Dynamic Sales Operations Manager with over comprehensive experience driving operational excellence and enhancing sales effectiveness. Expertise in Salesforce and software administration, metrics development, and sales compensation management ensures accurate reporting and streamlined processes. Proven ability to implement innovative technologies and training programs that empower teams and improve customer relationship management. A strategic thinker dedicated to fostering collaboration and optimizing performance to achieve revenue growth and operational efficiency. Committed to leveraging analytical skills to support data-driven decision-making and elevate organizational success.
Overview
16
16
years of professional experience
Work History
Sales Operations Manager
ArangoDB, Inc.
01.2021 - 01.2025
Strategy Development:
Developed and implemented a revenue operations strategy aligned with ArangoDB’s goals and objectives.
Identify and execute initiatives to maximize revenue generation, improve customer satisfaction, and streamline operational processes.
Process Optimization:
Designed and enhanced foundational processes for the customer lifecycle, including lead creation, scoring, and routing; sales pipeline management; closed deal management; and customer success and services delivery.
Implemented best practices for sales forecasting, pipeline management, and territory design.
Led strategic projects to improve efficiency and effectiveness across the revenue organization.
Performance Metrics and Analytics:
Defined and maintained key performance indicators (KPIs) for revenue operations, sales, marketing, and customer success.
Developed and maintained dashboards to track KPIs, providing actionable insights and data-driven recommendations to stakeholders and leadership.
Conducted strategic analyses to identify trends, optimize processes, and inform decision-making.
Data and Technology Management:
Oversaw the collection, analysis, and accuracy of sales data and KPIs, ensuring data-driven insights guide strategies.
Evaluated, implemented, and managed tools and technologies such as CRM systems and marketing automation platforms to support operations.
Cross-Functional Collaboration:
Partnered with sales, marketing, customer success, technical, and finance teams to ensure alignment and drive revenue growth.
Served as a liaison between departments to foster communication, collaboration, and operational synergy.
Sales Enablement and Support:
Designed and managed territory and quota allocations to optimize sales performance.
Provided tools, training, and resources to empower sales teams to close deals effectively.
Collaborated with sales leadership to align operational processes with business objectives.
Reporting and Insights:
Created and presented detailed reports on revenue performance, forecasting, and market trends to senior leadership.
Monitored market trends and competitor strategies to identify opportunities and risks.
Change Management:
Lead and facilitated change initiatives to enhance efficiency and revenue growth.
Drive adoption of new processes, tools, and strategies across the organization.
Any other tasks assigned by the manager
Sales Operations Specialist
Palisade Company, LLC.
01.2020 - 01.2021
Supported Sales Management Team and Sales Manager
Salesforce and LinkedIn Navigator Administrator
Creation of Metrics/Reporting for forecasting and pipeline status. Track long term Sales data
Dashboard Creation - Pull pertinent data from multiple sources and create dashboards that summarize the data into a quick and consistent view for individuals.
Maintain Salesforce by ensuring data integrity and making bulk updates and minor forms changes.
Oversee Sales team CRM performance and team’s engagement with products
Coordinated Sales team onboarding and continuing education activities
Implemented new technologies as needed to support Marketing and Sales teams
Communicated news and wins to the Palisade organization and customers when needed.
Documentation Management for the Sales Org. – All sales collateral, templates, and sales documents
Updated and maintained Sales resources
Territory Spreadsheets and Territory Maps
Pricing list and ensure pricing is correct across with Salesforce and in our online web store
Provided research assistance to Sales reps, such as customer purchase history or industry
Handled all administrative duties for the sales department, such as scheduling client, Sales team, and executive meetings, booking travel, etc.
Processed all Commercial and Academic web orders using Salesforce/Zuora for Accounting
Scheduled organizations Customer demos with Trainers/Sales Reps
Scheduled all Live Web Trainings upon customer purchases – setup Zoom meetings and send invitations to customers and trainers.
Sales Support Analyst
Lucidworks, Inc.
01.2019 - 01.2020
Support Sales Management Team and Sales Manager with Salesforce Reporting
Creation of Metrics/Reporting for forecasting and pipeline status
Dashboard Creation - Pull pertinent data from multiple sources and create dashboards that summarize the data into a quick and consist view for individuals.
Data Analysis and Project Management of New / Ongoing project for the Sales Organization
Detailed analysis of the data from Discover.org, Salesforce and other programs for Lead Generation and Territory Mapping for the Sales Regions
Sales Comp Plan
Track sales and opportunities and report to finance to ensure Sales Comp Plans are paid accurately
Regional Quarterly Business Reviews
Assist Regional Vice President with reporting and slide preparation for meeting
Event planning for meetings
HighSpot Administration – Maintain our organization’s Highspot site with new Marketing content and Field Enablement content
BrainShark Administration
Work with Channel Partners to get setup in BrainShark with training courses.
Day to Day support for Sales Management
Tracking Budget and Expenses
Creation of Purchase Orders for the Sales Organization
Schedule and organize complex activities such as meetings, travel, conferences and department activities for all members of the department.
Perform desktop publishing. Createsand develops visual presentations for Sales leadership.
Act as a liaison with other departments and outside agencies, including high-level staff such as CEOs, presidents, senior vice presidents and chiefs. Handles confidential and non-routine information and explains policies when necessary.
Acts as project manager for special projects, at the request of the vice president, which may include: planning and coordinating multiple presentations, disseminating information, and coordinating
Work with Deal Desk and Legal to forward and manage contract and orders are fully executed through using DocuSign.
SalesForce Administrator - Developed, deployed, and manage SalesForce and IQMS/CRM applications. This includes, but is not limited to, administration, configuration, integration, and user interfaces, in collaboration with Mgmt.
Maintain customer database by inputting customer profile and updates
Develop required sales reports; export data from CRM database, create Excel workbooks
Sales Support - Supports the sales department by tracking, investigating, and reporting sales information; processing correspondence and proposals; maintaining accurate files and records, issuing quotes, planning meetings, tracking sales progress, troubleshooting minor technical problems.
Responsible for all incoming sales leads (telephone calls, web, tradeshow, etc....)
Cultivate relationships with customer and prospects
Respond to customer inquiries and address customer satisfaction
Prepared sales presentations by compiling data; develop presentation formats and materials
Assist with preparation of marketing materials, maintain marketing materials inventory, served as liaison for company, customer and/or vendors.
Finance Duties for R&D – Assist finance with the following:
Processed and Invoice Monthly Billing accounts.
Processed POs and generation of Sales Orders so Invoices can be generated.
Track all R&D Sales and Provide Book Orders $ for R&D.
Administrative Support - Assist the executive by performing a variety of support duties such as data collection, compilation, research, records/database management custom reports, sales reports, customer profiles, screening calls, conference or meeting planning, preparing complex technical documents or coordinating activities; collects, compiles, records, gathers data and prepares reports with information necessary for decision-making. Salesforce Administration, setup, maintain and update for sales department.
Administrative Assistant
American Institute for Certified Public Accountants (AICPA)
01.2011 - 01.2015
SharePoint Administrator for the Professional Ethics Division. Created the department’s SharePoint site to give our committee members the ability to access case documentation. Maintain the SharePoint site and troubleshoot related issues.
Composition of detailed written correspondence based on investigative material, including:
Communicating results of investigations and remedial directives imposed on respondents by reviewing and understanding case material;
Pursuing compliance with investigations or completion of remedial directives when respondents have not cooperated;
Communicating results of investigations with state societies and pursuing their agreement with the AICPA’s results;
Ability to critically evaluate own work to ensure a quality product has been prepared for review.
Prepare memos and case summaries of each facet of investigations to date in a coherent, well written form that may be used by committee members to deliberate cases (for trial board)
Ability to analyze managers’ detailed case reports to take the initiative to pursue delinquent information from respondents and prepare the necessary letters or other communications for review.
Research and communicate the status of investigations to state society staff and ethics chairs in a timely and professional manner.
On a monthly basis, research all State Board of Accountancy websites to determine whether any AICPA members have had disciplinary actions imposed on them. If so, acquire a copy of the Board order and open the new case.
Maintain accurate records in the Division’s database by timely updates of activity on each case for managers.
Service as Project Manager for the department, as well as the point of contact for IT/Software issues for the department.
Other administrative tasks and special projects as needed.
Regional Sales Coordinator
Arcadian Health Plan
01.2009 - 01.2011
Provided superior customer service to members, prospective members, brokers, medical providers and Field Marketing Organizations. Manage broker relationships effectively and solved enrollee eligibility and membership issues. Received numerous awards and recognition for quality of service provided.
Possessed a detailed knowledge of Marketing Guidelines as spelled out by the Center for Medicare & Medicaid Services (CMS). Also, had an in-depth knowledge of the different health plans and benefits offered by Arcadian Health Plan for the state of North Carolina.
Managed Regional Sales Coordinator duties in a timely and efficient manner. Graded monthly on individual performance and accuracy on all duties and weekly/monthly reporting. Received 100% on all reporting and duties on my entire tenure.
Implemented weekly Metrics reporting on our State Demographics of membership by county. Created and distributed territory maps using MapPoint to Vice President of Network Management and Sales Director.
Provide training, assistance, complete reconciliation requests, and eligibility research with/for brokers and internal staff. General office administrative duties as needed. Order, maintain and distribute Sales/Marketing Inventory to external Broker and Sales Marketing Organizations.
Conduct Broker/Field Marketing Organization education on Arcadian policies & procedures, inform of marketing materials available and how to use our marketing site, Social Service Coordinator program and assist with updating sales & new member orientation presentations.
Conducted in-depth training for all Regional Sales Coordinator on the use of Microsoft Excel and how to utilize in their roles.
Created Sales Allegation Process Tracking system for the North Carolina office which was adopted by management and made a formal process for all Regional Sales Coordinators company wide.