Steve Carroll Email & Phone Number

Morrisville, NC, US

• Managed $400M Services and Subscriptions revenue plan with global team of 5 analysts. Designed, implemented, and managed sales compensation programs for Service Sales team of 80 field representatives. Drove weekly /.
• Played integral role in company’s transition to SaaS business model, leading to increasing annualized recurring revenue (ARR) from $40M in 2019 to $158M in 2023.
• Developed new Forecast methodology, improving executive visibility into Salesforce opportunity funnel.
• Led Services participation in implementation of new CRM and CPQ Tools, streamlining quote-to-cash process for company.
• Defined and developed new metrics for Services and Customer Success (e.g., ARR, Churn, Net Revenue Retention), resulting in more accurate measurement of new business model.

Sunnyvale, CA, US

• Led annual and semi-annual business strategy and planning process for $3.4B Americas Sales organization. Drove analysis of Sales Compensation programs including forecasting of resulting Commission expenses. Developed.
• Developed new Excel models, deploying annual revenue targets more effectively to Sales Area-Regions in newly reorganized Americas Sales Theater.
• Redesigned cost center structure, driving responsibility and measurement to lower levels of organization where spending decisions occur.

Morrisville, NC, US

• Reporting to CFO, led team of 5 financial analysts serving as business partners to various functional VP’s. Produced monthly management reporting for executives and investors, including high level commentary focusing.
• Developed product line P&L’s, providing management with better insights into company performance.
• Drove evaluation, selection, and implementation of automated SaaS budgeting / reporting solution streamlining planning process.
• Led integration of Enterasys’ FP&A team into Extreme Networks environment, including adoption of new ERP (Oracle), budget / planning application (Hyperion) and reporting tools (OBIEE, Essbase).
• Developed Sports and Entertainment Venue P&L, highlighting investment opportunity within this market segment which eventually became 1 of largest commercial lines of business for company.

Westford, MA, US

• Managed $70M annual Engineering and Marketing opex budget. Drove ROI analysis on large complex sales opportunities.
• Led effort to re-engineer product investment decision process, helping to streamline executive decision-making.
• Developed new ROI-P&L model to evaluate more complex sales opportunities, factoring in implications of revenue recognition guidelines as well separate and distinct timing of cash flows.

San Jose, CA, US

• Business Partner providing both strategic and tactical financial guidance to functional heads of R&D and IT. Conduct financial analysis on proposed new product concepts and IT infrastructure additions with.
• Finance lead in successfully integrating several small-to-midsize R&D acquisitions
• Consistently met spend targets while functions successfully executed on deliverables

Master Of Business Administration - Mba

Bachelor Of Science - Bs, Management And Economics