• KPIs & Revenue Metrics: Collaborate with FP&A to provide revenue KPIs and metrics for the board, investors, and banks, including for two fund-raising rounds and four acquisitions• Pipeline & Forecast Management: Highlighted weekly pipeline changes, including opportunities created and stage and value changes to forecast quarterly bookings• Process Optimization: Migrated ARR reporting from Excel worksheets to Discern software, reducing the process timeframe from one week to one day through the integration of Salesforce opportunities, contracts and subscriptions• Incentive Compensation: Oversaw the transition of monthly commission calculations from Excel to CaptivateIQ for six types of compensation plans, reducing the entire process from 39 to 8 days (79% faster); Improved the accuracy of the estimated accrued commission amount from 91% to 98% per quarter• CRM: Oversaw the implementation from Zuora Billing to Salesforce CPQ and NetSuite Billing by migrating subscriptions, developing processes and approval workflows and training sales team on how to create contracts

Elected Board Director trying to balance the shareholders' interests alongside the coop’s finances, bylaws and rules in a fair, consistent manner.

Video marketing technology company that enables brands to customize their advertising to individuals. First Sales Operations hire, who developed a Sales and Operations dashboard to monitor trends in revenue, retention, sales ROI, media costs and account margins. Reviewed NDAs and sales contracts to confirm that the company was complying to agreed-upon terms and conditions.

Apex for Youth delivers possibility to children from underserved Asian communities in New York City. We recruit professionals to volunteer to be positive role models for these youth. Through mentoring, education, and athletic programs, our volunteers guide and inspire our youth to overcome the many challenges they face. In our 20 years, thousands of volunteers have served thousands of youth, many returning to volunteer themselves.

Digital marketing technology company, enabling marketers to plan, execute and optimize marketing programs at scale. Built a global team to support a $311MM sales business and 70+ sales/account representatives. Implemented a global client onboarding process to track milestones and SLAs in Salesforce. Managed the rollout of two new quarterly commission plans, ensuring payouts would not exceed 7% of quarterly revenues. Established a 30-60 day training curriculum for new hires and ensured all covered documentation and resources were accessible to everyone.

Publicly traded online global media company that publishes travel, entertainment and local deals for 30MM subscribers. Joined as 30th employee building the Product Marketing and Sales Operations roles, and led a four-person team to support a $100MM+ business and 40 sales people in North America. Revenue grew from $3.7MM in Q1 2003 to $30.2MM in Q2 2013. Approved and negotiated sales contracts up to $1MM and client incentives in-line with the firm’s business strategy of balancing quality content with paid advertising. Automated the insertion order process from approval to invoicing in compliance with Sarbanes-Oxley. Led the development of a media delivery tool that tracked delivered media against contracted placements, migrating the process from Excel to a web-based system, reducing the process from hours to minutes. Received 2005 Travelzoo Ethical Leadership Award.

Product Marketing: Created and customized over 800 marketing presentations and collateral pieces for press kits, clients, investors, conferences and seminars. Process Creation: Transformed the presentation process from an inconsistent, patchwork sales function to a centralized, turnkey and more professional process within the first 2 months at the firm. Event Marketing: Organized 27 U.S. hotel seminars, which resulted in 700 attendees and $750,000+ in sales.

Communicated product developments and enhancements, resolved client-related and operational issues and counseled Advisors on recordkeeping, regulation, participant education and fund offerings.

Account Management: Managed high-net worth clients whose portfolio values were up to $5MM, discussing account performance relative to market and investment strategies, executing trades and transferring assets.