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

OpenText

Revenue Operations Analyst

AniMaple

Co-founder and business partner of an ACG (Animation, Comics, and Games) DJ collective, specializing in AniKura (Anime Clubbing) music and culture. I handle sponsorships, talent, and logistics for the team.

Follow us at @_animaple on both Twitter and Instagram!

Business and Operations Manager

Foodee

Managed the entire Salesforce instance, from user onboarding to reporting to automation that enables repeatable, reportable processes.
Bridged communication between departments, enabling cross-function development that improved fidelity of data and reduced confusion over the direction of data flow.
Led review of data intake and processes to improve lead quality and increase funnel size by 30%
Reviewed sales processes and implemented best practices, contributing to a doubling in revenue over two years and reducing sales cycle times by over 25%
Curated backlogs to prioritize projects with the highest impact and the lowest lift.

Sales Operations Analyst

Lane Four

- Migrated a company's CRM from Zoho to Salesforce
- Built complex flows to automate processes and reduce sales rep time spent on administrative work

Salesforce Consultant

Statflo

- Implemented software systems like Salesforce Service Cloud
- Changed business processes in order to improve workflow experience for coworkers, positively influencing productivity
- Asked to learn processes like API calling, Salesforce, and statistical analysis on the fly for company objectives.

Business Analyst/Salesforce Admin

At Statflo, my primary role was to handle outreach for customers in order to help drive sales for the customer and have them see an RoI from the platform. I also worked with data analytics and deriving insight, specifically with understanding sales cadences and optimizing outreach in order to maximize RoI and reduce churn due to suboptimal use of the platform. My role also included QA duties where I am actively implementing automation of front-end processes, allowing for proactive, ongoing testing. I also participate in deployments and am active with other aspects of the company outside my job description.

Customer Engagement Specialist/Salesforce Admin in Training

Clinova Limited

Currently carrying out initial market research to help Clinova understand North America better. This includes competitor and segment analysis in anticipation of a North American expansion.

Marketing Intern

Canadian International Student Services

I take and manage the photos for the camp while providing counsellor services to enhance the experience of students, group leaders, and parents in their home countries. In addition, I create slideshows and manage part of the social media strategy for the team.

Social Media Coordinator

Howdy! I'm a Salesforce expert with over 5 years of experience in process management, commission support, integration management, and cross-team collaboration, but I'm also an event organizer with several years organizing parties and collaborating in conventions for the anisong, rhythm game, and J-pop sub-culture community!

As a Sales Operations Analyst at Foodee, I managed the entire Salesforce instance, from user onboarding to reporting to automation. I bridge communication between departments, enabling cross-function development that improves control and fidelity of data. I also curate backlogs to prioritize projects with the highest impact and the lowest lift. I have led review of data intake and processes to improve lead quality and increase funnel size by 30%, and contributed to a doubling in revenue over two years and reducing sales cycle times by over 25% by implementing best practices. 

I am always eager to learn new things, collaborate with others, and challenge myself. My goal is to help businesses grow and optimize their performance by using the best tools and practices. Let's chat about how I can help you!

taplio

The Battle

Daniel Marcus

Payne (Pei En) Hwang

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