Franklin Phan Email & Phone Number

California, United States

Remote

• Partnered with product managers on Business Productivity team to drive product roadmap. Performed comprehensive analyses to determine viability of new system features, strategized success metrics and KPIs, and oversaw.
• Developed data quality audit reports, identifying and resolving over 3,000 data discrepancies monthly. This significantly enhanced opportunity management and reporting for the LinkedIn Sales team.
• Conducted analyses on data quality for product managers, delivering actionable recommendations. For instance, identified a sales forecasting gap exceeding $1M due to financial field miscalculations in CRM, raised this.
• Created comprehensive documentation for a complex sales technology ecosystem used by the 200+ member Business Productivity team. This covered multi-system workflows, data streams, field validations, and usage.
• Attained expertise in opportunity data fields and functioned as the primary contact for data discrepancies, addressing Jira tickets and conducting thorough investigations into potential data issues.
• Conducted smoke testing and UAT in complex workflows across multiple sales and service systems to improve product quality prior to production deployment in order to secure successful releases.

Remote

• Acted as thought partner to Customer Technology leadership, leading project impact measurement and spearheading business process optimizations.
• Devised impact measurement strategies for Customer Technology team initiatives, including analyzing the impact of automating renewal quotes with incremental price increases in regards to time savings versus renewal.
• Designed reports and dashboards to analyze the impact of team’s initiatives on other functions, comparing historical KPIs to current state metrics across Customer Success, Support, Sales, and SDR teams.
• Led data management project end-to-end in order to standardize SFDC data request intake processes and subsequent data load process to ensure full visibility and control over data being loaded into SFDC.
• Mapped out business processes in Lucidchart to identify process gaps and system roadblocks as well as to support project requirements docs and project plans for SDR and Customer Success teams.
• Designed team work capacity data model with data from Monday.com project management tool to enable Optimization team managers to make data-driven decisions around headcount and project management.

Remote

• [HireVue acquired AllyO in October 2020]AllyO (Feb 2019 - October 2020, VC-backed recruiting automation startup, $64M funding)Brought on board to HireVue's marketing team during its acquisition of AllyO to oversee the.
• Coordinated the ongoing integration between AllyO and HireVue, and led the alignment of marketing metrics, processes, and analytics.
• Oversaw performance measurement strategies, delivering analytics reports and actionable insights into campaign performance.
• Assumed responsibility for all marketing automation workflows, updating customer journeys and performing mass data updates.

Palo Alto, California, United States

• Took charge of driving company growth by collaborating with Customer Success, Sales, and Marketing leadership to develop and revamp business processes and strategies amidst the challenging COVID-19 landscape.
• Constructed reports and dashboards to track conversion rates across marketing and sales pipelines, providing a more holistic view of business performance.
• Performed data deep dives to uncover key learnings, such as trends and irregularities, and presented findings to Growth team leadership on a weekly cadence.
• Led efforts to improve conversions rates through sales enablement and pipeline monitoring, contributing to 7% increase in conversion from scheduled call to Sales Qualified Lead and overall 4% increase from call.
• Analyzed marketing and sales systems to identify process gaps and strategized nurture sequences to address drop-offs in system processes and re-engage lost leads and opportunities.
• Implemented Salesforce Sales Cloud CRM and acted as Salesforce Admin, encompassing data migration, system setup, maintenance, and improvement.

Palo Alto, California, United States

• Collaborated with cross-functional teams throughout AllyO to streamline business processes, establish measurable success KPIs, and implement analytics and reporting to drive company strategies.
• Utilized Google Sheets to create internal repository, mimicking the Google Analytics Campaign URL Builder, to standardize marketing processes and consolidate channel performance analytics.
• Drove the execution of reports and dashboards to identify high and poor performing marketing channels, and provide appropriate recommendations based on key trends.
• Partnered with Customer Success leadership to overhaul KPI definitions, fix data pipelines, and enhance Tableau dashboards for improved visibility into customer health.
• Collaborated with Customer Success and Sales teams to optimize customer handoff process, from closed-won opportunity to customer onboarding, and created Customer Success team playbook, ensuring new customers are.
• Performed administrative CRM duties, carried out ad hoc analyses, and designed reports to assist Sales team in pipeline monitoring and forecasting.