I joined Lucidworks as part of their acquisition of Cirrus10 as their Business Operations Manager for Customer Excellence (inclusive of Customer Success, Professional Services; located within the Revenue Org), now serving as Business Operations Manager for the entire Revenue Org within Revenue Strategy & Operations. - SFDC Data Quality: audit and structure SFDC fields for accuracy, building of reporting across entire revenue org-Building retention and churn forecasting from scratch including: creation of all reporting (SFDC, Domo and Gsheet/Excel) to analyze open opportunities and retention targets, historical analysis of retention, weekly reporting to C-suite-Implementation and management of CS reporting through Gainsight (Salesforce implementation), including creation of Dashboards, CTAs, building of customer data portal, training of all CS reps on usage of Gainsight - Budget tracking initiatives: worked directly with Finance leadership to monitor Professional Services budget, revenue, margin, as well as to identify problem areas where additional reporting or effort needed. Created and chair monthly PS-Finance meeting, worked to create fields linking Projector PSA and SFDC. Responsible for entering all PS subcontractor POs.- Quarterly creation of deck for board of directors meeting, working with Finance and C-Suite to audit data and ensure accuracy and alignment between Finance/SFDC data.- Responsible for calculation of all CS employee variable compensation data, including quarterly PS sales commissions and bi-annual net retention, gross retention, at bat retention statistics at a team and individual level.- Domo: Co-Lead on implementation of new reporting software (replacing Tableau)- Pipeline Analysis: creation of reports analyzing historical pipeline data to determine trends in pipeline, state of current pipeline; creation of benchmarks for evaluating pipeline performance; creation of dashboards tracking current open pipeline, pipeline forecast

Until the acquisition of Cirrus10 by Lucidworks I was responsible for:- Invoicing, A/R, A/P, and Cash Management. Sending invoices to clients, tracking payment status, managing A/P, and present a weekly budget to the Partners.- Payroll- HR. Onboarding, immigration processing, and benefits administration.- Bookkeeping Liaison. Act as point of contact for our external bookkeeper and accountant and submit the taxes they prepare.- Event Planning, including yearly company wide all hands meeting. - Office Admin

First hire and direct report to the CEO for ZappBug, a manufacturer of portable heat-treatment solutions for pest control and start-up based in Seattle, WA, where I managed shipping logistics, accounts payable and receivable, inventory management, customer service and distributor relationships. I also oversaw the creation of SEO-driven web content, including over 20 videos about our products and general bed bug treatment tips, which I both wrote and starred in. • Daily shipping logistics; bridge between multiple sales channels (direct over phone, webstore, distributor) and fulfillment warehouse; co-ordinate daily shipments direct to consumer and weekly shipments LTL to Amazon• Managed relationships with multiple distributors including logistics, distributor support over phone and email, interfacing with major shippers (UPS/FedEx/USPS), and signing of new distributors• Accounts receivable: using Quickbooks Online responsible for daily billing of all distributors, direct consumer sales via phone and importing of all web sales from WooCommerce into Quickbooks. Worked with Gravity Payments/USAePay for all credit card sales including refunds, chargebacks, credit card declines. Processing of any check by mail payments. • Accounts payable: responsible for tracking all accounts payable via Quickbooks Online and Bill.com • Inventory management using SOS Inventory including oversight of quarterly inventory counts, weekly inventory tracking and projections, distribution of inventory between warehouse and Amazon FBA warehouses, inventory receiving including COGS calculations• Coordination of twice annual trade show presence including booth rental, planning, set-up logistics, creation of promotional materials; also responsible for interaction with potential clients at trade shows and follow up afterwards to sign on new product distributors

I was responsible for account management of twelve clients, including coordinating daily shipments, creating activity reports, and monthly invoicing of all logistics activity. • Managed inventory for all clients: receiving shipments, overseeing inventory counts, tracking by lots • Coordinated shipping logistics including direct to consumer and LTL from multiple web sources (xml files, Amazon Sellercentral/Vendorcentral, Multisystem Order Manager, PayPal) • Provided customer support including interfacing with major shippers (FedEx, UPS, USPS), tracking of all orders and work requests, phone support where necessary• Oversaw accounts payable through Quickbooks• Outward facing phone support where necessary for luxury seafood merchant including customer support, transferring/holding calls in multi-line system, web-based customer support instant messaging