Experience

Tackle.io

• United States
• Software Development
• 100 - 200 Employee

• Revenue Operations Analyst

  • Sep 2022 - Present

  Remote • Utilize Tableau to construct and maintain standardized Cloud GTM business dashboards for Sales, Marketing, Partner, and Customer Success. I effectively handle more than 50 reports within Tableau. • Partner with key business leaders in Sales, FP&A, Marketing and Customer Success to monitor sales and growth of $XXM, MoM $XM. • Analyze and project future business strategies based on the following metrics: win/loss rates, pipeline performance, conversion rate, renewal rate, average deal… Show more • Utilize Tableau to construct and maintain standardized Cloud GTM business dashboards for Sales, Marketing, Partner, and Customer Success. I effectively handle more than 50 reports within Tableau. • Partner with key business leaders in Sales, FP&A, Marketing and Customer Success to monitor sales and growth of $XXM, MoM $XM. • Analyze and project future business strategies based on the following metrics: win/loss rates, pipeline performance, conversion rate, renewal rate, average deal size, deal velocity, ROI, and load rate trends. • Forecast and advise on trend data to drive revenue growth and optimize profitability MoM. • Analyzed WoW performance data of sales representatives and created a performance ranking dashboard for evaluation. • Collaborate with Data Engineering to ensure data accuracy, integrity, and consistency across all systems. • Within my initial two weeks of joining the organization, I developed a company budget strategy in a span of two weeks, aligning with the annual planning timeline. Show less



OpenText

• Canada
• Software Development
• 700 & Above Employee

• Senior Revenue Operations Analyst

  • Mar 2022 - Sep 2022

  Broomfield, Colorado, United States • Revamped forecasting models by adding in WoW historical weights and presented to SMB/C Leader for retail and renewal business. • Built a renewal rate tracking system in Excel to accurately forecast renewal subscriptions. • Created and managed Tableau KPI dashboards, regularly collaborating with leadership to review them on both a weekly and bi-weekly schedule. • Collaborated effectively with Sales, Engineering, and Business Intelligence teams to enhance data sets and verify the… Show more • Revamped forecasting models by adding in WoW historical weights and presented to SMB/C Leader for retail and renewal business. • Built a renewal rate tracking system in Excel to accurately forecast renewal subscriptions. • Created and managed Tableau KPI dashboards, regularly collaborating with leadership to review them on both a weekly and bi-weekly schedule. • Collaborated effectively with Sales, Engineering, and Business Intelligence teams to enhance data sets and verify the precision of third-party sell-thru reporting. • Prepared weekly bookings forecast for Retail and Renewal business for SMB/C and review with key stakeholders. • Review past forecasting models to be used during biweekly sales forecasting process. • Provided analysis on calculations related to ACV/TCV, ARR, and renewal rates. Show less



Staples

• United States
• Retail Office Equipment
• 700 & Above Employee

• Sales Analyst, Commercial Real Estate

  • Jan 2020 - Feb 2022

  United States ● Transitioned 1,800 JPMorgan Chase bank locations operated under CBRE to SMS Assist generating over $1.3M annualized sales. ● Executed touchless dispenser project for JPMorgan Chase Banks across the U.S. generating over $500k annualized sales. ● Prepare timely and accurate reports outlining customer purchasing patterns, cost savings, and total account profitability. ● Prepare Quarterly QBR’s for multiple clients highlighting YoY changes and impact. ● Provide e-commerce support to… Show more ● Transitioned 1,800 JPMorgan Chase bank locations operated under CBRE to SMS Assist generating over $1.3M annualized sales. ● Executed touchless dispenser project for JPMorgan Chase Banks across the U.S. generating over $500k annualized sales. ● Prepare timely and accurate reports outlining customer purchasing patterns, cost savings, and total account profitability. ● Prepare Quarterly QBR’s for multiple clients highlighting YoY changes and impact. ● Provide e-commerce support to deliver a positive customer ordering experience. ● Set up new customer accounts and update existing profiles with latest information. ● Review account activity to assess financial status and evaluate discrepancies. ● Document customer habits and preferences and recommend product and service updates to management. ● Adhere to standards of quality and service as well as all compliance requirements. ● Executed complex orders from quoting to delivery of product.

• Project Manager, FS Implementation

  • Apr 2013 - Jan 2020

  Broomfield, CO ● Managed demand for 5,500 Advance Auto locations generating over $1M in revenue. ● Managed dispenser change out project for 5,000 Sally Beauty Stores across the U.S. generating $400k in revenue. ● Developed and initiated projects, managed costs, and monitored performance. ● Built successful project plans covering objectives, resources and staffing to meet schedules. ● Reduced expenditures by effectively negotiating vendor and service contracts to drive savings. ● Scheduled and… Show more ● Managed demand for 5,500 Advance Auto locations generating over $1M in revenue. ● Managed dispenser change out project for 5,000 Sally Beauty Stores across the U.S. generating $400k in revenue. ● Developed and initiated projects, managed costs, and monitored performance. ● Built successful project plans covering objectives, resources and staffing to meet schedules. ● Reduced expenditures by effectively negotiating vendor and service contracts to drive savings. ● Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts. ● Reported regularly to managers on project budget, progress and technical problems.

• Pricing Analyst

  • Nov 2010 - Apr 2013

  Broomfield, CO ● Monitored market trends to ascertain best pricing for company's products. ● Collected historical cost data to estimate costs for current or future products. ● Provided analytical support that helped maintain and improve the profitability of existing Enterprise customers. ● Performed on-going maintenance and administration of contracts in a timely manner while ensuring all updates are compliant with the customers legal agreement.



Xcel Energy

• United States
• Utilities
• 700 & Above Employee

• Administrative Assistant

  • Jul 2009 - Oct 2010

  ● Provided administrative support to Managing Director of Risk Management, Director of Risk Control and Director of Risk Strategy to include maintenance of calendar in MS Outlook, travel arrangements, preparing expense reports, composing correspondence, scheduling on and off-site meetings, maintain and update contact list, transcription of meeting minutes and creating power point presentations. ● Planned corporate events for department. ● Processed department timekeeping and employee… Show more ● Provided administrative support to Managing Director of Risk Management, Director of Risk Control and Director of Risk Strategy to include maintenance of calendar in MS Outlook, travel arrangements, preparing expense reports, composing correspondence, scheduling on and off-site meetings, maintain and update contact list, transcription of meeting minutes and creating power point presentations. ● Planned corporate events for department. ● Processed department timekeeping and employee changes. Track and maintain PTO hours for the department. ● Maintained confidential files, personnel files and reports. ● Maintained and prepare payment processing for outside contractors and vendors. Show less



Staples Australia/New Zealand

• Australia
• Business Supplies & Equipment
• 700 & Above Employee

• Territory Planning Analyst

  • Apr 2007 - Nov 2008

  ● Developed geographical territories at the market-level using territory mapping software for new customer acquisition job roles. ● Partnered with markets to manage established territories for sales representative assignment changes or to assess the need to alter geographical boundaries for new business. ● Analyzed sales representative performance data and reports to determine territory effectiveness and performance. ● Interacted with Salesforce.com team to define and manage the… Show more ● Developed geographical territories at the market-level using territory mapping software for new customer acquisition job roles. ● Partnered with markets to manage established territories for sales representative assignment changes or to assess the need to alter geographical boundaries for new business. ● Analyzed sales representative performance data and reports to determine territory effectiveness and performance. ● Interacted with Salesforce.com team to define and manage the lead management process by identifying criteria for commercial sales prospects.

• Marketing Specialist

  • May 2006 - Apr 2007

  ● Executed telescreening programs with 170 business development managers generating over $71.4M annualized sales and $22.1M gross profit from new customers during first 6 months of project launch. ● Launched new commercial marketing program throughout the U.S. generating over $60M annualized sales. ● On-boarded new customers and contributed to retention strategy by coordinating with fulfillment vendor and selecting items for on-boarding kit. ● Controlled quality/quantity on sales… Show more ● Executed telescreening programs with 170 business development managers generating over $71.4M annualized sales and $22.1M gross profit from new customers during first 6 months of project launch. ● Launched new commercial marketing program throughout the U.S. generating over $60M annualized sales. ● On-boarded new customers and contributed to retention strategy by coordinating with fulfillment vendor and selecting items for on-boarding kit. ● Controlled quality/quantity on sales collateral site and provided recommendations and support to field sales reps. ● Responsible for catalog and flyer distribution and fulfillment requirements, including online and offline implementation as well as ongoing prospect and account suppression requirements.

• Executive Assistant

  • Sep 2005 - Apr 2006

  ● Provided administrative support to VP of Risk Management and VP Controller to include maintenance of calendar in MS Outlook, travel arrangements, preparing expense reports, composing correspondence, scheduling on and off-site meetings, maintain and update contact list, transcription of meeting minutes and creating power point presentations. ● Plan corporate events for department. ● Updated property and vehicle information in the AON Risk Console… Show more ● Provided administrative support to VP of Risk Management and VP Controller to include maintenance of calendar in MS Outlook, travel arrangements, preparing expense reports, composing correspondence, scheduling on and off-site meetings, maintain and update contact list, transcription of meeting minutes and creating power point presentations. ● Plan corporate events for department. ● Updated property and vehicle information in the AON Risk Console database. ● Participate in the monthly close process for accounting. ● Track and maintain PTO records and requests for all assigned staff. ● Order office supplies for the entire department. ● Transcribe and publish meeting minutes for monthly Risk Management meetings.



Brooks Running

• United States
• Sporting Goods Manufacturing
• 700 & Above Employee

• Executive Assistant

  • Jun 2004 - Jul 2005

  ● Provided administrative support to Chief Operating Officer/Chief Financial Officer, VP of Operations & Manufacturing and VP of International to include maintenance of Calendar in MS Outlook, travel arrangements, preparing expense reports, composing correspondence, scheduling on and off-site meetings, maintaining and updating contact list, creating power point presentations, and building monthly board books. ● Provided support to Director of Human Resources with… Show more ● Provided administrative support to Chief Operating Officer/Chief Financial Officer, VP of Operations & Manufacturing and VP of International to include maintenance of Calendar in MS Outlook, travel arrangements, preparing expense reports, composing correspondence, scheduling on and off-site meetings, maintaining and updating contact list, creating power point presentations, and building monthly board books. ● Provided support to Director of Human Resources with various confidential projects. Backup for payroll. ● Provided support for the Credit department to include new account setup, logging of resale certificates using AS400 and completing credit reference request. ● Assisted with event coordination for international and domestic sales meetings. Show less



SNC-Lavalin

• Canada
• Civil Engineering
• 700 & Above Employee

• Executive Assistant

  • 2000 - 2004

  ● Provided administrative support to SVP of Operations to include maintenance of calendar in MS Outlook, travel arrangements, preparing expense reports, office supply ordering, scheduling on and off-site meetings, composing correspondence, transcription and publication of meeting minutes, updating contact list, screening calls and emails. ● Implemented and maintained filing systems of project files and confidential personnel files. ● Implemented and maintained department intranet… Show more ● Provided administrative support to SVP of Operations to include maintenance of calendar in MS Outlook, travel arrangements, preparing expense reports, office supply ordering, scheduling on and off-site meetings, composing correspondence, transcription and publication of meeting minutes, updating contact list, screening calls and emails. ● Implemented and maintained filing systems of project files and confidential personnel files. ● Implemented and maintained department intranet website. ● Planned project team building retreat. Show less



Boston Scientific

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• Associate Process Development Project Specialist

  • 1996 - 2000

  ● Assisted team leader with project management, compliance and schedule adherence responsibilities. ● Updated and maintained departmental policies and procedures. ● Facilitated information flow to engineers and managers by acting as contact point within department.