▸ Built information-rich dashboards, reports, and visualizations in Domo, Salesforce, Tableau & Excel.▸ Designed and maintained complex dataflows and SQL queries to curate tailored insights for stakeholders.▸ Generated custom new report types to meet evolving business needs, linked systems via API connectors.▸ Enabled end-users via direct support, training, onboarding, and troubleshooting.▸ Developed detailed, interactive, and visually appealing reports/dashboards for commercial and executive leaders to track team performance, monitor trends, & more.▸ Created individualized, territory specific firmographic reporting for sales associates.▸ Regularly communicated with customers/stakeholders to document requirements, present updates, provide support, and ensure projects are delivered both on time and with strong results.▸ Set commercial targets (bookings, pipeline, meetings, leads, conversion rates, etc.) via complex modeling, factoring variables like historical results, financial targets, & market conditions to strike a balance between ambitious and attainable.▸ Supported third-party procurement and participated in vendor demo calls.▸ Provided PQ reporting to commissions team to ensure employees were compensated appropriately.▸ Generated opportunity reporting for CS & Renewals teams to support the renewal price increase process.▸ Oversaw Domo cleanup project that decreased total row count from ~10 billion to 3 billion, resulting in a contract renegotiation that saved the business over $125,000.▸ Validated weekly forecast updates, applied changes to commercial dashboards & subsequently presented them to leadership.

▸Build, manage and update reports, dashboards and datasets in Salesforce, Domo and Excel.▸Support global expansion and demand generation teams - identifying governance, risk and compliance (GRC) opportunities for existing Diligent customers in the Financial Services industry.▸Present monthly/quarterly updates to leaders and cross-functional stakeholders.▸Advise best practices on topics of importance to customers such as governance effectiveness, security, risk management and market intelligence.▸Meet with General Counsels, CLOs, CIOs, etc. to review Diligent use and identify new opportunities.▸Lead Client Development team via coaching, project management, and 1:1 coaching.▸Collaborate with stakeholders to streamline workflows across global commercial team.▸Analyze & monitor customer firmographics, helping leaders make more informed strategic decisions and efficiently allocate resources.▸Support Client Executives by qualifying leads, building pipeline and conducting research/discovery.▸Partner with Customer Success team to ensure Diligent customers receive best-in-class support.▸Provide training, coaching and onboarding support for new hires.▸Develop tailored, creative messaging to communicate the value of Diligent’s Governance Cloud as it relates to priorities such as entity & compliance management, director communications, cybersecurity, competitive intelligence, regulatory filings, executive compensation planning and more.

▸Reviewed client strategy to accurately align relevant Gartner resources, tools and diagnostics.▸Managed a portfolio of organizations by thoroughly understanding growth drivers, identifying inefficiencies, predicting risks and creating quarterly plans for success.▸Collaborated with large enterprise (companies with annual revenues exceeding $1B) leadership to increase revenues, develop strategy and uncover growth potential.▸Provided training and support to ensure the successful onboarding of new hires.▸Supported clients to see that targets were met and ensure that Gartner insights were being leveraged against mission-critical priorities.▸Developed detailed reporting and meeting preparation tools for team directors.▸Managed/utilized data on Power BI, Siebel, Capital IQ & Excel.