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Jerry Sullivan is a seasoned sales operations professional with extensive experience in CRM, sales forecasting, and leadership. He has held various roles in top companies, including Senior Revenue Operations Manager at Unanet, Director of Sales Operations at Lakeside Software, and Director, Sales Operations at HealthcareSource. Jerry holds a Bachelor of Science in Business Management (Marketing concentration) from Boston College and a Master of Business Administration from Southern New Hampshire University.

Experience

    • Senior Revenue Operations Manager
      • Jan 2024 - Present
  • RevenueWell
    • Chicago, Illinois, United States
    • Director, Operations
      • May 2022 - Oct 2023
      • Chicago, Illinois, United States

      A hybrid role blending revenue operations and business systems to support sales and marketing, automate business processes, decrease customer churn, and ensure accuracy of sales and financial data for dental services SaaS provider. Position was eliminated due to corporate layoff in October 2023....

    • United States
    • Software Development
    • 200 - 300 Employee
    • Consultant
      • May 2022 - Dec 2022

      Continued to support the organization's vital reporting requirements in part-time consulting role.

    • Director, Sales Operations
      • Sep 2021 - May 2022

      Expanded sales operations by completing numerous time-sensitive SFDC projects, streamlined the forecasting processes, and increased access to critical opportunity data to support GTM goals.● Created a suite of executive SFDC dashboards, and implemented a weekly reporting cadence, enhancing visibility in to crucial data to track performance at corporate, channel and regional levels● Partnered with finance to develop and refine board-approved annual operating plan, adapting the model via multiple iterations to align with rapidly evolving hiring and business requirements● Managed Xactly implementation, optimizing commissions management for over 80 global employees● Successfully onboarded fifteen reps in six months and delivered SFDC best practices training

  • HealthcareSource
    • Woburn, Massachusetts, United States
    • Director, Sales Operations
      • Aug 2020 - Sep 2021
      • Woburn, Massachusetts, United States

      Prepared for eventual acquisition by symplr Systems by executing on due diligence requests, improving sales reporting and ensuring corporate data hygiene for SaaS talent management solutions provider.● Quantified 5-year outlook for sales (both new and expansion business) via creation of executive...

  • TimeTrade
    • Tewksbury, Massachusetts
    • Director, Sales Operations
      • Apr 2017 - Apr 2020
      • Tewksbury, Massachusetts

      Drove significant operational efficiencies by consolidating all processes related to sales productivity, forecasting, commissions and expense management under one team at SaaS online appointment scheduler. Position was eliminated after PE firm acquisition. ● Managed forecasting process, tracking ...

    • Director Sales Operations
      • Jun 2014 - Apr 2017
      • Acton, MA

      Built the sales operations department at VOD corporation serving as primary liaison between sales and finance, legal and operations at company’s headquarters. Devised best practices for forecasting sales and materials planning, and built multiple annual $100M+ operating plans, in individual contr...

    • Channel Operations Manager
      • Mar 2013 - Jun 2014
      • Burlington, MA

      In a newly-created position designed to scale with global partner program projected to double in size annually, effectively oversaw all operational, analytical, planning and legal components.● Brought entire 300-partner program in to 100% legal compliance in nine months● Created reports for histo...

    • Senior Manager, Sales Operations and Analysis
      • Jan 2012 - Mar 2013
      • Concord, MA
    • Director, Sales Operations
      • Dec 2010 - Jan 2012
      • Westboro, MA

      Led the global sales operations division for a network video solutions provider, with comprehensive responsibilities encompassing sales reporting and analysis, forecasting, budgeting, and the management of sales compensation. Unfortunately, the role was discontinued following the company's sa...

    • Sales Operations Manager
      • Apr 2007 - Nov 2010
      • Nashua, NH

      Managed sales operations for $70M document imaging leader. Oversaw all sales/financial reporting/analysis, sales compensation and quota management design. Successfully managed sales territory coverage via dealer segmentation, and discounting and rebate programs. Position ended due to corporate ...

  • Progress
    • Bedford, MA
    • Manager, Business Operations and Financial Analysis
      • Apr 2001 - Apr 2007
      • Bedford, MA

      $350M corporation’s primary resource for data analysis, financial planning, and business knowledge. Supported both leadership and individuals by producing standard reporting and proactively crafting custom analyses. Developed annual budgets for multiple business units, managed the weekly global s...

  • RSA Security
    • Bedford, MA
    • Business Analyst
      • Jan 1995 - Mar 2000
      • Bedford, MA

      Played a pivotal role in delivering essential operational, financial and sales analysis and support, for global e-Security firm. Led the conceptualization, execution, and oversight of multi-million-dollar renewal maintenance business model.

Education

  • Boston College
  • Southern New Hampshire University

Suggested Services

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Industry Focus. “Business Services”

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