Drew N Barton
Orangevale,CA
Summary
Strategic Sales Operations professional with a proven 7 year track record of supporting tech sales teams by optimizing processes and delivering data driven insights. Proficient in leveraging Generative AI, Power BI, SQL, and CRM systems to build reporting solutions that inform strategy, improve efficiency, and accelerate business growth.
Overview
7
7
years of professional experience
Work History
Business Analyst (Global Enterprise Segment)
Cisco Systems, Inc
San Jose, CA
03.2024 - Current
- Promoted to business analyst to optimize reporting and operational workflows, ensuring consistency within global enterprise segment.
- Achieved operational efficiency by automating manual sales processes. Developed a structured intake system for the master account table using Power Automate and Forms, facilitating timely account alignment updates. Created a streamlined automated workflow for goaling exceptions and new hire setups with Power Automate, SharePoint, and Power BI, establishing a centralized data repository for improved accuracy.
- Designed and implemented comprehensive Power BI dashboards, including a go-to-market dashboard for territory strategy and a stack rank attainment dashboard for seller performance management.
- Utilized SQL to query SAP HANA and employed prompt engineering with generative AI to enhance troubleshooting of complex data transformations, facilitating efficient data pipeline creation for leadership reporting.
Sales Operations Advisor (Global Enterprise Segment West)
Cisco Systems, Inc
San Jose, CA
02.2021 - 03.2024
- Directed account hierarchy and territory assignments for new account managers, ensuring optimal resource distribution and increased sales potential.
- Developed Power BI dashboards to transform raw data into actionable business intelligence for sales leadership.
- Developed tailored ad hoc reports utilizing SFDC and SAP BusinessObjects to support sellers in monitoring performance and making informed decisions.
- Evaluated sales operations processes to pinpoint areas for improvement and implemented innovative tracking and reporting strategies.
Sales Analyst
CBRE
San Jose, CA
05.2019 - 02.2021
- Assisted in expanding CBRE's client base by identifying and targeting potential clients within the occupier brokerage segment.
- Utilized Salesforce to track and manage leads and opportunities, ensuring accurate data for effective follow up and relationship management.
- Developed and deployed client centric dashboards in Tableau, providing clients with comprehensive insights into their real estate portfolios.
- Collaborated with marketing and research teams to equip brokers with effective sales strategies and necessary tools to achieve targets.
- Conducted in depth market research to identify emerging trends, market conditions, and competitive analysis, equipping brokers to stay ahead and make strategic business decisions.
Education
Bachelor of Science - Business Administration, Financial Management
Sonoma State University
Rohnert Park, CA12.2015
Skills
- Data Visualization & BI: Power BI, Tableau, Sales Dashboards
- Data Analysis & Engineering: SQL, SAP HANA, SAP BusinessObjects, Microsoft Excel (Pivot Tables, Power Query, VBA), Sales Metrics Reporting
- Automation & CRM: Generative AI & Automation, Salesforce CRM Management, PowerPoint
Timeline
Business Analyst (Global Enterprise Segment)
Cisco Systems, Inc
03.2024 - Current
Sales Operations Advisor (Global Enterprise Segment West)
Cisco Systems, Inc
02.2021 - 03.2024
Sales Analyst
CBRE
05.2019 - 02.2021
Bachelor of Science - Business Administration, Financial Management
Sonoma State University