Christopher San Nicolas Email & Phone Number

Benicia, Ca, Us

Santa Clara, Ca, Us

• Collaborated with clients and internal teams to analyze, design, and optimize business processes, driving operational excellence and supporting organizational growth.• Developed clear process diagrams and documentation to visualize current and future state processes, facilitating workshops with stakeholders to gather requirements and present improvement recommendations.

San Francisco, Ca, Us

• Manage and support the design and implementation of new billing and revenue recognition system and future state billing and revenue recognition processes in the context of the Quote to Cash program• Lead billing and revenue recognition processes design sessions by working closely with processes leads, project managers and system teams• Perform analysis of existing processes and provide strategic recommendations for operational improvement and path to execution• Lead project management activities such as building project plans, status reporting, raising risks and issues, stakeholder communication, etc.• Define detailed implementation plan including testing and post implementation support strategies• Establish strong relationships and coordinate with 3rd party vendors, system implementation partners and other external partners to support key initiatives • Lead system implementation, integration, testing, training and project management activities

San Francisco, Ca, Us

• Represent finance on 3 executive sponsored projects to enable sales and partner growth and back-office scalability. • Lead business discussions to confirm and document business requirements to create technical enhancements needed for processes to be updated and automated whenever possible. • Work with IT to develop technical solutions leveraging past experience in order to optimize utilization of Salesforce and Oracle. • Lead business users through User Acceptance Testing and provide end user impact analysis needed for training. • Collaborate with cross functional teams that engage in the quote to cash process including sales, support, legal and marketing. • Review the requirements and process designs of other executive sponsored projects to ensure they are effectively addressing their project’s objective and provide feedback and coaching to help optimize the potential solutions. • Assist in creating proposals for executive sponsored projects by determining appropriate scope and creating a long-term road map to request funding for annual planning process. • Create detailed documentation of processes including a data dictionary in order to ensure accuracy, optimize change management, and increase efficiency.

San Francisco, California, Us

• Promoted to direct business process improvement projects and initiatives across revenue operations impacting marketing, sales, and service delivery.• Develop and oversee global team of 125 personnel across compliance, configuration, project management, and merger & acquisitions (M&A)• Own Salesforce business processes regarding quotes, order processing, subscription management, customer invoicing, and service delivery procedures.• Report to Executive Vice President of Revenue Operations, coordinating process improvement strategies and roadmaps with Chief Financial Officer (CFO) and other key stakeholders.• Manage new business forecasting and partner with senior leaders in sales and financial planning & analysis (FP&A) during sales finalization processes to ensure accurate revenue reporting.• Address compliance issues and identify impacts of changing regulations to other departments; apply/adjust project management methodologies, such as Lean Six Sigma, to support process implementation.• Optimize existing robotic process automation techniques to drive efficiency and minimize technical issues.• Manage configuration team to ensure functionality of quoting tools and validation processes; monitor major tool and platform issues to implement innovative enhancements and meet key performance indicators (KPIs).• Collaborate with executive leadership teams across IT, finance, and marketing to design go-to-market strategies.Select Achievements• Helped launch new business entities in Spain, Italy, Brazil, India, and New Zealand by leading projects to conform to country-specific tax regulations and reflect local currencies in sales process.• Implemented hybrid consumption- and subscription-based selling model, integrating user information into core Salesforce systems to improve upselling techniques. • Built out company’s first dedicated billing team in 8/2020 to monitor international financial regulations.

San Francisco, California, Us

• Advanced to Director position to manage large-scale process improvement projects and programs while monitoring key business and financial regulations, such as Sarbanes-Oxley Act (SOX) standards.• Oversaw new global product approval and introduction processes in collaboration with marketing department.• Owned prioritization of incremental enhancement projects for key technical tools and automated processes; coordinated development and deployment of solutions with IT department.Select Achievements• Captured 95% automation rate for direct sales transactions by guiding design of robotic process automation tools.• Implemented new systems and adjusted existing processes to meet new Accounting Standards Codification (ASC) 606 as defined by the Financial Accounting Standards Board (FASB).

San Francisco, California, Us

• Promoted to manage accountability for Salesforce service delivery procedures, overseeing both manual and automated processes to develop delivery enhancements.• Audited existing automated processes and monitored evolving business requirements to adjust Salesforce processes accordingly and drive delivery innovation.

San Francisco, California, Us

• Transitioned to management position while retaining oversight of business analysis operations; inherited three personnel and grew team to eight by offering development and career advancement opportunities.• Provided critical production support to end users experiencing technical issues; designed innovative workarounds and solutions to technical problems to reduce errors.• Managed escalated issues and requests, collaborating with IT to fix bugs and create educational content for end users

San Francisco, California, Us

• Transferred to Revenue Operations department to manage major changes in Salesforce technology and processes, overseeing procedure documentation and future-state planning.• Supported product and marketing departments during new product introductions; guided go-to-market processes to drive revenue growth and penetrate global markets. • Directed training program and created training material regarding key process updates and regulatory changes.

San Francisco, California, Us

• Recruited to manage order processing and support overall sales organization; promoted to Order Management Lead in less than six months after ordering processing team split from sales department.