Max Weinstein Email and Phone Number
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Max Weinstein phone numbers
I am a seasoned RevOps professional based in San Francisco. Most recently I managed sales operation teams of individual contributors at Backroads and Kiva Confections. Prior to that, I was the first RevOps employee at Vivian Health, Peerspace, and Hero Digital where I focused on go-to-market tooling, building data integrity, and streamlining cross-departmental workflows.Throughout my journey, I have recognized what has driven me to succeed in each one of my roles can be attributed to a few driving factors: my love of connecting dots, solving complex puzzles, and working in tight knit team environments. It excites me when I meet others who are passionate, opinionated, and have a “get it done” attitude. As a transplant from St. Louis I love meeting new people and exploring the different areas of San Francisco. Reach out to me if you’d like to connect over coffee, an idea, or career opportunity.
Amazon Web Services (Aws)
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Sr Program Manager, Sales Planning & PolicyAmazon Web Services (Aws) Sep 2024 - PresentSeattle, Wa, Us -
Sales Operations ManagerBackroads Jan 2023 - Oct 2023Berkeley, Ca, Us -
Sales Operations ManagerKiva Brands, Inc. Nov 2020 - May 2022Oakland, Ca, Us• Managed 4 individual contributors and was instrumental in creating a new inside sales team• Project managed a collaborative effort of 5 departments building Kiva’s first all encompassing 25 page Supplier Partner Handbook• Saved hundreds of hours of communication by builing 5 Asana ticketing workflows (new account onboarding, sales ops ticketing, technical data ticketing, & regional off day delivery requests) • Reduced KSS Menu creation time from 2.5 days to 30 minutes• Brought scalability and uniformity to the KSS sales process through implementing Outreach• Launched & managed Kiva’s eCommerce site & LeafLink instance, responsible for 22.5% of distribution revenue• Built a culture of actionable data and transparent goaling through reports and dashboards -
Sales Operations ConsultantNursefly Apr 2020 - Nov 2020San Francisco, California, Us• Customized all major objects in SFDC from scratch and integrated their Outreach instance• Implemented PandaDoc & built a new enterprise customer onboarding workflow using Zapier and multiple auto populating contracts• Designed a self service workflow for onboarding smaller customers with a payment portal -
Sales Operations ManagerPeerspace Aug 2019 - Mar 2020San Francisco, California, Us• Implemented PandaDoc, creating 10+ templates for 4 different teams in the shortest time the PandaDoc team had ever seen their software implemented• Decreasing time to close to 1.57 days for Concierge team assisting them close $2.02M• Built infrastructure and changed sales team workflow from transactional to account based• PMed all Salesforce work for the Guest facing team including revamping every major object• Working with Product to update lead flow from 5 external forms to being in the checkout flow• Built dashboards using SQL in Periscope to support outbound initiatives and events for 2 teams• Automated Biz Dev supplemental contracts based on triggers in product allowing our team to conduct business with new Guest and Host partnerships that were previously unachievable -
Sales Ops ConsultantPeerspace Mar 2019 - Aug 2019San Francisco, California, Us -
Marketing Operations ManagerHero Digital, Llc Jun 2018 - Feb 2019Chicago, Illinois, Us• Implemented Pardot, Hero’s first marketing automation tool, in 3 months • Managed consultants and internal dev resources while setting up and optimizing new templates for forms, form handlers, landing pages, emails, and preference centers• Wrote a 22-page Pardot training document with corresponding videos• Determined 2019 marketing monthly metrics using SFDC, Pardot, Excel, B2BMA, and GA• Managed monthly newsletter and blog RSS utilizing HTML for touchups and Litmus for QA• Created project management tracking documents for collaborative marketing asset builds• Main SFDC admin supporting 50+ users across various departments nationally • Compiled list of SFDC user struggles, performed a SFDC audit, and wrote a phase one plan to update the CRM based on priority as well as procured consultants to execute said plan• Defined and created tracking measures for sales funnel based on goals, CRM data, and ICP• Launched new website helping with page production, forms, and landing pages in WordPress• Built process around data migration from acquisitions • Researched and proposed Surveying, Enrichment, and Webcast software for 2019 needs -
Enterprise Development Representative & Sales OperationsRoss Intelligence Mar 2017 - Dec 2017San Francisco, California, Us• Built outsourced lead gen team from scratch resulting in a 50% more productive sales team & doubling SFDC accounts from 8K to 16K in preparation for Series A initiatives• Proposed, researched and negotiated software contracts for lead generation, outbounding, de-duping, and people management software• Built sales reports and alerts for management using SFDC & Troops.ai• Worked with sales, customer success, and marketing to standardize data input and improve workflows within SFDC and integrated SaaS tools.• Wrote training material for new hires on the competitive landscape in LegalTech, our ideal customer profiles, and our enterprise level clients• Admin for: Salesforce, Salesloft, Troops.ai, DMS Ringlead, People.ai, Upwork, Wishpond, Dataloader.io, Ambition• Validated solution as product fit for smaller clients, shortening sales cycle by months• Conducted full sales lifecycle, surpassing quota with 21/17 qualified calls in Q4 -
Sales & BdKinima.Fit Nov 2016 - Jan 2017• Set up, conducted, and analyzed product demos and usability tests• Reorganized website using Squarespace and created social media accounts• Wrote email campaigns and conducted BD outreach for video library content
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Customer Service OperationsSwoopme, Inc. Oct 2016 - Oct 2016San Francisco, California, Us• Simultaneously dispatched rescue fleets and handled customer support• Conducted data analysis to improve NPS using Excel, PowerPoint, & Tableau -
Sales & Business DevelopmentTradecraft Jun 2016 - Aug 2016San Francisco, California, UsTradecraft is a highly selective, full-time sales & business development apprenticeship program that prepares individuals to excel at high-growth startups through a combination of curriculum, hands-on project work for startups, and mentorship from industry practitioners.Contract roles held:• Everlance; Developed an outbound sales outreach plan and industry research• Sendwithscout.com; Created email templates and managed marketing campaign for outreach to solar companies• Tilt; Developed a growth plan for their brand ambassador program -
Financial AdvisorMassmutual St. Louis Oct 2014 - May 2016Chesterfield, Missouri, Us• Built client base from scratch using LinkedIn, networking events, and referrals• Cold-called and emailed 30-50 people a day, setting meetings for myself• Conducted approach, fact finding, and closing meetings• Identified clients’ financial goals & concerns & offered strategic solutions to solve them• Walked clients through onboarding process and provided ongoing service thereafter• Taught monthly classes on wealth building for realtors & entrepreneurs -
English TeacherEuroclub Croatia Jun 2014 - Sep 2014• Taught multilingual classes of 16-30 students in English as a second language• Created activities tailored to students’ needs based on different learning styles
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Assistant DirectorCamp Taum Sauk Jun 2012 - Aug 2013• Independently created and managed all camp schedules• Designed and budgeted clothing items for the camp store• Proactively communicated to resolve disputes between individuals -
Recreations WorkerCamp Taum Sauk Jun 2010 - Aug 2011• Provided for the welfare of approximately 150 campers each session• Maintained a safe and healthy environment through continuous attention to campers and their needs• Encouraged campers to develop skills through wilderness training and leadership building activities
Max Weinstein Skills
Max Weinstein Education Details
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University Of Missouri-ColumbiaFinance And Banking -
Udemy AcademySelf-Taught Online Courses -
General Assembly -
Maastricht UniversitySchool Of Business And Economics -
Parkway North High School
Frequently Asked Questions about Max Weinstein
What company does Max Weinstein work for?
Max Weinstein works for Amazon Web Services (Aws)
What is Max Weinstein's role at the current company?
Max Weinstein's current role is Revenue Operations Professional | Specializing in Project Management & Go-To-Market Tools | SaaS, Marketplaces, CPG.
What is Max Weinstein's email address?
Max Weinstein's email address is ma****@****att.net
What is Max Weinstein's direct phone number?
Max Weinstein's direct phone number is +131431*****
What schools did Max Weinstein attend?
Max Weinstein attended University Of Missouri-Columbia, Udemy Academy, General Assembly, Maastricht University, Parkway North High School.
What are some of Max Weinstein's interests?
Max Weinstein has interest in Edtech, Start Ups, Children, Fintech, Traveling, Education, Environment, Cycling, Stand Up Comedy, Photography.
What skills is Max Weinstein known for?
Max Weinstein has skills like Leadership, Entrepreneurship, Customer Service, New Business Development, Teamwork, Public Speaking, Microsoft Office, Sales Process, Pre Sales, Business Development, Teaching, Social Media.
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