William Jo Email & Phone Number

- Be the trusted advisor to the sales team, collaborating on pricing, product, and commercial terms for non-standard transactions- Acts as expert advisor on advanced deal structuring methods- Lead deal structuring efforts for critical client engagements, including client facing negotiation- Partnering with cross functional teams to deliver outcomes aligned to client expectations and internal requirements (i.e. Legal, Revenue, Tax, Marketing, Product, Operations, etc....)- Increase the competency of account teams by enabling them on deal structuring and negotiation skills based on 8x8's financial objectives- Ensure sales and negotiation strategies adhere to established discounting, legal and revenue guidelines, policies and standards- Manage and lead a Deal Desk team of 4 people while striving to increase profitability, maximize revenue and optimize cash flow- Provide subject matter expertise for a new CPQ implememation of Vlocity, Inc. (Quoting/Ordering, Promotions, Cost Analysis, CLM, Product Catalogue)

Campbell, California, United States

- Structure, review, and approve deals within SLAs- Structure solutions regarding pricing, value propositions and deal terms on larger, more complex deals.- Approve all non-standard pricing requests. Ensure all required approvals are obtained and documented. - - Ensure that all transactions follow internal revenue recognition guidelines and operational guidelines.- Be a sales advocate and partner to internal organizations to understand contract requirements, structure, business terms and identify potential risks across opportunities. - Partner with Revenue Accounting team to review or address revenue recognition concerns for non-standard deal structures- Partner with the Legal Team to document non-standard terms or commitments, and mitigate legal risk.- Identify process improvements and formulate creative solutions when needed- Drive best practices and provide cross-training to increase sales efficiency and effectiveness across the organization- Ability to work with executives and provide trusted guidance and recommendations

Campbell, California, United States

- Drive the end to end lifecycle of a quote to an order with discretion and independent judgement with respect and adherence to the policies and procedures at 8x8- Manage complex day to day contract creation process, working closely with sales representatives to articulate customer requirements, business case, and deal value to several and sometimes dissimilar stakeholders at 8x8- Partner with sales leaders to understand close plans and timelines for high level deals- Administer approval process for the most complex and high visibility enterprise sales transactions to meet customer’s critical business requirements while expediting sales velocity, and adhering to 8x8’s operational policies, and accounting/legal practices- Managed assigned queue’s deal and request flow in alignment with priorities communicated by direct leadership- Assist in maintaining continuity within Deal Desk by working with teammates, especially junior members, in completing complex tasks- Analyze, model and recommend the best course of action for complex pricing situations and business decisions

Fremont, Ca

- Serve as the escalation focal point for the Regional Deal Desk team for all complex deals as well as back up when required- Structure and owns approval process for the most complex and high visibility enterprise sales transactions to meet customer's critical business requirements while reducing sales cycles, and adhering to EFI's operational policies and accounting practices- Report individual deal status and overall deal flow activities to sales leadership- Manage and distribute pricing and ensure the quoting tool has current pricing- Mange product availability and properly allocate by ensuring revenue is maximized- Track and provide real time sales revenue roll-up based on completed and work-in-progress deals- Provide reports and data for commission and cross functional teams

Fremont, Ca

- Maintain pipeline report for Sales management (3 business units - IJS, EPS & Cretaprint)- Summarize and report on the daily change in pipeline report for Sales management- Send out weekly updates based on prior week’s sales compared to the business plan and sales forecast- Provide deal list to regional sales managers and regional sales operations analysts for a deal review- Update Salesforce.com based on the outcome of the deal review if anything has moved or changed- Build and publish field sales planning workbooks- Update and manage MOR/QBR sales slides for senior management (IJS & EPS)- Validate and reconcile SAP vs EPS sales log- Build reports for sales management to analyze the business unit (YoY/QoQ)

Menlo Park, Ca

- Gather & manipulate transactional data to design pivot tables creating reports for the sales team- Customize & utilize reports through Salesforce.com for ad-hoc management reports- Reconcile Salesforce.com to QAD (ERP) system to ensure accuracy and correct flow of data- Create & test UAT scripts for data validation while reconciling QAD (ERP) to BIRST (BI tool)- Manage & publish daily sales goals procedures- Update the company database with sales revenue data- Reconcile company database for weekly, monthly & quarterly reporting- Create ad-hoc reports for sales representatives (YOY sales by account, by product, by rep)- Develop and maintain an account analysis for upper management- Design company overall performance PowerPoint slide deck for senior management- Assist & support commission analyst with department overload- Work on a lean/efficient team of 3 analysts- Manage the field sales (150 employees) for reporting and/or analytic needs- Support Marketing & Finance teams with product launches, pricing & promotions reporting- Update pricing in QAD (ERP) for changes to customer or product

Menlo Park, Ca

- Responsible for drafting customer pricing contracts - Manage pricing trackers for customers based upon channel of business performance- Maintain SalesForce.com and contract database- Determine pricing tiers among different customers. Upload pricing into ERP system

Menlo Park, Ca

- Responsible for auditing sales reps personnel expense reports (Health Care Compliance)- Created and updated spreadsheets for various Health Care Compliance/Finance projects- Helped with SAS 70 & SOX 404 internal audit

Mountain View, Ca

- File management for payroll, A/R and A/P processing- Processed domestic & international shipments through various carriers- Worked with Oracle database for purchasing & receiving shipments- Assisted in set up/ clean-up for all non-standard meetings- Closely interacted with all levels of senior management, customers, & vendors- Processed maintenance requests when covering for Facilities manager

Bachelor Of Science (Bs), Finance, General

Associate Of Arts (A.A.), Business Administration And Management, General