Roman Morales Email & Phone Number

Carpinteria, Ca, Us

*Strategically partnering with internal stakeholders across the Enterprise and Strategic customer segments, primarily focusing on our more complex selling motions and deal constructs

Carpinteria, Ca, Us

* Serve as the point of contact and subject matter expert on deal structure, special pricing, operations, approval policies, and troubleshooting of deal issues and sales escalations* Partner with cross-functional teams including Finance and Legal to review or address revenue recognition concerns for non-standard deal structures* Ensure adherence to our quote-to-contract processes and policies for our commercial engine, while effectively escalating new use-cases outside of current approval matrix* Craft and coordinate proposals between our Sales, Legal, and Finance teams* Maintain scalable operations and feedback loop to HQ to increase contract velocity and efficiency* Develop an in-depth understanding of subscription model, service/product offerings and recommended contract structures*Promoted to Senior Deal Desk Analyst

Carpinteria, Ca, Us

* Create Quotes and Order Forms for all deals* Partner with Deal Desk on non-standard, custom, and/or complex deal structures to provide accurate quotes and order forms to match the intent of the deal* Accurately enter deal information into Salesforce and Zuora* Provide quick, reliable updates to Sales, and Revenue Operations* Elevate specialized issues to appropriate business partners for resolution and approval* Ensure compliance and consistency across deal use cases on all quotes and order forms* Take initiative and identify areas of improvement in the quote to cash process to accelerate order processing and improve sales efficiency* Oversee Deal Enablement Cases, track and drive approvals, and assist with reconciliation of transactions*Promoted to Deal Desk Analyst

Austin, Texas, Us

•Prepared, redlined, negotiated, and managed contractual documents for 6 lines of business: Support Renewals, Java, MySQL, Oracle Linux & VM, Oracle University, and Subcontracting•Supported sales in earning compliant business while adhering to company business practices and policies•Advised sales representatives on standard contract options for direct and indirect customers•Drafted contract language for legal review (from scratch) to satisfy customer requirements•Identified and mitigated business risks via the review of customer red-lines of standard Oracle contracts•Established professional relationships with Oracle Legal, Finance, and Sales to efficiently process business requests•Improved drafting processes by identifying issues & recommending process improvements to upper management•Created/Implemented training materials for new-hires/veteran contract administrators learning new lines of business•Earned empowerment to become the final reviewer of contracts drafted by the Services Deal Management Team

Austin, Tx, Us

•Analyzed and organized ACC Student Data gathered from Ellucian and Entrinsik Informer database software•Developed and maintained strong community relations with ACC T-STEM applicants/awardees•Participated actively in enrollment management and scholarship retention programs•Maintained confidentiality of work related materials, including information from student records•Prioritized, implemented, and managed multiple projects and due dates

Austin, Texas, Us

•Research Focus: Studied the rank drops of recurrence matrices whose entries come from a recurrence sequence defined by an order-r homogeneous recurrence relation. Conferences presented:•April 2016:National Conference on Undergraduate Research (NCUR), University of North Carolina at Ashville •15-minute oral presentation: Rank of Recurrence MatricesSymposium on Undergraduate Research and Creative Expression (SOURCE), St. Edward’s University •Poster presentation: Rank of Recurrence Matrices•January 2016: Joint Mathematics Meeting - Seattle, Washington •Poster presentation: Rank of Recurrence Matrices•October 2015: 10th Annual Texas Undergraduate Mathematics Conference, University of Texas at Tyler •15-minute oral presentation: Rank of Recurrence Matrices•July 2015: 23rd Annual California Ronald E. McNair Scholars Symposium, University of California at Berkeley •15-minute oral presentation: Rank of Recurrence Matrices•April 2015:Symposium on Undergraduate Research and Creative Expression (SOURCE), St. Edward’s University •Poster presentation: Rank of Recurrence Matrices