing, and performance including IBM AS400, LucasWare Pick-to-Voice, KSA Goalpost, and W&H systems for wave planning/management.

Omaha, Nebraska, Us

Organized and facilitated orientations for new employees on a weekly basis.Created curriculum and provided training to warehouse employees on policies and procedures related to warehouse operations, safety and employee performance incentives.Coached, developed and counseled employees daily on standards and principles that maximize efficiency within warehouse operations.Conducted tours across Oriental Trading Company facilities for new employees and visitors.Assumed the role of back-up supervisor in various warehouse functions when needed including picking, packing, equipment operations, shipping, and issue management.

Provided web and graphic design services to businesses seeking an online presence.Post-site launch, offered support to monitor site health and support the addition of new controls and experiences.