Steve Testa Email & Phone Number

Dayton, Oh, Us

Ohio, United States

Cincinnati, Ohio, United States

As an Executive Leader, I drove the development and execution of the go-to-market systems strategy with a core platform consisting of Marketing: HubSpot, CRM: Salesforce, Financial: Zuora, and Customer Success: Gainsight. • I steered a team of system strategists and administrators in building, implementing, and continuously managing new and updated revenue operations systems • As the Product Leader, I owned the success of all revenue operations systems. • I designed and… Show more As an Executive Leader, I drove the development and execution of the go-to-market systems strategy with a core platform consisting of Marketing: HubSpot, CRM: Salesforce, Financial: Zuora, and Customer Success: Gainsight. • I steered a team of system strategists and administrators in building, implementing, and continuously managing new and updated revenue operations systems • As the Product Leader, I owned the success of all revenue operations systems. • I designed and integrated initiatives, features, and stories utilized for Scaled Agile development processes. • Through the launch of system workflows and business processes I verified data integrity and cleanliness. Show less

Cincinnati, Ohio, United States

As a trusted partner, I crafted and defined the strategic vision for the development of initiatives that drove growth. • Through collaboration with Operational and Technical teams we targeted business requirements to prioritize for system enhancements, allowing for the enablement of improved workflow and operational effectiveness • I crafted multi-year strategic, automated processes, and operational plans that achieved business objectives and enabled agile and scalable… Show more As a trusted partner, I crafted and defined the strategic vision for the development of initiatives that drove growth. • Through collaboration with Operational and Technical teams we targeted business requirements to prioritize for system enhancements, allowing for the enablement of improved workflow and operational effectiveness • I crafted multi-year strategic, automated processes, and operational plans that achieved business objectives and enabled agile and scalable strategic solutions. • I spearheaded strategic priorities across the organization, including data privacy management initiatives, information governance strategies, sales and marketing tools evaluation, customer retention workflow and tooling application. • I introduced the Program Management Office who were challenged with merging eight different entities into one; migrated all entities into a singular back-office system suite, harmonizing operations and business processes. Show less

Dayton, Ohio, United States

In this role, I guided and optimized sales technology tools that supported sales team effectiveness. I led a cross functional team in the support of sales tools across LexisNexis businesses. • I directed the Agile development of new systems and tools, including Compass, Large Law Account Planning Tool, Gamification/Forecasting for telephonic sales, and Print Content Tools that increased sales. • By originating a Business Process Model, I streamlined the documentation of system… Show more In this role, I guided and optimized sales technology tools that supported sales team effectiveness. I led a cross functional team in the support of sales tools across LexisNexis businesses. • I directed the Agile development of new systems and tools, including Compass, Large Law Account Planning Tool, Gamification/Forecasting for telephonic sales, and Print Content Tools that increased sales. • By originating a Business Process Model, I streamlined the documentation of system administration functions and standard operating procedures • I headed the implementation of data flow and synchronization efforts between multiple systems and departments. • Through partnership with business stakeholders, I standardized the use of tools and business processes within RLS • I enacted the allocation of multiple sales tools across LexisNexis business groups, comprised of Clearslide, DocuSign, iPad and Avaya phone conversion. • As the Project Leader for continuous improvement initiatives, I drove efficiency and operational effectiveness across sales and Sales Tracking, User Administration, and Lead Routing operations. • I decommissioned Private Node technology used in customer locations realizing $1M in direct expense reduction. • I began my tenure as the Lead Routing and Process Engineering Manager driving improvements in processing efficiency from 48 hours to 90% distribution to only one hour and directing a routing function that increased volume by 50% while cutting staffing by 38% reduction in staffing. Show less

Bloomington, Indiana, United States

Leading global sales operations to include management of multiple internal brand relationships, offshore operational effectiveness, global lead distribution, sales learning and development, business analysis, process design, system integrations and sales management and performance reporting in a centralized sales environment. Responsible for operations located globally (US, Canada, UK & Philippines). Produced 35% YOY growth in sales 2 consecutive years. Successfully lead global sales… Show more Leading global sales operations to include management of multiple internal brand relationships, offshore operational effectiveness, global lead distribution, sales learning and development, business analysis, process design, system integrations and sales management and performance reporting in a centralized sales environment. Responsible for operations located globally (US, Canada, UK & Philippines). Produced 35% YOY growth in sales 2 consecutive years. Successfully lead global sales organization through platform change and integration of 7 business entities on 4 separate systems to Salesforce.com. Performed due diligence for merger and acquisitions. Successfully lead sales organization through the integration of acquisitions.My earlier career consists of roles as an Area Sales Manager for Conseco Finance, the Section Manager of Centralized Sales Mortgage Processing & Operations and as Branch Sales Manager for HSBC. Show less

Carmel, Indiana, United States

Carmel, Indiana, United States

Carmel, Indiana, United States

Greater Indianapolis

Lean Six Sigma Black Belt Certification

Managing Sales And Relationship Management Organizations

Certificate program as part of HSBC International Management team.