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.• Won the Sales Ops Teamwork Award for Q1 2024.

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 leaders.• 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 management, and creating Google Sheets dashboards for progress reporting.• 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 management.• 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 changes.• 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