Jacob Goebel Email & Phone Number

Carpinteria, Ca, Us

Carpinteria, Ca, Us

Carpinteria, Ca, Us

Carpinteria, Ca, Us

• Streamlined the Bookings and Order Management process by identifying and eliminating duplication thus resulting in a faster SLA time and merging two teams: Order Management and Contract/Deal Review• Led the restructuring of newly defined Revenue Cycle group; Established SOPs, Approval Guidelines, and best practices for brand new team within Procore• Audit and present financial reports for month and quarter end close• Maintain feedback loop to Sales, Legal, and other stakeholders regarding non-bookable quotes, proving feedback and solutions to ensure company policy is followed• Review sales and professional service quotes and contracts for accuracy and reject/escalate quote as needed• Manage DocuSign and full countersignature review process on behalf of CFO and VP, Deal Desk• Create and maintain key reports and dashboards for pipeline and meeting KPIs• SME and point of escalation for team members for all low to high touch transactions; Facilitate all onboarding• Analyze, improve, and implement existing and new workflows to ensure global, scalable success• Key player in regard to successful implementation of new software solutions, including migration from Zuora to Salesforce CPQ• Maintain and analyze complex spreadsheets for the highest-touch subscription and Enterprise/Strategic customer accounts; manual intervention within orders and invoice templates to carefully and accurate update subscription to ensure smooth invoicing and collections• Confident navigator of Revenue Recognition rules ensuring contracts meet business policy • Implement key SOX controls while updating existing bookable deal thresholds and approvals to streamline time from customer signature to bookable revenue• Outline and publish detective SOX narratives for controls related to revenue and bookings

Carpinteria, Ca, Us

• Prepared financial reports for month and quarter end close to be reviewed for SOX compliance• Handled daily bill runs and reduced billing batches from 12 to 5; Partnered with Business Systems to automate our largest billing batch • Edit high touch, complex invoice templates; send all invoices to customers• Handled the closing of monthly journal entries by analyzing, using pivot tables, and Vlookups to reconcile multiple currencies• Audited and reconciled ARR figures daily to ensure accurate reporting and forecasting for Sales in Clari, Looker, and RevPro• Daily review of Quote orders to submit into Zuora while ensuring business policy and compliance rules are being met• Reviewed auto-renewed customer subscriptions in Zuora to ensure accuracy; ensure customers not eligible for auto-renewal are documented properly in SFDC and Zuora for compliance• Pre-IPO preparedness with critical stakeholders• During COVID-19, leaned into other critical QTC teams to assist in high volume requests

Carpinteria, Ca, Us

Carpinteria, Ca, Us

• Reviewed budget sheets and compared forecasts versus actuals for accurate reporting• Input transactions into QuickBooks to the general ledger accounts• Managed end of month bank reconciliations through QuickBooks• Used Remote Deposit Capture (RDC) to scan and copy all checks to each account• Created invoices in QuickBooks and managed each accounts folder to streamline efficient collections for the company• Reviewed Profit and Loss, Balance Sheets, and Cash Flow statements to input and reconcile numbers for the business

Milwaukee, Wi, Us

• Managed client’s portfolio’s going over financial capabilities for short, medium, and long term planning to meet their desired goals• Built and maintained a prospect list to market and schedule potential meetings with qualified clients• Developed a budget sheet to improve understanding of financial recommendations to prospects during meetings• Displayed excellent written and verbal communication skills by explaining complex terms to clients• Streamlined the creation of Life Insurance documents through the company’s software to improve efficiency for other members of the team• Achieved top 150 sales within the first 3 months of employment

Bachelor Of Business Administration (B.B.A.), Marketing

Entrepreneurship/Entrepreneurial Studies