Member

• Aug 2023 - Present

Member

• Jul 2023 - Present

Member

• Feb 2023 - Present

Member

• Nov 2022 - Present

Social community of Revenue Operations members. Social community of Revenue Operations members.

Senior Revenue Operations Manager

• Apr 2023 - Aug 2023

•Led several projects in a fast-paced environment, such as the implementation of a Playbook in Catalyst that placed Customers in an automatic renewal process. •Managed Territories through LeanData for Sales in our Salesforce environment, strategically planning for growth and scale. •Was the Business Partner to the Customer Success team, administering Catalyst where I built out Dashboards and Playbooks to automate manual processes for the team and continually researched ways to retain customers and lower churn. •Implemented improvements in our PLG and Hand-raiser prospect and customer flow, ensuring timely SLA. Show less

GTM Operations Lead

• May 2022 - Jan 2023

•Led all Marketing and Sales Strategy & Insight conversations to ensure progress in all things Go-to-Market (i.e. Pricing, Product, Territory Coverage, Forecast, etc.) •Managed all things Data, Process, and Systems for Marketing, Sales, and Support, continuously planning for scale. •Coordinated and aligned all system changes and projects with the Salesforce Consultant Team, Swantide. •Oversaw and supervised all 3rd party Data Requests and Projects for Sales and Marketing. •Managed all existing and future tools for onboarding/off-boarding, administration, integrations, QA, bug management, etc. •Created and distributed all Sales and Marketing enablement documentation and trainings. •Led several projects in a fast-paced environment where priorities were constantly challenged, evaluated, and ran proactively while meeting time and quality objectives. Show less

Marketing Systems Manager

• Mar 2021 - May 2022

Manage and execute the implementation of Marketing tools and system improvements.Expertise in serving as the subject matter expert in Pardot and Salesforce, building integrations and acting as the admin for these systems.Experience with CRM relationship management and maintenance respective to Marketing tool stack.Broad understanding of marketing and/or email marketing principles, including deliverability standards as well as an understanding of local marketing regulatory rules (CAN-SPAM, GDPR, CASL).Experience managing projects in an enterprise software environment. Basic knowledge and understanding of HTML, XML, JavaScript, and databases.Build consistency as we scale and re-architect systems and workflows.Confirmed ability to lead a project schedule in a fast-paced environment where priorities are constantly challenged, evaluated and run proactively while meeting time and quality objectives.Clear and concise communication skills. Ability to forge trusting relationships and work globally as a member of an integrated team. Show less

Team Lead, Salesforce Sales Data Systems & Process Management

• Jun 2020 - Mar 2021

*Winner of the OpsStars award for 2020 Most Scalable Lead Management Program of the Year*Steady leader with advanced data systems and process management skills. Work collaboratively with colleagues and take a business lead to develop, evaluate, validate, implement, and maintain data collection systems and technology (either internally developed or subcontracted). Existing specific systems include, SFDC, LeanData, LeadSpace, ZoomInfo, D&B, People.ai., Rekener, DemandBase, Apsona, Guru, Pardot, RingLead, Outreach and SalesLoft.Coordinate the evaluation and selection, as well as oversee the performance of subcontractors providing data management support.Oversee the development and maintenance of data management policies, guidelines and procedures (SOPs, training manuals, etc.) and compliance with standard operating procedures (SOPs) and best practices.Represent the data management team in cross functional meetings and to the executive team. Build trusting relationships with the key decision makers at strategic internal and external partners.Define attainable goals for the team.Persuasively present ideas and strategy to individuals and/or groups at all levels of an organization (internal and external)SME for all Data Tools, Salesforce CRM, and the Data Integrity between applications. Show less

Business Analyst and Team Lead, Salesforce Sales Data Management

• Jun 2019 - Jun 2020

- Subject Matter Expert (SME) in Salesforce Administration and Sales Data- First point of contact for all questions related to the two listed above- Drives all quarterly, monthly, and day-to-day priorities- Leads all 1:1 and team meetings- Leads coaching and development conversations- Point of contact for all temp and temp agency related items, such as: new, existing, or replacement of temps; time management of temps; project deliverables for temps; and training of temps- First point of contact and driver for all Salesforce data integrity related issues/improvements Show less

Salesforce Data Integrity Specialist, Business Systems Analyst

• Mar 2018 - Jun 2019

Head of data integrity for the Salesforce environment - management of incoming and existing data, duplicate data, validation rules, workflows, process builders, and fields. Maintenance of profiles and permission sets to lock down or allow authorization is also administered.Project management and negotiation of new or existing data vendors to make sure they comply with current standards. Supervise and instruct new and existing overseas data employees, as well as manage a team of temps for ad hoc data projects. Projects are regularly circulated to cleanse the database. Assess business needs, meet with stakeholders, and administer salesforce system changes when needed.Train and guide Sales Management on the use of reports and dashboards. Bi-Weekly Salesforce training documentation is circulated among all Sales. Show less

Salesforce Administrator (Certified)

• Apr 2017 - Mar 2018

Administration of Salesforce for the entire sales organization including: customization and development of reports and dashboards, page layouts, sharing rules, users, roles, and profiles; database de-duping and cleanup; and implementation of workflows, validation rules, and process builders. Training and on-boarding new sales reps, developing and implementing training for users, maintaining and updating training materials, and ongoing communication of Salesforce enhancements. Management of territories for account, opportunity, and lead records. Development of forecasting by working closely with the Sales Management team to create reports and dashboards that track the performance of the Sales team. Managed several projects, one of which consisted of designing a new sales process and pushing it live to production. Tracking and management of Marketing reports and dashboards, following lead conversion rates, activity progression, and campaign growth. Coordination with the Service department to develop and create new tools to manage service contracts, cases, and work orders within the Salesforce and ServiceMax environment. One project consisted of creating a new service process that utilized opportunities, quoting, and submission for approval. Designing and managing the ongoing development of the system to support accelerated growth. Supporting business analyses where needed. Show less

Salesforce List Developer, Website Administrator, Salesforce Administrator

• Jul 2015 - Apr 2017

First point of contact for developing the marketing list and lead generation, campaigns, reports, and analytics.Management and the maintenance of the internal CRM contact and account data, reporting, and dashboards.Coordinated with the in-house Marketo expert to align data between CRM platforms.In charge of the Salesforce administration tasks including, but not limited to, layout changes, adding new or editing fields, user permissions and roles, and creating apps.Website administration involved adding, changing, and updating data on the website, overseeing bug tickets problems and solutions, and supervision of website troubleshooting.Responsible for all training, content editing privileges, and best practices. Special trainings are held once a month.Since moving into the Salesforce platform in 2012, I had created over 150,000 contact records and over 28,000 accounts.Skills include Google Drive Suite, WordPress, Microsoft Office Suite (Word, Excel, Powerpoint, Outlook & Entourage), Salesforce CRM, Cloudingo, LexiLoader v23, Filemaker Pro 11.0v2, Millenium Integrated Library System (ILS), Mac OS and Apple Products, Windows XP, Windows 7, Project Management, Database Systems, List Management, Task Force Implementation, and typing 70 WPM Show less

Salesforce List Development Specialist

• May 2013 - Jul 2015

Responsible for defining the list universes and building lists globally inside of Salesforce. One universe consisted of importing over 100,000 new contacts for the launch of a new publication with minimal risk. Aided with Salesforce Administration fixes and additions, and continually helped brainstorm solutions to problems our users face or simplifying methods in place.Weekly Salesforce reports helped track and keep me up to date with data inputs. Implementing new reports, dashboards, applications, custom fields, and page layouts were some of the few things I’d had to administer to help content editors keep pace.Salesforce questions were collaboratively resolved by thinking outside the box to settle issues, assess risks, and create opportunities. Documentation of policies and procedures were written and circulated to create efficient workflow.Technical and functional skills were commonly used in regards to de-duplication, cleansing, and advanced formulas. Cloudingo was a heavily used tool for depletion of duplicates and cleansing of the database.Training and supervising content editors was a continuous routine, as well as creating easier processes. Classes were held a few times a year to showcase in-depth analyses. Show less

Data Services Data Entry Assistant

• Dec 2010 - May 2013

Primary tasks include heavily researched data entry into Salesforce CRM and Filemaker Pro. Managed thousands of private and confidential client contacts, transaction analysis reports, acquisition records, and publications.Designed and implemented quarterly and yearly reports for property guides, Investment Manager surveys, Capital Flows, REIT Manager reports, and the Largest Top Investors.Helped create a Best Practices document put in place for all content editors to use that gets regularly updated.Reached the highest record amount of participation for two large investment reports in IREI history, specifically doubling participation for the August 2011 edition of the Investment Managers Guide, and (through a joint effort of participation and research) I've doubled participants for the March 2012 edition of the Dealmakers Guide.Created a short-cut method during the last quarter of 2012 by implementing LexiLoader into Salesforce. The new system cut work-time by 50%.Added over 13,000+ contact and organizational records into the database system in a two-year time span, pushing for a higher marketing rate.Delegated several lists to outside sources as well as internal employees to help create a better work flow.Successfully trained both a temp and an internal employee that was given access to our data, overseeing their work to ensure proper use of the database.Produced accurate SalesForce reports that showcase progress. Show less

Library Assistant

• Aug 2006 - Aug 2010

Expertly navigated the Millennium ILS database system. Participated in summer program to file and alphabetize an entire floor into the computer system. Volunteered time and effort into organizing library items after the October 2007 earthquake, which shook thousands of books and items off their shelves. Additional tasks included managing the front desk, data entry using proprietary software, managing customer accounts, and providing customer support for various tasks. Expertly navigated the Millennium ILS database system. Participated in summer program to file and alphabetize an entire floor into the computer system. Volunteered time and effort into organizing library items after the October 2007 earthquake, which shook thousands of books and items off their shelves. Additional tasks included managing the front desk, data entry using proprietary software, managing customer accounts, and providing customer support for various tasks.