Experience

Keystone Partners

• United States
• Human Resources Services
• 1 - 100 Employee

• Vice President, Customer Success

  • 2022 - Present

• Director of Client Services & Operations

  • 2020 - 2022

• Sales Operations Manager

  • 2019 - 2020

  Driving successful sales efforts by implementing repeatable processes and developing key performance indicators (KPI's). Improved reporting will provide insight into and enhance visibility of the sales pipeline.Demonstrated expertise in Salesforce, data management, broad analytical knowledge in forecasting and planning.



Bowers & Wilkins

• United Kingdom
• Computers and Electronics Manufacturing
• 200 - 300 Employee

• Sales Operations / Process Improvement / Financial Management / Cross-Functional Team Development

  • 2017 - 2019

  Bowers & Wilkins is working on creating an intuitive and truly unique home A/V experience! In 2016 Silicon Valley startup EVA Automation, led by Gideon Yu, acquired Bowers & Wilkins, the market leader in the premium audio category. Together we are a new kind of company -- fusing cutting-edge startup culture with an iconic brand and audio expertise -- to create revolutionary yet intuitive home entertainment experiences. We are passionate about the entertainment space and want to create an easier and better way for people to experience their content and use the products they love. Show less



Sonos, Inc.

• United States
• Computers and Electronics Manufacturing
• 700 & Above Employee

• Senior Sales Operations Manager

  • 2011 - 2015

  Served as cross-functional team leader of Sales, Supply, Logistics, Legal, Order Management, and Finance, working to meet AMPAC sales objectives. Identified and implemented multiple process improvements along the sales pipeline. Kept inventory levels at a minimum which required close monitoring and a sound allocation process. Assisted with sales forecasts and provided actionable sales activity reports with detailed recommendations. • Recruited by SVP of Sales to on-board new strategic account, Target. Successful launch led Target to recognize the company with the Partner Award of Excellence. • Consistently met or exceeded weekly sales performance metrics • Drove cross-functional team efforts to seamlessly cross-dock product from China to end consumer, avoiding all non-compliance fees.  • Grew US retail business from 20% to 50% over four years.  • Led financial analysis and operational process improvements to ensure compliance, resulting in $500K annual savings. • Advanced the manual order entry process with a successful EDI implementation, facilitated improved supply and allocation reporting, and served as trainer on Great Plains system upgrade, which resulted in significant process efficiencies.  • Implemented a process to monitor, track, and evaluate $50M in annual marketing/MDF dollars, providing senior management with program effectiveness data. Show less



iRobot

• United States
• Consumer Electronics
• 700 & Above Employee

• Sales Operation Manager

  • 2006 - 2011

  Managed US Order Entry team and Market Analysis team. Facilitated partnership between the Sales team and all other internal functional customers (Marketing, Product Development, Demand Planning, Logistics, Finance, and Legal). Worked closely with Finance to build yearly plans and monthly forecasts, and to incorporate modeling tools to monitor account profitability and spending effectiveness. Built sales dashboard to track performance.  • Collaborated with Finance, creating and implementing account/channel P&Ls to track spending and financial viability of incremental spend. Resulted in better decision making and significantly improved profitability.  • Created daily sales dashboard used by Sales team to track and ensure that they consistently met and/or exceeded sale performance.  • Partnered with IT, successfully implementing an in-house EDI solution that significantly improved efficiencies.  • Added Oracle module to track inventory by product and channel, leading to significant improvements in weeks of supply.  • Aligned with the Credit Department, established escalation protocol on aging of receivables that resulted in the elimination of over 90 day receivables. Show less



Polaroid Corporation

• United Kingdom
• IT Services and IT Consulting
• 1 - 100 Employee

• Finance Manager

  • 1982 - 2008

  Held increasingly responsible Operations roles that improved productivity and customer satisfaction. The cross functional teams built at Polaroid have served as a model for future teams. Worked across varied consumer and B2B channels in a sales or finance support role. • Served as an retail audit consultant (40 hours per month) from 2006 to 2008.  • In the consumer world, supported the Food, Home Improvement, Drug, Office, Mass, and Club channels as a channel/sales operations facilitator. Duties in this role included forecasting, pricing, contract negotiations, program/promotion development and ROI analysis on spending. Working with a consulting firm, facilitated a pocket pricing study of all consumer accounts that provided management with helpful insight into decision making to drive higher profitability.  • In the B2B world, supported WW Imaging Product Services Group, Driver’s License Program, and OEM. This area focused more on contracts and responses to RFP’s.  • Developed strong analytical skills the first 10 years in Finance roles such as Corporate Financial Planning and Analysis, Cash Management, Cost Accounting and Sales and Marketing Finance. Facilitated retailer company audits and yearly corporate audits. Joined the company into a college recruit financial management rotation program that demonstrated how finance touches all aspect of business. Show less