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As a senior analytics and business operations leader, my background includes a Harvard MBA, BS in Engineering, and 18+ years of experience utilizing data, finance, operations, and marketing skills to enhance corporate growth, performance, and profitability.I studied engineering because I love solving problems and have applied that passion across data analytics, business operations, finance, and marketing roles throughout my career. Adept at leveraging extremely deep/broad cross-functional business experience and systems-thinking, I have expertly balanced organizational trade-offs and created the structures, processes, teams, and tools needed to support current/future success.My background includes work with Fortune 500 enterprises (Apple), as well as multiple high-growth startups and disruptive technology firms spanning diverse IT niches including Cloud, SaaS, HealthTech (athenahealth), FinTech (Simple), and MarTech (Customer.io).Key areas of expertise I bring to the table include:• Analytics & Business Intelligence Team Leadership• Executive-Level Strategic Decision Support• Analytics Engineering & Data Modeling• Financial Analysis & Forecasting• Data Analysis, Dashboards & Data Visualization• Cross-Functional Collaboration & Project Leadership• Workflow Design, Process Improvement & Streamlining• Staff Hiring, Mentoring & Development• IT System Migrations & Upgrades• Vendor & Partner Relations• Corporate Growth & Scaling • Lifecycle Marketing & Customer Engagement• Marketing Automation / MarTech Implementation I earned an MBA with distinction from Harvard Business School along with a BS Degree in Engineering from the Franklin W. Olin College of Engineering as part of its first graduating class.The key software/technology tools I've used in my roles to date include dbt, SQL, Sigma, Mode, Looker, Monte Carlo, Snowflake, Redshift, Stitch, Fivetran, Segment, Customer.io Journeys, Customer.io Data Pipelines, GitHub, Linear, Paradime, and MS Office and Google Office products (including Advanced Excel/Sheets).
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Data Science ManagerModa HealthPortland, Or, Us -
Head Of AnalyticsCustomer.Io Nov 2023 - PresentPortland, Oregon, UsOversee all BI/Analytics operations for this pioneering marketing automation technology provider, holding ownership of the data warehouse (Snowflake), ETL tools (Stitch, CIO Data Pipelines), BI tools (Sigma), data observability (Monte Carlo), and data curation (dbt).• Led an initiative to enhance revenue and acquisition reporting capabilities in a manner that allowed the company to report operational metrics for multiple discrete products leading to more informed internal operational decisions. -
Head Of Data Analytics & Strategic FinanceCustomer.Io Aug 2021 - Nov 2023Portland, Oregon, UsPromoted to build out teams owning internal analytics and non-accounting finance functions for the organization—including budgeting and forecasting—eventually overseeing a team of 3 Data Analysts and 1 Senior Finance Manager.• Supported fundraising, including due diligence associated with a Series A funding round with Spectrum Equity, a $5M crowdfunding raise on Republic, and other perspective investments and secondary sales• Led IT modernization efforts including guiding a POC process to evaluate Looker and Sigma (leading to selection of Sigma as the new BI Tool), implementing a Data Observability tool (Monte Carlo), migrating ticket tracking from GitHub to Linear, and shifting dbt orchestration/development to Paradime• Administered the Snowflake data warehouse and made adjustments to dbt code that reduced run rate of Snowflake spending by 50%• Designed and built bookings-based revenue reporting integrating data from the CRM and billing systems (Stripe) together to provide a comprehensive picture of MRR/ARR run rate without duplications• Led initiatives related to sales cycle and acquisition cycle modeling to better monitor the health of our sales and marketing funnels• Partnered with the CFO and Finance Manager to develop/manage budgets and financial forecasts
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Principal Data AnalystCustomer.Io Feb 2019 - Aug 2021Portland, Oregon, UsLed all internal analytics functions, focused on improving cross-functional performance and decision-making throughout the business.• Managed a data warehouse migration from Redshift to Snowflake to enable cost-efficient expansion of the data available for reporting and to achieve better alignment between spending and value• Curated data in a data warehouses using dbt—in addition to building dashboards in Mode Analytics to support internal teams (e.g. Product, Marketing, Sales, Technical Support, Customer Success, Finance)• Developed more robust automated revenue reporting solutions that reduced manual intervention, in addition to building a new revenue forecast approach and suite of new financial modeling capabilities• Led an initiative to build a taxonomy system for classifying customers and analyzing customer segments
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Sr. Director Of Operational ExcellenceSimple Finance Jul 2018 - Feb 2019Portland, UsMember of the Executive Management Team for this innovative FinTech provider and industry disruptor, leading teams of up to 20 staff in Operations, Quality, Risk Strategy and Analytics, Partner Management, IT Support and Infrastructure, and Operational Excellence. • Transformed the customer onboarding process in a manner that reduced the number of applications requiring documentation by 10%+—improving enrollment rates by 10% while simultaneously allowing for more balanced growth against risk and fraud losses• Accountable for managing operational relationships worth $2.4M+ annually, including card fulfillment (CPI), bill payment (Fiserv), mobile check deposit (Cache), and IT department vendors -
Sr. Director Of Business OperationsSimple Finance Feb 2018 - Jul 2018Portland, UsLed teams of 15-20 staff in the areas of Business Operations, QA, Partner Operations and Management, Support Planning, Workforce Management, and Banking Operations.• Partnered with Product and Engineering peers to initiate a successful turnaround of an incomplete, failed Salesforce implementation that had reduced operational productivity, instead of improving it• Partnered with Finance to rebuild Customer Operations operational forecasting and resource planning • Led development of new funds flow and reconciliation processes to resolve audit findings and ensure business stability
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Director Of Business OperationsSimple Finance Oct 2014 - Feb 2018Portland, UsFounded and led a 7-member team to provide needed support in the areas of Internal Consulting, Partner Management, Banking Operations and Reconciliation, and Operational Data Analysis.• Generated $1M in revenue above forecast by migrating more customers and deposits than expected from a legacy custom Bancorp/First Data banking platform to BBVA’s new Open APIs; served as business architect on the core team and secured buy-in from partners to develop new features, enhance CX, and build more streamlined reconciliation processes• Delivered YOY savings of $500K+ through a card replacement policy change involving a key vendor• Managed and negotiated service agreements with critical business operations providers, involving vendors/partners in the areas of card production and fulfillment, mobile check deposit, and bill pay
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Director Of Customer ActivationSimple Finance May 2014 - Oct 2014Portland, UsPromoted to director-level role overseeing the firm's Data Analysis and Life-cycle Marketing teams.• Grew the Data Analysis function to enable comprehensive reporting across all business functions, leading a team of 2 data analysts, 1 life-cycle marketing manager and 1 content strategist• Created on-demand operational processes to mitigate breakdowns in the automated product experience arising from a payment processor migration from Google-owned TxVia to First Data • Utilized creative problem-solving skills to resolve numerous growth challenges, including leading a build-out of new operational processes to mitigate customer disruption following a bill-pay system failure
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Business Operations ManagerSimple Finance Aug 2012 - May 2014Portland, UsJoined the ranks of this 40+ person start-up "neobank" that provided retail banking services to members exclusively through a mix of mobile/web technologies. Held ownership of key lifecycle marketing and data analysis functions, supported the executive team in strategic business projects, and conducted extensive business data analysis that helped grow the customer base 14x within a 2-year span.• Leveraged R Markdown to define metrics and build performance dashboards for the executive leadership team, in addition to creating dashboards to support Product, Marketing and Customer Support• Managed customer segments and email campaigns using custom-built R scripts and Campaign Monitor, experimenting with ongoing A/B tests across email and website channels to optimize marketing ROI• Built and maintained a new staffing model for Customer Support that enabled leadership to predict when additional staff would be needed to maintain service levels and advocate for that headcount internally
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Mba StudentHarvard Business School Aug 2010 - May 2012Boston, Ma, Us -
Intern, Global Service Supply Chain (Applecare) MaterialsApple Inc. 2011 - 2011Cupertino, California, UsResearched multi-echelon inventory management techniques, analyzed supply chain issues, and built a multi-echelon inventory optimization model to improve parts availability within the Apple Retail channel.• Identified a unique method for improving same-day fill rates by more than 13% with no net inventory cost, presenting findings to senior executives -
Manager, Strategic / Offshore OperationsAthenahealth Jul 2009 - Jul 2010Boston, Massachusetts, UsConceptualized and deployed procedures for improving monitoring around operational processes, productivity, and effectiveness—enabling the proactive detection of internal process breakdowns and allowing the accurate determination of their financial and operational impacts. • Grew the offshore operations team from 5 to 12 team members, capturing savings of $400k+ in 2009, in addition to supporting a transition to new local management; received corporate award for contributions -
Business Process Analytics Associate / Senior Operations AssociateAthenahealth Aug 2008 - Jul 2009Boston, Massachusetts, UsAnalyzed internal processes, identified bottlenecks, and developed proposals to improve efficiency. • Supported growth of the operations team in India, coordinating day-to-day operations, identifying workflow and tooling improvements and supervising deployment of a new bulk-handling process that improved operational efficiency driving $100K+ in operational savings within a 4-month span—and leading to the team’s receipt of an annual corporate innovation award.
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Claim Analytics & Reporting AssociateAthenahealth Jul 2006 - Aug 2008Boston, Massachusetts, UsInitially joined the company in a claims analysis role, gaining exceptional hands-on experience in operational data analysis and how to partner effectively with a complex mix of cross-functional stakeholders both internally and externally.• Designed, developed, and deployed web-based tools that improved productivity of the team
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Visiting Scholar & Program AnalystEnvironmental Resources Trust (Ert) Jun 2005 - Aug 2005• Researched national and international energy and environmental policies and existing emission registry systems.• Developed GHG Neutral Event Standard for offsetting the greenhouse gas footprint of events.
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Design & Analysis InternEquipment & Energy Team, Combat Feeding Directorate U.S. Army Natick Soldier Center Natick, Ma Jun 2004 - Aug 2004• Worked independently to design, test, and evaluate an alternative method of heating Unified Group Rations• Performed data analysis and evaluation of different refrigeration techniques
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Grant Writer, Summer InternThe Science Factory Hands-On Children'S Museum Jun 2003 - Aug 2003• Wrote and submitted grant proposals with the Executive Director and the Planetarium Director• Conducted Internet research and created/managed database of potential fundraising sources• Processed 20 years of paper records into database• Provided Macintosh technical support assistance
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Course Development Assistant, Electrical & Computer EngineeringFranklin W. Olin College Of Engineering Jun 2002 - Aug 2002• Worked with faculty members to design ECE course materials; collaborated to create online C tutorial
Will Clayton Skills
Will Clayton Education Details
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Harvard Business SchoolEntrepreneurship & General Management -
Franklin W. Olin College Of EngineeringEngineering - Systems Design
Frequently Asked Questions about Will Clayton
What company does Will Clayton work for?
Will Clayton works for Moda Health
What is Will Clayton's role at the current company?
Will Clayton's current role is Data Science Manager.
What is Will Clayton's email address?
Will Clayton's email address is wi****@****lin.edu
What is Will Clayton's direct phone number?
Will Clayton's direct phone number is +150338*****
What schools did Will Clayton attend?
Will Clayton attended Harvard Business School, Franklin W. Olin College Of Engineering.
What skills is Will Clayton known for?
Will Clayton has skills like Analysis, Operations Management, Leadership, Start Ups, Management, Business Process Improvement, Healthcare Information Technology, Data Analysis, Program Management, Strategy, Product Marketing, Project Management.
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