Business Intelligence Lead
**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