Experience

Velano Vascular

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Manager, Sales Operation and Business Intelligence

  • Jan 2019 - Present

  Planning, forecasting and performance reporting for US Sales Team and Company  Design and present weekly, monthly, and quarterly dashboard performance reports and sales metrics for Sales Team, Finance and CCO.  Manage monthly sales revenue and forecast for sales team, manufacturing, and finance.  Perform ad hoc analysis for major sales initiatives and program.  Served as a Salesforce administrator. Responsible for all Salesforce enhancement and integration with external tools.  Design and manage sales territory alignment, quota planning and incentive compensation analysis / payout statement.  Develop integrated market model to track market adoption by hospital and geography.  Support the VP of Finance with expense analysis, budgeting, and long-term scenario analysis / planning.  Provide monthly expense line-item-detail report and dashboard for various department.  Prepare and execute contract proposal, manage pricing implementation, rebate and contract compliance.



Jaguar Health

• United States
• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Sales Operations Manager

  • Aug 2017 - Jan 2019

  Support sales performance improvement initiatives for 20 US Sales Field Teams and commercial marketing.  Develop key performance reporting and analysis for sales organization, C-Level Executive, investors and finance team on revenue, commercial planning, sales targeting and promotional/advertising spend. Reporting to Chief Financial Officer of the organization.  Design and present monthly and quarterly dashboard performance reports and multiple sales incentive compensation plans for sales team.  Perform ad hoc analysis for major sales initiatives and program. Starting with an undefined problem, identifying trends and issues, synthesizing and reporting the results.  Lead the implementation of a new CRM system (OCE) and served as system admin. Worked with users to ensure flawless data collection, data transfers, data security, analysis, and reporting. Develop customized reports and dashboards to monitor performance.  Design sales territory alignment and incentive compensation tracking tools.



Topera, Inc. dba Abbott Electrophysiology

• Menlo Park, CA

• Senior Sales and Marketing Reporting Analyst

  • May 2015 - Jul 2017

  Designed and executed sales performance improvement initiatives, data analysis, and tracking / KPI improvements for 50 US Sales Field Teams and commercial marketing professionals to help fuel growth and strategy at an innovative healthcare tech provider. Led revenue growth from $12M to $42M in 2.5 years.  Developed a Sales Operations Business Analysis plan. Compiled historical sales / trend information and developed an improved forecasting system to advance sales performance.  Created periodic performance reports, system integrity checks, KPI’s, and dashboards to advance operations and performance.  Designed and presented monthly and quarterly performance reports and multiple sales incentive compensation plans for sales team. Perfected performance metric collection, exceptions standards, and case escalation reviews to improve reporting.  Administered Salesforce.com. Worked with users to ensure flawless data collection, data transfers, data security, analysis, and reporting. Developed customized reports and dashboards to monitor data integrity and program performance.  Designed incentive compensation packages including field quota allocation and incentive compensation tracking tools.



Abbott Vascular

• Sr. Contract Marketing Analyst

  • Dec 2011 - Apr 2015

  Managed new contract structure programs, external vendor alliance programs, product launches, and product price adjustments for Mid America Region for 2 Area Directors, 11 Regional Sales Managers, and 58 Territory Managers. Structured contract proposals, negotiated new vendor alliances, and developed and implemented new product launch strategies and reporting systems for key local hospitals and Integrated Delivery Networks (IDNs). Helped drive goal achievements of $400M in business development. Led a systems upgrade that improved data integrity and user accessibility while reducing Analyst workload by 40%. Achieved Gold and Silver Awards for developing a financial model that streamlined and advanced coronary, endovascular, and Advanced Vessel Closure business models, reducing lead times by ~50% while improving performance analysis. Created and implemented numerous process improvements including pricing approval initiatives, new contract negotiation protocols, Business Analyst development guidelines, RFP standards, and Non-Disclosure Agreement (NDA) standards.

• GPO Contract Analyst

  • Dec 2008 - Nov 2011

  Managed the development, analysis, and administration of price agreements for 2 group Purchasing Organizations (GPO) while overseeing contracts, amendments, administrative fees, and ad hoc requests from National Accounts Team. Executed 5,000+ Letters of Commitment. Earned Silver Award for exceeding expectations in implementing 4 new Premier contracts and helping to launch new operations that led to an $100M+ increase in sales. Perfected Source of Pricing data management and upgraded database management. Led Product Hierarchy Expansion program to improve pricing models and strategies. Launched the “We Create the Future” project, winning the Silver Award.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Competitive Intelligent Analyst

  • Sep 2005 - Jun 2008

   Conducted primary industry research in the area of Small Business Credit Card, Loan, Line of Credit, Checking and Saving to proactively drive operational, tactical, innovative and strategic business decisions  Analyzed domestic competitors utilizing mystery shopping and 3rd party competitive intelligent media monitoring company such as comperemedia and competitrack  Compiled data and performed statistical analysis. Developed comprehensive perspectives on market trends  Acted as a liaison and a subject matter expert to senior leadership within Bank of America Small Business Department to identify, analyze and tracks product trends; monitors competitors, identify new products, changes in product pricing, and product enhancements



Metavante

• Financial Services
• 400 - 500 Employee

• Software Developer

  • Jun 1997 - Dec 2001

   Designed the architecture, developed the code, tested and evaluated the Loan, Deposit, Account Analysis & Relationship Profitability System using COBOL, JCL, TSO/ISPF, IMS, CICS, VSAM, and DB2  Documented and analyze requirements (e.g. business system, security, conversion, and report) to determine feasibility and recommend business process improvements where appropriate.  Facilitated meetings with customers to determine and prioritize their business requirements for system enhancement request and conversion.