William Castagna Email & Phone Number

New York, NY, US

• Spearheaded go-to-market initiatives, such as developing ideal customer profiles, devising sales strategies, and collaborating with Marketing to enhance inbound lead generation.
• Designed and implemented scalable processes for a 100+ headcount global sales organization.
• Identified opportunities to improve sales performance, productivity, and processes by using Salesforce, SQL, Tableau, and Excel for analysis and presenting recommendations to senior management and executives.
• Managed sales tech stack strategy and operations by driving software evaluations, implementation, and change for tools such as Salesforce, HubSpot, Apollo, ZoomInfo, LinkedIn, LeanData, and Gong.
• Led multiple cross-functional global projects simultaneously from inception to delivery.
• Supported the OKR planning process with insights on strategic direction and project prioritization.

Florham Park, New Jersey, US

• Provided strategic guidance and recommendations to senior sales leaders on team headcount planning, territory design, and quota planning.
• Developed sales territory and pipeline analysis to support market and account coverage decision-making.
• Identified target accounts and growth industries for sales business planning by researching industry and market trends, analyzing Salesforce data in Excel and Tableau, and presenting recommendations to senior sales.
• Initiated the Salesforce transformation program by devising the MS Project roadmap, introducing a satisfaction survey for 800+ users, designing governance, and overseeing task execution for 2 project team members.
• Spearheaded the tools and technology workstream to support the Inside Sales department launch by evaluating, selecting, and implementing sales engagement and sales prospecting software.
• Led and executed process mapping in MS Visio and process improvement initiatives for the Inside Sales and sales technology operations departments to improve workflow efficiency.

London, Greater London, GB

• Managed the customer engagement improvement project by conducting global proof-of-concepts, developing user dashboards in Power BI, implementing technical changes with IT, and overseeing change adoption.
• Led the global payment process assessment that drove process improvements cutting payment issues by 75%.
• Optimized the operational software budget by identifying potential annual cost reduction through vendor contract, software usage, and use case analyses.
• Identified incremental revenue and cost of sale reduction opportunities by querying data from BigQuery using SQL, analyzing data in Excel, formulating achievement strategies, presenting recommendations to senior.
• Launched 5 operational improvement initiatives by creating business cases, project plans, success metrics, and progress reporting in Power BI and Google Sheets.

Mclean, VA, US

• Conducted 12 assessments to identify the client’s audit risk areas by reviewing documentation, analyzing data in Excel and Tableau, preparing PowerPoint slide decks with findings, and presenting to client senior.
• Led the client’s audit response improvement initiative by evaluating the as-is process, mapping the corrective process in Visio, introducing an audit request tracker in Excel, and training stakeholders on changes.
• Coordinated the client’s quarterly compliance reviews by establishing the process and timelines, training team members on roles, monitoring progress, and performing quality control on completed tasks.
• Spearheaded the client’s SharePoint improvement initiative that resulted in productivity gains by evaluating the as-is structure, executing corrective action, documenting site procedures, and educating stakeholders on.
• Mentored summer interns by educating them on foundational consulting skills and firm resources.

Mclean, VA, US

Washington, DC, US

• Completed a healthcare industry best practices research project to identify ways to improve accreditation standards and briefed findings to organization employees.
• Evaluated standard operating procedures to ensure accreditors had effective operational guides and processes.

New York, NY, US

• Created an informational overview brief concerning the alternative reinsurance marketplace and presented the brief with a team member to firm employees and executives.
• Developed visuals of reinsurance coverage using Microsoft Excel tables and charts so claims department personnel could address client claims and questions in a more efficient and timely manner.

Master Of Business Administration - Mba

Bachelor Of Arts (B.A.), International Affairs; Economics (Double Major)

Semester Abroad

Graduate Certificate, Business Analytics