Ops-in-a-Box

Ops-in-a-Box is a Salesforce plugin that creates a daily snapshot of your opportunities and uses it to develop unique and insightful analytics for Revenue Operations, Sales Managers and Finance professionals.

Founder at Ops-in-a-Box

Amazon Web Services (AWS)

Sales Operations Lead, AMER Startups

Sales Operations Lead, Canada Startups

Vena Solutions

VP, Revenue Operations

Intelex Technologies

VP, Growth Sales

Director, Sales Operations

Director - Center of Excellence

Sales Director

Sales Team Leader

Account Manager

Founder @ Ops-in-a-Box | ♥ Rev Ops | Makes ♫♪ with Data

When I landed my first RevOps role, it was like coming home!!

I have been involved in sales my whole life, from selling newspaper subscriptions, to retail & restaurants... I eventually landed my first professional sales role in SaaS. 

While I loved direct selling, I always gravitated to the science of sales. I loved to listen to my peers and mentors on the phone, I'd spend endless hours perfecting my PowerPoint presentations, I'd follow around the marketing team trying to understand how people were responding to our messaging, and I'd snoop around our CRM trying to figure out how the top sellers managed their pipelines. 

Eventually, my CEO & Mentor identified that my skills could be put to use in Sales Operations… and I was hooked. Since then, I've been lucky to work and learn from some of the best C-Suite teams in the business, experience operations at the largest SaaS operator in the world (AWS), and most recently, launch my own RevOps SaaS Startup aimed at helping others analyze and manage their SaaS metrics.

Daniel Marcus

Xero

Served on the leadership team of Enterprise Technology at Xero. This team is responsible for the technology, platforms, and processes to scale Xero into a $3B ARR SaaS business.

Business Operations Manager - Product and Technology

Responsible for building and managing multiple high performing cross functional teams of Administrators, Developers, and Quality Assurance professionals across the main Customer Platforms at Xero: Salesforce, AWS, and Qualtrics.

Team Lead - Engineering, Customer Platforms

Xero (ASX: XRO) has one of New Zealand's largest & most comprehensive Salesforce implementations. Responsible for the Sales and Marketing domains tech stack including Sales Cloud, Marketing Cloud, Einstein Analytics, and High Velocity Sales (Sales Engagement). Built enterprise Salesforce systems to scale Xero's growth to become an ASX top 50 company. Provided best practices guidance and leadership to our growing Salesforce Sales and Marketing teams.

Lead Engineer, Sales and Marketing

Jumpr Solutions

Jumpr Solutions is an incredible professional services firm staffed with world class experts to help you implement technical solutions across the Salesforce platform.

Managing Director

Vitae NZ

Board Member

Intelex Technologies ULC

Reported to the VP, Corporate Operations. Supported the Senior Leadership Team to operationalize the strategic objectives and to enable strategic decision making with key metrics and insights. Worked across the Fortive (NYSE: FTV) group of companies to execute best practices, process improvements and synergies. Supported M&A activities including due diligence efforts and strategic integrations.

Director, Corporate Operations

Reported to the VP, Revenue Operations. Responsible for all business processes and budget from quote to cash including CPQ, CRM and ERP. Supported our Go-To-Market strategy and pricing strategies for all industries and countries.

Senior Manager, Finance Operations & Major Projects

Reported to the CFO. Owned the software, processes and training to build a world class Finance team. Built systems to enable a much faster month-end close process bringing down the time to close from 10 days to 3 days. Managed the implementations of FinancialForce, Concur and Adaptive. Designed and implemented automation tools and custom applications within Salesforce.

Manager, Financial Systems

Walkin Games

Worked with game studios across Canada by providing: Game Evaluations, Game Production Management, Game Design, Monetization Design and IAP Assessment, Cash Flow Forecasts, Funding Applications, Production Budgets, Financial Management, System Design and Implementation, Business Development, Business Advisory, and Staff Training and Workshops.

Founder

Schulich School of Business - York University

Taught the Advanced Spreadsheet Modelling & Programming for Business course following the MBA curriculum. The course serves as an introduction to VBA to make decision support systems and automation tools within Microsoft Excel.

Course Instructor

Xenophile Media

Provided financial forecasting to the executive team and shareholders. Drafted production budgets to ensure games could be completed. Managed and mentored cross-functional development teams in an Agile environment.

Director of Operations

Collins Barrow

Senior Accountant

Wilfrid Laurier University

Business Teaching Assistant

My area of expertise is scaling rapid growth SaaS companies by developing people, processes and platforms. 

I have broad experience across most domains of SaaS companies including: Sales, Business Development, Marketing, Finance, Customer Experience, Customer Success, Customer Engagement, Revenue Operations, Product, Engineering, Corporate Strategy and Enterprise Technology. I have seen every step of the SaaS journey and my experience includes scaling start-ups, mid-size private to public, and global enterprise SaaS companies.

Prior to working in the software industry, I pursued my own software product development experience by making a full length video game entirely in Microsoft Excel in 5 months while working on my MBA. The game, Arena.Xlsm, went viral and launched to over 600,000 players and was featured by over 150 media outlets.

In my spare time, you’ll catch me spending time with my family, playing video games, hiking or travelling.

taplio

The Battle

Daniel Marcus

Cary Walkin CPA, CA, MBA

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