BILL

- Manage all GTM Tools, which include 60+ systems that stakeholders from Revenue Operations use and operate.

- Facilitate vendor conversations and alignment to discuss everything from renewals to usage.

- Project Manage quarterly business initiatives, which involve cross-stakeholder collaboration, timeline management, business analysis, implementation, and after-care planning.

- Strategize for future business needs and scalability.

GTM Technology Manager

Notion

- Led the charge on all things Lead Routing: Management, Strategy, Execution, Collaboration, UAT, and Deployment.

- Led and built the Company wide Data Governance Program, including Standardization, Transformation, and Presentation of all things data.

- Led the charge on scaling Account Hierarchy for all of Sales, projecting for automation of Parent to Child linkages and roll up metrics.

Lead Business Systems Analyst

Weights & Biases

- Led several projects in a fast-paced environment, such as the implementation of a Playbook in Catalyst that placed Customers in an automatic renewal process.

- Managed Territories through LeanData for Sales in our Salesforce environment, strategically planning for growth and scale. 

- Was the Business Partner to the Customer Success team, administering Catalyst where I built out Dashboards and Playbooks to automate manual processes for the team and continually researched ways to retain customers and lower churn.

- Implemented improvements in our PLG and Hand-raiser prospect and customer flow, ensuring timely SLA.

Senior Revenue Operations Manager

Supermove

- Led all Marketing and Sales Strategy & Insight conversations to ensure progress in all things Go-to-Market (i.e. Pricing, Product, Territory Coverage, Forecast, etc.) Notable projects include an overhaul of the Opportunity process and automating the WoW and QoQ dashboard metrics for the Heads of the GTM teams.

- Managed all things Data, Process, and Systems for Marketing, Sales, and Support, continuously planning for scale.

- Coordinated and aligned all system changes and projects with the Salesforce Consultant Team, Swantide.

- Oversaw and supervised all 3rd party Data Requests and Projects for Sales and Marketing.

- Managed all existing and future tools for onboarding/off-boarding, administration, integrations, QA, bug management, etc.

- Created and distributed all Sales and Marketing enablement documentation and trainings.

- Led several projects in a fast-paced environment where priorities were constantly challenged, evaluated, and ran proactively while meeting time and quality objectives.

GTM Operations Lead

Zoom

- Managed and executed the implementation of Marketing tools and system improvements. Notable project includes the overhaul of SLA for incoming Leads.

- Expertise in serving as the subject matter expert in Pardot and Salesforce, building integrations and acting as the admin for these systems.

- Experience with CRM relationship management and maintenance respective to Marketing tool stack.

- Broad understanding of marketing and/or email marketing principles, including deliverability standards as well as an understanding of local marketing regulatory rules (CAN-SPAM, GDPR, CASL).

- Experience managing projects in an enterprise software environment. Basic knowledge and understanding of HTML, XML, JavaScript, and databases.

- Built consistency as we scaled and re-architected systems and workflows.

- Confirmed ability to lead a project schedule in a fast-paced environment where priorities are constantly challenged, evaluated and run proactively while meeting time and quality objectives.

- Clear and concise communication skills. Ability to forge trusting relationships and work globally as a member of an integrated team.

Marketing Systems Manager

*Winner of the OpsStars award for 2020 Most Scalable Lead Management Program of the Year*

- Steady leader with advanced data systems and process management skills. 

- Worked collaboratively with colleagues and take a business lead to develop, evaluate, validate, implement, and maintain data collection systems and technology (either internally developed or subcontracted). Existing specific systems include, SFDC, LeanData, LeadSpace, ZoomInfo, D&B, People.ai., Rekener, DemandBase, Apsona, Guru, Pardot, RingLead, Outreach and SalesLoft.

- Coordinated the evaluation and selection, as well as oversee the performance of subcontractors providing data management support.

- Oversaw the development and maintenance of data management policies, guidelines and procedures (SOPs, training manuals, etc.) and compliance with standard operating procedures (SOPs) and best practices.

- Represented the data management team in cross functional meetings and to the executive team. 

- Built trusting relationships with the key decision makers at strategic internal and external partners.

- Defined attainable goals for the team.

- Persuasively presented ideas and strategy to individuals and/or groups at all levels of an organization (internal and external)

- SME for all Data Tools, Salesforce CRM, and the Data Integrity between applications.

Team Lead, Salesforce Sales Data Systems & Process Management

- Subject Matter Expert (SME) in Salesforce Administration and Sales Data

- First point of contact for all questions related to the two listed above

- Drove all quarterly, monthly, and day-to-day priorities

- Led all 1:1 and team meetings

- Led coaching and development conversations

- Point of contact for all temp and temp agency related items, such as: new, existing, or replacement of temps; time management of temps; project deliverables for temps; and training of temps

- First point of contact and driver for all Salesforce data integrity related issues/improvements

Business Analyst and Team Lead, Salesforce Sales Data Management

- Head of data integrity for the Salesforce environment: management of incoming and existing data, duplicate data, validation rules, workflows, process builders, and fields. Maintenance of profiles and permission sets to lock down or allow authorization is also administered.

- Project managed and negotiated new or existing data vendors to make sure they comply with current standards.  

- Supervised and instructed new and existing overseas data employees, as well as manage a team of temps for ad hoc data projects. Projects are regularly circulated to cleanse the database. 

- Assessed business needs, meet with stakeholders, and administer salesforce system changes when needed.

- Trained and guided Sales Management on the use of reports and dashboards. Bi-Weekly Salesforce training documentation was circulated among all Sales.

Salesforce Data Integrity Specialist, Business Systems Analyst

Lumenis

- Administration of Salesforce for the entire sales organization including: customization and development of reports and dashboards, page layouts, sharing rules, users, roles, and profiles; database de-duping and cleanup; and implementation of workflows, validation rules, and process builders.

- Training and on-boarding new sales reps, developing and implementing training for users, maintaining and updating training materials, and ongoing communication of Salesforce enhancements. Management of territories for account, opportunity, and lead records. 

- Development of forecasting by working closely with the Sales Management team to create reports and dashboards that track the performance of the Sales team. Managed several projects, one of which consisted of designing a new sales process and pushing it live to production.

- Tracking and management of Marketing reports and dashboards, following lead conversion rates, activity progression, and campaign growth.

- Coordination with the Service department to develop and create new tools to manage service contracts, cases, and work orders within the Salesforce and ServiceMax environment. One project consisted of creating a new service process that utilized opportunities, quoting, and submission for approval. 

- Designing and managing the ongoing development of the system to support accelerated growth. 

- Supporting business analyses where needed.

Salesforce Administrator (Certified)

Institutional Real Estate, Inc.

- First point of contact for developing the marketing list and lead generation, campaigns, reports, and analytics.

- Management and the maintenance of the internal CRM contact and account data, reporting, and dashboards.

- Coordinated with the in-house Marketo expert to align data between CRM platforms.

- In charge of the Salesforce administration tasks including, but not limited to, layout changes, adding new or editing fields, user permissions and roles, and creating apps.

- Website administration involved adding, changing, and updating data on the website, overseeing bug tickets problems and solutions, and supervision of website troubleshooting.

- Responsible for all training, content editing privileges, and best practices. Special trainings are held once a month.

- Since moving into the Salesforce platform in 2012, I had created over 150,000 contact records and over 28,000 accounts.

Skills include Google Drive Suite, WordPress, Microsoft Office Suite (Word, Excel, Powerpoint, Outlook & Entourage), Salesforce CRM, Cloudingo, LexiLoader v23, Filemaker Pro 11.0v2, Millenium Integrated Library System (ILS), Mac OS and Apple Products, Windows XP, Windows 7, Project Management, Database Systems, List Management, Task Force Implementation, and typing 70 WPM

Salesforce List Developer, Website Administrator, Salesforce Administrator

- Responsible for defining the list universes and building lists globally inside of Salesforce. One universe consisted of importing over 100,000 new contacts for the launch of a new publication with minimal risk. 

- Aided with Salesforce Administration fixes and additions, and continually helped brainstorm solutions to problems our users face or simplifying methods in place.

- Weekly Salesforce reports helped track and keep me up to date with data inputs. Implementing new reports, dashboards, applications, custom fields, and page layouts were some of the few things I’d had to administer to help content editors keep pace.

- Salesforce questions were collaboratively resolved by thinking outside the box to settle issues, assess risks, and create opportunities. Documentation of policies and procedures were written and circulated to create efficient workflow.

- Technical and functional skills were commonly used in regards to de-duplication, cleansing, and advanced formulas. Cloudingo was a heavily used tool for depletion of duplicates and cleansing of the database.

- Training and supervising content editors was a continuous routine, as well as creating easier processes. Classes were held a few times a year to showcase in-depth analyses.

Salesforce List Development Specialist

- Primary tasks include heavily researched data entry into Salesforce CRM and Filemaker Pro. Managed thousands of private and confidential client contacts, transaction analysis reports, acquisition records, and publications.

- Designed and implemented quarterly and yearly reports for property guides, Investment Manager surveys, Capital Flows, REIT Manager reports, and the Largest Top Investors.

- Helped create a Best Practices document put in place for all content editors to use that gets regularly updated.

- Reached the highest record amount of participation for two large investment reports in IREI history, specifically doubling participation for the August 2011 edition of the Investment Managers Guide, and (through a joint effort of participation and research) I've doubled participants for the March 2012 edition of the Dealmakers Guide.

- Created a short-cut method during the last quarter of 2012 by implementing LexiLoader into Salesforce. The new system cut work-time by 50%.

- Added over 13,000+ contact and organizational records into the database system in a two-year time span, pushing for a higher marketing rate.

- Delegated several lists to outside sources as well as internal employees to help create a better work flow.

- Successfully trained both a temp and an internal employee that was given access to our data, overseeing their work to ensure proper use of the database.

- Produced accurate SalesForce reports that showcase progress.

Data Services Data Entry Assistant

Dr. Martin Luther King Jr. Library

- Expertly navigated the Millennium ILS database system.

- Participated in summer program to file and alphabetize an entire floor into the computer system.

- Volunteered time and effort into organizing library items after the October 2007 earthquake, which shook thousands of books and items off their shelves.

- Additional tasks included managing the front desk, data entry using proprietary software, managing customer accounts, and providing customer support for various tasks.

Library Assistant

Senior Revenue Operations Manager. ex-zoom

*Winner of the OpsStars award for 2020 Most Scalable Lead Management Program of the Year*
SaaS PLG Process, Systems and Data SME
Salesforce Certified

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