Vincent Lee Email & Phone Number

San Francisco, Ca, Us

Tools: Zoominfo, Lusha, Fullcast Lead Routing, Salesloft, Gong Engage, Linkedin Sales Navigator, Salesforce- Manage the end-to-end process of GTM initiatives, including planning, execution, and performance analysis.- Partner with Sales, Customer Success, Marketing, and Channel Partner Ops.- Implementing and leveraging technology solutions to enhance the efficiency and scalability of GTM operations.- Meet with CSMs from Zoominfo, Lusha, Fullcast, Salesloft, Gong, and Linkedin Sales Navigator on a regular basis to align Udemy business goals with the tool’s capabilities and product roadmap.- Collaborate with cross-functional teams to translate GTM strategies into actionable plans.- Leverage Fullcast for Lead Routing combined with Zoominfo and Lusha’s Lead Data Enrichment to connect our reps with higher quality leads.- Collaborate with Sales Ops to improve the selling motion through Gong Engage Flows Frameworks and Gong AI Call Spotlights.- Revamped the Last Touch Attribution model to attribute pipeline generation to Sales and Marketing teams.- Orchestrate the deployment of Gong Engage with cross-functional teams- Provide training and support to internal stakeholders on GTM tool usage, best practices, and troubleshooting techniques.- Conduct regular audits and quality checks of GTM configurations to maintain data integrity and compliance with privacy regulations.

San Francisco, Ca, Us

San Jose, Ca, Us

The CX Digital Transformation team is charged with driving continuous business transformation, operational efficiency, and continuous delivery of system capabilities for the CX Customer Success practice.- Developing new SFDC platform capabilities that will enable internal Cisco Customer Success specialists to support customers through their product & solution adoption journey. - Documenting the business requirements from stakeholders and collaborating with IT for development.- Driving the end-to-end development, QA, BAT and UAT testing cycles for Salesforce features on a sprint-by-sprint basis.- Defining, managing, and tracking system features & users stories in Aha! and Rally.- Serving as a release manager to prioritize key enhancements scoped for the Customer Success console.

San Francisco, Ca, Us

- Serving as the Customer Success Business Partner to the SFDC team in efforts towards identifying business process improvements within Salesforce- Gathering requirements from business stakeholders and translating into technical requirements for the SFDC team- Managing timeline and expectations for deliverables of SFDC enhancements for Customer Success projects- Drafting workflow diagrams via Lucidcharts and documenting business processes in Confluence- Onboarding new customer success managers on how to utilize Salesforce for their role- Driving a variety of initiatives in efforts towards scaling and optimizing the Customer Success Organization- Leveraging Salesforce Dashboards, Tableau, and Google Spreadsheets to enhance reporting capabilities for Customer Success Leadership- Supporting the Customer Success Organization on general queries about reporting and data in Salesforce

Pleasanton, California, Us

- Leading design sessions with the customer financial business partners to ensure that the project deployment follows Workday’s best practices- Configure the Workday Financial module to meet business requirements.- Workday functional product experience in Revenue, Customer Invoice, Customer Payment, and Projects.

Pleasanton, California, Us

• Served as a Financials Integration lead for a Workday deployment• Experience with the following Financial Management Cloud Connectors: - ACH CCD - ACH PPD - ISO20022 - BAI2 Bank Statements - Lockbox - VCF 4.4 Credit Card Holder and Transactions - Supplier Punchout, Purchase Order, and Supplier Invoice Inbound - Currency Exchange Rates• Utilized BIRT to build Customer Invoices, Customer Statements, Dunning Letters, and Financial Checks• Built Advanced Custom Reports and Calculated Fields• Designed and developed custom studio integration solutions leveraging a variety of Financial Management Web Services

Pleasanton, California, Us

Workday is a leader in the Human Capital Management and Financials SaaS industry. I was in the Customer Success Operations team which supports the Customer Success Managers across the globe. Leveraging analytical tools such as Tableau, Datameer, Excel and Access, I provide the reporting and analytical insight about Workday's customers to set our CSMs up for success during Quarterly/Annual Business Reviews.- Leveraging analytical tools such as Tableau, Salesforce, Datameer, Excel, Access and Gainsight, I provided the reporting and analytical insight about Workday's customers to set our Customer Success Managers up for success during Quarterly/Annual Business Reviews.- Collaborated with Customer Success Executives to brainstorm ideas to help identify how to leverage data to help improve the Customer Success experience.- Developed and maintained Tableau dashboards from multiple data sources (Learning Management Systems, OpenAir, Workday Usage Metrics, SFDC, Workday Community)- Provided training material and sessions to help onboard new customer success managers on how to best leverage the customer success dashboards

APTTUS provides Quote-to-Cash solutions built 100% native on the Salesforce platform. I was on the Product Success Team which aims to implement emerging beta products with customers in order to gain feedback in the development of the product. My role in the team is a Business Analyst and Configuration Engineer which involve capturing key business requirements during customer engagements, configuring the APTTUS solution, and translating any custom development needed to developers.- Collaborating cross-functionally with the Solution Architect, Software Engineers, Product Managers, and Developers on Quote-To-Cash implementations.- Configuring APTTUS solutions in Salesforce to meet the customer’s business requirements during sprints.- Testing customer use cases and identifying product gaps in emerging products.- Assisting the Solution Architect in the development of the Solutions Workbook by documenting business requirements during customer engagements, creating process flow diagrams, and maintaining outstanding action items.

San Jose, California, Us

NetApp is a leader in the storage and data management industry. I was given the opportunity to intern for the NetApp on NetApp team, which is aimed to share IT insights, best practices, and success stories using NetApp products. This role allowed me to improve my business communication skills and technical skills through managing various projects to enhance the NetApp on NetApp program.- Improved the user experience of the NetApp on NetApp intranet site by revamping the layout to enhance the navigation of the portal- Collaborated with lead developers to integrate search and filter capabilities to the content library on our intranet site making it easier for sales teams to look through presentations, blogs, and videos.- Leading the video production initiative to increase the awareness of the NetApp on NetApp program to both internal and external customers.

Kista, Stockholm, Se

Ericsson is a leader in communication technologies and services. As an ITTE delivery management intern, I was responsible for maintaining various IT assets onsite including laptops, printers, and troubleshooting basic computer issues. I utilized my analytical skills and organizational skills in order to maintain a spreadsheet to track how many unused assets were saved in efforts to promote the IT cost reduction initiative.- Analyzed IT assets data to track and remove any recurring costs as a part of the IT cost reduction initiative.- Utilized my business communication skills to coordinate with other Ericsson sites across the US and manage IT asset costs.- Maintained and monitored IT procedure documents are up to date within the internal sharepoint database.

St Petersburg, Florida, Us

Jabil provides global electronics manufacturing services to companies worldwide. As an inventory analyst intern, I was responsible for tracking the inventory for a given account ensuring that the production runs smoothly for various product lines. This role required me to work in a cross-functional team coordinating tasks between the buyers, planners, QA testers, stockroom, and the production floor.- Maintained the inventory in receiving, quality control, stockroom, shipping, and the production floor. - Used SAP to track the materials movement throughout different storage locations within Jabil. Assisted several departments.