Sam Josefsberg Email & Phone Number

New York, Ny, Us

New York, New York, Us

New York, New York, Us

New York, New York, Us

Washington, District Of Columbia, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

Santa Clara, California, Us

Financial Modeling:o Developing and maintaining financial models including sales productivity model and bookings forecasto Partnering with corporate finance to build out and validate long term financial modelo Providing financial consultation and support in implementation and tracking of partner referral/rebate programs (VMWare, AWS, service providers)Analytics and Metrics Reporting:o Producing high visibility metrics reporting packages leveraged by c-staff, executives, and sales leadership including the CFO Close Package, Investor Relations Package, and Quarterly Business Review presentationso Creating and managing KPI packages providing insight into bookings, customer segmentation, product mix, discounting, sales coverage, hiring/attrition trends, etc.o Leading the automation effort of multiple system and tool enhancements including a centralized reporting dataset leveraged by finance organization and a demo gear ordering process for WW Systems Engineering organizationBusiness Partnering and Budgeting:o Primary finance business partner to endpoint sales, service provider sales, corporate sales, and WW SE organizationo Supporting sales leadership of newly formed endpoint and service provider sales groups on new product initiatives, go to market, segmentation, and sales strategyo Budgeting and forecasting of $100M+ in annual operating expense and over 200 headcounts with +/- 2% forecasting accuracy, communicating variances to business partners and finance team

Santa Clara, California, Us

Quota and Territory Planning:o Led the development and implementation of Anaplan resulting in an improved quota and territory planning process, enhanced collaboration between sales and sales operations, and a unified tops down and bottoms up model for over 250 sales teams worldwideo Organized the planning and execution of a new segmentation strategy for over 600 major accounts and 2000 global focus accountsAnalytics and Metrics Reporting:o Drove sales performance and facilitated executive decision-making through proactive and ad hoc analysis in Salesforce.com and Excel (e.g. dashboards, deal pipeline, product booking breakdowns, commit coverage, discount analysis, etc.)o Partnered closely with the Sales Compensation team to track attainment, split policies, effectiveness of various bonus/spiff programs, and impact of compensation changeso Created content and presentations to be used at company all-hands and sales kickoff meetingsCommit and Forecast:o Managed the worldwide sales commit and forecasting process of a $200 million quarterly businesso Built, managed, and maintained key models including sales forecast, bookings progress, headcount/territory planning, quota attainment, and sales incentive tracking