Iris Hsu Email & Phone Number

Los Angeles, California, United States

Los Angeles, California, United States

• Deal strategy & discount guidance on deals, covering various sales segments including commercial, strategic/named, SLED, and standard and non-standard renewals.
• Drives renewals-based projects to uplift base customers and minimize churn. Implemented a short-term amendment approval rule within Salesforce to capture $1 million potential uplift in early renewals.
• Implemented bookings policies around sales credit and churn mitigation.
• Supported Auth0 renewals team single-handedly during Salesforce migration for period of six months, working out of two separate Salesforce instances.
• Lead Deal Strategy efforts for CIS <> CIC migration program. Created a playbook for dual licensing and migration deal structuring. Lead enablement efforts for the introduction of our consolidated Customer Identity sku.
• Created a centralized Renewals Deal Strategy Playbook which provides guidance on pricing, renewing legacy skus, subscription consolidations, etc.

San Francisco Bay Area

San Francisco, California

• Reviewed Order Forms for accuracy and completeness including request/produce missing information (including review for completed Order, Purchase Orders, reseller agreements and more) as needed to ensure orders are.
• Ran and owned a monthly analysis tracking deal rejections in Salesforce, building dashboards and providing key performance indicators for sales and finance management.
• Interfaced closely with deal desk, legal, and revenue accounting as needed. Provides consistent high-touch support for our international sales teams across North America, EMEA, and APAC.
• Ensures opportunities are accurately entered and properly booked in Salesforce.
• Interfaced with Deal Desk, Finance and Legal for ad-hoc requests and projects (i.e revenue recognition)
• Managed and implemented Okta for Good program and validation process through Techsoup.

Mountain View, CA

• Developed and automated process, workflow and system improvement projects within Salesforce such as order-to-cash, credit checks, billing and renewals, and discount policy implementation.
• Spearheaded all operational projects while collaborating cross-functionally across different departments in preparation for new product launches.
• Built dashboards and reports on metrics steering the lead gen and sales organization, including lead generation, sales forecasting reports, and sales pipelines.
• Managed active territories among all sales development reps and inside sales reps.
• Analyzed and ran reports on existing customer base to determine potential business growth and close more sales.
• Conducted reviews on monthly and quarterly sales compensation programs.

Redwood City, CA

• Initiated a product change to update current password requirements, ensuring LeapFILE's password policy stays compliant with customers' security requirements.
• Project-managed and launched new LeapFILE website as a product rebranding initiative, working closely with Marketing on building mock-ups and managing creative agencies within timelines and budget.
• Served as the leading account manager for LeapFILE, maintaining high-touch relationships and managing all product and company communications to the customer base:
• Coordinated multiple technical projects with Operations and Support to meet customer needs, including merging 4,000 employees with zero user disruption onto LeapFILE for a major accounting firm.
• On-boarded, engaged, and drove in-depth sales cycles with companies from diverse industries.
• Managed all post-sales account and satisfied customer vendor due diligence through proper documentation.

Palo Alto, CA

• Managed ownership and deadlines for department's programs
• Analyzed program metrics and trends using Excel pivot tables and formulas
• Presented and lead brainstorming sessions with Foundation team and director
• Developed and implemented employee engagement program strategies
• Maintained Foundation SharePoint database and generated reports as needed
• Designed and built SlideRocket presentations for All-Hands meetings