Caris Chan

Sales Operations Business Partner at Trellix
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG
Languages
  • English Full professional proficiency
  • Chinese Professional working proficiency

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Bio

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Credentials

  • Sales Operations
    LinkedIn
    Jul, 2020
    - Nov, 2024
  • Using Power BI with Excel
    LinkedIn
    Jul, 2020
    - Nov, 2024

Experience

    • United States
    • Computer and Network Security
    • 700 & Above Employee
    • Sales Operations Business Partner
      • Jan 2020 - Present

    • United States
    • Telecommunications
    • 700 & Above Employee
    • Senior Sales Operations Manager
      • Feb 2012 - Feb 2015

      Department: APAC Sales Operations Drive the planning, communication and execution of cross-functional Sales Operations projects across Asia Pacific in alignment with the World-wide Sales Operations strategy. Focus on operational management, forecasting, sales tools implementation, business analysis, reporting and communication. o Drive initiatives, programs and projects across the Asia Pacific region aimed at increasing efficiency and effectiveness of Direct and Channel sales force o Drive the development and adoption of sales tools within the region - Salesforce.com (CRM) and Partner Relationship Management (PRM) o Give inputs and indications to enhance and develop the reporting and analysis from the tools o Work with the Sales leaders and Sales Representatives to support the day-to –day operational management of the sales force o Monitor sales performance versus targets Support Sales teams with advice and analysis regarding non-standard terms for deals o Work cross-functionally with Finance, Order Management, Logistics, Legal, Commissions, Marketing, HR, Sales Operations, Services, at a Country, Asia Pacific and World wide level to ensure smooth operation of the business and consistent achievement of operational and financial goals and deadlines o Ensure sales quotas and sales performance objectives are met by driving best practices in CRM and Sales tools adoption and implementation o Analyze, manage and support the sales forecasting process o Provide analysis to identify business opportunities and challenges as well as short and long term sales trend analysis Show less

    • United States
    • Software Development
    • 700 & Above Employee
    • APAC Sales and Channel Operations Manager
      • Dec 2007 - Feb 2012

      Department: Sales Operations The role works to define, improve, and implement Red Hat's subscription fulfillment model. Manage the customer relationship management tool and drive sales discipline and usage of the tool for accurate forecasting and decision-making. Lead system enhancements and implement improvements to cater to business and process changes within the APAC region. Works closely with the sales organization and internal business areas to identify and prioritize operational changes and improvements related to order capture, fulfillment, sales management and business reporting. Reports to the Sales Operations Director. • Process Improvement ➢ Assume primary ownership for Red Hat's customer relationship management tool for APAC ➢ Effectively manage and drive initiatives to maintain data quality in CRM tool so as to drive identification and distribution of renewal leads to relevant sales functions as well as accurate forecasting and pipeline management ➢ Co-ordinate with key functions, for core processes related to order management and lead-to-cash workflow ➢ Work closely with sales organization and teams to increase the level of end-user data visibility for renewal and cross-selling opportunities. • Business Support ➢ Manage and lead system enhancements or business processes to suit APAC business requirements and needs ➢ Administer and provide user support in the usage of CRM tool (SalesForce.com) • Business Reporting ➢ Develop, analyze and monitor the renewals business to ensure that renewal process is efficient and productive. ➢ Prepare weekly sales forecast for the APAC and corporate management on the pipeline, top opportunities and closed bookings. ➢ Provide reporting to support quarterly business review and trends Show less

    • United States
    • Software Development
    • 700 & Above Employee
    • Business Analyst
      • Jul 2007 - Nov 2007

      Drive data quality standards, policies, procedures and processes through collaborative partnerships with corporate, regional, country business and IT groups. Reports to the APAC Program Manager, APAC Sales Operations (Business Intelligence). • Facilitate the transformation of raw data into consistent, accurate and reliable information and intelligence • Assist in driving operational excellence through optimizing key Sales/Marketing Performance Levers and Metrics • Enhance business strategy effectiveness by resolving missing and/or inaccurate data, using an external data reference • Establish business-based metrics to track the impact of improvement in data/process capabilities • Design and deliver operational reports in support of Project Management Office Governance initiatives and provide thorough documentation from request through completion • Work with all relevant stakeholders to identify and assess prioritize local data opportunities and drive improvement initiatives and enable business transformation Show less

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Marketing Manager
      • Jul 2004 - Jun 2007

      Department: Technology Services Group Marketing Lead and oversee the deployment and adoption of marketing tools to the Asia-Pacific countries, drive business reporting and support the marketing operations. Reports to the Marketing Director of Strategy, Planning and Operations. • Close-loop marketing ➢ Deploy and drive the adoption of Customer Relationship Management (CRM) and Marketing Resource Management (MRM) module ➢ Analyze existing processes and develop new processes for close-loop marketing ➢ Drive business requirement changes and lead in testing ➢ Develop, report and analyze campaign performance and metric ➢ Advisor to countries and region marketing users by providing business process consultancy and training ➢ Manage the customer knowledge database for campaign targeting, analysis and profiling • Business Reporting ➢ Drive and support region and country reporting on marketing dashboard ➢ Provide project management on Enterprise Data Warehouse project ➢ Lead in the deployment of Return On Marketing Investment (ROMI) project • Marketing Operations ➢ Participate in half-yearly market planning, manage budgets and implement processes to track campaign spend and effectiveness • Executive Sponsorship Program ➢ Deliver the executive sponsorship program to account managers and maintain assignments of executives to customers Show less

    • United States
    • Information Technology & Services
    • 300 - 400 Employee
    • Senior Sales Support Specialist
      • Sep 2001 - Jun 2004

      Department: Sales Operations• Drive and lead in Sales Compensation projects➢ Drive business requirements, lead, test, analyze data structure and represent regional interest in sales compensation projects and initiatives➢ Implement and drive adoption of sales compensation tools to Asia-Pacific countries➢ Provide support and consultancy to countries• Support sales and management reporting➢ Business reporting and analysis for management review and sales compensation

    • Reporting/Marketing Analyst
      • Nov 2000 - Oct 2001

      Department : Asia-Pacific Corporate Accounts Business• Business reporting and process planning for Asia-Pacific Corporate Accounts Business➢ Provide order reporting and analysis of account performance through the use of order processing and sales database systems to measure sales force and unit’s performance➢ Work with Asia-Pacific Order Administration and Finance community to establish processes and to ensure proper booking of orders➢ Communicate new processes and account updates to Order Administration and Business Operations community➢ Champion for accurate order booking by ensuring that Order Administration community follow the right booking procedure. Work with the community to correct errors in booking system or orders• Maintain customer information in Customer Relationship Management (CRM) database➢ Manage and maintain Corporate Account information and database➢ Track Corporate Accounts’ subsidiaries, mergers and acquisition activities in Asia-Pacific region so as to provide a business overview of customer’s presence in the region• Support Business and Account Managers➢ Provide order information and reports to managers➢ Organize training for account representatives in order booking and system tools➢ Work with account representatives to ensure accurate order bookings and compensation➢ Assist in compiling funnel and forecast information Show less

    • Marketing Associate
      • Apr 2000 - Oct 2000

      Department: Asia-Pacific Enterprise Computing Marketing Communications• Co-ordinate and execute new product introductions on a regional basis➢ Work with Asia-Pacific Product Marketing Managers to provide support in new product launches.➢ Co-ordinate and manage new product introduction activities such as industry analyst briefing, press conferences and customer launch events.➢ Work with agencies to develop collateral and press releases.➢ Participation in new product launches such as servers and storage products.• Provide support to regional country marketing communication team➢ Leverage on worldwide provided materials for collateral.➢ Consolidate collateral printing efforts across region to achieve cost savings.➢ Assist in planning and coordinating road shows and logistics.➢ Co-ordinate event calendar.• Work with marketing centers to provide support in communication tools and resources➢ Handle in-bound and out-bound communication support for hp’s Asia-Pacific IT Resource center (ITRC) http://itrc.hp.com to installed base customers. Show less

    • Marketing Programme Executive
      • Jan 1999 - Jun 2000

      • Provide account servicing and consultancy services to portfolio of clients ➢ Develop and execute direct marketing programs for clients such as order sampling program and lead generating campaigns ➢ Advisor and consultant to event management, channel development and communications • Provide account servicing and consultancy services to portfolio of clients ➢ Develop and execute direct marketing programs for clients such as order sampling program and lead generating campaigns ➢ Advisor and consultant to event management, channel development and communications

Education

  • Oxford Brookes University
    Business, Business
    1997 - 1998
  • SEED Institute
    Diploma in Early Childhood Education, College/University Preparatory and Advanced High School/Secondary Diploma Program
    2009 - 2011
  • Temasek Polytechnic
    Business
    1993 - 1997
  • University of Lincoln
    International Business Management, Business
    1995 - 1996

Community

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