Travis Lee Email & Phone Number

Sacramento, CA, US

Charlotte, NC, US

• Lead the team of system admins, project managers and deal desk operators
• Influence executive leadership to institute first official product rollout process ensuring accuracy and cleaning bloated product catalog entries by 90%
• Institute first official product rollout process to ensure accuracy and clean bloated product catalog entries by 90%
• Reimplement CPQ and Advanced Approvals to align with current pricing strategy increasing quoting speed by 5x
• Refactor entire process automation suite within my first 90 days, reducing sales cycle time by 34%
• Lead Salesforce architect for Quote-to-Cash project, implementing automated contracting and Contract Lifecycle Management

• Working with a variety of organizations ranging from startups to large enterprises
• Drive projects to improve the performance, resiliency, and dependability of company platforms
• Defining business processes and requirements to help maximize the ROI in Salesforce and related business applications
• Confident managing techno-functional conversations with cross functional teams across departments
• Configuration and customization of Salesforce and Salesforce CPQ including process automation, custom applications
• Providing solution design, tech stack evaluation, implementation, enablement and support for Salesforce

San Francisco, California, US

• Led the revenue systems team of admins and developers responsible for driving 5x increase in company revenue
• Defined the Salesforce and business applications strategy and roadmap to align with business objectives and long-term goals
• Managed the annual department budget of $3MM including licensing costs, user count, vendor agreements, etc.
• Delivered multiple Configure, Pricing, and Quoting (CPQ) evolutions to align with current pricing strategy dropping quote error rate by 50%
• Primary business applications specialist for Customer 360 project effort focused on syncing/surfacing all customer data from major systems (Netsuite/Product) in a central point
• Lead architect for automated billing project to drive better data hygiene and eliminate manual billing practices

San Francisco, CA, US

• Managed team of administrators/analysts across tech stack including Salesforce and Marketo
• Led Agile deployment schedule, consistently delivering 40% beyond assigned SLA
• Reduced technical debt for declarative features (fields, layouts, custom objects, etc.) to drive greater adoption and business process alignment
• Implemented visual workflow network for demand intake across Deal Desk, Customer Success, Competitive Intelligence and Pricing divisions to improve business processes
• Designed and documented resource alignment to improve cross-departmental collaboration with native Salesforce teaming features
• Orchestrated weekly collaboration between operational leads to align on deployment work items and ensure minimal conflict

San Jose, CA, US

• Acquired TubeMogul December '16**
• Managed all requirements gathering, process design and configuration for 300-user Salesforce instance
• Led sales enablement and user evangelist efforts for new and existing Salesforce users
• Improved data accuracy for Brand/Agency account relationships from 17% to 93% using DemandTools and Dataloader to better aid sales team prospecting
• Implemented contract automation solution utilizing Drawloop and Docusign integrations using Lean principles
• Designed APEX class collection to score contract merit based on spend criteria

Folsom, CA, US

• Tucker & Hyde specializes in systems configuration and data for Go-To-Market organizations. As the principal CRM Consultant, I maintained client relationships by providing a forward-thinking perspective to their.
• Worked with executives of multiple organizations to define business processes and help maximize the capabilities of Salesforce
• Provided business analysis, solution design, business process redesign, implementation, training and support for Salesforce
• Configured and customized Salesforce reports and dashboards, process automation, approval processes, custom fields and formulas
• Built custom applications, custom objects and incorporated VisualForce and APEX when necessary
• Implemented and configured 3rd party applications to enhance SFDC capabilities

Delray Beach, FL, US

• Led CRM and ERP legacy data migration project during transition to Netsuite CRM
• Created all technical documentation for business processes and accompanying system configuration
• Analyzed and redesigned process automation to reflect renewed business processes
• Conducted periodic mass data cleansing efforts in Salesforce.com and Netsuite
• Refined categorization structure of legacy data for leads and accounts resulting in $2.7M in holiday season ecommerce revenue
• Created data mapping template to segment Education division to the Cornerstone on Demand system

Roseville, California, US

• Implemented new lead distribution strategy resulting in 25% increased contact coverage by sales team
• Led collaborative reporting and analysis efforts for marketing and sales teams
• Migrated Paramount Solar division to standalone instance while managing the ensuing Salesforce-to-Salesforce connection in preparation for acquisition by SolarCity
• Gathered internal stakeholder requirements to drive continuous improvement across the full lead to cash cycle

Santa Barbara, CA, US

• Promoted to President by coaches to lead off-field activities. Only 2-year President in team history.
• Orchestrated 6 major fundraisers
• Increased fundraising totals from $24,400 in 2009-2010 to $47,000 in 2010-2011
• Supervised 3 different Administrative Assistants
• Managed inventory and sales of team apparel to fans
• Managed expectations between Recreational Sports Department and team coaches

Santa Barbara, CA, US

• Utilized Facebook and Twitter to increase home game attendance
• Negotiated with transportation and lodging companies to book time-sensitive reservations
• Screened recruitment letters and player highlight reels for coaches
• Processed Men’s Collegiate Lacrosse Associate dues and purchase orders to ensure compliance with UCSB regulations