Sandy Tan Email & Phone Number

Carlsbad, Ca, Us

-Spearheaded and successfully implemented Salesforce CRM for go-to-market teams which resulted in streamlined processes, increased sales and provided a centralized environment to cater to our merchants.-Automated over 100+ sales reports resulting in hundreds of FTE hours saved in a month.-Led a team of analysts to execute operational efficiencies, perform critical data analysis to drive major decisions and streamline processes.- Developed and implemented key sales strategies resulted in 18% YoY sales growth.- Created KPIs, track productivity, compiled dashboards for sales leaders for insight to achieve sales growth.- Evaluates sales tech stack and implements new systems to improve sales efficiency.

San Diego, California, Us

•Owner of all sales reporting, territory alignment, sales compensation plans for the entire commercial organization.•Maintains and updates sales data in the company’s BI tool to ensure accurate territory and product sales reporting.•Works with the Head of Finance on determining the yearly sales budget allocation of $M•Manages all sales incentive compensation plans including timely and accurate monthly payments, working hand in hand with the CEO, Finance and HR to execute new plans and providing monthly scorecards to sales team on performance to quota.•Works collaboratively with the commercial team on sales reporting changes including new product launches, discontinuation of product lines and territory alignment on an ongoing basis.•Works as the contract administrator to draft up new commercial agreements with the sales leaders and legal team. Additionally, determines the ROI, cost benefit and incremental revenue to ensure the contracts are mutually beneficial.•Builds budget, forecast and adhoc models in excel to provide key analytics for important decisions. •In charge of keeping track of special price quotations, rebates and sample allowances that we give to our customers and re-evaluating them on an annual business to ensure ROI and benefit is still in our favor.•Provides key analytics to the sales team such as stack ranking on sales reps, dashboards on territory performance, trend analysis and end-user sales reporting to help make key business decisions.•The go to person to quantify a sales opportunity to ensure it makes sense on a margin and ROI level.

Carlsbad, Ca, Us

•Owner of all revenue reporting including budgeting, financial analytics and reporting daily, weekly and monthly actuals.•Created meaningful pricing analytics involving margin and ASP analysis to identify profitable customers and products to drive business growth and strategic decisions.•Created thorough variance analysis to explain sales results to budget to bridge the gap of misses and wins. Led monthly meetings with the commercial team to explain gaps and wins.•Successfully implemented Adaptive Insights for budgeting, forecasting and revenue analytics. Additionally, helped with accounting consolidation, building reports and data integration.• Works in multiple ERP systems and financial systems including Adaptive Insights, Made 2 Manage, MoneyWorks and EVO.•worked with the Director of Finance create and maintain revenue forecasting models and helped identify key drivers.•Acted as project lead for implementing Zoho Analytics, a business intelligence tool used company wide for sales analytics.

Carlsbad, Ca, Us

•Prepares monthly, quarterly and yearly revenue package for the CFO.•Performs monthly reconciliation of revenue reports to the Income statement to ensure accuracy of results.•Creates and maintains multiple revenue reports including daily and monthly files for the C-level executives and senior management. •Prepares and presents monthly revenue results to the sales team and senior management and provides insight to results.•Manages all incentive compensation plans by calculating monthly payments and ensuring timely payment, validating accuracy of inputs in Salesforce and working with management in developing new plans.

New York, New York, Us

•Created thorough wealth forecasting analysis for clients in order to help them make well-informed financial decisions and achieve their goals•Worked closely with multiple departments to understand and provide insights to monthly account performance and product performance to provide to clients•Prepared executive packages on suggested asset allocation, performance, wealth forecasting analysis to accentuate our firm’s best thinking•Partners with financial advisors and principles to provide all aspects of client servicing including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning, and Core/Discretionary Planning for high net worth clients and prospects

San Diego, Ca, Us

Roles held:Operations Specialist - July 2012 to July 2013Sr Operations Specialist - August 2013 - February 2015Business Consulting Analyst - March 2015 - March 2016•Identified, corrected and saved over $400,000 of erroneous charges to the department and implemented an efficient process to prevent future errors.Collaborated with LPL’s Financial Planning & Analysis and Client Compensation department to perform regular department budget reconciliations.•Participated in meetings with the Financial Planning & Analysis team and presented monthly budget spending to senior management•Developed business metrics and built Salesforce dashboards to track progression of department goals for the Relationship Management team•Identified key areas of improvement and created better efficiencies in Salesforce to produce more robust reporting•Managed attrition data, exceptions, activity logging and budgets in Salesforce•Led efforts of creating 2016’s Incentive Compensation plan for over 30 staff members •Provided regular and ad hoc reports and power points to Senior Management