Stacey Phillips

Stacey Phillips Email and Phone Number

Lead Business Process and CRM Specialist @ Evident Scientific
Houston, TX, US
Stacey Phillips's Location
Greater Houston, United States, United States
Stacey Phillips's Contact Details

Stacey Phillips personal email

n/a

Stacey Phillips phone numbers

About Stacey Phillips

"Do not follow where the path may lead. Go instead where there is no path and leave a trail."-Ralph Waldo EmersonEfficient and strategic analytical thinker with significant experience. I have held unique positions and have a mind-set of both a detail-oriented framework and a “big-picture” curiosity. I focus and have interest on increased productivity and implementing new process improvement initiatives, which saves valuable and finite resources.

Stacey Phillips's Current Company Details
Evident Scientific

Evident Scientific

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Lead Business Process and CRM Specialist
Houston, TX, US
Stacey Phillips Work Experience Details
  • Evident Scientific
    Lead Business Process And Crm Specialist
    Evident Scientific
    Houston, Tx, Us
  • Evident Scientific
    Senior Project Manager, Global Crm
    Evident Scientific Mar 2020 - Present
    • Subject Matter Expert and Product Owner for Salesforce.com, Account Engagement and other third-party applications to support Sales, Marketing, Service and Customer Service Global Teams (Americas, EMEA, Japan, China and APAC)• Mentors, leads and influences several teams, including current and prior experience with direct reports, to foster collaboration and provide exceptional and responsive team support• Implements and enhances Salesforce Service Cloud, Conga Composer, Account Engagement and other third party applications including Avalara, eSpatial, and DemandTools• Implemented Deal Desk and other strategic GTM initiatives • Continuous Improvements, hands on effort working with Developers for agile and standard iterative improvements• Responsible for change management and communication including regular updates to leadership and other stakeholders across the organization• Consults and collaborates with both the business and development group to ensure adequate knowledge of requirements are documented and executed for business operations• Trains the Sales and Marketing Teams on new business process and procedures in Salesforce• Prepares Power BI Reports and Salesforce Dashboards to measure various KPIs throughout the organization• Interacts and utilizes other CRM/ERP systems within the organization including NetSuite, SharePoint, Power Platforms, ELTON, etc.• Develops Flows for automated business processes and procedures• Knowledge and implementation of custom objects, Salesforce Lightning components• Proficient in User Account Management • Manages Conga Composer Document Generation tool using templates, merge fields, solutions and collections• Duplicate record management• Actively led Account Engagement (formerly Pardot) efforts using dynamic lists, custom fields, automation and completion actions to capture campaign ROIs• Successfully troubleshoots as needed with our support team
  • Entergy
    Senior Data Analyst - It Business Intelligence
    Entergy Sep 2019 - Mar 2020
    New Orleans, La, Us
    • Hybrid position working as a Business Analyst and Power BI Developer to manage customer expectations and build advanced automated report models• Consulted with internal clients to gathers business requirements while utilizing active listening and agile methodology to produce quality reports in Power BI• Leads special projects for various business units including report, dashboards and app development• Successfully created and implemented a new scorecard using Power BI for the Shared Services VP and Team Leads• Developed and deployed several reports to Risk Management and Strategic Projects• Currently developing Power BI Reports for Network Security• Utilizes DAX, Power Query Editor, Power Automate, Power BI Apps to transform, manipulate complex datasets to create end-to-end automated reports• Acting consultant to support and train end-users with Power BI developments• Documents processes and procedures
  • Technipfmc
    Data Analyst - It Business Intelligence
    Technipfmc Jun 2019 - Sep 2019
    Newcastle Upon Tyne, Gb
    • Consulted with users to streamline reporting and analytics with Power BI• Built Data Models within Power BI to automate complex reports• Utilized DAX, Power Query Editor and calculated columns to transform and manipulate data within the Power BI Desktop• Served as SME for Finance within the BI Adoption Team• Delivery Manager for BI projects related to Finance• Coordinates support, projects and enhancements related to SSAS Development• Conducted Training classes to teach the fundamentals of Power BI• Gathered business requirements from user requests• Documented User Acceptance Testing and other related materials• Prepared internal training material and documentation• Managed SharePoint Training Group Site in Office 365• Advised on best practices with collaboration and utilizing Power BI Online Services• Stayed abreast of new release features with Power BI through Microsoft updates
  • Olympus Life Science
    Senior Sales Analyst
    Olympus Life Science Dec 2015 - May 2019
    Waltham, Massachusetts, Us
    •Provided analytical support to North America’s Life Science Sales and Marketing teams•Collaborated with IT in the development of Power BI Platform•Developed automated custom reports and dashboards within SharePoint, Power BI and NetSuite CRM Platforms for various user groups•Trained users in Power BI and NetSuite’s reporting and other functionality•Managed several collaborative projects with IT for process improvements•Advised various departmental groups on data-mining and analytical needs within Power BI and NetSuite•Created documents and training material for Standard Operating Procedures within the organization•Managed market share reporting and insights•Responsibilities included price list management•Provides quarterly, monthly and weekly sales reports to management and other ad hoc data needs as requested through Access and Excel•Exposed to Salesforce implementation•Managed Junior Data Analyst assisting with several projects•Researched customer requests and troubleshot as needed •Built rapport with other departments to openly communicate, transfer knowledge and gather information for business needs
  • Columbia Pipeline Group
    Senior Rate Analyst
    Columbia Pipeline Group Apr 2013 - Dec 2014
    Calgary, Alberta, Ca
    •Managed the regulatory and customer affairs responsibilities for the $1.5 billion-dollar Modernization Program at Columbia Gas Transmission Co. •Collaborated with multiple teams and disciplines to gather and analyze pertinent data for customer meetings and prepared presentation materials•Member of several special project teams which participated in strategy and decision making•Became an internal company representative informing employees of Modernization Program updates via public speaking engagements•Successfully prepared the initial and second year capital cost recovery mechanism (CCRM) filing with no comments or protests•Analyzed and improved upon processes and procedures within the company•Extensive use of excel preparing models, forecasts, exhibits and work papers for studies and regulatory filings•Prepared multi-year outlook models for planning, strategy and cost and revenue studies•Ad hoc analysis provided to internal clients as needed including internal audit and tariff interpretation
  • Energy Transfer
    Rate Analyst
    Energy Transfer Jun 2008 - Apr 2013
    Us
    •Assisted in complex Section 4 Rate Case, Cost & Revenue Studies and other filings for several natural gas transmission pipelines regulated by the Federal Energy Regulatory Commission•Extensive work building financial models and mining data in Access•Experience building financial models in Excel and manipulating pivot tables•Wrote in depth documentation and training material for operational departmental processes and procedures•Initiated process improvements to the reporting process of various Form 2 items and other filings•Responsible for financial processes and in-depth analysis and business trends •Various ad hoc analysis and special projects as needed by various departments•Answered and analyzed data requests and interrogatories as needed•Continued to increase level of responsibilities and exposure to other areas of business operations

Stacey Phillips Skills

Analysis Natural Gas Energy Variance Analysis Financial Modeling Pipelines Accounting Energy Industry Financial Analysis Finance Gas Microsoft Excel Forecasting Petroleum Financial Reporting Budgets Program Management Access Financial Statements Valuation Pricing Pricing Analysis Microsoft Access Presentation Skills Presentation Development Documentation Data Mining Public Speaking Training Cross Functional Team Building Collaborative Problem Solving Data Collection Research Microsoft Office Microsoft Powerpoint Netsuite Pivot Tables Strategic Planning Strategy Communication Project Management Project Planning Customer Service Customer Relationship Management Customer Satisfaction Sales Operations Operations Management Change Management Business Process Improvement Business Analysis

Stacey Phillips Education Details

  • University Of Houston, C.T. Bauer College Of Business
    University Of Houston, C.T. Bauer College Of Business
    Finance
  • San Jacinto College
    San Jacinto College
    Associates Of The Arts

Frequently Asked Questions about Stacey Phillips

What company does Stacey Phillips work for?

Stacey Phillips works for Evident Scientific

What is Stacey Phillips's role at the current company?

Stacey Phillips's current role is Lead Business Process and CRM Specialist.

What is Stacey Phillips's email address?

Stacey Phillips's email address is sp****@****rgy.com

What is Stacey Phillips's direct phone number?

Stacey Phillips's direct phone number is +183280*****

What schools did Stacey Phillips attend?

Stacey Phillips attended University Of Houston, C.t. Bauer College Of Business, San Jacinto College.

What are some of Stacey Phillips's interests?

Stacey Phillips has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.

What skills is Stacey Phillips known for?

Stacey Phillips has skills like Analysis, Natural Gas, Energy, Variance Analysis, Financial Modeling, Pipelines, Accounting, Energy Industry, Financial Analysis, Finance, Gas, Microsoft Excel.

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