Travis Lee Email and Phone Number
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Business technology leader with over 10 years of experience interested in applying my knowledge of systems and business process to help companies scale and improve efficiency. Passion for building effective teams and aligning cross-functional partners. Constantly striving to better join company processes with the applications they inform. Currently working as the head of revenue systems, driving optimization of business process design and delivery. Background in Sales/Service/Revenue cloud configuration for the classic and Lightning UIs. Areas of Expertise: • 18x Salesforce Certified• Certified Scrum Master• Salesforce.com Certified Application Architect • Salesforce.com Certified System Architect• Tech Stack Optimization• Workato Certified Professional• Salesforce.com Analysis, Development, and Troubleshooting• Salesforce.com Application Development• Salesforce.com Solutions Testing• Salesforce.com Business Logic • Force.com coding (Apex)• Interpreting and updating existing Apex code, classes, controllers, triggers, and workflows
Avidxchange, Inc.
View- Website:
- avidxchange.com
- Employees:
- 501
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Senior Director Of Revenue Systems & ProcessAvidxchange, Inc. Oct 2023 - PresentCharlotte, 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• Define the Salesforce and business process strategy and roadmap to unite the RevOps and IT teams on common priorities• Oversee technical side of the larger sprints / transformations with a mix of internal and external resources -
Salesforce ConsultantTjl Consulting Feb 2015 - Present• 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• Advanced knowledge and experience integrating Salesforce with other applications such as OwnBackup, Docusign, Zoominfo, Marketo, Workato and moreClients include: CBRE, Whimsical, Atrium, Clearbit, Twelvefold Media, ARQEX, Varick North and more
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Head Of Revenue SystemsCheckr, Inc. Jan 2019 - Sep 2023San 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• Decisive leader with a focus on people and team development; promoted three members of my team to senior specialist positions -
Gtm Systems ManagerNew Relic, Inc. Mar 2017 - Jan 2019San 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 -
Senior Salesforce AdministratorAdobe Nov 2015 - Mar 2017San 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• Governed advanced custom visual workflow network for Media Strategy division to improve business process for product line requests• Initiated Salesforce to Salesforce connection to help manage lead flow between systems during acquisition -
Crm ConsultantTucker & Hyde Apr 2014 - Nov 2015Folsom, Ca, UsTucker & 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 organizations. Implementations, system optimization and data migrations were the most common projects for our team.I worked directly with executive stakeholders to create comprehensive solutions that not only met the technical needs of the project, but established a framework for sustainable business processes in the future.• 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 -
Crm/Erp AdministratorTrx Training May 2013 - Apr 2014Delray 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• Managed database email marketing efforts with the Silverpop application as well as lead lifecycle tracking and development• Engaged in audience identification and monetization as well as social media lead integration -
Jr. Crm Administrator And AnalystParamount Equity Jun 2012 - May 2013Roseville, 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 -
Men'S Lacrosse Team PresidentUc Santa Barbara Jan 2010 - Jun 2011Santa Barbara, Ca, UsPromoted 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 -
Men'S Lacrosse Team Administrative AssistantUc Santa Barbara Jan 2008 - Jun 2009Santa 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
Travis Lee Skills
Travis Lee Education Details
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Uc Santa BarbaraSociology
Frequently Asked Questions about Travis Lee
What company does Travis Lee work for?
Travis Lee works for Avidxchange, Inc.
What is Travis Lee's role at the current company?
Travis Lee's current role is Salesforce Expert, Business Process Professional.
What is Travis Lee's email address?
Travis Lee's email address is tr****@****gul.com
What is Travis Lee's direct phone number?
Travis Lee's direct phone number is +191622*****
What schools did Travis Lee attend?
Travis Lee attended Uc Santa Barbara.
What are some of Travis Lee's interests?
Travis Lee has interest in Football, Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball, The Arts, Fishing.
What skills is Travis Lee known for?
Travis Lee has skills like Salesforce.com, Crm, Leadership, Social Media, Sales, Management, Fundraising, Customer Service, Project Management, Erp, Coaching, Customer Relationship Management.
Who are Travis Lee's colleagues?
Travis Lee's colleagues are Megan Drevitch, Caroline Sirico, Helen Foster, Krusang Patel, Callum Tanner, Brandon Davis, Chelsea Squires.
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