Trey Waller Email & Phone Number

Santa Barbara, California, United States

Deal Desk is the source of truth that PayJunction relies on for advice on pricing, data for forecasting, and ensuring all deals are optimally configured. Deal Desk is our Deal Oracle. Our Deal Desk team’s mission is to review every deal, every day and streamline the opportunity management process while acting as a trusted business partner for Sales, Accounting, Legal, and more. This includes:• providing advice on the key value propositions that will assist sales in winning opportunities,• streamlining the customer journey while normalizing the negotiation process to supercharge our sales teams’ velocity,• validating proper referral attribution and rate assignments for accounting accuracy and legal compliance of every deal, and• ensuring every deal is congruent with our Core Values.

Kennesaw, Georgia, United States

• Created BI strategy utilizing SQL Server, Power BI, and Power Query.• Built out BI database to house data from multiple sources creating a central repository.• Created efficiencies in current reporting by modifying coding of Power Query reports.

Atlanta, Georgia, United States

• Supported business by providing price strategies, revenues management and analytics for revenue generation across portfolio.• Developed pricing and profitability initiatives working with a cross functional team to generate revenue and improve margins.• Generated over $6M in incremental net revenue (8% of overall EBITA) through multiple portfolio pricing actions in 2021.• Created new revenue initiatives that are expected to bring over $4M in incremental net revenue in 2022.• Evaluated strategic revenue opportunities & partnerships providing guidance and recommendations to executive team. • Collaborated with Business Development on new partnerships to negotiate appropriate pricing and schedule costs, showing forecasted revenue based on partnership assumptions/run rates.• Led acquisition of large portfolio of Amex Opt Blue merchants to bring processing in-house creating incremental revenue.• Managed implementation teams for both new partners and enterprise merchants.

Greater Atlanta Area

• Built complex analytics activities involving modeling compensation plans, productivity and incentive analyses including developing forecasting for incentive and revenue tracking and reconciliation.• Allocated over $80M in revenue budget by modeling market and individual productivity to assign revenue goals to 600+ Small Business sales associates and management annually.• Led cross-functional dialogue with Small Business Sales Leaders to ensure transparency between Compensation, Analytics, and Sales teams creating trust in accuracy of reporting and processes.• Managed sales hierarchy changes and reallocated revenue targets/quota based on prorated time.• Track compensation plan performance to analyze plan component efficiency.• Overhauled sales compensation reporting to reduce manual redundancies and increase accuracy.• Developed standardized incentive reporting for sales business units to allow reporting on demand.

Atlanta, Ga

Responsible for more complex analytics activities involving modeling compensation plans, productivity and expense analyses, developing forecasting for incentive expense and developing models to help translate incentive components into productivity gains and corresponding expenses.

Atlanta, Ga

Responsible for analytical reporting for the Sales and Business Development departments for use by the executive leadership team in strategic decision making. This included calculating key performance indicators such as total sales figures, productivity per sales representative / sales team, attrition, quota attainment, promotion compensation, as well as forecasting and budgeting for the overall department. In addition, I managed our proprietary, online Leads system and all referrals from our partners to our sales force.

Worldpay

Managed the ISO/MSP program and financial reporting for the group. Strong understanding of the payment processing world allowed me to facilitate in contract negotiations by implementing pricing strategies in regards to the pricing of new agreements. My background in Business Intelligence allowed me to create dynamic reporting for the department which previously did not exist.

Compiled monthly and quarterly financials across multiple departments. Created reporting through SQL to meet demands from top executives and board members. Reported financials to top executive team for review. Analyzed partners' portfolio payments to find any discrepancies and correct errors. Improved process for reporting to various departments by using SQL queries to create ad-hoc reports that previously did not exist.

Analyzed the different business units to create reporting via use of queries in SQL and Access. While most of my time was focused on the MSP/ISO Channel and ensuring the residuals and commissions were correct, I broadened my reach to assist in other channels as needed. My previous work with the Agent Bank Channel allowed me to be the subject matter expert for the Agent Bank Portfolio.

I managed 400+ Bank Partner relationships to ensure the referral program worked effectively and efficiently. Trained and worked with partners on the leads system which provided leads to our sales force. Educated sales force on proper procedures when dealing with leads / partners in order for program success.

Master Of Business Administration - Mba, Finance

Completed MBA program in Spring 2012 specializing in Finance.

Bba, Economics, Finance