David Sousa Email & Phone Number

California, United States

IE

I provide Customer Success design and optimization services for SaaS clients nationwide. Services include utilizing the customer's tech stack to drive scaled motions, integration with Go-To-Market strategies, retention analytics, and post-sales/CX integrations. I have worked projects both independently and in coordination with leading consulting firms such.

Santa Clara, California, US

• Lead the technical operations for the global Customer Success team.
• Collaborated with CX leadership to guide, scope, implement, and train CX team on process improvements such as NPS, CSAT, engagement, customer health metrics, and risk/churn.
• Upgraded CX reporting and dashboards for CSMs and management to provide greater visibility into CX activity
• Spearheaded automated reporting to corporate stakeholders via design of metrics and data flow to external systems

Santa Clara, California, US

• Reporting to the Chief Customer Officer, and a member of the CSG’s executive management team responsible for the strategic direction of post sales (Professional Services, Support, Customer Success, Partner Programs).
• Development and management of the Group’s data strategy, reporting, and analytics.
• Ownership of the CSG’s tooling (Enablement, Knowledge Base, Content Creation, PS, Support, CX functions), including vendor selection, implementation, and maintenance.
• Full-cycle ownership of post-sales process and programs.
• Liaison to Corporate Finance on budget management.

Roseland, New Jersey, US

• ADP is a worldwide market leader in HRIS systems and services
• Lead technical operations manager for ADP's National Accounts business unit. Consistently identifying data and operational gaps in our Client Success tool (Gainsight), and providing support for over 1,000 users.
• Responsible for data management, client retention reporting, and portfolio analytics for ADP’s $2B+ National Accounts and Multinational Currency Business Units.
• Created standard monthly financial reporting packages for executive management.
• Managed the revenue loss forecasts for the fiscal year, and variances to loss plans.
• Providing on-demand analytics regarding client health and risk, portfolio performance, competitive landscapes, contract renewals, and platform migrations.

San Francisco, California, US

• AdRoll is a leading digital performance marketing platform with over 25,000 clients worldwide.
• Responsible for the operational, financial, and staff management of the global contracts-to-cash process.
• Managing the customer contract negotiations and approval of special terms while maintaining a 48-hour SLA turnaround time.
• Created and implemented an automated dunning process to increase customer contact goal from 70% to 95%.
• Developed a multicurrency cash forecasting model for global inbound cash, with a tolerance of 5%.
• Continually driving new analysis and metrics behind customer performance and recommending business process changes and customer service offerings regarding same.

Austin, TX, US

• NetSuite Inc. is the industry's leading provider of cloud-based financials / Enterprise Resource Planning (ERP) and omnichannel commerce software suites. Oracle is acquiring the company.Directed the operational.
• Created an automated, sustainable model that reduced the cash forecasting variance from 12% to 2%.
• Directed and implemented scalable processes during a period of continual, rapid (50% YoY AR) growth.
• Managed the monthly executive metric and reporting package for the global Finance Shared Services organization.
• Collaborated with Sales, FP&A, Legal, and Professional Services to determine and mitigate the revenue impact of at-risk accounts, resulting in collecting 50% more cash annually.
• Integrated all Credit & Collections activities and customer data migration for five acquisitions.

Tiburon, CA, US

• Tiburon provides dispatch, mobility, records, and correction management systems that serve federal, regional, and metropolitan law enforcement, fire and rescue, and corrections agencies.Managed revenue recognition and.
• Developed and directed the company’s revenue recognition, COGS, cost allocation, and commission models allowing C-level to effectively manage P&L.
• Led development of company-wide budget and monthly reporting packages, allowing executive management to control spend for the first time.
• Created and delivered Tiburon’s monthly financial reporting packages and budgets to executive management and board of directors.
• Partnered with Consulting Operations and R&D to create labor utilization reporting tools, allowing project managers to control their margins and resource deployment.
• Led implementation of ERP where earlier efforts had been unsuccessful.

• MDL Information Systems offers scientific information management software, chemical information databases, and related services to the pharma, biotech, agrochemical, and chemical industries. Consultant on fixed-term.
• Managed project supporting MDL in the sale of the MDL Information Systems business line to Symyx Technologies, allowing sale to close with current terms.
• Managed the divestiture model for interim reporting periods and SEC financial statements, meeting all regulatory requirements.
• Drafted SEC financial statements and disclosure schedules for audit review and 8-K reporting.
• Created, tested, and managed R&D capitalization models for FAS-86 compliance.

Dublin, CA, US

• The company is a database vendor with products that focus on talent acquisition, performance management, learning and development, and compensation management. Provided analytical support and financial tools to all.
• Prepared annual and quarterly operating budget forecasts and variance analysis.
• Maintained global headcount budgets and forecasts, including variable compensation and benefit models, resulting in greater efficient allocation of headcount.
• Mined Salesforce data to effectively manage revenue forecasts by product type and region.
• Supported accounting team and auditors with month/quarter end close, including reconciliations, testing, financial statement reporting, and SEC document narratives.
• Tested and validated data during ERP implementation.

Austin, Texas, US

• Oracle provides products and services that address all aspects of corporate information technology (IT) environments.
• Promoted to direct the operational and financial management of Oracle’s Global Partner Alliances, allowing company to better track and manage multimillion dollar campaign spend.
• Conducted budget analysis and managed business operations for the Alliance Program.
• Managed the operating and marketing plan forecast process for Global Operations.
• Analyzed and reported financial results and program metrics to C-level.
• Served as the primary liaison and go-to person between Alliances, Channels and Finance.

• Managed all departmental reporting and analytics, global credit, and $150M+ in North American A/R collections, allowing for increased cash collections and forecasting accuracy.
• Ensured SOX compliance.
• Created and delivered all of the cash forecasts/targets, financial analysis, and reporting for North American cash collections and A/R aging to executive management.
• Developed the company credit guidelines and performed credit risk analysis on all audit-scope license sales.
• Slashed cash forecast tolerance to <5%.
• Reduced DSO by 15+ days by implementing new collection timelines and review processes.

Sunnyvale, CA, US

• Blue Coat Systems, Inc., is a leading provider of advanced web security solutions for global enterprises and governments, protecting 15,000 organizations including over 70 percent of the global Fortune 500.Provided.
• Performed gross margin analysis for new deals.
• Provided financial input during contract negotiations.
• Developed and managed commission models for the global sales team.
• Prioritized quarter-end risk builds for manufacturing in order to maximize revenue.

Lucent was an American multinational telecommunications equipment company that acquired Ascend Communications. Structured and managed the vendor financing (working capital, equity, and term loans) portfolio for emerging ISPs and next-generation carriers worldwide.

ZA

Provided debt financing to venture-backed technology companies.

Provided banking services to venture-backed technology companies.