David Cody Email & Phone Number

Taking a several month sabbatical to recharge.

San Francisco, California, Us

Led a talented group of operations, analytics and systems team members to support revenue teammates to drive revenue growth at scale. Owned, maintained and continuously improved our lead, new business, expansion and renewal sales motions as well as our processes, systems, policies and planning to drive PandaDoc revenue generation. Key responsibilities include: Data and Analysis: Metric definition and alignment | Report and dashboard delivery | Pipeline and revenue forecasting | Business reviews (Q/M/WBR) | Advanced analysis and insights Strategy: Capacity and coverage modeling | Territory development and rollout | quoting policy | Compensation and SPIF planning | OKR development and trackingProcess: GTM team alignment | Functional RoE and policies | Process analysis and value stream mapping | GTM process optimizationPerformance Management: SLA and process adherence | Sales methodology frameworks | Attainment modeling and tracking Systems and Tools: Rollout, enablement, ownership | Performance and uptime | System integration and mapping | Strategic roadmap and budgetingLeadership and Team Building: Hiring, development, up-leveling | Vision and roadmap | Career pathing | Capability and gap assessment

Redwood City, Ca, Us

Led revenue, financial and systems operational teams to drive marketing, sales, expansion, renewal and quote-to-cash processes, systems and policies. Drove company-wide reporting, analysis and rhythm of the business motions for the company.• Scaled RevOps, FinOps, RevTech and Data teams from 4 to 15 over 18 months to support a 2x ARR growth and $50M Series C funding • Architected marketing, sales and CX funnel driving +100% attainment of new business, expansion and renewal revenue during tenure • Standardized financial operations for deal support and Q2C processes resulting in a 2x SLA improvement and 100% data integrity• Led BI function delivering a data warehouse and analytics platform in less than 6 months• Standardized metrics definitions and aligned global leaders to pipeline, revenue, churn and contraction metrics• Developed a rhythm of the business motion and led WBR, MBR and QBR content creation and coordination

San Francisco, California, Us

Responsible for transformational change, process improvements and cross-functional alignment across marketing, sales and CX to accelerate business growth and scale globally.• Drove GTM execution for new product adding $5M incremental ARR • Implemented new cross-sale motion increasing sales for add-on SKUs and adoption of Suite product increasing ASP by 12% • Developed lead qualification process to drive global standardization in SDR qualification process resulting in 10% increase in MQL to S1 • Led inbound SLA initiative ensuring all leads were contacted within 30-minutes an improvement by ~8 hours.

San Francisco, Ca, Us

Led operations and finance supporting 2x ARR growth, 50% improvement in gross margin and 3x FTE headcount increase resulting in an acquisition by Ziff Davis (Nasdaq: ZD).

M.B.A., Finance

Education record