Xactly Technical Practice Lead

• Feb 2022 - Present

Xactly Solutions Architect and Xactly Team Lead

• Jan 2022 - Feb 2022

Xactly Lead Consultant

• Mar 2021 - Jan 2022

Xactly SPM Implementation Consultant

• Jun 2019 - Mar 2021

• Engaged on 16 Xactly projects in one year, including 7 new implementations, 9 engagements for changes to existing clients. Engaged on up to 11 projects at one time.• Project Lead Consultant on successful integration for two business units, one US based, on UK based, into one environment. Lead daily meetings with the team to get through requirements, configuration, testing.• Completed one of Xactly’s most complex and customized Prior Period Processing integrations• Mentor new team members as they progressed through Xactly training, including reviewing their technical documents, reviewing their configuration, and available to answer questions.• Manage Client Relationships including leading daily meetings with client key team members (Compensation team, Client PM, Client Project Advocate).

Senior Xactly Implementation Consultant

• Jan 2019 - Jun 2019

• Gather requirements and write both Functional and Technical Requirements documents to outline how Xactly will integrate with Salesforce or sFTP server.• Engaged on 27 total projects including successfully completing 25 of the projects (two not completed due to rolling off prior to completion). • Configure and present prototype demonstration within one month after a project kickoff.• Configure formulas, rules, plans, and Analytics reports, as well as complete all unit and system integration testing.• Ensure constant and seamless engagement with sales, technology, and leadership teams in order to deliver timely, effective, and client-focused deliverables.

Xactly Implementation Consultant

• May 2017 - Dec 2018

Senior Operations Analyst

• Apr 2016 - Apr 2017

• Report to Director, Commercial Compensation and manage one direct report. • Manage incentive plan set up into Xactly Incent which has included building over 150 custom plans.• Successfully hit all incentive plan set up deadlines across Jan-Feb during a redesign phase which included 95% of all incentive plans. • Collaborate closely with the Plan Design, Goaling, and Territory teams to ensure updates across each team are made timely and accurately in Xactly.• Created several tools in Excel to significantly increase accuracy and efficiency of Xactly user set ups, and to enhance the scope of recurring audits.• Responsible for leading the Xactly troubleshooting team to identify and resolve any issues with credits, commissions, rules and formulas.• Develop reports in Xactly Analytics and Excel for the Plan Design team, and management, as well as any hoc analysis.

Operations Analyst

• Dec 2013 - Apr 2016

• Built sales staff incentive plans in Xactly Incent including the creation of rules and formulas, and applicable rate tables for each plan.• Created 45 plan shells, 172 incentive plans and loaded 213 rate tables in Xactly Incent in Q1 2015.• Managed the Quarterly Project Plan for the Incentive Operations team of five.• Lead cross-team training on the Xactly system and served as the main point of contact for collaboration efforts across the Global Revenue Operations team in the Xactly system.• Resolved queries about incentives credit using both SalesForce and Xactly resources, and answered general questions about the Xactly system and reports.• Managed system updates for role changes, new hires, departures, and FMLA leave.• Completed quarterly QAs on all Xactly set-ups and results.• Developed more efficient QAs by writing more accurate and efficient formulas in Excel.• Collaborated with management related to the development of incentive plans and policies, to include providing significant contributions to the official Rules and Regulations documentation governing all aspects of incentive compensation.

Account Service Representative

• Jul 2012 - Dec 2013

• Responsible for maintaining relationships with AAA account including AAA Headquarters and 50 AAA Clubs that accounted for $492 million in revenue for 2012.• Use Excel and Access to manipulate, analyze, and present data to Senior Management.• Conducted statistical and strategic analysis which included preparing monthly, quarterly, annual, and on-request reports.• Successfully integrated multi-million dollar companies, Dollar and Thrifty, into the AAA Car Rental Program.• Proactively developed improvements and best practices to increase efficiency leading to: 1) More detailed and accurate reporting utilizing vlookups, pivot tables, and other Excel formulas, 2) Significant decrease in time spent tabulating reports and more time spent analyzing reports, 3) Streamlined training documents for Hertz Field Sales to use in the selling program.

Sales and Marketing Coordinator

• Mar 2010 - Jul 2012

• Involved in multiple brand enhancement projects including Hertz/AAA Gold Key Club of the Year, Co-op Marketing program, lead-generated fulfillment mailings and coupon mailings.• Team lead to edit and approve multi-media (print, radio, and social media) marketing campaign.• Increased efficiency in coupon redemption and tracking programs - leading to processing eight more coupon orders per minute and development analysis reports.• Proven written communication skills by writing quarterly newsletter containing marketing strategies and Hertz/AAA partnership updates to distribute to Hertz Sales Field.

Management Trainee

• Aug 2009 - Mar 2010

• Trained in one of the most respected management programs in the world.• Applied that training to increase branch customer service rating from 67% to 82% in seven months.• Managed highly valuable corporate accounts. • Trained in one of the most respected management programs in the world.• Applied that training to increase branch customer service rating from 67% to 82% in seven months.• Managed highly valuable corporate accounts.