David Wallis Email & Phone Number

Pittsburgh, Pa, Us

Alpharetta, Georgia, Us

Reporting to the CFO, responsible for implementation, integration and automation of Business Information Systems including CRM (Salesforce.com), CSM (Gainsight), Marketing Automation (HubSpot), CPQ (DealHub), ERP (NetSuite) and related systems. Managed 250 employee laptops (Windows and Mac), Network infrastructure for offices in three countries, as well as corporate-wide productivity systems including Google Workspace, Microsoft O365, Slack and Zoom among many others.• Designed and implemented custom solution to track and report ARR “snowball” data; automatically allocating ARR to New, Cross-Sell, Upsell and Renewal categories across product lines.• Implemented DealHub CPQ to migrate sales teams from quoting in Excel spreadsheets. Reduced time to quote by 75% and eliminated pricing errors while providing executive visibility and approvals.• Built a custom Data Analytics platform using Google Cloud BigQuery, FiveTran, Google Data Studio to enable aggregation of data from disparate systems and cut board reporting time by 90%.• Developed and implemented a program to remotely secure and manage corporate laptops to achieve SOC(2) certification.

San Jose, Ca, Us

Lancope joined Cisco in 2011.Support the business by building, implementing and integrating systems, tools and processes that allow for scalability during organizational growth; develop and distribute analytics for solid decision making, and drive productivity and efficiencies for employees, customers and partners. Manage a high-performing team of 16 professionals to bring business processes to life through technology.• Conceptualized and built Salesforce.com Customer Community and Partner Community that allowed 24/7 access to knowledge base, training, white papers and other collateral. Integrated the Communities with Salesforce.com CRM and NetExam Learning Management System providing customers with a single point of contact. Improved customer satisfaction by 24%.• Integrated custom-built Salesforce.com Project Management system and Concur Travel and Expense system with Intacct Accounting system that facilitated faster and more accurate invoicing of professional services, real time revenue recognition, and a 50% reduction in lost revenue.

Support the business by building, implementing and integrating systems, tools and processes that allow for scalability during organizational growth; develop and distribute analytics for solid decision making, and drive productivity and efficiencies for employees, customers and partners. Manage a high-performing team of 16 professionals to bring business processes to life through technology.• Implemented corporate Intranet for enhanced internal communication and content delivery, employee directory and events calendar among many features.• Developed and operationalized a Partner Program including the creation of a partner community that provided partners with access to collateral, training, and deal registration. Enabled Lancope to engage with over 100 partners worldwide with no additional headcount.

Round Rock, Texas, Us

SecureWorks joined Dell in 2011.Led the administration of all ‘Quote to Cash’ systems including CRM, Order Management, Project Management, Revenue Recognition and Accounting. Worked with senior leadership to define business processes to achieve growth while enforcing business rules. Led a team of 11 IT professionals.• Managed integration of business data and processes for three large acquisitions by SecureWorks.• Established controls in sales processes within Salesforce.com to provide Sales and Finance leadership with oversight including discount approvals, robust forecasting, and credit review processes.• Implemented and customized project management system, FinancialForce PSA, used by Customer Service and Consulting teams to manage customer projects and track revenue.

Atlanta, Ga, Us

Led the administration of all ‘Quote to Cash’ systems including CRM, Order Management, Project Management, Revenue Recognition and Accounting. Worked with senior leadership to define business processes to achieve growth while enforcing business rules. Led a team of 11 IT professionals.• Enabled global expansion by enhancing business information systems to transact in over 80 countries and 30 currencies.• Developed automated data integrations for business information systems to create a single, unified Quote-to-Cash system.• Winner of CRM Magazine’s 2005 Midmarket CRM Leader Award.

Bachelor Of Engineering (B.Eng.), Chemical Engineering

Bachelor Of Applied Science (B.A.Sc.), Engineering