Ryan Lundquist Email & Phone Number

San Francisco, Ca, Us

• Leading business system projects and administration within the Order-to-Cash (O2C) domain, ensuring reliable systems and effective quoting, billing, collections, tax, and accounting processes for Yelp's finance stakeholders.• Performing essential Business Analysis tasks, including project scoping, analyzing current/future states, eliciting and prioritizing requirements, engaging stakeholders, assessing risks, designing solutions, managing change, and planning rollouts.• Leading critical implementation activities, including system design and configuration, test design and planning, data mapping, System Integration Testing (SIT), User Acceptance Testing (UAT), and the planning and execution of rollouts.• Working closely with engineering to translate business requirements into technical specifications for both 3rd party and in-house systems (Oracle, Zuora, Avalara, Salesforce, Data pipelines, and in-house billing system)• Leveraging advanced SQL to conduct in-depth data analysis, validate and identify business requirements, identify critical scenarios, and generate insights that support leadership in strategic project and resource planning decisions.• Led the analysis and redesign of our in-house billing system to enable granular invoice-level adjustments. This involved data modeling of transaction data and relationships, developing a UI for processing and displaying adjustments, and integrating billing data into Oracle through a pipeline.• Lead Zuora Administrator responsible for all areas of the application including building reports/queries, workflows process automation, development, data fixes, bulk data uploads, training, integration failures, reporting, user access, product catalog, communication profiles, system configurations, etc.• Supporting Oracle Cloud AR and Zuora Revenue operations and integrations

San Francisco, Ca, Us

London, England, Gb

Modernizing Medicine - Boca Raton, FL (June-October 2018) • Delivered system assessment document outlining key areas of improvement for Modernizing Medicine's billing system(Zuora) • Updated out of date legacy data using Zuora API • Evaluated new Zuora features(Orders and Order Metrics) and helped negotiate contract for Zuora Developer Tools • Assisted with Zuora administration and reportingUnity Technologies - San Francisco, CA (Jan-March 2019) • Zuora related business analysis, documentation and implementation tasks • Helped internal team integrate Zuora with Netsuite • Created systems integration diagram outlining key end to end data flows of quote to cash system

Palo Alto, California, Us

Remote business systems consultantI implemented Branch's first billing and CPQ systems in 2016, and rejoined the company as a consultant to complete the migration of TUNE Analytics billing system into Branch's billing system after Branch’s acquisition of TUNE. - Conducted project scoping and planning, requirements gathering, and solutioning- Configured and tested TUNE's product catalog and billing configuration settings in peroration for mass migration of customer billing data- Used an ETL process to migrate customer and billing data from Tune's systems into Branch's Zuora tenant

Palo Alto, California, Us

"We hired Ryan at Branch to roll out Zuora as Branch transitioned to revenue generating products. He came in and ran this project from the ground up. We would have been lost without him. " - Tim Chingos MBA, Director of Operations @Branch • Led solution design, testing, and implementation of Zuora billing working with engineering, finance, and business operations to deliver billing our first paying customers.• Built out processes and procedures for managing quoting, billing, and collections operations.• Managed day to day support and operations of billing and quoting system.• Admin for Zuora, Zuora CPQ, Avalara, and Salesforce billing dashboards and reporting• Coordinated with salesforce engineering team to drive billing data integration with salesforce and CPQ processes• Integrated Avalara taxation engine

San Francisco, California, Us

• Lead Salesforce admin managing all Salesforce administration including workflow rules, page layouts, process builder, bulk data updates, custom fields, reporting and dashboards, permissions, license management, integrations, etc.• Implemented Zuora in 8 weeks for sales assisted channel accounts, including design, configuration, testing, data migration and deployment, all in-house• Led research and pricing negotiation for our sales stack• Implemented LeanData lead routing software system• Implemented Yesware email automation tool to allow automated emails and reporting on sales and customer success email activity • Implemented Clearbit data enrichment for company and contact data in Salesforce• Primary contact, handling systems related escalations, updates/changes, and issues resolution for a team of 15+ VPs, directors, AE, BDR, CSM, and SEs• Transitioned from a lead object based lead routing process to a a contact/account based lead routing process

San Diego, California, Us

Promoted to this role from sales ops to help revamp and scale billing operations.• Worked with project team to implement Zuora billing, assisting with analysis, configuration, testing, and data migration. • Led a project to move from email based ticketing management to a more scalable Zendesk instance"Ryan worked as a FinOps analyst at Wrike. Over the time here, Ryan showed a strong interest and appreciation for the complex design and integration between billing and CRM systems. His ability to quickly learn the capabilities and technical limitations made him a valuable member to the team. I believe Ryan's ability to quickly learn new systems and processes makes him a great asset to any high growth organization." - Ananth Avva MBA/CPA -- CFO/COO at Wrike 📌

San Diego, California, Us

• Salesforce admin supporting a team of 20+ reps scaling to target of 50+ during period of global expansion. • Managed and built Salesforce customizations(workflow rules, formula fields, process builder, page layouts, profiles, permissions, managed packages, etc.)• Onboarded new team members and managed our technology stack for the global sales organization including Salesforce, Join.me, internal Wrike support tool, Docusign, NC Squared Distribution Engine, Cloudingo, and RingDNA.• Designed and executed on Salesforce.com projects to ensure smooth sales processes, trouble shooting all tools in the sales stack• Prepared dashboards and ad hoc reports for directors, managers, and team leads"Ryan and I met when he joined the company at a critical juncture of our growth and at the early onset of new initiatives. After only a couple of weeks on the job, Ryan was able to fully immerse himself in the role and not only take full ownership of his work, but operate with a tenacity, passion and attention to detail that is rivaled only by the best in the industry." - Emeka Nwadibia - Agency Partnerships, @Google

Eugene, Or, Us

🦆The University of Oregon is a public flagship research university in Eugene, Oregon• Graded(code review and UAT) lab projects and tests for JavaScript CIS111/211• Assisted Graduate Teacher Fellows with lab operations for CIS 110 and 111.• Assisted students with JavaScript lab projects.

San Francisco, California, Us

San Francisco, California, Us

Certificate Of Business Analysis

Bachelor Of Science

Music, Music History, Theory And Performance