• Calculate monthly forecasts for New Logo ARR, GRR, and NRR.• Oversee development and adoption of Salesforce, across cross-functional teams• Automated Sales Compensation process (8 plan types, 25 individuals), including ASC 606 cap tables• Deployment of first Partner Portal with Deal Registration, Pipeline Reporting, and Partner Enablement• Quote to Cash/Deal-Desk Ownership, leveraging Docusign DocuGen + Salesforce CPQ• End-to-end Rev Ops Tech Stack Management, continually optimized with contract negotiation

• Managed Sales Compensation, ARR Forecasting, and Sales Productivity.• Product Owner for Salesforce, Impartner, Salesloft, Litmos, and LeanData.• Owned operational integration responsibilities for Serenova, Kaptivo, and future product M&A. • Drove channel-focused go-to-market operational strategies with end-to-end ownership.• Developed reporting infrastructure for channel management, both internal and external reporting.• Worked cross-functionally to identify operational efficiency enhancements and implement improvements.• Enabled partner onboarding, integration between SFDC Community, Litmos, and Impartner.

• Managed accurate and timely compensation for all Corp sales (1k+ individuals, 12 plan types).• Worked directly with EVP to review and optimize rolling monthly quotas.• Owned documentation (ROE) and communication for compensation plans.• Implemented rate changes notification for all quota/compensation changes. • Instituted quality checks to validate commissions on ongoing basis. • Modeled, analyzed, and ultimately enacted plan adjustments due to Covid-19. • Controlled input and output of all metrics tied to Sales Compensation.• Created & managed an exception process for Managers.• Tracked & analyzed changes to compensation against goal across all segments.• Worked with senior leadership on spiffs & other short term sales incentives.

• Served as global sales analytics lead, managing the sales forecast process, attainment calculations, and commissions payouts.• Collaborated with Finance and HR to maintain sales head count, ramp schedule, and sales productivity calculations. • Prioritized Sales IT/Development work, implemented complex global sales territory SFDC formulas, and deployed global lead routing within LeanData.• Architected first commissions dashboard with opportunity level payout details, automating a large portion of the Sales Commissions Calculations.• Created automated R Code for Net-to-Gross reconciliation using GAAP accounting procedures.

• Ideation and deployment of first phase of next best action omni-channel marketing strategy, driving engagement with user database.• Analysis of performance data for clients, lead client negotiations on Cost Per Lead (CPL) pricing.• Developed Call Center process to leverage marketing automation to drive application completion rates.• Salesforce and Five9 Administrator for Call Center and Business Development Teams, re-designed both to fit business needs - including first ever monthly SFDC revenue reports.• Used R and SQL to create a proof of concept for a streamlined ETL process, enriching internal data with client response data. Creating a feedback loop for continuous improvement of model.• Led integration with ClickCast’s AppCast programmatic bidding platform.• Created dashboards in Tableau to drive data-driven decisions, unifying siloed data.

• Created lead scoring model with iterable distribution functions in Salesforce leveraged in Five9.• Managed logic development and R code for lead routing and escalation.• Found initiative to compile and solicit employee innovation for CEO to consider.• Interpreted data, analyzed results, and created automated reporting within R.• Helped set sales commission targets by creating R code to forecast monthly loan volume.• Built Salesforce reporting, work flow rules, automation, and requirement documents.• Created and maintained QlikView dashboards for entire sales unit.• Provided support and recommendations for direct sales model, with a lean approach.

• Utilized VBA, SQL, and OBIEE to validate data and create ad-hoc reports.• Proactively maintained investment data with end-to-end Master Database Management (MDM).• Collaborated with investment data vendors (Bloomberg, Reuters, Factset) to ensure timeliness and integrity of data loaded into investment database.• Performed helpdesk analysis to understand root cause of data issues, test solutions and recommend corrective actions.• Contributed to new product initiatives, teaming with internal/external business units - with a focus on new data impact and integration analysis.• Worked on Global Data Team, collaborating with Boston, Dublin and Hong Kong Offices.

• Created semi-automated production of cost basis transfer reports via VBA.• Found efficiencies for tax accounting system and instituted new quality measures. • Researched and deployed a new OCR product across multiple business units.• Validated client holdings and cost basis for all security types, following IRS regulations.• Team maintained data that produced 3MM+ tax forms (1099, 5498) for all individual accounts.