Zen Newman Email & Phone Number

Spokane, Wa, Us

San Francisco, California, Us

Atlanta, Georgia, Us

Implemented Gainsight from the ground up across three functional Customer Success teams including implementation, tech-touch and high touch channels. In doing so, I utilized the full scope of Gainsight NXT features to deliver highly automated workflows and data insights to CSMs and managers alike. • Tailored integrations with Salesforce, Zendesk, Gong and S3 buckets to pull high volumes of customer data relating to sales, subscriptions and product utilization to aid in driving customer outreach, CSM decision making and risk modeling. • Built and implemented health scorecards to model customer risk at different stages of the customer lifecycle. • Migrated NPS surveys from a legacy system into Gainsight to make Gainsight the source of truth for customer feedback. • Used Data Designer to create complex models of program efficacy, customer health and client segmentation to support a feedback loop of action and learning across Customer Success.• Designed multi-touchpoint programs in collaboration with our tech-touch team to interact with accounts at scale while surfacing high risk accounts for additional follow up. • Delivered end user trainings across CS functions as well as to the Sales team to enable cross team collaboration in the acquisition and maintenance of accounts. • Led discovery and solution design sessions with senior leaders to uncover gaps and friction points and integrate them into a strategic roadmap for the platform.

Budapest, Hu

Served as the sole admin for Bitrise's Salesforce instance as well as their entire sales tech stack. Exercised primary strategic and creative judgement over all design and technical decisions in the sales tech stack in support of a rapidly growing team of reps.• Rearchitected a high volume of legacy automation into a cohesive framework of flows that were able to grow with the needs of the business. • Integrated and managed data flow between Salesforce and Outreach, Gong, Marketo, OwnBackup, Hero, Apollo, Clearbit, Zoominfo and RingCentral. • Designed parallel sales processes in collaboration with leadership to support the needs of a global sales force.

Zurich, Ch

Designed Revenue Operations function from the ground up to support the needs of the Sales, Customer Success, Marketing and Executive Teams. Applied a combination of human centric process design and technological expertise to improve inter-team efficiency, drive successful outcomes and support transparency across the business. • Directly administered Salesforce, Gainsight, Outreach, Zoominfo, and Clearbit with an additional focus utilizing Chargebee, Maketo and Metabase to support essential business functions.• Integrated numerous systems into Salesforce to boost efficiency and data visibility. Integrations include Chargebee, Marketo, Clearbit, Gainsight, OwnBackup, and Zoominfo. • Designed custom lead routing and customer routing logic in Salesforce using Flows, Process Builder and other automation methods. • Laid out Salesforce application architecture from scratch as the sole SME for system design and performance. • Built systems that were resilient in the face of high data volumes with data operations frequently effecting hundreds of thousands of records at a time.• Managed a green-field Gainsight implementation while mapping the Customer Success workflow to Gainsight including deployment of custom CTAs, Rules Engine processes, and Journey Orchestrator models. • Drove strategic discussions around enterprise data architecture and its impact on revenue teams. • Implemented automated backups and audit logs of Salesforce data and metadata via OwnBackup.

Atlanta, Ga, Us

Expanded upon my work in Salesforce as a Sales Operations Specialist to turn Salesforce into a strategic source of truth for the organization. • Addressed system wide data integrity issues to improve trust Salesforce across the company.• Trained Sales, Account Management, Client Implementation and other end users in system usage and periodic updates.• Consolidated workflow rules into an organized collection of processes using process builder. • Enhanced end-user interface using screen-flows to provide information dynamically for internal and community users alike. • Made a full redesign of our broker facing community taking advantage of the lightning framework to deliver an improved experience and functionality.

Atlanta, Ga, Us

Expanded the use case for Salesforce across five functional teams as a place of truth for all things client related. In doing so, utilized Salesforce’s declarative and programmatic features to replace, automate and improve upon legacy workflows. • Built out the client onboarding workflow in Salesforce from spreadsheets allowing the team to benchmark resource requirements for the first time• Utilized communities to consolidate channel partner performance information reducing processing time by 50% while making the information more accessible to partners• Configured new Lightning applications to speed transition from Classic to Lightning Experience• Developed custom sales performance tracking application using declarative customizations, Apex and Visualforce • Designed and implemented sales analytics framework to provide key insights to end users and executive decision makers• Train end users in use of Salesforce as well as document and act on user suggestions • Developed and implemented audit and data backup schedule to preserve data security and integrity

Seattle, Washington, Us

Channel MarketingBuilt referral partner program at PipelineDeals from the ground up creating a strategic lead channel supplying 8% of new revenue. Built, educated, and motivated PipelineDeals resellers through a multi-channel strategy including email newsletters, webinars, and direct outreach. In the process of creating a productive partner network, I produced a wide array of collateral and business processes to aid partners in their sales productivity. • Generated a 25% M/M growth in leads with a 20% increase in associated closes • Developed mass communications to drive partner engagement with PipelineDeals sales technologies• Aggressively prospect for new referral partners including sales coaches, marketing consultants, and industry groups leading to a 30% growth in referral partners in four months • Reach out and develop strategic alliances with industry partners to drive targeted lead channels and improve companies strategic position relative to competitors. • Worked directly with the Director of Sales, Product team, and the Chief Revenue Officer to move strategic opportunities forward. Sales OperationsIn addition to the referral partner channel I’ve taken on ownership of PipelineDeals sales operations needs to support a sales team of seven in an aggressive outbound sales program. In the process creating sales collateral, refining a predictable sales process and producing and warming lists of targeted leads. • Worked closely with the Director of Sales and the VP of Marketing to ensure sales and marketing alignment. • Developed and maintain a productive sales technology stack while educating reps and managers in its use. • Communicate and prioritize sales team resource needs to marketing team for production • Used ideal client profiles to generate and purify targeted lists of prospects for reps to prospect into.

Seattle, Washington, Us

As an Account Executive with PipelineDeals I was part of a small and rapidly evolving sales team. In the effort to accelerate growth within the company, I had to rapidly adjust to changed in sales strategy and product direction. In the process, I pushed new prospecting methodologies to create and increasingly outbound approach to my sales pipeline. Aggressively targeted the logistics industry to take advantage of low market penetration, strong product fit and previous industry knowledge. In pursuing the logistics industry, I utilized a multichannel sales strategy to take advantage of the relative strengths of cold call, email outreach, social media and self-generated industry content. While holding down a full time sales pipeline, I also moonlighted for the marketing team to accelerate their implementation of the Act-On marketing automation platform. In doing so, I built targeted industry campaigns to engage a self-generated list of more than 200,000 prospects with email nurture campaigns.

Seattle, Washington, Us

PipelineDeals is a sales technology company dedicated to building a CRM to help companies start, develop and grow their business relationships. As a Marketing Analyst at PipelineDeals I develop and optimize our most effective channels and marketing assets including content development, search engine strategy and our affiliate network with the goal of developing the PipelineDeals brand and driving qualified leads to the sales team. • Edited ad copy and campaign specific landing pages for search engine marketing. • On and off site search engine optimization including HTML, rich content and keyword strategy.• Create regular written content for the PipelineDeals blog and guest submissions.• Manage the affiliate program by developing a network of value added resellers. • Produce weekly sales development webinars for clients in trial.• Work closely with third-party marketplaces to manage inbound lead flow. • Use Google Analytics and other digital analytics tools to evaluate performance and research opportunities• Utilize advanced features of the PipelineDeals CRM to segment customers and analyze the sales process.

Dex Marketing Consultants are ambassadors of Dex's portfolio of local marketing solutions and drivers of customer facing business objectives. With Dex, I develop targeted marketing campaigns taking into account client budgets, industry segment and ideal customer. I am responsible for new business growth as well as the retention and development of an existing client based us• Designed industry leading multiplatform marketing campaigns for small and medium sized businesses including online, mobile, and print mediums. • Developed locally targeted marketing campaigns to reach clients ideal customer demographics.• Utilized Marketing analytics to find opportunities to improve and grow marketing campaigns. • Educated customers on rapidly changing marketing solutions and trends.• Identified key areas to improve customer visibility.• Worked one-on-one with new hires to coach them in Salesforce and help them to develop account strategies.• Improved sales forecasting methodology leading to increased accuracy and reduced administrative time across three district sales teams.• Developed new sales presentation concept that was implemented across the entire division. • Awarded Leadership Development Grant to begin MBA candidacy in 2015.• Exceeded all 2013 objectives by an average of 117% • Utilized SEO and Google Adwords tools to analyze market opportunities.• Consistently develop new opportunities with a wide range of prospecting techniques including cold calling.• Deliver presentations to new and existing customers to build value and trust in Dex marketing solutions.• Worked closely with clients to develop out of the box solutions and find ways to creatively maximize the benefit of marketing resources.

Auburn, Wa, Us

As an Account Manager with Oak Harbor Freight Lines, I maintained and grew a sales territory covering Idaho, Washington and Eastern Oregon and generating $1.5 million in revenue annually through inside sales. In the process, I cultivate long lasting relationships with key customers using consultative selling techniques to develop creative solutions to maximize customer benefits while securing the account from competition and improving profitability. • Maintained sales territory generating more than $1.5 million per year.• Grew sales through new client acquisition and increased account penetration by 18% year-over-year.• Developed relationships with key regional accounts to ensure regional profitability.• Partnered with operations and account decision makers to guarantee profitable outcomes for all parties.• Designed custom marketing tools and flyers to penetrate underdeveloped market segments.• Acted as lead Account Manager and liaison between management and sales team when needed.• Maintained regional sales forecast.