Revenue Operations Manager
Current- Led the development of the RevOps team and successfully launched Salesforce, streamlining critical processes.- Identified unpaid revenue through meticulous auditing and reconciliation processes.- Facilitated seamless integration with external life insurance carriers for streamlined data feeds, enhancing operational efficiency.- Conducted comprehensive audits of commission statements to ensure accuracy and compliance with regulatory standards. Built out carrier commission reconciliation for finance and adapted to new commission statement roles.- Developed a data-driven, driver-based full three-statement financial model with revenue, expense, and cash flow forecast assumptions.- Prepared the monthly financial reporting package and monthly/quarterly operating results, including KPI dashboards and other management reports.- Implemented forecasting tools and platforms that integrate with our existing ERP and data warehouse platforms.- Developed HubSpot automation solutions tailored to optimize sales team performance and productivity.- Successfully implemented a new call system among 60 Account Executives, enhancing communication and workflow efficiency.- Delivered insightful analytics on current sales standings compared to investor metrics and company goals, guiding strategic decision-making processes.- Utilized LookerML to construct advanced forecasting reports, providing actionable insights into future revenue trends.- Leveraged SQL expertise to extract and manipulate data, ensuring accuracy and reliability in forecasting models.- Collaborated cross-functionally to integrate LookerML forecasting reports into decision-making processes, driving alignment between sales projections and organizational goals.- Conducted regular analysis using SQL queries to extract valuable insights from large datasets, informing strategic revenue optimization strategies.
