Colton Perry (He/His/Him)

Colton Perry (He/His/Him) Email and Phone Number

Business Operations at Workiva | Berkeley Haas MBA @ Workiva
Colton Perry (He/His/Him)'s Location
San Francisco, California, United States, United States
Colton Perry (He/His/Him)'s Contact Details

Colton Perry (He/His/Him) work email

Colton Perry (He/His/Him) personal email

n/a
About Colton Perry (He/His/Him)

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.

Colton Perry (He/His/Him)'s Current Company Details
Workiva

Workiva

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Business Operations at Workiva | Berkeley Haas MBA
Colton Perry (He/His/Him) Work Experience Details
  • Workiva
    Senior Program Manager, Business Operations
    Workiva Feb 2024 - Present
    Ames, Iowa, Us
  • Appfolio, Inc.
    Senior Program Manager, Business Operations
    Appfolio, Inc. Feb 2023 - Feb 2024
    Santa Barbara, California, Us
  • Airtable
    Strategic Operations Manager
    Airtable Sep 2021 - Dec 2022
    San 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
  • Herff Jones
    Manager Sales Operations, Transformation
    Herff Jones Apr 2020 - Sep 2021
    Indianapolis, 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%
  • Wells Fargo
    Business Initiatives Consultant
    Wells Fargo Jun 2019 - Apr 2020
    San 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
  • Pwc
    Senior Consultant
    Pwc Jul 2018 - May 2019
    Gb
    • 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
  • Pwc
    Advisory Experienced Associate
    Pwc Jul 2016 - Jun 2018
    Gb
    • 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
  • Pwc
    Advisory Associate
    Pwc Aug 2015 - Jun 2016
    Gb
  • Outerwall
    Supply Chain Intern
    Outerwall Jun 2014 - Aug 2014
    Us
    - 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

Microsoft Excel Microsoft Dynamics Ax Microsoft Office Powerpoint Information Systems Microsoft Word Analysis Teamwork Customer Service Public Speaking English Finance Research Social Media Leadership

Colton Perry (He/His/Him) Education Details

  • University Of California, Berkeley, Haas School Of Business
    University Of California, Berkeley, Haas School Of Business
    Master Of Business Administration - Mba
  • Uw Foster School Of Business
    Uw Foster School Of Business
    Finance 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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