We leverage technology and industry best practices to streamline business operations and data capture/analytics is critical to success and organizational scale. Over 14 years of experience spanning multiple industries and using business technologies, like Salesforce.com, HubSpot, etc. in many different environments.-Planned and executed over 7+ SFDC migrations and 4 HubSpot migrations-Implemented and established marketing automation platform strategies using Pardot, HubSpot, Salesforce Marketing Cloud, and Marketo-Streamlined Quote to Cash workflow to increase productivity and enrich attribution metrics-Designed and delivered customized reporting packages to surface key performance indicators in a single snapshot-Strategy and execution across Sales, Marketing, Customer Success, and Finance Ops-Restructured and designed marketing campaign capture workflows to improve attribution measurement-Developed lead management tools to prioritize, route, and action leads to help account executives and sales development reps focus on the most important leads-Designed and developed partner relationship management applications to manage partnership / business development workflows and prevent cross over between sales infrastructure and partner infrastructure-Facilitate and manage integrations like Domo, Outreach, Inside Sales, NetDocs, Zuora, Marketo, Pardot, DocuSign, Salesloft, Grasshopper, Kixie and more

Responsible and head of all Revenue Operations internally for Sales, Marketing, and Customer Success. The phrase, "work yourself out of a job," unfortunately, applied here. Despite macroeconomic conditions causing the company to downsize, I was able to set up the core technologies and processes across Sales and Marketing, and set the foundation for Finance and Customer Success operations to be automated and highly scalable. With the automations and efficiencies I put in place, the operations footprint didn't require a large human footprint to run and maintain.-Configured and optimized HubSpot Enterprise for Sales and Marketing operational needs-Configured and implemented a custom lead scoring model, tailored to Savvy/Ember customer personas-Designed and implemented an automated, multi-step lead router that dynamically routed inbound leads-Implemented and configured revenue dashboards on Domo for customer cohort analysis, sales funnel optimization, and more to improve operational practice-Wrote custom code actions (javascript) to extend OOTB workflow functionality to process data and automated the SDR to AE handoff process with activity tracking-Implemented new telephony system and migrated from old platform. Configured an auto dialer to increase call efficiency by 4x, and streamlined call interactions to increase tracking in HubSpot while saving reps 5+ minutes per dial (automated task recording, text templates, screen pop, etc.)

Responsible for developing and managing road map for operational technologies at Sorenson Media across marketing, sales, finance, accounting, business intelligence, and customer success.-Planned and executed a Salesforce.com migration and implemented a 100% Lightning experience deployment.-Translated business requirements into roadmap and stories for company data lake.-Implemented and managed Domo for real-time dashboards and analytics for partners, executives, and analysts.-Leveraged Salesforce.com flows to create a training attendance app for in-field trainers to track attendance and distribute user credentials.-Designed and implemented Salesforce.com infrastructure to support usage calculation and enable forecasting.

Responsible for developing and managing road map for operational technologies at Pluralsight across marketing, sales, legal, finance, accounting, and customer success.-Strategized, designed, and executed Salesforce.com instance migration and overhaul.-Implemented Zuora and managed integration between Salesforce.com, Zuora, and NetSuite for end-to-end subscription and billing management.-Managed and designed Zuora/Salesforce.com CPQ integration to balance needs of Sales, Accounting, and Legal and streamline quoting, accounting, and contract management workflows. -Designed workflow integration to automate OFAC compliance through various purchasing channels (credit card, online checkout, etc.).-Implemented SpringCM and DocuSign for contract management and managed integration between NetDocs and Salesforce.com.-Administered NetSuite, MineralTree, Blackline, Coupa to assist in accounting processing.-Implemented and administered Gainsight for customer success teams-Supported Marketo and Mandrill integrations to enable customer acquisition and nurture programs-Leveraged Salesforce.com flows to build a prospecting tool for Sales Development Reps to prioritize and manage prospect calls

-Managed the strategic vision and development of the Qualtrics Salesforce.com implementation for US, EMEA, and APAC operations.-Leveraged the force.com platform to create business applications, including a model for sales organization changes and calculating sales quotas dynamically without the overhead of custom coding.-Structured a process to facilitate collaboration and communication between sales reps and technical sales with routing rules, dynamic field capture, data validation, and opportunity team automation without adding repetitive clicks or custom code.-Used principles of UML to document and design business processes and applications for the administrative knowledge base.-Worked with the greater sales operations team to evaluate, design, and implement projects in sales, business development, marketing, and client success roles.