Brian Schwartz Email & Phone Number

New York, New York, US

San Francisco, CA, US

• Managed Global Marketing Operations & Sales Operations teams as part of the Revenue Operations leadership for both AdRoll and RollWorks business units.
• Created and maintained strong alignment in the Marketing to Sales handoff
• Partnered with RollWorks counterparts on shared initiatives across business units with common core tech stacks

San Francisco, CA, US

• When our Marketing Operations Manager left the company in early April, I stepped in and took over, in addition to my Sales Operations responsibilities, based on my previous experience managing a similar tech stack..
• Managing our multi-workspace Marketo instance as System Admin.
• Redesigning our LeanData routing flows to ensure the right prospects are reaching the right sales teams.
• Integrating our chatbot tool, Drift, to Marketo, to allow for greater flexibility and more accurate attribution reporting.
• Designing a new scoring model to update marketing qualification process.

San Francisco, CA, US

• Partnering with Sales leads in EMEA and APAC to ensure that the global perspective is heard and represented when making sales policy, tooling, and process decisions.
• Triage new RevOps tickets and cases to run the business on a day-to-day basis
• Building Einstein Analytics dashboards to enhance reporting capabilities and provide centralized reporting
• Rolling out CPQ during transition to SaaS business model from media centric focus
• Recommending record type relationships during Salesforce architecture redesign

South San Francisco, California, US

• Joined as first Sales Strategy & Operations hire in Dublin. Partnered with both New and Existing Business Sales Leads to drive the EMEA region forward. Coordinated across Systems, Finance, Deployment, and Marketing to.
• Utilized Amazon Redshift to write SQL queries to uncover data
• Analyzed sales data to surface insights and inform strategic decisions
• Partnered with Existing Business Leads to enhance reporting, revamp processes, deploy resources, and improve team efficiency
• Coordinated with Systems to enhance Salesforce instance via new fields, record types, layout improvements, and workflow rules

San Francisco, California

• Founders Embassy is the world's first accelerator designed for international entrepreneurs committed to making a positive impact on the world. Founders Embassy's mission is to democratize access to Silicon Valley for.
• Worked with Co-Founders to introduce first batch of international startups to San Francisco and Silicon Valley ecosystem.
• Documented and assisted in daily sessions with venture capitalists, industry, and domain experts with focus on international business.
• Networked and recruited for future batches, focusing on Southeast Asian connections.
• Led a team of 10+ volunteers to run the Borderless Summit.
• Managed the VIP & Speaker relationships throughout the Borderless Summit to ensure seamless experience.

Baltimore, MD, US

• Ran Sales Operations through day-to-day ownership of Salesforce as System Admin. Built out sales technology stack as Business Systems Manager for the sales processes (e.g. SteelBrick, RainKing, Outreach.io, LeanData.
• Designed Salesforce data schema, layout, and UX to scale from 10 to 70+ users.
• Wrote Validation and Workflow Rules to aid in business process design and increase efficiency via automation.
• Became data steward of single-point of truth by creating and maintaining reports and dashboards of key sales and marketing metrics.
• Architected marketing campaigns within Marketo as System Admin to establish market awareness, growing database from 15,000 to over 100,000 leads.
• Evaluated and implemented new sales enablement technologies to find increased efficiencies.

Baltimore, MD, US

• Maintained Salesforce instance as System Admin.
• Rebuilt our Marketo instance as System Admin.
• Improved integration of Marketo and Salesforce.
• Created and maintained reports and dashboards of key sales metrics.
• Called on and prospected leads as first Federal Sales Rep.
• Represented ZeroFOX at industry events.

Detroit, Michigan, US

Venture For America is a selective (18% acceptance) two-year entrepreneurship fellowship that serves to create economic opportunity in American cities. VFA Fellows complete intensive training and commit to spending two years working at a high-growth company in an emerging startup ecosystem.VFA's mission is: 1. To revitalize American cities and communities.

New York, New York, US

• Collaborated with small scrum teams as part of the Bluewolf Beyond consulting group.
• Configured and tested functionality of Salesforce.com solutions to ensure quality and uncover flaws.
• Executed data cleansing and data migration projects for clients to improve validity and usefulness of databases.
• Created tip sheet documentation to increase end-user adoption and confirm implementation success.
• Utilized the Agile Methodology to continually iterate and deliver successful projects.
• Obtained certification as Salesforce.com Admin within two months.

Thousand Oaks, CA, US

• Responsible for financial details of the Manufacturing Services Agreement (MSA) signed with Pfizer at the time of the site purchase, acting as liaison with Pfizer contacts on contracted manufacturing progress.
• Forecasted, tracked, and analyzed Pfizer vial production at the Amgen Dún Laoghaire site to maintain partnership.
• Prepared metrics data and presentation materials based on variance between actuals and plan to detect risks early.
• Tracked overtime payments weekly and monitored trends and/or anomalies to identify potential cost concerns.
• Assisted with headcount and payroll for full time and contingent workers.
• Provided general finance support and completed ad hoc projects as necessary.

• Contacted and informed voters in the district about the upcoming primary and general election.
• Aided the campaign effort at various events including parades and meet and greets.
• Developed lists of potential campaign donors using internal voter software.
• Created marketing and promotional materials to be dispersed in a district of 137,000+ members.
• Contributed towards a successful bid for a Washington State Senate seat.

Windsor, Connecticut, US

• Maintained individual queue of connections as a liaison between internal consultants and third party custodians and prime brokers.
• Utilized investment management software to setup clients for transfer of SOD position, EOD transaction, and Intra Day trade files.
• Used SQL, XML, and XSLT style sheet parameters to custom-tailor interface characteristics based on client preference.
• Supported clients trading across US, European, and Asian markets with asset classes ranging from vanilla equities to complex credit derivatives.
• Completed client upgrade checks and backups and aided other team members in the process.
• Processed cancellations and trained other team members on correct procedure.

Herzogenaurach, Bavaria, DE

• Increased sales of athletic apparel and shoes significantly by using suggestive-selling.
• Simultaneously ran the fitting rooms, handled customers’ questions about products, and restocked necessary items on the floor.
• Assisted team with store closing by updating presentation materials and store layout, and ensuring that store and stock room were neat and orderly.

Spokane, WA, US

Master Of Business Administration - Mba

Data Analytics

Mba Spring Immersion Program

Bachelor'S Degree, International Business (Finance Concentration)

Bachelor Of Arts (B.A.), Global Business

Diploma