David Loo Email & Phone Number

Los Angeles, Ca, Us

Provide fractional Sales Ops guidance to PE backed companies ($5-$100M ARR). Engagements include all things Sales Strategy, including segmentation, identifying strategic growth levers, designing compensation plans, and determining appropriate system process and tooling improvements to drive efficiency.

Corona Del Mar, California, Us

• Lead all things Sales Strategy for $1B Valuation Healthcare SAAS company. Developed operating rhythm, team focus areas, and career pathing. Re-organized team to transition from reactive nature to proactive strategic advisors. • Overhauled commission plans to better align sales incentive with company performance, resulting in ~$1.5M in annual savings. Migrated commission process from disparate platforms into integrated 3P vendor which resulted in 45 days of time saved annually.• Reorganized Field & SDR territories based on market attractiveness. Evangelized and implemented new model, resulting in better SDR/Sales alignment and up to 10% increase in revenue due to improved lead flow in select markets. • Planned and executed 2 RIFs impacting 20% based on marketplace conditions, forecasts, and cash burn. Developed extensive sensitivity analyses that balanced performance with financial constraints for the Board. • Identified, organized, and executed a competitive go-to-market push related to an exit of a competitor. Worked cross-functionally to develop pitch, economics, and operational execution resulting in $2M+ in ARR, exceeding forecast by 20%.

Los Angeles, California, Us

• Lead Sales Strategy & Operations for $XXXM Valuation Series B / 90 person Fintech backed by Bessemer and Sequoia. • Crafted case studies to better articulate Papaya Pay value proposition. Standardized deal sizing templates, monetization and pitch decks. Improved go-to-market motion, resulting in 1K+ additional prospects and $100M+ in forecasted revenue. Evaluated opportunities in ancillary industries and sourced 3P lead generation partner to accelerate go-to-market motion.• Identified, sourced and managed 3P vendors to improve Sales team efficiency, resulting in 35% increase in outreach touchpoints. Managed sales tooling and data for 15K+ Partners. Migrated Sales team to Salesforce from disparate systems.• Drive weekly Sales Pipeline & Analytics meetings to improve understanding on QTD progress for executive team.

San Francisco, California, Us

Lead global programs to drive global Pinterest growth across all geographies/service-models. Example focus areas include:• Account Ownership/Segmentation – Drive global process to align advertisers with appropriate geographies/service models. Incorporate 1P / 3P data points to help improve our understanding of advertiser business trajectory. Align cross-functionally to resolve conflicts with a focus on driving global revenue.• Advertiser Health – Operationalize product improvements to drive best practices with our Advertisers. Define what “good” looks like to adapt to the changing digital marketing landscape. Advertisers who are “Healthy” result in +XX% in conversion visibility/roas.• Quarterly Processes – Lead regularly occurring quarterly processes, including Forecasting, Account Planning, and Opportunity planning for select initiatives. Manage overall Sales Calendar and cross-functional dependencies.

Ridgefield Park, Nj, Us

•Head Strategy & Operations for the Merchant Business Development team. Lead small team in end-to-end partnership development, including business case formulation, product development, go-to-market strategies, and post-launch optimization. •Work cross-functionally with Product, Design, Analytics, & Marketing to prioritize strategic initiatives with Fortune 50 partners. Negotiate internally & externally on scope and timelines. Resulting partnerships result in 3M+ in monthly engagements and millions of annual revenues.

Dallas, Tx, Us

• Provided early stage companies with debt solutions that enabled business growth• Analyzed Technology and Life Science companies for product scalability, future market potential, and investor stability.• Responsible for a variety of Portfolio Management activities, including: exploring new business opportunities, examining deals for credit risk, underwriting and presenting deals to internal executive committees.

Dallas, Tx, Us

Credit – Perform extensive credit analyses on a variety of middle market and commercial real estate companies for transactions ranging from $500K to $1B (average deal size $15M-$35M). Develop excel models to analyze data and support recommendations. Communication – Develop and underwrite packages utilized by senior management in their decision-making processes. Present findings to executive level committees.Provide ongoing monitoring and support for both existing portfolio and new prospects. Underwent extensive 5-week training program designed to enhance sales & analysis skills.

Washington D.C., Dc, Us

Economic Research - Researched various areas of China to ascertain potential for U.S. investment; analyzed national economic development plans to assess potential impact on select areas.Teamwork - Briefed Chinese colleagues on American firms through various presentations and reports. Participated in an assortment of trade meeting preparations, acted as a resource for research on firms, markets, economies, etc.Assisted with logistical planning for delegation that announced U.S. participation in Shanghai Expo.

Master Of Business Administration (M.B.A.), Focus On Sustainability

Bachelor Of Science, Finance