Cision

Manager of Lead Intelligence & Database

Relay Financial

Relay is a fintech with an online banking and money management platform. At Relay I worked closely with the Sales, Marketing, & Data Insights teams. On a weekly basis, I managed the sales & marketing slide decks to review performance against targets. I optimized the commission process for the BDR & AE team.  To provide pipeline visibility for the AE sales pipeline, I restructured the current object/process for tracking this in the company's CRM (Hubspot).  To increase the data integrity of the CRM & enhance the user experience, I worked with the Data Insight team to integrate the company's data warehouse with the CRM via Hightouch. I worked alongside the BDR manager to implement Zoominfo & develop a process that will allow cold leads to be nurtured before being routed to the BDR reps. For advanced reporting in excel, I integrated Hubspot to excel via Coefficient & Metabase to excel via Hightouch. I worked very closely with my direct report to define our sprint tasks & supported him on projects/his journey in Revenue Operations.

Manager of Revenue Operations

Unbound Security

Unbound Security enables enterprises to manage their entire cryptographic keys and infrastructure. At Unbound Security, I owned the administration, implementation and evolution of the marketing, sales and customer success tech stack. I worked cross-functionally with customer success, sales, business operations, finance, product, marketing, and other stakeholders to share insights and centralize information. I managed reports/dashboards and built revenue forecasts so teams can easily understand business health and meet goals. I partnered with leadership to strategize, operationalize, and analyze the impact of business initiatives. Unbound Security was acquired by Coinbase in 2021.

Bonfire Interactive

Manager of Revenue Systems & Salesforce Operations

Bonfire Interactive is a software company that empowers procurement teams to make better purchasing decisions. At Bonfire I focused on integrating data within our CRM, Salesforce, to provide a single source of truth for the company. I worked closely with the Sales team to ensure that the sales processes are implemented in the CRM.  To ensure Marketing efforts align with Sales, I work with Marketing to optimize lead management & lead routing.  To succeed in Sales, you need access to trustworthy data, and to have such data, you need valuable tools. During my time here, I often researched modern technologies that can assist with data enrichment, lead generation, lead routing, sales productivity, customer retention, & strategic decision-making. Aside from Sales/Marketing, I worked with other teams such as Finance & Customer Success. I analyzed existing business processes across the company, determined areas of improvement, and implemented the related CRM solutions.

Senior Salesforce Operations Lead

LMN [Landscape Management Network]

LMN is a SaaS company that provides landscape estimating and timesheet software. At LMN I focused on integrating data within our CRM to provide a 360-degree view of our prospects & customers. My role is similar to my prior position at Communitech Corporation, however, there was a greater emphasis on marketing automation, lead scoring, lead generation, lead conversion, sales pipeline analysis & customer churn.  During my time here, I researched modern technologies to assist with data enrichment, demand generation, sales productivity & customer retention.

Salesforce Operations Lead

Communitech

Communitech Corporation is a non-for-profit organization that assists tech companies start, grow and succeed. During my time at Communitech I had the opportunity to be part of various teams including, Finance, & IT. At the company, I managed the salesforce platform for a bit over two years and was the only subject matter expert of the tool. I created and documented protocol for best practices to support the successful implementation of initiatives/processes. I further improved report generation and integration with other systems used in house. I implemented & maintained a high standard of data quality. I collaborated with various teams, such as talent & sales, to understand the business processes and gathered information necessary to advise key stakeholders on process improvement. I managed the client data base, and the import/export of data as required.

Data Analyst

I am a modest, hard-working, innovative individual. I consistently set firm goals for myself. Then, once I’ve defined my benchmarks, I take the necessary steps to achieve those milestones.  I am passionate about data and enjoy problem-solving.

Taplio

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Ramanjot Sidhu

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