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. Working across our multiple business units: RollWorks, AdRoll, and NextRoll Platform Services.• 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 ensure Sales goals were achieved.• 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 the most talented international startups that lack the privilege of insider connections and resources. • 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, InsightSquared, DocuSign, WebEx). Worked directly with the CFO on Business Intelligence needs. • 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.• Implemented Gainsight to aid in Customer Success team expansion by 4x, ensuring seamless integration with Salesforce.• Redesigned lead lifecycle process in Marketo and Salesforce, increasing MQLs by 30%. • Promoted governance (e.g. OWDs, Profiles, Role Hierarchy, Permission Sets) and cleaned and enforced data quality to maintain data integrity of our Salesforce instance.

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.• Established a relationship with, and helped close, our first international client.• Examined social media profiles as a member of our Analyst team.

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 through entrepreneurship. 2. To enable our best and brightest to create new opportunities for themselves and others. 3. To restore the culture of achievement to include value-creation, risk & reward, and the common good.I was a member of the 3rd class (2014) of Fellows. Through VFA I joined the Baltimore cohort of Fellows and began working at ZeroFOX.

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.• Tracked overtime payments weekly and monitored trends and/or anomalies to identify potential cost concerns. • 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