Worked closely with various leaders to drive operational efficiency within their respective departments during key moments of the company’s maturation. Through development of internal products, revision and implementation of operational processes, and creation of new deal scoping procedures, improved the customer experience and reduced costs of delivery.Sales- Engineered solutions for new and renewing business totaling $290,345, finding solutions that meet customer needs- Advised Account Executives and Account Managers from a deal scoping perspective and price determination- Developed deal scoping procedures for a highly technical product/service, reducing proposal turnaround by ~40%- Closed $53,000 in new business and finished 2nd in highest grossing month of the yearOperations- Orchestrated and led 10+ person team in the capture of customer-specific, detailed process info for 8+ highly technical products provided to 600+ customers- Redefined, documented, and coordinated training on financial close – the most complex service provided to 97% of customers- Standardized configuration pages of products purchased creating a single source of truth for multiple delivery teams - decreased onboarding time for our customers by ~15%- Optimized Salesforce data through extensive clean-up across entire customer base ~600+ and orchestrated integrations with in-house customer databaseProduct- Created standardized workflow templates for all services provided, and coordinated the implementation of over ~8,000+ workflows across ~600+ customers- Product owner responsible for the development and shipment of entire customer database and expert user configuration pages, working with an experienced team of designers and three teams of developers- Created user stories and detailed acceptance criteria as a part of backlog in Jira, aligning with the product roadmap and led sprint planning including MVP of the bank reconciliation tool within the ScaleFactor platform.

Carried out full cycle accounting, including payroll, bill pay, invoicing, and sales tax for over 30 customers. Performed monthly financial closes, from cash-basis reporting to complex, accrual-based management reporting. Selected as Financial Close Lead to oversee the development and implementation of the financial close into specialization and productization