Carolyn Mcbride Email & Phone Number

Houston, Texas, Us

Manage the full customer life cycle from sales forecasting to lead generation, conversion, and retention, while optimizing the go-to-market (GTM) approach. Craft and refine sales and marketing processes to operationalize company objectives. Analyze weekly reports to create strategies to boost revenue growth and provide critical support to marketing and revenue teams through process optimization, data analysis, and tech stack administration.Major Accomplishments:• Established the Revenue Operations department by defining cross-functional processes, institutionalizing standard operating procedures, and advocating RevOps participation across all customer journey initiatives.• Implemented a new Salesforce instance and configured all related integrations to HubSpot, Gong, Discern and other 3rd party applications.• Facilitated a cross-functional team CPQ process workshop, and project managed the execution of multiple system and process deliverables.

Hanover, Maryland, Us

Facilitated the transformation of business processes into the Salesforce Service Cloud platform by working cross-functionally to create a backlog of features using Agile/SCRUM methodology. Identified gaps in current and desired end states processes, document requirements and lend technology expertise in roadmap planning.

Owned the customer life-cycle journey by establishing the Revenue Operations department by implementing and preserving process and application best practices. Established and ran department interlocks at all levels to ensure priority alignment and resource allocation across the value stream. Managed Sales Operations resources to ensure process adherence and good deal hygiene. Primary administrator to Salesforce, Zuora, and other ancillary tools.Major Accomplishments:• Increased the average deal MRR by 11% and reduced finance quote rejections by 93% through designing and configuring a Salesforce quote approval process to ensure accountability and compliance.• Redesigned the Salesforce [Opportunity -> Go Live] processes to drive automation and forecast visibility into the health of the business through custom built reports and dashboards. • Facilitated process workshop sessions to document level 3 client onboarding processes across multiple platform technologies from acquired companies.

San Jose, California, Us

Lead analyst for Sales cloud, providing day-to-day support, declarative configuration, and coordinating with developers on delivering custom code functionality. Served as the Business Process Team Lead for the Quote-to-Order value stream, managing SCRUM ceremonies as a hybrid Product Owner/SCRUM Master.Major Accomplishments:• Lead analyst for the Coriant/Infinera Salesforce integration which included coordinating the cross-functional team, consolidating processes, implementing new functionality, and training 400 globally dispersed users.

San Jose, California, Us

Primary point of contact for the Salesforce Sales cloud program, coordinating roadmap efforts with day-to-day support. Liaise between the business and IT to identify priorities and drive improvements. Handle all training efforts for existing functionality and new initiatives using multiple delivery methods and materials.Major Accomplishments:• Created the Lightning transition plan and implemented a multi-layered Salesforce Einstein Analytics dashboard used for weekly operation reviews and trend analysis.

Boulder, Co, Us

Provided day-to-day administration of the Salesforce instance through configuration changes, end user support and training. Collaborated with other team members to deliver significant process changes and new features such as Lightning, Salesforce Inbox, and Google Suite and Zuora CPQ integrations. Major Accomplishments:• Designed and executed the transition to Lightning through all stages of the project lifecycle including performing configuration changes, implementing change management practices, and delivering training and documentation.

Boulder, Colorado, Us

Served as Spectralink's steward for the Salesforce ecosystem. Managed the program's roadmap by identifying initiatives that aligned with the organization's strategy, with an emphasis on eliminating technical debt and leveraging native functionality. Led the program's initiatives from requirements gathering, managing deliverables and implementing functionality through configuration, and coordinated development efforts with offshore resources. Major Accomplishments:• Redesigned and reconfigured the BMX Express CPQ implementation, deployed Salesforce Einstein Analytics (formerly known as Wave), rolled out Collaborative Forecasting, and supported the Pardot implementation. • Established the Center of Excellence governing body to align resources to priorities and implemented change management best practices to support optimal adoption.

Broomfield, Colorado, Us

Led a geographically dispersed team of solution analysts that provided analytical and administrative support for the global Salesforce platform, related third-party applications, and custom quoting engine. Team responsibilities included business requirements gathering, user story writing and management, testing, and release communications. Coached team members for optimal performance by nurturing individual strengths through personal goal setting and facilitating training to support functional business areas. Major Accomplishments:• Launched a two-tiered governance program to streamline and prioritize all front-office ecosystem requests based on business justification, key performance indicators, and expected benefit. • Repaired fractured business stakeholder and intra-team relationships that stemmed from culture differences introduced with the Time Warner telecommunications acquisition.

Fargo, Nd, Us

Designed, configured, and implemented solutions using Salesforce and Marketing Automation technologies to improve CRM, marketing, and sales processes. Facilitated deep discovery analysis to identify effective technology and process solutions and served as the voice of the client to all project stakeholders through delivery.Major Accomplishments:• Designed solutions and configured multiple Salesforce transformation projects around Salesforce org consolidation, process transformation, and custom object solutions to meet the needs unique to each client. • Implemented new Marketo instances and optimized existing applications including Workspace/Partition management, international campaign and lead management, scoring models and Salesforce integration.• Introduced SCRUM Product Owner methodologies into Sundog’s existing Business Analyst infrastructure to include effective user story writing and management, iteration concepts, and role responsibilities.

Broomfield, Colorado, Us

Managed the Salesforce program to deliver functionality that shortened process cycle times and improved win rates. Strengthened ecosystem engagement and streamlined sales centric day-to-day activities for all business units in North America and EMEA regions. Lead the project team’s initiatives that aligned with customer focused value-stream objectives. Delivered visionary, strategic, and measurable incremental change within the program to drive positive, fundamental cultural shifts within the corporate environment.

Broomfield, Colorado, Us

Provisional Chief of Staff for Southeast region Sales VP charged with optimizing sales performance through system, process, and foundational training. Identified causes of discrepancies between actual and desired performance of individuals, teams, and regions, and implemented recommended solutions. Coordinated and facilitated classroom and virtual training incorporating adult learning principles to support the successful launch of new products, system enhancements, and process changes.

Broomfield, Colorado, Us

Architected and implemented significant process improvements using Lean Kaizen methodology to the Sales organization resulting in increased revenue and sales activity. Guided and directed business leadership on Business Process Management best practices to devise and execute continuous process improvement ensuring strategic business alignment based on corporate objectives. Successfully managed partner and stakeholder relationships that enabled strong collaboration between teams and all levels of business personnel.

Broomfield, Colorado, Us

Instituted, coached, and developed a high performance team which rendered tier-1 support for Sales related process/education/training issues through Remedy’s ticketing console. Provided control on business rules, and application enhancement, identifying system integration errors and defects. Executed administrative activities, including user and licensing management, policy development, and governance processes.