**Acquired by Trilogy (Zax Capital) in September 2024.• Reported to the CEO and partnered with heads of Product, Sales, Marketing, Client Services, Engineering, and Finance to identify business opportunities and to drive operational efficiency.• Integrated an ecosystem of 15 SaaS data platforms into a unified operational framework and data repository; built reporting, alerts, and dashboards around this data and explored it to uncover strategic and operational insights for the… Show more **Acquired by Trilogy (Zax Capital) in September 2024.• Reported to the CEO and partnered with heads of Product, Sales, Marketing, Client Services, Engineering, and Finance to identify business opportunities and to drive operational efficiency.• Integrated an ecosystem of 15 SaaS data platforms into a unified operational framework and data repository; built reporting, alerts, and dashboards around this data and explored it to uncover strategic and operational insights for the business.• Modeled revenue data in Salesforce for point-and-click integration with Contently’s FP&A model.• Established a system of quality control alerts and trigger-based reporting on key datasets to help maintain a clean and reliable source of truth about revenue operations.• Set up real-time automated renewal rate dashboard to inform weekly forecasting calls.• Promoted a culture of data literacy and sound decision-making with the use of data.• Led strategic data analysis for the business: Quantified lack of traction for outbound sales efforts, which allowed management to shift focus and investment toward the inbound lead strategy.• Conducted a lifetime cohort analysis on most retained customer profiles to identify which markets to pursue to optimize for retention and long-term recurring revenue.• Mapped out Lead-to-Cash operational flow and developed an automated process across Salesforce, RingLead, and ZoomInfo. Used this data flow to identify weak points in the lead conversion funnel. Show less

After spending 8 years building a startup that was acquired by Accenture, I took a 2-year sabbatical to recharge and focus on passion projects. I made self-driven investments and explored technology in the blockchain space. I also piloted an entrepreneurial project to help people suffering from chronic back pain, with several successful clients.

After Adaptly was acquired by Accenture, I transitioned Adaptly's client relationship management (CRM) and business intelligence solutions to the Accenture organization. Advised managing directors on questions about data operations, data sources, financial reporting, and systems integration.

**Acquired by Accenture in 2018.Adaptly is changing the way brands increase engagement on social networks by helping them harness the unique value of each social network. It offers one consolidated platform to complete a social media ad buy across multiple social networks including Facebook, Twitter, Pinterest, Instagram, and Snapchat.I was the 2nd employee at the company, which employed over 150 people with 4 offices globally by the time of acquisition by Accenture in 2018. Our… Show more **Acquired by Accenture in 2018.Adaptly is changing the way brands increase engagement on social networks by helping them harness the unique value of each social network. It offers one consolidated platform to complete a social media ad buy across multiple social networks including Facebook, Twitter, Pinterest, Instagram, and Snapchat.I was the 2nd employee at the company, which employed over 150 people with 4 offices globally by the time of acquisition by Accenture in 2018. Our clients included Fortune 500 companies across a broad range of industries from CPG to Automotive.===As Senior Director of Business Operations & Data Products, I spearheaded the selection and implementation of modern business intelligence technology to turn a mess of SQL queries built around narrow reporting use cases into a real-time business data resource, usable directly by internal users as well as clients.• Recommended the architectural approach and component technologies that the data engineering team helped implement.• Developed an organizational roadmap for improving internal data access capabilities, instilling a data-driven culture, and promoting baseline data literacy across the organization.• Worked across several teams to establish a data integration between CRM and ad performance data sets, which formed the basis for strategic segmentation reporting on raw ad performance data in a globally referenced KPI dashboard powered by Snowflake, Fivetran, and Looker.• Led an org-wide transition to a more granular Salesforce data architecture to facilitate ad campaign-level revenue pacing reports that leveraged data from multiple data domains. This higher resolution data model underpinned the latest ad management product used by the media operations team to traffic and optimize media placements for clients. Show less

In this role I configured and administered the company Salesforce CRM instance from scratch with self-taught skills.• Took Salesforce from being a new tool with haphazard usage to having 100% adoption across the company. The CRM served as the backbone of the company’s core revenue forecasting capabilities and supported critical billing operations.• Improved forecast accuracy and mid-month forecast visibility by processing and rolling up raw data into a real-time resource that… Show more In this role I configured and administered the company Salesforce CRM instance from scratch with self-taught skills.• Took Salesforce from being a new tool with haphazard usage to having 100% adoption across the company. The CRM served as the backbone of the company’s core revenue forecasting capabilities and supported critical billing operations.• Improved forecast accuracy and mid-month forecast visibility by processing and rolling up raw data into a real-time resource that consistently predicted end-of-month revenue to within 5% of actual billings.• Sought out and established an automatic contract generation tool; reduced a frequently-occurring manual process requiring 10-15 minutes of redundant (and error prone) data entry to a process requiring only a few clicks and taking under a minute to execute. Saved the company thousands of hours over the lifetime of the solution.• Identified communication issues between engineering/product and account management teams within the company and rolled out Slack to the entire company before it was the norm. This streamlined communications and improved cultural cohesion across the business globally. Show less

Bootstrapping the operations side of the business, I recruited, trained, and managed Adaptly’s then largest team of 12 account managers, who nurtured all post-sale client relationships and trafficked all advertisements that ran through the company’s proprietary media buying platform.• Communicated directly with key clients to gather execution requirements and to ensure satisfaction with the company’s services.• Served as a key technical partner, product expert, and operations lead… Show more Bootstrapping the operations side of the business, I recruited, trained, and managed Adaptly’s then largest team of 12 account managers, who nurtured all post-sale client relationships and trafficked all advertisements that ran through the company’s proprietary media buying platform.• Communicated directly with key clients to gather execution requirements and to ensure satisfaction with the company’s services.• Served as a key technical partner, product expert, and operations lead on important business development partnerships that resulted in millions of dollars in revenue.• Established critical operational procedures for the company such as the media launch-preparation processes, which continued to exist at the core of Adaptly’s digital ad delivery operations activity up until acquisition of the company. Show less

I verified case citations in legal briefs on exacting deadlines for 15 attorneys for 21 concurrently active cases.• Supported trial team with document preparation throughout In re Vivendi trial that secured a favorable $9 billion verdict.