Sara Tyler Email & Phone Number

San Francisco Bay Area

VIP Petcare – Windsor, CA: (November 2016 – Present) • Develop and deliver business case to migrate from proprietary CRM to NetSuite. • Work with executives and core project team to create and execute project plan. • Manage stakeholder expectations and change order management. • Lead check‐in meetings & demos, training materials and “train the trainers” for each release. • Lead project team and executive retrospectives to ensure continual improvement and projectgoals are being met.Blue Banyan Solutions - Bay Area, CA: (February 2016 - Preset) • Provide account and project management for clients looking to implement or upgrade NetSuite. • Collaborate with clients to refine processes and identify clear business requirements for implementation. • Create customized solutions within NetSuite to meet client's business needs. • Provide training and ongoing support for clients.Sunpoint Energy, Inc. – San Francisco, CA.: (November 2015 – February 2016) • Provide support and guidance to CEO and President of solar distribution startup. • Work with CEO to define clear roles and responsibilities for current and future team. • Develop comprehensive and streamlined policies and procedures including training manuals andprocess maps. • Provide project management for ERP implementation including migration of legacy data. • Create intuitive reporting and system automations to allow for day to day management of tasksfor each department. • Design professional company documents including applications, price lists and sales forms. • Inventory Planning and supply chain support.Enact Systems – Pleasanton, CA.: (November 2015 – January 2016) • Support various ongoing projects to complete upgrades of CRM system. • Review KPI reporting and provide detailed recommendations on improvements. • Advise on possible upgrades to general functionality and user interface.

San Francisco, California

• Developed all process and program procedures for direct to consumer solar sales organization.• Define, test and implementation of fields, workflows and reports by department within Salesforce to automate business requirements.• Created two week training program for new hires, covering basic solar knowledge, problem escalation tactics, residential system layout creation, customer support scripts and project management processes • Recruitment, on-boarding and training of new hires.• Negotiation and collaboration with financing providers to ensure process and consumer pricing compatibility.

Petaluma, California

• Designed and implemented procedures for Sales, Accounting, Order Fulfillment, and Project Management. • Led software implementation of NetSuite, designing SOW and system maintenance.• Created and conducted interdepartmental CRM and process training for employees.• Established and managed business partnerships with financing providers.• Developed and negotiated Partner, Subcontractor and Finance Provider Agreements. • Created employee recruitment and onboarding materials.

Rohnert Park, Ca

• Process design, implementation and management of 5 residential solar financing programs.• Developed and negotiated Partner, Engineering Services, and Construction Agreements. • Created and managed department budget and conducted all program reporting and forecasting.• Increased Gross Margin from 8% to 20% through improved sales structure and program management.• Responsible for designing and maintaining ERP & CRM fields, reports, and automation workflows. • Improved project completion efficiency from an average of 120 days to 45 days through software integrations, process improvements and employee performance management.• Ongoing performance coaching and training for staff of 12.• Completion of 1,700+ residential solar installations resulting in over $50 Million in revenue.

Houston Texas And Healdsburg California