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

Keepit

Vice President of Global Revenue Operations

Pavilion

Executive Member

Complete CSM

Investor and Advisor

Never Ever Ordinary- Intentional Data. Intelligent Growth.

NEO consults on and implements solutions for building smarter businesses that operate with greater efficiency, effective systems, and harnessing the latest in data and technology.

• Consult on Technology Systems (including CRM) &  Business Process
• Sales & Marketing Strategy
• Financial & Business Modeling
• Analytics & Data Tracking/Reporting

Revenue Operations Consultant

OnSolve

Senior Vice President Revenue Operations

Vice President of Revenue Operations

Senior Director Sales Operations and Enablement

Qumulo

-Built and led a high performing team from the ground up - Led a team of five (analysts and engineers)
-Led initiatives around revenue growth & strategy - Top-line, Territory Management, Quotas, Key Accounts, Pricing, Channels, Budgeting, Expansion Opportunities
-Fixed & Optimized Key Processes in Salesforce & Marketo - Lead Flow, Renewals, Campaigns, Board Deck
-Responsible for go-to-market section of quarterly board deck (documentation, data, presentation)
-Led change management and cross departmental collaboration to move the company towards being a data driven organization
- Built out the data infrastructure along with KPI's and key dashboards across multiple functions of the business (Sales, Marketing, Finance, Customer Success,  HR, Recruiting, & Engineering)
- Recognitions: Employee of the quarter my first full quarter. Marketing Support person of the year, Promoted to Director and leading another team (Sales Compensation) in less than a year

Director of Business Intelligence & Revenue Strategy

- Led a team of two Sales Compensation Analysts
- Led the team that was responsible for developing Sales Comp plans, models, reporting, and ensuring accurate payments
-Was tasked with fixing multiple data challenges (mostly around data integrity & consistency of process) and to build a bridge with Finance around trusting Sales Compensation
- Provided key KPIs and modeling around Sales Rep productivity

Director of Sales Compensation

Senior Manager Business Intelligence

Pushpay

Pushpay/CCB is a SaaS company providing management & giving software for non profits worldwide.

- Reported directly to CEO & functioned as the company problem solver
- Built a data foundation from the ground up
- Built/Ran a team of 10 analysts, engineers, data scientists, salesforce developers & Salesforce admins
- Provided strategy, analysis, & insights into Sales, Marketing, Finance, Customer Success & Product Utilization
- Fixed the Implementation of Salesforce - Migrated a 20 yr old legacy system including all payments
- Implemented/Fixed - Helpdesk, Coveo, Hubspot, Lead Process, Case Submission, Sales Process
- Was a key part of a larger scale merger/ acquisition

Director Of Analytics & Business Operations

EnergizeMail

Developed innovative email intelligence and analytics solution with a focus on using Natural Language Processing, video email, sentiment analysis, & zero inbox focus

Founder

Data and the World of Today

Data is influencing how the world and businesses engage with consumers. Data is also changing how everyday people experience the world.  We are gathering more data than ever before, which means that businesses need to change and adapt.  This book is designed to help you understand how data is evolving the world we live in and how your business can use data to get ahead.

Book Author

Summit Accounting Solutions

-	Managed client relationships for 60 full-service small business clients, 250+ households. 
-	Managed Dental Accounting department (12 employees), including creating and hiring for two new positions within three years and developing processes and procedures for higher level of service to clients.  
-	Built brand to be the preferred choice for dental accounting in the Rocky Mountain region, bringing in over twice as much revenue annually in additional earning potential for the Summit brand (financial and accounting combined).  
-	Managed and oversaw marketing system from ground-up, including SEO, Website Development, Trade Shows, Educational Pieces, Print Marketing, Drip Campaigns, Content Marketing, Social Media, and Co-branding opportunities with other industry leaders.  
-	Developed strategic alliances with industry leaders, both in CO and nationwide.  
-	Regular speaker at orthodontic residency schools and other dental institutions, as well as other industry educational events.  
-	Developed strategy with clients for business transitions and long term business strategies.

Manager

I help SaaS companies drive revenue through data, technology systems, and good business process. I am passionate about the intersection of data and technology and the ability it gives businesses to create exceptional client experiences all while scaling effectively. 


I have a passion for building and leading high performing teams. I lead & live by 5 key principles:
1. Do what you say you will do and if you can't communication is your only fallback
2. We succeed as a team, we fail as a team
3. Radical Candor
4. Own what you can own
5. Work hard play hard

One of my favorite quotes is "People don't decide to become extraordinary, they set out to accomplish extraordinary things." Sir Edmund Hillary

Jesse Morris

taplio

The Battle

Daniel Marcus

Jesse Morris

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