Miles M. Email & Phone Number

Plano, Texas, United States

Carrollton, TX

• Main contributor to a full data migration and personnel transition from Salesforce to HubSpot. This began by scoping requirements and analyzing the sales cycle with the CEO, CRO, CMO, and all other stakeholders. The.
• Developed user activity, sales pipeline, and marketing campaign dashboards from the ground up using Microsoft Power BI integrated with HubSpot, giving executives a real-time holistic view of the sales cycle never.
• Award: Received the 2018 UniFocus Sales & Marketing Engagement Award for outstanding contributions (listed above) to the sales, marketing, and account manager teams.
• Award: Received the 2019 UniFocus Sales & Marketing Engagement Award again for continued success in supporting the sales and marketing team, contributing to the largest year-over-year growth in UniFocus’ last 10 years.
• Performed target segmentation to develop new sales territories and targets using industry standard KBIs.

Austin, Texas

• Designed and deployed dashboards for aging accounts receivable data using Sisense which gave the finance team vital visibility into the large amount of aging revenue that PeopleAdmin inherited from 2 recent.
• Personally collected over $400,000 and defined and documented steps used for collecting on past-due accounts which continues to be a core living document used by collections employees.
• Saved 300 man-hours of intern teamwork by coming up with a combination of vlookups, power pivots, and fuzzy lookups to match up old typed records with existing data in Salesforce. This simplified the data migration.
• Award: Recognized as Best Intern for cleaning and transferring the most contract records from two newly acquired companies, which was part of a competitive intern incentive to work overtime to expedite contract data.

Austin, Texas

• Lead contributor in creating a target ranking and prioritization system that permanently transformed the way Zenoss qualified and targeted prospective customers.
• Designed and deployed a Sales department intranet site which led to a company-wide rollout of departmental intranet sites based on my design. These sites are the main repository for how-tos, historical statistics.
• Saved thousands of dollars in professional services work by preparing, scrubbing, and unifying disjointed data prior to a migration from SugarCRM to Salesforce.
• Executed and managed reporting processes, ensuring accuracy of data shown on sales dashboards, ad-hoc reports, and related analytics.
• Streamlined the data entry process for marketing and sales representatives.
• Organized and implemented enhancements to custom objects, page layouts, workflows, alerts, reports and dashboards in the Salesforce platform and in SugarCRM.

B.S. In Integrative Studies With Concentrations In Business, Economics, And Behavioral Science, Economics

Economics