Cathy Lai Email & Phone Number

New York, Ny, Us

Johns Creek, Georgia, Us

New York, Ny, Us

Managing the overall strategic direction and execution on all aspects of deal support with 7 direct reports in multiple time zones on different continents. Ability to put a hard technical problem under a microscope without losing sight of the bigger picture and long term strategy as well as effectively prioritize the important and urgent.Fulfillment as a leader comes from celebrating the growth and success of my team members.

San Francisco, Ca, Us

Managing the Business Systems team of five direct reports.Building relationships with Enterprise Applications, Finance, Sales Operations, and other business partners.Successful large-scale project launches,-Refining requirements-organizing testing resources-managing after go-live project care-prioritizing project phase 2 enhancementsRunning day-to-day Operations for Revenue Operations-Troubleshooting Zuora, Oracle, Apttus, and provisioning integration issues-Refining system improvement process-Prioritizing system improvement requests biweekly

San Francisco, California, Us

Provide world class Revenue Operations support.Motivated 12 Sales Operations Specialists within EMEA and US, project managing smooth global launch and implementation of Configure, Price, and Quote system, streamlining revenue operations enterprise wide. Minimized bugs in quoting tool that analyzed 70% of all transactions, coordinating 10+ training sessions. Expanded cross-functional collaboration, troubleshooting inflight deals with sales team, delivering business summary to C-level leadership, and advising counterparts across 23 countries on 3 continents. Organized continuous improvement efforts enhancing quality of support and standardizing communications. Strengthened internal relationships breaking down organizational silos to maximize productivity.

San Francisco, California, Us

Manage Sales Operations team:o Business Leader and decision point for quoting system implementationo Plan and provide hyper-care during quoting system launcho Oversee creation and accuracy of all enablement training materials for new quoting toolo Manage worldwide Sales Operations; ensure Specialists provide, high level of Sales Support, transactiondetail accuracy, and audit of deal closure to Finance and Sales Strategy teamso Support $380M business; troubleshoot inflight deals with Sales team, provide business summary toExecutive leadership, and ensure uniformity across European business transactionso Develop and execute best practices to enhance quality and efficiency of Sales Ops support o Establish strong relationships with internal teams; Sales, Renewals, Collections, Deal Desk,Compensation, Revenue Recognition, Legal, Accounting, etc.

San Francisco, California, Us

Leading the Sales Operations team: o Plan, organize and coordinate training sessions for Sales Teamo Create and manage training materials for internal and external teamso Provide white-glove contract structure guidance for $20M+ transactionso Coach internal and external teams on Contract Structure and Revenue Operations policyo Review submitted contract and order forms for completeness, accuracy, andconformance to Salesforce.com Sales Order Acceptance policyo Process contracts and orders and ensure all documentation is in compliance withrevenue and company policy

Dhaka, Bd

o Processed trade transactions between Chinese and American firmso Sent and received time sensitive trade documentso Handled Client concerns and special needs

San Francisco, Ca, Us

o Gathered, prepared and distributed Asia Daily and Asia Weekly newsletters o Aided in research and analysis of banking data, financial legislation and variety of economic informationo Updated and maintained regional macro-economic, industrial and financial time-series database