Tracy Zinder Email & Phone Number

San Francisco, CA, US

Atlanta, GA, US

• Lead team of analysts responsible for supporting the Customer Org, including Customer Success, Renewal Managers, Professional Services, Customer Education, and Customer Support.

Miami, Florida, US

• Lead team of 6 technical and analyst resources responsible for systems, processes, and data supporting GTM teams including marketing, sales, customer support, and GTM enablement.
• Launched new governance model to align systems team resources with GTM strategic priorities and ensure reliable delivery of major projects.
• Developed strategic investment plan for systems team to support Anaplan’s growth towards revenue target of $1B.

San Francisco, California, US

• Lead team of 5 responsible for systems, processes, and data to support sales and marketing across three business lines.
• Led annual planning process for Growth Team, designing roadmap of activities and success metrics to support growth goals for 3 business lines.
• Designed and implemented sales territories, sales commissions plans, and operational processes for two sales teams, supporting both transactional and enterprise sales cycles.
• Directed implementation of RingLead for proactive and reactive data cleansing, resulting in deduplication of over 7,000 records in Salesforce, and reducing time for processing lists uploads from 7 hours to 2.5 hours.

San Francisco, California, US

• Lead team of 14 analysts and coordinators supporting 800 person global sales force by providing best in class processes, tools, and data quality.
• Designed roadmap and strategy to operationalize business goals including increasing sales rep effectiveness and improving Salesforce.com data quality.
• Led evaluation and implementation of new technology solution (LeanData) to increase accuracy of lead assignment from 60% to 90%, and save 1760 hours of manual work annually.
• Redesigned global rules of engagement to streamline approval processes and foster better collaboration amongst sales teams.
• Implemented new team structure, introducing 3 new roles to the team to create robust management structure and increased focus on long term projects to drive sales efficiency.

San Francisco, California, US

• Built and led team responsible for providing support to over 1200 global users of Salesforce.com and other sales, sales ops, and marketing tools including Marketo, SalesLoft, and in-house tools.
• Hired, onboarded, and managed Meraki’s first Salesforce.com-dedicated team, comprising business systems analysts, technical project managers, and developers.
• Lead architect and project manager of team responsible for streamlining sales pipeline management and increasing forecasting accuracy by building an integration between Salesforce.com and Cisco’s homegrown CPQ tool.
• Implemented new sales email automation tool, including requirements gathering, vendor analysis, technical implementation, conducting a 6 month pilot, and coordinating the final roll out to 275 users.
• Prioritized and directed production support, including weekly deployments.

San Francisco, California, US

• Provided production support for all business systems used by the Sales and Sales Ops teams, including Salesforce.
• Prioritized and triaged all incoming requests for Salesforce enhancements.
• Gathered requirements, configured, tested, and deployed new Salesforce features.
• Prepared SOX audit documentation and implemented new processes to support audit requirements.
• Conducted an investigation into inside sales rep productivity to determine how to modify systems and processes to increase sales effectiveness.

San Francisco, CA, US

• Provide production support for Salesforce, NetSuite, Zuora, Boomi, Avalara, and CyberSource for 1300 users. Collaborate with business stakeholders from sales, customer service, finance, and human resources to.
• Led project to redesign lead conversion and lead hand-off process between sales teams in Salesforce, including designing and building a fully automated commissions tracking system. Functionality enforced consistent.
• Enabled the customer service team to request, approve, and automatically process 1500 refunds per month for web customer satisfaction issues using Salesforce, Zuora, and Boomi.
• Designed and built a custom integration on the Boomi platform to automate user management in Concur, replacing 4 hours/week of manual data entry.
• Supported the implementation of Apttus in Salesforce by gathering requirements from the business, conducting testing of a new custom integration between Apttus and Zuora for billing account and subscription creation.
• Designed and built process for Brazilian users to generate localized order forms, submit them for internal approval, and send them to customers for signature using Salesforce and Drawloop.

New York, New York, US

• Led discovery workshops with business stakeholders to identify inefficiencies in sales, marketing, ordering, and system support processes.
• Developed and documented streamlined future state processes and customized technology solutions to support them.
• Designed and led the implementation of an improved order process and integrated eSignature functionality into the Salesforce platform for T-Mobile, impacting 15,000 orders processed per month and 700 sales users.
• Implemented Salesforce.com Sales Cloud and customized proposal generation functionality for ChildFund International for over 230 users across 4 continents. Collaborated with outside vendors to produce custom Salesforce.
• Designed and documented a Salesforce Communities implementation for Chevron Lubricants, enabling their partners to manage opportunities and collaborate on joint account plans. Created reporting capabilities to assess.
• Conducted review of Salesforce security model for NetApp. Defined and documented the current state Salesforce security landscape, approach to managing permission set assignment for over 900 active users, and.

New York, New York, US

• Participated in 18 month rotational program to become a certified Salesforce (SFDC) consultant.
• Conducted inside sales for 6 months, supporting regional AE in booking meeting and implementing local sales strategy.
• Performed a global rollout of Salesforce to 1700 users in four global regions for Weatherford International, including Salesforce configuration, documenting decisions, and managing the deployment specialist.

Berkeley, CA, US

• Develop communications strategies and generate content for social media platforms including Facebook, Twitter, LinkedIn and Foursquare.
• Write and review email communications with sponsors, exhibitors and students.
• Conduct outreach to potential new sponsors, including nine local businesses who participated in the 2011 PLAYgreen Festival.
• Assisted in the rebranding of Cal Rec Sports Marketing through collaboration on a redesigned Facebook page, a new sponsorship deck and a sponsors luncheon.
• Correspond with the Business Office to manage vendor payments, supplies orders, etc.
• Coordinate with event and IT staff to ensure excellent event operations.