CareAcademy

Director of Billing Operations

Accelevents

Performed critical finance functions (billing, collections, account reconciliations, business commissions), supported customers, and reviewed contracts (Federal, State, Local, Education), international agreements, GDPR, NDAs, and DPAs for compliance. Administering Billing System and Credit Card processor including data management, gateways, and reporting.
• Overseeing all billing and accounts receivable for more than two years, bringing in significant revenue
• Serving as authorized signatory for contracts, legal redlines, and corporate agreements
• Won a major 2022 business deal with the US government (focused on the White House's largest priority - climate change), despite not being in sales
• Partnered with Marketing to enhance the layout and clarity of the website (pricing, FAQs, Knowledge base)
• Increased win rate on chargeback responses completed through Stripe
• Promoted from Manager to Director within three months

CloudBolt Software

Generated timely and accurate weekly KPI reporting for executive management
Served as key leader and contributor to sales and finance operations. Performed system admin for systems (Salesforce, Salesloft, ZoomInfo), integrations (HubSpot, Gmail), and Salesforce reports and dashboards for multiple departments.
• Improved resource allocations by creating a Cloudbolt report that accurately identified over 90% of purchase originations
• Boosted actionable reporting for sales and marketing by reengineering the lead process, including more refined statuses
• Enhanced tracking of efforts and revenues related to proof-of-concept activities by creating custom-built objects and automation rules

Sales Operations Manager

Thermopylae Sciences and Technology (SaaS startup acquired by Hexagon)

Directed invoicing and related automation for all Google for Work customers, meeting all of Google’s and T-Science’s expectations. Administered Salesforce instance.
• Collected millions of dollars in Accounts Receivable within the first few months of being in the role 
• Engineered Salesforce instances for more effective financial reporting
• Closed deals for the company’s largest imagery and non-Federal Google Search Appliance contracts with State and Local Government customers
• Decreased decision making time by overhauling the Salesforce instance to include month over month sales data
• Oversaw T-Science's instance of Google's Partner Sales Tool to oversee millions of dollars in pipeline, orders, reporting, and invoicing
• Led initiatives to reengineer Salesforce (moved from annual contract to post pay usage-based billing) as well as development of automated sales reporting

Sales Operations and Financial Operations Manager

Carahsoft

Ensured success of the end-to-end sales cycles with various government agencies (DoD, Intelligence, civilian) by collaborating with channel partners (Red Hat, etc.) to successfully navigate the government channel and financial contracts (DoD ESI BPA, CHESS, GSA, ITES-2H, NETCENTS, and SEWP).
• Drove millions in sales revenue for Department of Defense contract (new and renewals)
• Increased business within the Department of Defense (classified and non-classified) by personally communicating on behalf of multiple open-source software vendors
• Contributed consistently to meeting and exceeding team revenue goals for entire tenure
• Facilitated projects, issue resolutions, IT services, and procurement cycles by collaborating with system integrators such as BAE Systems, Boeing, Booz Allen Hamilton, CACI, HP, Harris Corporation, L-3 Communications, General Dynamics, Leidos (formerly SAIC), Lockheed Martin, ManTech, Northrop Grumman, and Raytheon
• Utilized custom Carahsoft CRM software to support all departments with sales cycle tracking, orders, billing, and government software partnerships

Senior Account Manager

Washington Capitals Practice Facility

Advanced staff members through developmental training expertise while structuring operations

Established experience with employee scheduling and pay management through use of ADP Payroll Systems

Started the idea of an emailing list for the company and was the first person to launch the digital side of operations

Proficiently tracked and oversaw individual and group customer revenue by utilizing Celerant Software

Supervisor

Tessada and Associates Inc

Determined owed wage amounts for current and past government contractor employees, project covered over 10 years worth of wage data and was completed through complex formulation / automation in Microsoft Excel via PivotTables, v-lookup, conditional formatting, data protection and validation

Personally responsible for millions of dollars being paid out in owed wages on government contracts

Owed wages were calculated by evaluating extensive terms and conditions in multiple Department of Defense contracts to determine salary and interest amount for unpaid wages and benefits

Worked extensively with Finance, Accounting, Human Resources and Contracting departments to ensure successful completion of project

Government Consultant

Are you interested in improving your organization’s financial services delivery to maximize your productivity and profits?
Me too! I have over 10 years of professional experience helping SaaS companies to build superior tools and processes for their financial and billing functions, and to create effective solutions to increase the company bottom line. I also have expertise in SaaS environments, system administration, and software evaluation.
Some key highlights:
• Key contributor to major client wins.
• Provided critical system administration and support, as well as delivering C-level KPI reporting (Cloudbolt Software).
• Cleaned up million of dollars in past due amounts within first few months in the role (Thermopylae Sciences and Technology).
Please feel free to contact me with any thoughts, comments, or questions about my work—I’m always interested in making new professional acquaintances.

Taplio

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James Kennedy

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