Syndigo

As the industry’s first Active Content Engine, Syndigo provides continuous optimization that helps clients win at every shelf; control all content and data flows at every point; and leverage the largest global two-sided network to harness today’s exponential data growth. Syndigo provides exactly what you need to manage content and drive sales, with no trade-offs in quality or control.

• Collaborate with cross-functional teams to enhance customer experience and drive growth and retention rates through process improvements.
• Implement system enablement strategies to streamline operations and increase operational efficiency.
• Model and analyze data for global strategic initiatives.

Director of Commercial Strategy

RevGenius

RevGenius is a trusted space where curious revenue professionals are collaborating on the future of B2B Go To Market.

RevOps Community Founding Member

EverCommerce

Supports all revenue-generating operations for Evercommerce (NASDAQ: EVCM) martech group of businesses.

•Streamlined hand-off processes through automation, integration, and data flow establishment, resulting in a 60% increase in efficiency.
•Implemented Outreach Sales Enablement, leading to a 189% rise in Sales Velocity and a 175% increase in revenue bookings.
Collaborated with senior executives to enhance onboarding procedures, achieving a 63% increase in efficiency.
•Supported transformational business initiatives, including Salesforce Service Cloud and Salesforce CPQ.
•Conducted thorough analysis of Salesforce data and presented findings to executive leadership, providing recommendations to improve efficiency.
•Integrated document execution tool with Salesforce, empowering Sales to quickly generate and execute proposals.
•Utilized RingLead to perform data audits, normalization, and cleanses.

Senior Manager Sales Operations

InvestCloud, Inc.

•Spearheaded sales performance tracking, reporting directly to the President of Tier 1 Sales, with a focus on managing a $136M pipeline and 15 sales reps globally.
•Proactively managed vendor relationships for sales tools, including compensation software, CRM, and data resources to streamline the sales process.
•Collaborated with cross-functional teams to develop a global sales engagement strategy that could bring in $50M in recurring revenue.
•Created and maintained an accurate, up-to-date database of 350+ active agreements totaling $226M+ in ARR, ensuring data integrity and compliance.
•Developed and implemented a system to calculate ARR for new and renewed contracts, enabling accurate tracking and reporting of NRR, establishing the Global Standards for the organization.
•Optimized internal processes and systems to streamline the Sales to Delivery process, contributing to increased efficiency and productivity.
•Provided comprehensive reporting on retained Annual Recurring Revenue, with a focus on improving NRR, for the Chief Client Success Officer and developed a scalable process for tracking, managing, and reporting on retained revenue.

Sales Operations Specialist

Advicent – now part of InvestCloud

•Administered an international Salesforce instance with 150+ active users, maintaining and onboarding 3rd party connections, conducting audits, documenting processes, and optimizing workflows.
•Utilized vendor procurement and negotiation skills to successfully reduce the company's technology budget by 31%.
•Spearheaded a data cleanup initiative resulting in the deletion of 40,000+ erroneous Account records, 115,000+ erroneous Contact records, deduplication of 6,100 Person records, and normalization of the entire instance.
•Conducted technology debt cleanup by removing unused Reports, Dashboards, Page Layouts, Validation Rules, Workflow Rules, Roles, Profiles, and Permission Sets.
•Designed and implemented new sales processes to enhance efficiency and productivity.
•Conducted a Workflow Rule Audit and migrated Opportunity Workflow Rules and Case Workflow Rules to Process Builder and Flows.
•Created and delivered user training for the North American Sales team, ensuring their proficiency in the system, and documented current processes for future reference.

Salesforce Administrator

Liberty National - Susan Crandall Agency

•Led a team of 5-15 agents, providing training and guidance to foster self-sufficiency and contribution.
•Utilized Salesforce.com Sales Cloud to manage agent data and hierarchy, enabling data-driven leadership.
•Analyzed Salesforce.com Dashboards to gain quick insights into team and agent performance.
•Acted as the "Super User," troubleshooting problems and submitting cases for the agency.
•Coached users on the proper utilization of auto-generated opportunities and tasks in Salesforce.
•Consulted business owners on Section 125-qualified benefits programs for their employees.
•Managed a book of business with 60+ accounts, independently increasing it by over 50%.
•Developed a lead generation system and provided coaching to agents on scripts and presentations.

Supervising Agent

▪ Utilized Salesforce.com Customer Relationship Management desktop and mobile applications to manage customer and business information. 
▪ Updated fields, objects, and data, as well as utilized external services routed through the Salesforce.com interface.
▪ Actively seek out and develop relationships with 100 prospective stakeholders a week.
▪ Generated $50,000 in revenue for the company independently within the first 60 days, prompting my promotion to Supervising Agent.

Agent

Conn's HomePlus

Sales Associate

BlueCross BlueShield of South Carolina

▪ Entered and maintained data in the internal customer relationship management system to collect pertinent member information.(DOS System).
▪ Served to service current member accounts questions and claims, maintaining a 140+ member book of business.
▪ Enrolled new members into qualifying medical plans based on need, adding 100+ members to my book.
▪ Approached businesses to begin new relationships, offering qualifying medical coverage to employees through payroll deduction and increasing that specific book by 100%

Mobile Sales Representative

Aflac

Sales Representative

University of South Carolina-Columbia

Housing Assistant

Revenue Operations Leader | Consultant | Managing Partner

As an accomplished Director of Commercial Operations and Startegy, I am highly skilled in driving revenue growth, streamlining sales processes, and improving operational efficiency. With a proven track record of success, I possess extensive experience in stakeholder guidance, process optimization, revenue performance management, and cross-functional collaboration. My unwavering commitment to delivering exceptional results in a fast-paced B2B software environment has prepared me to excel as an Operations leader.

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