Colton Perry (He/His/Him) Email and Phone Number
Colton Perry (He/His/Him) work email
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Colton Perry (He/His/Him) personal email
As a Senior Program Manager at AppFolio, Colton leads and contributes to cross-functional enterprise initiatives that transform business through technology adoption and process improvement. He is skilled in gathering business requirements, analyzing data, developing solutions, and leading teams to execute and drive results. He has successfully managed projects from opening the company's first international office, delivering new SaaS pricing and packaging, and establishing MBR, QBR, and OKR operating processes.Colton is an ambitious, self-motivated leader with a passion for helping companies tackle complex business problems. He has strong finance and analytical skills, as well as a background in sales operations, process improvement, and consulting. He has graduated with his MBA from Berkeley Haas School of Business. He is always looking for new challenges and opportunities to learn and grow.
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Senior Program Manager, Business OperationsWorkiva Feb 2024 - PresentAmes, Iowa, Us -
Senior Program Manager, Business OperationsAppfolio, Inc. Feb 2023 - Feb 2024Santa Barbara, California, Us -
Strategic Operations ManagerAirtable Sep 2021 - Dec 2022San Francisco, California, Us• Led expansion program to open our first international office, worked cross-functionally with HR, Finance, Accounting, SalesOps, and Legal to manage dependencies, deliverables, and communicate progress to leadership; opened office on time and in budget with 7 expats and 2 local hires• Oversaw program to deliver key business metrics to executive team by partnering with data analytics, data eng, and functional partners to design dashboards, met monthly with executives to inform company strategy• Collaborated with Equity team to streamline equity approval process, automated communication, and created centralized location to view process status, reduced average days to complete process from 20 to 16 days -
Manager Sales Operations, TransformationHerff Jones Apr 2020 - Sep 2021Indianapolis, Indiana, Us• Managed team of analysts building pipeline management tool, defining evaluation metrics and providing insights to executives on resource capacity, planning, and prioritization; reduced request turnaround time by 3 days • Led cross-functional effort with Sales, Finance, and IT by collaborating on process design and defining requirements to automate customer invoicing saving 80 resource hours a week• Built reporting process and mobile app to enable 200+ sales partners to report wins, losses, and revenue data across 5 products and 2 divisions, partnering with developers to determine technical and design tradeoffs• Executed Sales Ops leadership’s strategic initiatives, conducted root-cause analysis and analyzed data to digitally transform key business functions including automated contract setup and order error workflows• Evaluated lead generation process to determine automation and improvement opportunities, designed and deployed new process and application to identify over 3,000 new leads; reduced lead identification time by 80% -
Business Initiatives ConsultantWells Fargo Jun 2019 - Apr 2020San Francisco, California, Us• Designed Tableau dashboard with KPI’s at each process step for exit interviews to provide executive leadership actionable insights for improving the process; resulted in exit interview response rate increase of 5%• Collaborated cross-functionally with Org Effectiveness and Project Management to identify data points to standardize project and business group reports, project evaluations, and intake processes• Established project intake process and technology solution; provided streamlined submission experience and reduced bias in analysis through defined metrics• Supported planning and change management functions for multiple transformation projects -
Senior ConsultantPwc Jul 2018 - May 2019Gb• Led Pricing, CS, and Order Management using agile project methodology to implement ERP, pricing engine, and eCommerce, which facilitated $100M in monthly transactions, used by 2,000+ employees• Designed future-state of 31 business processes for Order Management, Customer Service, and Pricing workstreams and translated 300+ functional requirements into system configurations and customizations• Created customer onboarding and change management plan to bring 100+ B2B customers onto clients’ new e-commerce platform; resulting in 100% of customers onboarded on-time and no customer turnover• Leveraged customer service case data to design and recommend new case management system, successfully convincing client to implement; reduced average customer case time by 23%• Conducted voice of customer research to determine ordering and service pain points, analyzed information to inform eCommerce design and back-end system processes• Drove new process design for a global retailer’s order-to-cash workstream to enable technology transformation and reduce average order to billing time by over 20%• Created customer experience roadmap to win, retain, and gain customers; introduced customer loyalty tiers leading to increase of 20% in customer retention beyond 5 years -
Advisory Experienced AssociatePwc Jul 2016 - Jun 2018Gb• Conducted analysis of customer credit terms, credit limits, and upfront discounts to determine effect of changing credit limits on customer spending for clients 50 smallest customers, resulting in a $2M annual revenue increase• Performed project management activities, including expense reports, action item log, and risk & issue logs for a project team of over 30 people• Created architecture diagrams, project plan documents, test cases, database maps, budget reports, and mock-ups for 8 Model Inventory Risk forms -
Advisory AssociatePwc Aug 2015 - Jun 2016Gb -
Supply Chain InternOuterwall Jun 2014 - Aug 2014Us- Analyzed weekly past due PO’s and created a metric to automate the analysis using Vlookup, Countifs, Sumifs, Right, Len, and Or function’s.- Created excel spreadsheets that reduced survey data collection from one hour to one min.- Ran financial credit checks and analyzed suppliers in order to flag suppliers that may go out of business
Colton Perry (He/His/Him) Skills
Colton Perry (He/His/Him) Education Details
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University Of California, Berkeley, Haas School Of BusinessMaster Of Business Administration - Mba -
Uw Foster School Of BusinessFinance And Information Systems
Frequently Asked Questions about Colton Perry (He/His/Him)
What company does Colton Perry (He/His/Him) work for?
Colton Perry (He/His/Him) works for Workiva
What is Colton Perry (He/His/Him)'s role at the current company?
Colton Perry (He/His/Him)'s current role is Business Operations at Workiva | Berkeley Haas MBA.
What is Colton Perry (He/His/Him)'s email address?
Colton Perry (He/His/Him)'s email address is cp****@****nes.com
What schools did Colton Perry (He/His/Him) attend?
Colton Perry (He/His/Him) attended University Of California, Berkeley, Haas School Of Business, Uw Foster School Of Business.
What are some of Colton Perry (He/His/Him)'s interests?
Colton Perry (He/His/Him) has interest in Networking, Financial Consulting, Business Technology, Social Media, Fitness, Sports.
What skills is Colton Perry (He/His/Him) known for?
Colton Perry (He/His/Him) has skills like Microsoft Excel, Microsoft Dynamics Ax, Microsoft Office, Powerpoint, Information Systems, Microsoft Word, Analysis, Teamwork, Customer Service, Public Speaking, English, Finance.
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