Ali Halbert
Franklin,TN
Summary
Dynamic sales operations leader with a proven track record at Prominence Advisors, driving revenue growth through innovative CRM integration and process optimization. Expert in Salesforce administration and cross-functional collaboration, I excel in aligning strategies with measurable outcomes, enhancing operational efficiency, and fostering team success. Passionate about leveraging data analytics to achieve business objectives.
Overview
14
14
years of professional experience
2
2
Certifications
Work History
Director of Sales Operations
Prominence Advisors
Remote
04.2024 - Current
- Lead the strategy, systems, and processes that drive Prominence’s revenue engine across Sales, Customer Success, Delivery, Marketing, and Partner Management.
- Directed a full-scale redesign of Salesforce, replacing outdated workflows with scalable system architecture that supports forecasting accuracy, structured opportunity management, product-level schedules, and cross-functional visibility.
- Govern the GTM tech stack, including Salesforce and Definitive Healthcare, overseeing automation, integrations, workflow optimization, and data governance in partnership with Finance.
- Designed, launched, and operationalized the Business Development Representative (BDR) team, creating onboarding, lead qualification processes, KPIs, documentation standards, and alignment with Sales Executives.
- Lead Marketing Operations, coordinating campaign planning, event execution, outbound communications, nurture workflows, brand consistency, and ROI measurement while managing the marketing calendar and campaign execution resources.
- Built structured Sales-to-Delivery and Customer Success workflows to improve staffing accuracy, renewal visibility, client readiness, and cross-functional collaboration.
- Lead CRM and GTM process integration for acquisitions, aligning opportunity structures, forecasting logic, reporting standards, and governance across entities.
- Translate executive strategy into operational plans, systems, workflows, and measurable outcomes, ensuring consistency and alignment across the revenue organization.
Engagement Manager
Prominence Advisors
Remote
01.2022 - 04.2024
- Ensured profitability and quality in healthcare analytics engagements, fostering long-term account health.
- Designed and automated Sales-to-Implementation processes as Salesforce Administrator across organization.
- Led cross-functional teams to deliver complex healthcare analytics solutions using SQL, Tableau, Epic, and cloud technologies.
- Oversaw project execution from requirements gathering to deployment, managing scope and timelines.
- Optimized operational processes by identifying inefficiencies and developing scalable frameworks to enhance delivery efficiency.
- Collaborated with Sales for precise scoping and seamless transitions to technical teams.
- Provided solution architecture guidance to align technical designs with client needs and industry best practices.
- Applied expertise in process improvement, healthcare IT, data architecture, and sales operations.
Technical Project Manager
Prominence Advisors
Remote
07.2021 - 02.2022
- Managed technical analytics projects for healthcare clients, coordinating timelines, requirements, delivery resources, and stakeholder communication.
- Supported solution design across SQL, Epic, Tableau, and cloud-based environments, translating technical requirements into structured project plans.
- Improved delivery processes by identifying bottlenecks, documenting workflows, and implementing repeatable frameworks for project execution.
- Collaborated with cross-functional teams—including data engineers, architects, and UI designers—to ensure alignment between business objectives and technical solutions.
- Enabled successful project delivery through scope management, risk mitigation, and proactive communication with internal and external stakeholders.
- Skills applied: Data Analytics, Healthcare IT, Enterprise Architecture, Process Improvement, Solution Architecture, SQL Server.
- Applied skills in Data Analytics, Healthcare IT, and Enterprise Architecture to enhance project outcomes.
Implementations Project Manager
eviCore Healthcare
Franklin, USA
08.2019 - 07.2021
- Directed client implementation projects, overseeing timelines, requirements, and risk mitigation for successful launches.
- Established success metrics to track performance against goals and adjust strategies as needed.
- Maintained comprehensive documentation throughout project delivery to ensure transparency and accountability.
- Engaged client stakeholders regularly to provide updates, manage expectations, and build strong relationships.
- Led kickoff meetings to clarify objectives, deliverables, and roles for all team members.
- Streamlined communication channels using collaboration tools to enhance efficiency and reduce response times.
- Assessed risks proactively, coordinating cross-functional efforts to uphold quality and compliance with timelines and budgets.
- Facilitated planning sessions to ensure accurate scoping and execution readiness across departments.
Senior Client Reporting & Data Analytics Analyst
Franklin Madison (formerly Affinion/ABG)
Franklin, USA
04.2016 - 08.2019
- Led execution of standard and ad hoc reporting for financial institution clients, integrating Salesforce, Cognos, Oracle, Tableau, and additional data sources to deliver actionable insights.
- Designed and implemented new reporting packages and dashboards, including demographic analysis, peer benchmarking, and client performance metrics.
- Ensured data integrity through rigorous validation, testing, and ongoing evaluation of data sources and reporting logic.
- Collaborated with BI and Strategy teams to align reporting standards with business goals and enterprise data practices.
- Created documentation for reporting processes, best practices, and data workflows; trained internal teams on reporting tools and data access.
- Presented reporting insights in client meetings and internal leadership forums; supported sales teams with analytics for strategic proposals.
- Managed large-scale analytics projects that improved operational efficiency, data quality, and cross-department reporting functionality.
Client Reporting & Quality Assurance Analyst
Affinion Benefits Group (ABG)
Franklin, USA
10.2014 - 04.2016
- Revamped the company’s client reporting package by integrating Tableau visualization, demographic insights, and trend analysis to improve executive decision-making.
- Developed internal dashboards and case studies used by leadership and sales teams to evaluate performance and support proposals.
- Designed Salesforce workflows, custom objects, reports, dashboards, and approval processes to streamline departmental operations.
- Served as a Salesforce representative, responsible for user setup, troubleshooting, workflow creation, process documentation, and system enhancements.
- Managed 2,000+ annual ad hoc reporting requests in addition to recurring analytics deliverables.
- Participated in quality assurance reviews to assess process efficiency, reporting accuracy, and operational improvement opportunities.
Conversion Temporary Associate
Randstad (Contract with Affinion Benefits Group)
Franklin, USA
08.2014 - 10.2014
- Supported major carrier conversion project by updating internal systems, validating data, and processing customer change requests.
- Coordinated with multiple departments to resolve discrepancies and ensure accurate data migration.
- Generated basic reporting while ensuring data accuracy and adherence to project deadlines.
- Generated reports while maintaining data integrity and meeting project deadlines.
Legal Assistant
Story & Abernathy Law Firm
Franklin, USA
12.2013 - 04.2014
- Automated real estate closing workflows by implementing Zoho CRM and integrating Google and Microsoft applications, improving efficiency and accuracy.
- Generated SLA and workflow management reports to support attorney operations and transaction readiness.
- Managed client communications, closing documentation, scheduling, and process coordination across partners and external stakeholders.
- Supported business development through local marketing initiatives and community outreach.
Territory Manager
Arbor Pharmaceuticals
Nashville, USA
02.2013 - 12.2013
- Directed daily operations of Nashville territory through strategic outreach and relationship cultivation.
- Utilized analytics for effective call planning, optimizing revenue across targeted markets.
- Achieved 5% revenue growth by exceeding sales goals through market development initiatives.
- Fostered physician relationships to enhance engagement and strengthen market presence.
Inside Sales Representative
ServiceSource
Nashville, USA
01.2012 - 01.2013
- Managed multi-channel sales pipeline for one of the company’s largest enterprise clients, consistently exceeding quota expectations.
- Executed renewal business through outbound calling, email communication, and contract review.
- Analyzed contract terms to ensure compliance and accuracy for each renewal cycle.
- Ranked as a top performer by exceeding call volume, duration, and closed-sales metrics.
Education
Bachelor of Science - Journalism And Mass Communication
University of Tennessee
Knoxville, TN12-2011
Skills
Revenue Operations & Sales Operations
- Sales operations management
- Sales process optimization
- Pipeline and territory management
- Revenue forecasting & analysis
- Lead generation strategy
- Pricing & commercial strategy
- Pre-sales support & solution positioning
- Proposal development & storytelling
- CRM integration & administration (Salesforce Admin / Sales Cloud)
- Prospect and revenue management
Go-To-Market, Growth & Marketing Strategy
- Business development strategy
- Market trends & competitive analysis
- Customer segmentation strategy
- Business growth & marketing alignment
- Corporate branding & outbound communication
- Partnership development & affiliate programs
- Portfolio optimization
Healthcare Technology & Analytics
- Healthcare IT solutions
- Healthcare data analytics
- Enterprise architecture & solution design
- Data architecture & data management
- Microsoft SQL Server
- Business intelligence & reporting solutions
- Innovation and technology enablement
Leadership & Operational Excellence
- Cross-functional collaboration
- Team leadership & coaching
- Recruiting, interviewing & onboarding
- Operational planning & resource allocation
- Budget management & financial alignment
- Policy, procedure & process development
- Process improvement & workflow optimization
- Mergers & acquisitions integration
Project, Delivery & Documentation
- Project execution & delivery management
- Documentation, reporting & requirements development
- Solution architecture design
- Teams administration & collaboration tools
- Operations management & execution rigor
Certification
Salesforce Sales Cloud Consultant Certified
Timeline
Director of Sales Operations
Prominence Advisors
04.2024 - Current
Engagement Manager
Prominence Advisors
01.2022 - 04.2024
Technical Project Manager
Prominence Advisors
07.2021 - 02.2022
Implementations Project Manager
eviCore Healthcare
08.2019 - 07.2021
Senior Client Reporting & Data Analytics Analyst
Franklin Madison (formerly Affinion/ABG)
04.2016 - 08.2019
Client Reporting & Quality Assurance Analyst
Affinion Benefits Group (ABG)
10.2014 - 04.2016
Conversion Temporary Associate
Randstad (Contract with Affinion Benefits Group)
08.2014 - 10.2014
Legal Assistant
Story & Abernathy Law Firm
12.2013 - 04.2014
Territory Manager
Arbor Pharmaceuticals
02.2013 - 12.2013
Inside Sales Representative
ServiceSource
01.2012 - 01.2013
Bachelor of Science - Journalism And Mass Communication
University of Tennessee