Designed and maintained the Marketplace revenue forecasting model for GoTu’s executive leadership and board, enabling key decisions on customer segmentation and territory restructuring. Developed revenue forecasting models for Sales Accounting Executives and Recruiting Services, improving sales strategies. Conducted ROI analysis and authored a Total Addressable Market (TAM) analysis, while maintaining KPI and revenue dashboards for sales managers. Supported the CFO with data analysis for financial planning, budgeting, and strategic decision-making, collaborating with investors and key stakeholders.

Led a team of 4-6 Regional Account Managers, achieving a 95% success rate in meeting revenue goals through individualized coaching. Contributed to the 2023-2024 Sales Compensation plan with data-driven insights on territory growth and revenue projections. Spearheaded new hire training on sales methodology, and partnered with BI and the VP of Sales to set revenue goals and implement sales technology tools like Gong.io and Salesforce, driving a data-focused sales strategy.

Led the growth of the company’s largest territory, achieving 4x revenue growth in two quarters by developing a new strategy that empowered clients to adopt self-service practices. Trained and mentored sales team members on territory growth and portfolio management, while collaborating with BI and Sales leadership to set revenue goals and allocate territories based on growth projections.

Managed a portfolio of 60-80 SMB to Enterprise-level client accounts, consistently achieving a $100K quarterly sales quota. Delivered tailored sales demos to national clients, maintained accurate Salesforce documentation, and trained team members to create and close sales opportunities, contributing to year-over-year revenue growth.

Conducted internal audits to ensure regulatory compliance, evaluated internal controls and risk management processes, and presented audit findings with recommendations for operational efficiency to senior management. Monitored the implementation of corrective actions.

Developed and implemented compliance programs for Title 31 anti-money laundering regulations, conducted regular audits to ensure adherence to FinCEN requirements, and provided staff training on compliance and best practices.

Collaborated with the Department of Agriculture and FDA to manage international import/export operations for Norwegian Cruise Line, ensuring compliance through accurate reporting and clear communication. Built strong cross-departmental relationships and consistently delivered results independently.