Talented Senior Operations Analyst proficient in compliance, reporting and process improvements. Highly organized and proactive with top communication and planning strengths. Offering 8 years of related experience.
Overview
8
years of professional experience
4
years of post-secondary education
Work History
PetDesk
Remote, CA
Senior Revenue Operations Analyst
12.2021 - 02.2023
Job overview
Perform daily data analysis across Salesforce metrics dashboards.
Developed dashboards for Executives as well as Sales, Demand Generation, and Customer Success Managers and their teams to help display pipeline outlook.
Created monthly reports for presentation to leadership teams
Assisted in designing and implementing Salesforce field creation to meet Sales and Accounting reporting needs.
Worked with data team to ensure accurate delivery of product data parity to Salesforce.
Performed daily data governance to ensure less than 10 data errors reported within Salesforce each day.
Developed policies and procedures for Salesforce users in Sales, Marketing, and Customer Support Representatives through Salesforce processes to ensure data completeness.
Worked cross-functionally with teams such as demand generation, corporate sales, marketing partnerships, product teams, accounting, and customer success to meet their reporting needs.
Enabled sales operations to run smoothly through effective management of department's workflows and processes.
Advised business partners on how to best leverage reported information and drive actionable insights.
Developed accurate sales forecasts by analyzing sales feedback and wrote reports for senior leadership.
Automated data reporting by using Google Sheets extension macros.
Produced scheduled and ad hoc reports using Salesforce.
Designed data optimization and interfaces for user interaction.
Reviewed marketing department's monthly analysis of customer acquisition data and campaign performance and made recommendations for improvement.
Assessed KPIs to achieve in-depth understanding of campaign performance.
Tracked key metrics and developed spreadsheets and data models.
Used strong analytical and problem-solving skills to develop effective solutions for challenging situations
Member of PetDesk I.D.E.A. team
IP.com
Fairport, NY
Data Analyst & Client Advocate
01.2019 - 12.2021
Job overview
Perform daily data analysis across Salesforce metrics dashboards.
Recommend and create scalable reporting practices within Salesforce.
Developed dashboards for Executives as well as Sales Managers and their teams to help display and predict pipeline outlook.
Created monthly reports included in presentations to Board of Directors.
Assisted in designing and implementing Salesforce field creation to meet Sales and Accounting reporting needs.
Worked with Developers to create automated reports from in-house SQL database
Train Sales Representatives through process of sales opportunity from start to finish using our version of Salesforce.
Ran client case system within Salesforce to ensure prompt response times and maintain customer satisfaction.
Reported case metrics to Upper Management by creating Client Support dashboard.
Maintained Salesforce reporting security roles within Organization.
Assisted in managing transition from Salesforce Classic to Lightning.
Developed and maintained Pardot marketing dashboards.
Created Campaign ROI dashboard for Chief Marketing Officer.
Assisted Renewals Manager with developing dashboards to display renewal percentages and any upsell or lost revenue.
Member of Fun Club and Event Committee.
Produced monthly reports using advanced Excel spreadsheet functions.
Designed plans to improve operations and suggested changes to systems for overall organization.
Developed and updated tracking spreadsheets using Excel.
ITT Gould’s Pumps
Seneca Falls, NY
Business/Data Analyst
09.2016 - 12.2018
Job overview
Performed daily data analysis across multiple interfaces to ensure data integrity
Managed daily, weekly, monthly, and yearly data interfaces
Utilized Microsoft Excel to compare and search data using vlookups and pivots
Administrated ADP Enterprise Software
Created and maintained internal reports
Utilized Workday HR software for reporting and data housing
Led department-defined projects from conception to implementation
Created process documentation
Developed project cost and benefit estimates
Reported key performance indicators to management
Assisted in incorporating newly acquired American companies into ITT’s payroll
Communicated frequently with Executive Leadership
Oversaw quality of data in data mainframe
Connected and developed working relationships with multiple teams across globe
Managed project timelines and testing with vendors
Managed relationships with vendors through daily tickets and weekly conference calls
Member of ITT Culture Champions
immixGroup, Inc
McLean, VA
Business Operations Analyst, Lead
08.2014 - 09.2016
Job overview
Project Management for in-house programs and upgrades to vendor programs
Gathered requirements from internal and external stakeholders, subject matter experts, and developers, outlining recommended changes and high-level design
Conducted quarterly system releases
Used Agile Management to oversee product development lifecycle
Utilized SQL to generate reports for sales and marketing teams
Communicated and collaborated with executive-level staff
Collaborated with and managed testers during User Acceptance Testing
Manipulated and presented financial and sales data
Generated financial reports used to determine compensation pay
Designed and generated sales reports
Created call campaigns for Sales Managers within CRM
Collaborated with Market Intelligence to create relational database product
Created Testing Documents for each project
Audited internal quality management processes
Created ISO certified Process Documents
Created work instructions for ISO-certified processes
Conducted internal quality management training course
Trained employees on new processes, projects, and programs
Assisted in systems integration process during merger with Arrow Electronics
Conducted HR employee onboarding and offboarding backend processes
Utilized creative problem solving
CERTIFICATIONS
ISO 9001:2008 - International Organization for Standardization Auditor
ISO 9001:2015 - International Organization for Standardization Auditor
Education
State University of New York
Cobleskill, NY
Bachelor of Technology from Business Concentration
09.2009 - 12.2013
Skills
Salesforce Lightning
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Availability
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Timeline
Senior Revenue Operations Analyst
PetDesk
12.2021 - 02.2023
Data Analyst & Client Advocate
IP.com
01.2019 - 12.2021
Business/Data Analyst
ITT Gould’s Pumps
09.2016 - 12.2018
Business Operations Analyst, Lead
immixGroup, Inc
08.2014 - 09.2016
State University of New York
Bachelor of Technology from Business Concentration
09.2009 - 12.2013
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