Manager of Rev Ops

• Dec 2022 - Present

Sr. Revenue Operations Analyst

• Oct 2021 - Jan 2023

Novel is an innovative revenue-based fund providing flexible capital for early-stage enterprise software companies. We know that not every company is a high-growth startup. In fact, we love companies that have growth potential but that don’t fit the standard VC hockey stick model.Novel's investment criteria:- Enterprise (B2B) software company with recurring revenue of $500K to $5M- 30%+ annual revenue growth- Seeking growth capital of $100K to $1M to accelerate market penetrationOur ideal partners are entrepreneurs who value one or more of the following:- Quick funding in 45 days or less- No equity dilution to owners or investors- Tactical help with sales and marketing projects Show less

Sr. Manager of Demand Enablement & Marketing Operations

• Jul 2021 - Oct 2021

Direct sales & marketing operations team of six professionals, design and implement sales KPIs, annual targets, sales incentive plans, and assigned different territories to individuals. Analyze current market requirements and provide profitable improvement suggestions on equipment pricing, financing, and discounting programs. Design and introduce GTM strategies by coordinating with sales, marketing, and finance. Forecast annual equipment sales, P&L, and budget, while serving as member of selling strategy committee.• Forecast accuracy typically above 90%.• One of 8 product owners leading a global launch of Salesforce.• Reduced multi-hundred-thousand-dollar trade show budget by 17% through strategic planning with sales experts Show less

Sr. Manager of Sales & Marketing Operations

• Oct 2019 - Jul 2021

Manager of Sales Operations

• Dec 2018 - Oct 2019

Manager of Sales Operations and Analytics

• Oct 2018 - Dec 2018

Led and oversaw execution of key projects, including sales team performance analysis and reporting for board of directors. Assigned tasks to experts for the achievement of maximum operational excellence. Evaluated cross-functional team salesforce.com data, while providing assistance to directors, vice presidents, and executives.• Designed and introduced effective sales operations team management plan as well as provided comprehensive support in integration of PeopleAdmin into PowerSchool through sharing of data and knowledge. Show less

Sales Operations Analyst

• Jun 2017 - Oct 2018

Utilized all data of KPIs and metrics to evaluate sales staff performance and update information within dashboards of salesforce.com. Shared all data and project status reports with multi-disciplinary department teams, including marketing, product research, finance, sales, and customer success. Devised and presented new processes for the acquisition of sales opportunities. Estimated and developed product-level bookings and revenue targets.• Created and presented team and rep level quotas for 2018 for continuous monitoring of staff performance.• Developed equitable sales territories in US and Canada centered around customer and sales team divisions with analytical approach Show less

Sales Operations Analyst

• Nov 2016 - Jun 2017

Produced and presented effective statistical models to improve sales team efficiency and support senior management in making critical business decisions. Participated in sales conference to present different data sets to CEO, cabinet members, vice presidents, and sales representatives. Gained business information from historical trends and set future performance targets by analyzing sales performance data. • Ensured maximum accuracy of collected information through automation of data management strategy. • Reduced data assessment time by ten hours and enhanced operational efficiency through delivery of support to cross-functional team in streamlining data analysis process. Show less

Project Analyst

• Sep 2014 - Nov 2016

Prepared and distributed reports of monthly revenue, client invoices, and budget reconciliations, while interacting with different teams, such as project directors, medical staff, and finance. Monitored distribution of budgets and timelines to ensure compliance company financial SOPs and timely reporting of budget variances. Formulated P&L report to identify P&L discrepancies, while studying clinical trial agreements, contracts, and budgets. • Key leader and stakeholder in a global initiative to improve forecast accuracy and efficiency Show less

Fund Administrator, Senior Associate, Manager

• Jul 2010 - Sep 2014

• Encouraged employee engagement and growth through one-on-ones and opinion sessions. • Collaborated with other teams to ensure workflow balance and adopt best practices. • Effectively monitored and tracked employee development, work schedules and production output. • Created and monitored complex production schedules to be used by the client, auditors and management. • Reviewed financial statements, NSARs, notes to financials, reconciliations and checklists for accuracy. • Deployed departmental initiatives to control risk, balance workflow and reduce financial waste. Show less

Customer Service Associate

• 2006 - 2010

Fund Accountant - Intern

• Jun 2009 - Dec 2009