Vance Lopez Email & Phone Number

Covina, California, Us

Covina, California, Us

Covina, California, Us

Sidecar Health is changing health insurance. We empower people to be in control of their health and spending. We are a passionate group of people developing a health insurance product that works the way we think health insurance should work.- Developed Salesforce to support the go-to-market strategy for a first of its kind health insurance product. Grew the user base to over 80 with a 95% utilization rate.- Built a custom commission tracking and processing system in Salesforce to execute monthly payments to external parties. - Developed the sales forecast model and tracking tool for weekly executive leadership updates. Utilized past sales data to model future expected pipeline and close rates.- Created and implemented cross-functional processes driven by Salesforce workflows and automation, including task queues, approvals, lead capture and disposition, document generation, incentive tracking, 3rd party integrations, customer surveys, new business implementation tracking, and sales campaigns.- Created and maintained documentation for sales processes and Salesforce usage and best practices.- Built and managed the sales operations team responsible for managing and building Salesforce, administering the documentation for sold cases, processing commissions, forecasting and sales analytics, and monitoring licensing and appointments for internal and external producers

San Diego, Ca, Us

Kyriba empowers CFOs and their teams to transform how they activate liquidity as a dynamic, real-time vehicle for growth and value creation, while also protecting against financial risk. Kyriba’s pioneering Active Liquidity Network connects internal applications for treasury, risk, payments and working capital, with vital external sources such as banks, ERPs, trading platforms, and market data providers.- Manage global sales forecast, ensuring timeliness, completeness and accuracy of reporting- Create dashboards, metrics, and reports to manage the sales pipeline- Develop performance dashboards that encompass key metrics to be reviewed with sales leaders to drive and manage the business- Collaborate with and provide expertise for teams in sales, marketing, finance, sales enablement, strategy, and IT to influence the roadmap for enhanced business intelligence and CRM tools to support the business- Monitor and manage data hygiene in Salesforce.com and update data as necessary- Manage annual planning processes for the sales teams including territory planning and account segmentation- Assist with planning and logistics for global sales leadership meetings, including quarterly business reviews

San Diego, Ca, Us

Mitchell’s Pharmacy Solutions division provides critical Pharmacy Benefit Management solutions to hundreds of workers’ compensation and auto insurance carriers, administrators and employers in the United States, as well as connects with over 65,000 pharmacies to provide injured patients with access to prescription medicines. Our mission is to provide our customers with better claim outcomes and help patients restore their lives after a workplace or automobile accident.I managed all aspects of operational development & support, including Sales Analytics, Strategy, Planning, Forecasting, Pipeline Management, and Reporting. I was the primary owner of sales processes and sales operations activities, including developing metric driven performance dashboards, the Sales Playbook and usage of Salesforce.com. Additionally, I managed the analysis of sales performance trends, created methodologies to accurately forecast short and long-term sales performance, and supported Senior Management in sales planning and target setting processes.

Employee Ownership AlmanacA responsive, web-based, interactive data exploration and visualization application providing access to Department of Labor Form 5500 data, and specifically focusing on Employee Stock Ownership Plan data. Users can apply data filters for real-time analysis of tax data in six different plan properties. Filter segments include geography, the number of participants, industry sector, and more. The application includes a feature to search for specific company plans. Analytics and application are based on the R Shiny framework. R | R Shiny | shinyapps.io | SQLite | Plotly | Bootstrap

San Diego, Ca, Us

At Lytx™ we transform organizations by creating visibility, focus and accountability to drive positive change and deliver life-changing results. Our flagship solution, the Lytx DriveCam Program™, helps transportation companies be safer by combining state-of-the-art sensor technology; insightful, actionable predictive analytics; and world-class service. As a sales analyst on the Sales Operations team, I served as the commercial sales organization's Salesforce.com knowledge expert. I worked with the team to define business requirements and mapped Salesforce features to business processes. I managed commercial sales reporting and data analysis requests through Salesforce.com reporting, dashboards and ad-hoc reports, and developed and improved reports, dashboards, and supporting process flows. I analyzed our database structure and data models, and recommended and implemented improvements to improve reporting capabilities.

San Diego, Ca, Us

- Managed the development of the Beyster Startup Toolkit, an educational offering for entrepreneurs- Developed and implemented an exploratory marketing research project for the Beyster Startup Toolkit. Conducted depth interviews and analyzed and presented research data for product development- Improved company website through information consolidation and flow analysis

Raleigh, N.C., Us

- Forecasted EVSE sales in multiple world regions.- Researched and analyzed U.S. EVSE supply chain for development of go-to-market strategy.- Researched and analyzed data for tens of thousands of charging points and 20+ EVSPs across four countries.- Researched and developed pricing map of U.S. EVSPs to quickly analyze the cost to electric vehicle consumers. - Created a cost projection model to show energy costs for EV owners based on driving habits and a comparison to the cost of gasoline given similar conditions.

Washington, Dc, Us

- Managed a variety of teams with up to 50 Marines managing the operations, administrative functions, training, welfare, and cohesion of the units.- Prepared and deployed mixed teams of Department of Defense civilian contractors and Marines while operating in remote and austere combat locations and conducting unmanned aerial vehicle (UAV) operations in Afghanistan. - Managed the Administration Department responsible for the administrative and legal matters of nearly 800 Marines. Received special recognition for superb adherence to tight administrative controls from the Marine Corps administrative audit team. - Developed and created an extensive SharePoint intranet site to improve information throughput and internal procedures.

Master Of Business Administration (Mba), Business Analytics

Master Of Science (Ms), Data Analytics

Bachelor Of Science (Bs), Business Administration And Management, General

Computer Programming, Specific Applications