Nate Carter, Mba Email & Phone Number

San Francisco, California, US

Draper, UT, US

• Standardized forecasting across 5 segments (150 sellers) to establish a reliable and repeatable data-driven model, leading to substantially improved forecasting cadence and a 12% increase in forecast accuracy.
• Created a cadence for increased pipeline hygiene and accountability, emphasizing data to more highly influence the forecast model.
• Built a framework for Partner Sales to dovetail into existing processes, allowing for significant expansion of our partner ecosystem, providing a multiplier benefit to sales growth.
• Focused the reporting and analytics team to consolidate multiple isolated reports and dashboards into a cohesive and streamlined “certified” set of executive dashboards.
• Responsible for all GTM ad-hoc, quarterly business review, and board of director data needs.
• Integrated acquired company’s legacy CRM through BI tools to provide a single source of truth. Increase of 20% accuracy for forecasting and provided Finance with visibility into upcoming billings.

Salt Lake City, Utah, US

• Lead Revenue Operations (Lead to Cash, Growth, Renewals, Customer Success)
• Very data-driven. Proactive reporting, metrics, and analytics to drive decisions & process
• Led large scale company merger for Rev Ops. Due Diligence, integration planning, and execution
• Merged two large-scale Salesforce instances, in-house ($450k savings), integrated two additional acquisitions
• Continuous business process improvement for inefficiencies between Sales, Marketing, Finance, Implementation, Customer Success
• Developed and led forecasting cadence and process for New & Growth business

Austin, TX, US

• Led Sales Operations for $1.6b valuation “unicorn” SaaS business during 100% YoY growth period
• Aligned three CRMs (Salesforce & proprietary) across multiple business units & geos
• Ran weekly pipeline/forecast cadence with segment VPs and Geo SVPs. Improved forecast accuracy by 34% - hitting +/- 5% monthly accuracy
• Represented SMB, Mid-Market, & Corporate Enterprise Sales in weekly ELT meetings
• Directed team of 10 Sales Ops, Marketing Ops, Deal Desk, Enablement
• Created “Deal Desk” function: Process, guidelines, approval structure for all deals

Newbury, Berkshire, GB

• Designed and led development of Customer Center Portal (license delivery, patches, upgrades, and support tickets) with Channel Partner enabled visibility
• Manage the renewal sales operations functions, totaling $320m annually
• Establish a central data governance team to ensure high quality data in product portfolio, ERP and CRM

Newbury, Berkshire, GB

• Business Process, Strategy, and Data Analysis for software renewal sales of $340m annually
• Quota and territory planning for sales team of 50 account managers/directors
• Develop annual quota / sales compensation plan for all renewal sales across 4 business units
• Lead bi-weekly forecast summary / deal review calls for multiple business units/brands for $850m target

Newbury, Berkshire, GB

• Negotiate multi-million dollar contracts and manage multiple 3rd party service providers
• Oversee and manage 56 properties and 31 budgets totaling $44 million
• Manage team of 33 throughout US & Canada with dotted-line responsibility for teams in EMEA / APAC
• Created global shared service center to centralize core functions

Newbury, Berkshire, GB

• Led implementation of the sales & delivery business process for the Microsoft – SUSE Linux $340 million multi-year collaboration project
• Designed and implemented in-house Partner Portal and Partner Order Submission Tool (PRM software)
• ERP Business Owner for $35m Contract-to-Cash Oracle implementation.
• Program and Functional Management of six Oracle ERP functions/modules (quote-to-cash)
• Revamped Demand Planning and Forecasting strategy for product manufacturing and distribution.
• 20% improvement in productivity - Business Processes improvement and integrated activities

Newbury, Berkshire, GB

• Negotiate and manage Academic institution (University & K-12) contracts
• Contract data management & trend analysis for inbound contracts governing $1 billion annual revenue
• Designed workflow automation tools for negotiation and approval routing of Consulting Engagements and Strategic Enterprise Agreements, resulting in 35% increase in approval times
• Manage team of 8 Contract Specialists – responsible for review & execution of licensing contracts & Statements of Work, data integrity, and channel relations

Salt Lake City, UT, US

• Interfaced and negotiated with domestic division Product Managers leveraging U.S. volume discounts.
• Responsible for Franklin Covey’s product line for the international channel consisting of wholly-owned subsidiaries in 4 countries and licensees in 42 countries.
• Product development for products specific to the International channel.
• Business Analyst for regional sales data and forecasting to drive increased sales.
• Worked closely with Domestic product managers to leverage quantity discounts for international markets and ensure disposition of slow moving inventory.
• Reduced costs of Binder segment by 12%, Paper segment by 18%.

Mba, Business Administration And Management, General

Bs, Business Management