Josh Wasserman Email & Phone Number

Arlington, Virginia, US

Santa Monica, CA, US

• Senior Sales Operations Analyst | Cornerstone OnDemand 2023Point person in testing of migration for Salesforce to ensure data integrity was accurate. Curated Quality Analysis reports into a one stop shop dashboard..
• Standardized the Sales Operations onboarding process that included checklist of needed program access, 30/60/90, SOPs, and a playbook of definitions/terminology.
• Provided Salesforce dashboards and reports for quality analysis to update contact owners and forecast and renewal field updates for accuracy.
• Worked with the Senior Program Manager to ensure Partner relations were lined up for proper payout and pipeline integrity was maintained.

New York, NY, US

• (affected by layoff)Responsible for onboarding and setting up accounts for new hires in Salesforce, Zoom, Outreach, LeanData, and LinkedIn. Contributed to cross-department meetings between Marketing and Revenue.
• Designed 6 dashboards for Sales Leadership, Marketing, Operations to track custom KPIs to drive $9 million in a quarter.
• Updated page layouts in Salesforce with automated flows to improve efficiency for day-to-day tasks.
• Created 18 Standard Operating Procedures (SOPs) along with a comprehensive tracker sheet to ensure the documentation for Operations, Marketing, and Sales.

Seattle, Washington, US

• Acting Salesforce Admin for the Professional Services team and the Core Product team to provide insight on consulting and training-related opportunities. Developed a “one-stop-shop” dashboard for Sales Analysts.
• Oversaw and audited $60 million in consulting and training deals each fiscal year.
• Curated 8 Tableau dashboards to provide pipeline and global accounts and attach rate metrics to sales leadership so they can make data-driven decisions.
• Provided Salesforce dashboards and reports to increase pipeline by $5 million and revenue by $7 million.

Kirkland, US

• Actively consulted with Sales Managers and Executives, serving as a Project Manager for Salesforce dashboards and reports to provide valuable insights into key metrics. Facilitated effective communication with the.
• Updated Weekly and Monthly sales summary spreadsheet with formulas to eliminate manual entry.
• Overhauled sales managers’ and marketing Salesforce dashboards for forecasting and closed won tracking.
• Assisted in integrating Salesforce Lightening from Classic while maintaining accurate data.

Seattle, Washington, US

• (affected by COVID layoff)Analyzed monthly reports of 32 partners to detect and pinpoint mistakes to improve the order process across Europe, the Middle East, Africa, Asia, and North America. Examined and traced 100+.
• Onboarded new sales reps and aligned their territories and opportunities from the vacancy.
• Built 2 Excel calculators for the sales team to ensure seamless CPQ in 10 minutes during distinctive sales programs that led to a 15% increase in subscription deals.
• Developed Salesforce dashboard based on 12 metrics that increased pipeline by $8 million.

Bellevue, WA, US

• Coordinated inter-departmentally to reduce communication breach and provide internal support. Examined and audited 40 sales reports per month and 230 per quarter to review data based on Microsoft Access Database..
• Researched and audited outstanding payments to increase revenue upwards of $2.5 million per quarter.
• Developed and handled documentation of projects, including 41 workflow and 62 job aids as project manager.
• Reviewed and revised dominate areas of new sellers/merchants and properly linked with sales territories to ensure seamless sales operations. Data and Reporting
• Query from Access Database to analyze monthly and quarterly reports
• Audit weekly commission reports using Excel

Bellevue, WA, US

• Coordinate with Account Managers to ensure field contracts for New Business are verified with correct benefit information
• Allocate monthly premiums and coordinated with the field contacts when discrepancies occurred in a timely manner.
• Created training documents to help future employees in following reports with higher efficiency.
• Updated the variance report to ensure customer metrics were within the benchmarks and flagged outstanding issues.
• Research groups’ billing statements to ensure they are accurate to Symetra standards for allocation
• Assist customer phone calls inquiring about their benefits' coverage through Symetra Financial.

Bellevue, WA, US

• Coordinate with Account Managers to ensure field contracts for New Business are verified with correct benefit information
• Update contract amendments per request of the Implementation Manager and to send out to the Policy Holder
• Collect data to create documents through HotDocs to be inspected by the Senior Benefits Operations Analyst
• Finalize contracts into Specimens to send out to the field manager and Policy Holder for New Business
• Assist costumer phone calls inquiring about their benefit coverage's through Symetra Financial

• Allstate agents asked for simplicity and control, so we built them the Allstate Lead Marketplace. Our team centralized major vendors and leveraged collective buying power to supply high-quality Internet leads at.
• Dedicated time for outbound calls to generate a pipeline of prospective clients to create up-selling opportunities for revenue-impacting avenues.
• Ran sales audit reports with detailed information regarding missing profit potential from the company’s client base and reported to the Chief Revenue Officer.
• Assisted in the growth of three general customer support members to help achieve their individual monthly goals.
• Grew personal monthly upsells by 56% over a four-month span which contributed to 2 million leads sold by the platform
• Recognized as a top performer creating presence and demand for products, enabling the department revenue goals to be accomplished.

San Diego, California, US

• Develop and manage a sales pipeline for existing account retention and growth
• Establish proactive communication, monitor and improve service results and effectiveness, optimize value propositions, and position Underground Elephant as the most profitable and value-added lead source in a number of.
• Schedule and make ongoing proactive, strategic calls with each account to fully understand the account's business, their ongoing strategic goals and objectives, building a strong rapport/relationship with key contacts.
• Analyze and resolve diverse, complex and technical issues via an in-depth knowledge of company's products, services, industry and technical interfaces
• Develop account plans on assigned book of business to maximize growth opportunities
• Educate clients to more effectively utilize products, resulting in increased market penetration, lower resource costs and higher revenue to both clients and Underground Elephant

• Worked under the tutelage of seasoned veterans, employs consultative sales methodology and expert customer service to expand new and existing client base and to fortify customer retention.
• Contributed to team effort of achieving $12,300 annual revenue for leading, low-cost supplier of electrical material to commercial and residential markets.
• Consistently exceeded sales goals 12% each month and heightens client satisfaction and referrals by taking initiative to research most cost-efficient prices for requested products.
• Executed one-on-one or small group sales presentations with confidence and authoritative product knowledge to win customer buy-in and to achieve upselling initiatives.
• Assisted in purchasing and tracking of special item products for customers to ensure they arrive in a timely manner for job sites.
• Negotiated with vendors to obtain the highest profit margin for the company while staying within the contractors’ budget.

St. Louis, MO, US

• Provided top-tier customer service in high volume, fast-paced environment for client base of largest car rental location in San Diego. Heighted customer satisfaction by expediently resolving car rental issues.
• Elevated customer satisfaction scores 4% by expertly handling hundreds of walk-in client inquiries per day to enhance rental experiences. Recognized as Employee of the Month.
• Represented company in efficiently taking reservations, extending rental agreements, and finding replacement car for customer.

San Diego, CA, US

Bachelor Of Arts (Ba), Economics

Education record