Julia Basin Email & Phone Number

New York, Ny, Us

Wilmington, De, Us

Tel Aviv, Tel Aviv, Il

Optimize go-to-market strategies, drive business operations, and ensure effective sales performance. I interpret sales KPIs, develop a comprehensive Sales Training Program, conduct data analysis for improved results, collaborate on sales materials, establish lead generation processes, drive forecasting excellence, facilitate communication, and lead cross-functional projects

Tel Aviv, Tel Aviv, Il

Drove process improvements, collaborated on cross-departmental projects, and managed CRM functions and sales enablement tools. I supported revenue forecasting, identified sales funnel gaps, and produced valuable cadence reports. I developed key performance metrics, conducted specialized training programs, and ensured alignment through a comprehensive sales operations handbook

New York, Ny, Us

Responsible for the full re-architecture, customization and optimization of Salesforce CRM , aimed at achieving operational excellence; handle all administrative functions including workflow design, app integrations, layout design, permission settings, custom report building, dashboard creation; responsible for CRM integration, maintenance and troubleshooting of various platforms such as Pardot, Xactly, Docusign; work hand-in-hand with sales team on establishing suitable processes and feature developments, aimed at improving usability, and data cleanliness; manage sales pipeline, while motivating pacing towards yearly goals and identifying opportunities and strategies to drive revenue Manage reporting for MBRs, QBRs, board meetings and ad-hoc requests across all teams; liaise with Finance, Legal and Marketing to ensure proper procedures are established from lead-gen to rev-rec

New York, New York , Us

Acted as Salesforce administrator, while driving automation of various workflows aimed to ensure the company was fully utilizing the platform to enable increased velocity, transparency and insights at all levels of the team; provided daily, weekly, monthly and quarterly reporting both internally and to external stakeholders; created and maintained organization’s dashboards, while tying together data sources to support sales KPIs and marketing strategies; managed sales pipeline, while motivating pacing towards yearly goals and identifying opportunities and strategies to drive revenue; worked closely with sales team on inspecting sales process quality, vetting leads, and driving deal pursuit; managed creation and verification of each booking to ensure accuracy and compliance with pricing book, SAAS revenue recognition standards and legal guidelines; ran monthly sales commission and clawback process

New York, Ny, Us

Managed all aspects of revenue recognition, billings and collection; ran Revenue GAP analysis, Booked Vs. Actual, Profitability and SAAS reporting; managed and distributed all revenue information while ensuring accuracy, consistency and flexible reporting; maintained and iterated the invoicing process as the company brought on new products and new geographies; managed the workflow of team members responsible for day-to-day A/R follow-up, ensuring that a healthy A/R aging is maintained and collection targets are met; acted as Salesforce.com administrator, while identifying new and creative opportunities to leverage Salesforce.com to better support business processes or functions

New York, Ny, Us

Acted as AR specialist responsible for monthly billing, account reconciliations and collections.Maintain Client relations; processes and monitor payments and expenditures while ensuring that financials are accurate and up to date, and that vendors and suppliers are paid within established time limits; prepared monthly bank and credit card reconciliations

New York, Ny, Us

Corresponded with clients to facilitate the collection of outstanding receivables and to troubleshoot issues; participated in the monthly invoicing process; performed bank reconciliations, bank queries, and other tasks to assist with the month-end close process; worked with external auditors to provide audit request items

New York, New York, Us

Implemented all bookkeeping and accounting functions, including purchasing, cash disbursements, cash receipts, and management of student information system sub-ledger; processed bi-weekly multi-state payroll for approximately 100 employees using ADP payroll system; managed vendor records and lists; supported Finance team in producing monthly, quarterly and annual financial reports for financial period closing; established effective inventory systems and controls, and ensured accurate inventory records are kept across different teams

New York, Ny, Us

Supported Finance Department in all aspects of monthly close and budget process; prepared quarterly balance sheet account reconciliations; prepared monthly expense accruals, and adjusting journal entries with adequate supporting documentation; helped design and solely maintained resource database in Access aimed to automate resource tracking of 500+ staff and consultants and produce metrics for corporate analysis; administrated human resource transactions of all IT staff including domestic and offshore consultants

New York, New York, Us

Summer project consisted of creating a complete procedure manual for the Position and Cash Breaks daily reconciliation process, while creating specifications and recommendations on process improvement. Implementation and design required full practice and adoption of said process, aimed at mitigating company risk. This also required full cross-departmental collaboration with IT on implementation of changes aimed to assist in trade discrepancies reduction. This is where my love for project management and operations was born!