Kruti Patel Email and Phone Number
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Throughout my Sales Operations career, I have established a reputation as a transformational leader who is driven by challenge, undeterred by obstacles, and committed to furthering standards of excellence. My expertise encompasses all aspects of sales GTM planning and execution (segmentation, quota & territory planning), KPIs to monitor sales activity, sales forecasting, business reviews, salesforce administration, facilitating successful implementation and adoption of sales tools to improve sales productivity (SFDC, Clari, Prolifiq, D&B, Salesloft, Xant, Zoominfo, LinkedIn Sales Navigator, Power BI), and successfully leading acquisition integrations from a Sales and Ops perspective. Further, my ability to build consensus among executive teams and stakeholders to promote transparency and influence positive change has been repeatedly proven.- Driving sales GTM execution, comp plan delivery, forecasting, reporting, and KPIs to monitor sales activity and overall performance globally to enhance productivity.- Assisting all facets of sales planning inclusive of regular updates to quotas, headcount and sales plan to improve overall work efficiencies and drive exceptional results.- SME for Sales and Sales Ops for acquisition integrations, including the diligence process, establishing rules of engagement, understanding coverage models, identifying redundancies or overlap, enablement needs, sales tool necessity and gaps, sales comp, forecasting processes, sales reporting, and proposing the necessary adjustments to better integrate acquisitions into the core business. Also, providing consult on areas that can be leveraged from acquisitions that they may be doing better or more efficiently for the core business.- Coordinating with cross-functional teams to optimize, scale, and improve business processes across sales, including SFDC dashboards, standard excel reporting, and Power BI reporting to integrate seamlessly with existing applications, personalize dashboards, and publish reports securely.- Key stakeholder and SME in improving our top of the funnel to deal closure sales cycle.
Rocket Software
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Senior Director Sales OperationsRocket Software Apr 2024 - PresentWaltham, Ma, Us
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Director Of Sales OperationsRocket Software May 2023 - Apr 2024Waltham, Ma, UsI am currently project managing M&A integration for Sales GTM and supporting the Sales Organization by improving existing processes while introducing new ones. My primary goal is to remove blockers so the sales organization can focus on selling. Additionally, I manage our Sales tech stack and continuously seek ways to make our tools more efficient and effective, while also finding opportunities to bring them together for a more cohesive user experience. I also partner with Sales leadership on strategic planning.
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Director Of Revenue OperationsRocket Software May 2022 - Jun 2023Waltham, Ma, Us
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Global Revenue Operations Director, Information & Systems ManagementQuest Software Feb 2019 - May 2022Aliso Viejo, Ca, UsI oversee Global Revenue Operations for the largest Business Unit at Quest which is a $250M+ business annually. In this current role as a Director, Global Sales Operations, I collaborate with a multifunctional team supporting the business to continue growth and integrated two business units to develop the Global Information & Systems Management Business Unit to enhance overall work efficiencies of the system. I coordinate with business operations team to build Power BI models including Pipeline Bridge models, Rolling 12 month pipeline sufficiency tracking, and standard key performance indicators being used daily across the organization to enhance the productiveness of business operations. I spearheaded end-to-end administration of sales technology stack including SFDC, DiscoverOrg, LinkedIn Sales Navigator, and Xant to improve forecasting and analytics, increase productivity, and ensure greater flexibility. I Keep pulse on the business and evaluate the areas of opportunity to identify positive and negative marks by conducting business reviews for executive leadership. I conceptualize innovative concepts to run weekly forecasting cadence within the sales organization and with CEO, CRO, and CFO globally to identify potential problems, make smarter business decisions, and motivate sales team.Here are my key accomplishments:• Accelerated agile methodologies while leading the Sales work stream successfully for our integration for the acquisition of ApexSQL and erwin.• Directed powerful leadership abilities while supporting a team with 10 consecutive quarters of growth to enhance productivity and operational efficiencies.• Collaborated with cross-functional teams to optimize, scale, and improve business processes across sales, including SFDC dashboards, standard excel reporting, and Power BI reporting to integrate seamlessly with existing applications, personalize dashboards, and publish reports securely. -
Global Revenue Operations Leader, Information ManagementQuest Software Jan 2018 - Jan 2019Aliso Viejo, Ca, Us
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Revenue Operations, Information ManagementQuest Software Feb 2017 - Jan 2018Aliso Viejo, Ca, Us
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Business Analysis Advisor – West Region - Dell SoftwareQuest Software Jan 2015 - Feb 2017Aliso Viejo, Ca, UsRole Expansion: Took over supporting the West Region for all Quest products. Performed all functions noted in the previous role, but with more of a strategic focusIn this past role as a Business Analysis Advisor - West Region, I developed and maintained dashboards for the West region through effectively responding to regional VPs requirements to run a business effectively. I collaborated with the salesforce administration team to help streamline processes, drive improvements to the system, maintain sales territories for accurate commission planning, and account assignments.Here are my key contributions:• Conceptualized robust concepts and participated in weekly pipeline and forecast; communicated with North America Sales Leader in the absence of regional VPs.
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Business Analysis Advisor/Sr. Sales Operations Analyst - Dell SoftwareDell Software Group Aug 2012 - Jan 2015Round Rock, Texas, UsIn this past role as a Business Analysis Advisor/Sr. Sales Operations Analyst, I carried out thorough research and generated weekly forecast and metric reports using salesforce.com and provided forecasted results for sales to help attain each team's growth objectives. I pointed out opportunities for improvement by performing ad hoc analysis for each director in the North America region (i.e. rep productivity, top customers, compensation analysis, deal band analysis, historical trends). I analyzed commissions and employee ranking through Oracle Incentive Compensation to identify "good" and "bad" performers, making a decision to retain or terminate and identify training needs. I contested tracking and management and streamlined acquisition triumphs to provide dell corporate with weekly bookings and pipeline updates.Here are my key accomplishments:• Collaborated with EMEA sales operations team to develop a streamlined pipeline reporting tool for worldwide sales to manage pipeline generation.• Accelerated innovative strategies and developed comprehensive pipeline reporting tools in and out of Salesforce.com to drive exceptional outcome. -
Sales AnalystEmulex Apr 2010 - Aug 2012In this past role as a Sales Operations Analyst, I accelerated agile methodologies to create and perform compensation plans semi-annually for the worldwide sales team including management to determine plan types efficiency. I assisted executive management and payroll in setting sales quota semi-annually and in commission calculations. I coordinated between the Payroll and Sales team to help resolve any compensation issues. I conceptualized innovative concepts and conducted margin, revenue, and expense analysis that resulted in identifying trends and opportunities to promote market share growth for the global sales team. I optimized deal discounts to approve and decline any through a web based system (CCI) for business partners. I contributed to annual budgeting process by coordinating with sales and marketing team to plan resources and allocations. I coordinated with director of sales operations with any ad hoc requests including salesforce.com; pricing, POS, and market data analysis.Here are my key achievements:• Coordinated with multifunctional teams to develop a PRM system within Salesforce for internal and external use to create a smoother and cleaner process to track programs.• Collected and streamlined worldwide POS data from channel partners in a single database and carried out ad hoc reports based on sales team needs to identify areas of revenue growth and product mix changes over time.• Maintained price lists and crafted quarterly business review presentations illustrating sales, performance, and actual expenses vs forecasted expenses. -
Budget AnalystBrandman University - Chapman University System Jan 2010 - Apr 2010Irvine, Ca, UsWorked with Assistant Director of Budget to develop 2011 budget - provided reports, automated very manual processes, provided ad hoc analysis to aide in the budget planning process -
Sr. Financial Analyst - Sales & Marketing FinanceStarwood Vacation Ownership Feb 2008 - Jul 2009Orlando, Florida, Us• Assisted in startup of new business ventures in Mexico & Colorado by analyzing all processes to ensure efficiency and improve processes as needed.• Prepared annual budget including supporting schedules and ad hoc analysis (for new project ideas).• Reviewed cash flow statements for accuracy and proper reporting purposes. • Reported monthly financial results and related analysis to senior management.• Prepared, analyzed, and submitted monthly forecasts to higher Operational Management, as well as cash flow forecasts.• Assisted Accounting with preparing and reviewing journal entries, as well as improving processes for international business.• Monitored and researched variances to budget and/or forecast and informed the appropriate individuals to ensure expected performance levels are met. • Calculated monthly bonus payments for Operating Managers and submitted to Payroll for payment.• Interacted with Marketing and Operating counterparts as often as needed to complete projects. -
Financial AnalystStarwood Vacation Ownership Jun 2006 - Feb 2008Orlando, Florida, Us• Prepared annual budget including supporting schedules and related ad hoc analysis for Sales and Marketing Finance counterparts to incorporate into their budgets.• Reviewed cash flow statements for accuracy and proper reporting purposes and reported monthly financial results to Sales and Marketing Finance counterparts. • Prepared, analyzed, and submitted monthly forecasts to Sales and Marketing Finance counterparts.• Assisted Accounting with preparing and reviewing journal entries. • Monitored and researched variances to budget and/or forecast and informed the appropriate individuals to ensure expected performance levels are met. • Calculated monthly bonus payments for Operating Managers and submit to Payroll for payment. • Developed and maintained reporting of financial performance versus budget for various business units.• Provided data from both financial and operational systems to assist and facilitate analysis.• Calculated monthly bonus payments for Operating Managers and submitted to Payroll for payment.• Developed and maintained reporting, such as weekly yield reporting, forecasting, and ad hoc analysis.
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Accounting & Human Resources InternFrieda’S Inc Sep 2005 - Jan 2006• Assisted in decision-making of vendor supplies and assured timely customer payments. • Inputted and verified journal entries weekly. • Rapidly entered data for Accounting & Human Resources, entered confidential customer data, and reported to management on the results.• Organized daily deposits, made decisions on vendor payments, and released them on a weekly basis.• Processed invoices for employee reimbursements and filed all invoices and vendor payments.
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Senior Teller / Merchant TellerBank Of America Jan 2003 - Jul 2005Charlotte, Nc, Us• Managed operations activities to ensure excellent service delivery and maximize banking center profitability by reducing losses and fostering teamwork. • Developed new associates by providing on-site training.• Exclusively handled business customers to provide them with the best service.• Opened new accounts, processed withdrawals, and cashed checks.• Provided customers with knowledge on various products and services.
Kruti Patel Skills
Kruti Patel Education Details
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Arizona State University, W. P. Carey School Of BusinessBusiness Administration -
California State University, Long BeachScience Curriculum; Finance & Accounting
Frequently Asked Questions about Kruti Patel
What company does Kruti Patel work for?
Kruti Patel works for Rocket Software
What is Kruti Patel's role at the current company?
Kruti Patel's current role is Performance-driven and goals-oriented leader with extensive experience using data to plan Sales GTM and track execution, forecast sales, set performance goals, and to continuously review strategies to increase revenue..
What is Kruti Patel's email address?
Kruti Patel's email address is kr****@****est.com
What is Kruti Patel's direct phone number?
Kruti Patel's direct phone number is +131029*****
What schools did Kruti Patel attend?
Kruti Patel attended Arizona State University, W. P. Carey School Of Business, California State University, Long Beach.
What skills is Kruti Patel known for?
Kruti Patel has skills like Budgets, Management, Forecasting, Salesforce.com, Analysis, Finance, Accounting, Sales, Marketing, Payroll, Access, Cash Flow.
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