Josh Bilitz Email & Phone Number

Enabling our commercial teams to move faster and more efficiently through people, process and technology. By owning our commercial tools strategy and the underlying processes, we continue to drive a culture of "self-service" within our commercial organization. Through cross-functional partnerships (Finance, Marketing, Legal, Sales, Partner Success, Client Services), we are able to reduce tool and data fatigue by establishing a reliable "source of truth". Accomplishments thus far include: - Salesforce roll-out across the company - TaskRay rollout for implementation tracking - Gainsight rollout for Partner Success management - Netsuite rollout for finance management with a focus on AR/AP and Billing - Ironclad rollout for contract management in partnership with Legal^^^ Integrating those tools into one eco-system (Salesforce) to establish our source of truth. - Sales enablement - Comp structure and commission plan rollouts - Dashboarding and reporting for Managers, Senior Leadership, and Board - Series C Fundraise work

Austin, Texas, United States

Helped operationalize the newly launched "B2B2C" side of the business through tool and process build out. Worked closely with senior leadership including the President in areas including commission plan build-outs, performance KPIs, board presentation slides, and general day-to-day project work.Drove efficiency within partner management utilizing automation and self-service.Adopted analytics leveraging PowerBI to audit the performance of the new channel.Partnered with marketing to track partner related activity across all marketing channels.Tools leveraged include: Hubspot, SquareSpace, O365/M365 (Azure, Power BI), Google Workspaces, Salesforce.

-Sales process planning and implementation-Lead to Close to Revenue management-Manage sales tools and enablement around tool usage-Sales Operations including Salesforce Administration, Quota Forecasting, Quota Managing, Commission Forecasting, Commission Management, Booking Forecasts, Bookings to Plan-Ongoing data analyst to forecast pipeline to CRO/CEO -Key Strategist with Senior Leadership on all things Sales/Business planning.-Optimist

Austin, Texas Area

Managed Partner Relationships from an Operational level.Partners Managed included AWS, Azure, GCP.-Kept up with partner incentive programs, status benchmarks, general road-maps, and business plans to maximize the partnerships. Enabled ClearDATA sellers on said programs/incentives.-Enabled Partner reps on ClearDATA's value add and offering. Continued to do so as it evolved. End goal was to maximize the "two-way-street" of the partnership.

Austin, Texas Area

Fostering Strategic Alliances & Partnerships To Help Make Healthcare Better EVERY. SINGLE. DAY.

Austin, Tx

ClearDATA is a rapidly growing healthcare cloud service provider that provides HITRUST certified application environments combined with DevOps Automation and a comprehensive Compliance Dashboard. My company focuses on providing APIs to allow healthcare organizations to deploy workloads from multiple data sources, serving as the back end for interoperable healthcare applications. ClearDATA provides hands-on support for customers looking to move to the public cloud with state-of-the-art compliance and security support, backed by one of the industry’s most comprehensive Business Associate Agreements (BAA). If you are interested in joining this amazing company, please don't hesitate to contact me; we are always on the lookout for the best and brightest talent who want to make a difference!

Austin, Tx

Inside sales to small business owners spanning several industries.Worked on several teams under various management.Selected for the Sales Lab which pioneered a new approach to the sales process. This approach has been implemented company wide.Consistently met quota and daily effort metrics.Ongoing leadership development training as recommended by management.

Chicago, Il & Austin, Tx

Worked with customers, loan officers, underwriters and closers to progress loans from initial approval to closing and funding. Consistently scored "promoter" on Net Promoter Scale which measures overall company customer satisfaction performance.

Chicago, Il

NMLS Licensed loan officer both nationally and state level.Transitioned within the company to Loan Coordinator.

Chicago, Il

Managed branch operations and customer service. Worked directly with customers to provide personal banking and account servicing. Coached and trained employees on customer service and sales.Responsible for monthly branch audits and maintained federal and state compliance.

Chicago, Il

Managed banking relationships for individual and small business clients.Started originally at LaSalle Bank which was bought out by Bank of America.

Milwaukee, Wi