Phil Perry Email & Phone Number

San Francisco, CA, US

San Francisco, CA, US

• Leader of FP&A and Revenue Operations teams with charter to own the financial success of Mixpanel from creation of and monitoring of achievement against financial plan to evaluation and implementation of initiatives to.
• Establish financial plan, prioritizing investments which will achieve revenue growth targets
• Planned and orchestrated efficiency initiatives at beginning of COVID Pandemic, limiting company to near neutral cash burn and improving profitability 85%
• Own creation of all materials for Board of Director meetings
• Implemented improvements in operating procedures and planning cycles to enable acceleration of sales commission plan creation and payment, reducing processing time from multiple months to one
• Drove improvements in analysis and reporting to enable timely improvements in go to market engine

San Francisco, CA, US

• Leader of team of high performing business operations and analytics professionals supporting all of Mixpanel's teams with reporting, analysis and thought leadership.
• Set KPIs and goals to understand performance of Marketing, Sales, Post Sales and Engineering, Product & Design initiatives
• Own Sales Operations and Strategy, establishing compensation plans and quotas, territories planning, capacity planning, forecasting, tools, and sales process improvement
• Create Board review materials
• Run special cross-functional initiatives on behalf of CEO

San Francisco, CA, US

• Responsible for sourcing and running special projects aiming to optimize Mixpanel's go-to-market and innovation teams. Projects include but not limited to the following
• Definition of Mixpanel's Ideal Customer Profile
• Re-prioritization of product initiatives to align with customer feedback
• Recommendations to improve self-serve acquisition channel
• Initiative generation to reduce churn in low-touch customer segments

San Francisco, CA, US

Led analysis behind key decisions, driving accurate and actionable insights for Product, Marketing and Sales organizations.

San Francisco, CA, US

• Founding member of Mixpanel's Business Operations, Analytics and Strategy team focused on providing actionable data-driven insights to all parts of the business.
• Structured, analyzed and launched new pricing structure which resulted in doubling self-serve sales volumes and 600% increased inbound interest
• Led analysis of churn, diving into root cause to give teams the tools to combat churn. This led to a reduction in churn rates of about 20%
• Developed methodology and reporting to compare top reps against bottom reps, understanding sources of strength and weakness to improve sales productivity across the team
• Created segmentation strategy to highlight high potential verticals for outbounding efforts
• Worked with team on capacity planning and quota assignment

San Francisco, CA, US

• Founded Mixpanel's analytics driven Sales Operations team which seeks insights to drive improvement in the sales funnel
• Designed and implemented Mixpanel's territory strategy, dividing geographies along lines to balance current customer growth with inbound interest and outbound potential
• Owned Mixpanel's SFDC implementation, architecting and implementing new fields, objects, workflows and validation rules in order to support and guide Mixpanel's sales processes
• Designed inbound lead process, enabling efficient prioritizing of new freemium customers using tools such as Infer to identify strong leads for AE follow-up.
• Developed methodology for understanding Mixpanel's recruiting pipeline and process, helping Mixpanel grow from under 50 to over 200 employees
• Created reporting suite & KPIs to focus weekly pipeline reporting for each of Mixpanel's sales teams

San Francisco, CA, US

• Worked to grow and retain current client base primarily through in-depth data-strategy design focusing on using Mixpanel's platform to drive actionable insights.Select Highlights
• Developed processes to identify target growth clients
• Created analytics framework for B2C client, focusing on understand drivers of high retention
• Advised clients on use and methods of user attribution on mobile and web
• Designed marketing campaigns for clients to re-engage and re-activate their users

Bonn, DE

• Managed and contributed to assorted projects for technology clients. Project work focused on several elements of marketing strategy including pricing, segmentation and bundling
• Developed a pricing and monetization strategy for an ecommerce client based on extensive sales data analysis and structured workshop exercises
• Created segmentation strategy and tool to enable client's sales team to uniformly seek aggressive pricing with high willingness to pay clients and understand which clients will be more price sensitive
• Revised product bundling for B2B tech client's go-to-market plan for the SMB space
• Conducted in-depth voice of the customer analysis to create value messaging and quantification for a data center services provider

Chicago, IL, US

• Assisted the marketing team for ComEd's Appliance Recycling program with an emphasis on driving higher adoption through channel strategy
• Evaluated channel ROI to increase efficiency of Appliance Recycling program marketing efforts
• Designed and implemented pricing test to find optimal incentive for appliance recling
• Evaluated and implemented new 'influencer' channel to drive adoption of Appliance Recycling program at the times of high potential consumer adoption

San Ramon, CA, US

• Managed relationship with Chevron's retail network and credit card networks as part of Chevron's in-house acquiring team. Team's aim was to improve profitability of retail network through interchange as well as drive.
• Collaborated with cross-functional colleagues and credit card networks to resolve card acceptance issues, ensuring customer satisfaction at US and Canadian retail sites
• Created financial models to project group profitability and support new strategic direction; resulting realignment of fee schedule led to increased retailer satisfaction
• Proposed and implemented strategies to reduce card fraud at the pump; reduced fraud losses 15% from potential levels
• Mentored and trained new fraud analyst following unplanned departure of prior analyst
• Implemented promotional offers. Coordinated marketing, brand and legal groups with American Express and Visa Inc. colleagues

San Ramon, CA, US

• Worked as part of the FP&A team for Chevron's internal credit card company. Focused on budgeting, strategic planning, and financial modeling for the 300 person organization. The role transitioned to winding down the.
• Analyzed qualitative and quantitative data to project the value of USA gift card program; used as basis for expansion of gift card program
• Evaluated remittance costs to determine new price structure for payments via phone; higher fees resulted in 20%+ increased revenue at no additional cost from this channel
• Established new finance business processes and trained teammates on new processes to seamlessly transfer ownership of US credit card operations to new service providers
• Presented recommendation and obtained management approval for critical strategic plan assumptions; crafted plan summaries and presentations to facilitate strategic plan deployment

Mba, Marketing And Entrepreneurship

Ba, Economics, Law