Spencer Mackey Email & Phone Number

New York, NY, US

Brooklyn, New York, United States

Brooklyn, New York, United States

• January 2022 Consultant of the Month
• Dive deep into the unique needs of each client through thoughtful inquiry, and utilize extensive CPQ, quote-to-cash, and billing knowledge to recommend scalable solutions
• Write, groom, and drive on large volumes of user stories across each stage of the project lifecycle, paying particular attention to standardization and accessibility of information
• Work with Solution Architects to ensure system integration success for future state
• Customize messaging to clearly communicate with all client resources across the project: from end users, to technical backend support, to executive sponsors

New York, New York, United States

• Owned revenue-driving tech stack: Salesforce, Chili Piper, Zoominfo, Gong, Salesloft, managing all architectural and administrative decisions, reported to Director of Revenue Operations
• Designed and lead ground-up redesign of post-SQL Opportunity process; implemented CPQ concepts including custom Contract generation, auto-gen renewals, amendments, and trial deal mechanisms, which lead to 10x reduction.
• Implemented internal RevOps support ticketing system using SFDC Case functionality, drastically reducing TAT on interdepartmental requests
• Partnered with Sales Enablement to assist in rollout training (videos, docs, modules) for any and all revenue-driving processes
• Maintained SFDC integration to Lawgeex platform and 3rd-party tech stack

Portland, Oregon Area

• Leading the re-architecture of billing, orders, renewals and revenue systems using Salesforce CPQ integrated via Jitterbit with Zone Advanced Billing (NetSuite)
• Manage Financial Data Entry Analyst (temp)
• Built upstream solutions for all outbound billing/revenue data using flows, process builders, product/price rules, and custom modification to CPQ renewal uplift functionality
• Engage with stakeholders, developers, and SMEs to gather business requirements and recommend thoughtful solutions for improving company procedures
• Co-lead implementation of Salesforce Service Cloud (and migration of all data from legacy system), including creation of external customer support portal; configured with the following: custom objects, record types.
• Devised and created the “SKU Crew”: a cross-functional team responsible for the org-wide creation and maintenance of all items, thereby reducing SKU creation turnaround time by 3x and post-launch error fixes by 5x

Portland, Oregon Area

• Maintain deep familiarity with KPIs and baseline metrics for all products across the ViewpointOne product suite, collaborating with product managers to support initiatives across the product life cycle
• Team with business partners to operationalize Viewpoint’s Office Team and Field SaaS product strategy and facilitate quick wins.
• Perform ongoing quantitative win-loss analysis and provide executive-level reporting on key trends.
• Develop and execute research projects to quantify opportunities for new products and segments to drive prioritized targeting initiatives.
• Utilize advanced Excel skills, including extensive use of lookups, matches, pivot tables, macros, and VBA to produce thorough, error-free reports on a wide range of organizational trends
• Create comprehensive Excel quoting tools used by sales teams across the organization to facilitate the quote-to-cash process and prepare opportunities for creation in CRM platforms

Portland, Oregon

• Perform a wide variety of administrative and analytical activities associated with handling nonqualified executive benefit plans, asset reports, and life insurance products
• Utilize in‐depth knowledge of specific client plans and procedures to deliver superior financial services
• Prepare, audit, and analyze benefit statements and cash value reports based on established standards and within compliance guidelines

• Selected as one of ten Teaching Fellows as part of inaugural program, and returned as a Lead Teaching Fellow, assisting and training a new cohort of Fellows Summer ’15.
• Taught math classes of 10-15 students with all accompanying responsibilities. Students averaged of >3x test improvement on pre- vs post-assessment.
• Extensive training (~80 hrs) followed by daily coaching on measuring outcomes, scaffolded learning, feedback techniques, communication methods, etc.