Erick Yego
Grimes,IA
Summary
Revenue Operations & Project Management Specialist bringing a multidisciplinary background in sales process automation, CRM analytics, project portfolio management, and regulatory compliance.
Revenue & Sales Operations: Authored BRDs automating partner deal attributions, built 300+ custom Salesforce reports/dashboards, and served as cross-functional SME for partner workflows and cross-geo MRR audits.
Project Leadership: Administered $5M+ project budgets, consistently delivering cross-functional initiatives on time and under budget while deploying quality management control systems.
Compliance & Governance: Managed monthly SOX compliance audits, handled complex bankruptcy account reviews, and enforced strict data privacy standards.
Overview
1
1
Certificate
14
14
years of professional experience
Work History
Snr. Revenue Operations Specialist
HubSpot
Cambridge, Massachusetts
04.2021 - 07.2026
- Process Automation: Authored comprehensive Business Requirements Documents (BRDs) enabling the partner product team to automate partner deal attribution, eliminating manual bottlenecks and saving hundreds of operational hours.
- Subject Matter Expertise: Served as the primary Go-To Sales Operations Specialist for cross-functional teams on all partner operational queries, cross-geo rules, processes, and systems.
- Compliance & Governance: Managed monthly SOX compliance reporting for partner commission adjustments, ensuring strict control alignment and continuous audit readiness.
- Commission Audits: Audited monthly sales commissions across partner deal approvals and cross-geo Monthly Recurring Revenue (MRR) to ensure precise revenue attribution.
- Strategic Projects: Spearheaded long-term initiatives aimed at scaling internal operational efficiency and removing friction for frontline sales teams.
- Case Management: Managed high-volume daily support tickets via ServiceNow, removing operational blockers for sales reps and leadership.
- Enablement & Network Building: Trained specialists on systems and product workflows while building strong cross-functional partnerships with engineering, product, and finance to drive organizational change.
Sales Operations Analyst - Contract
Workiva Inc
Ames, IA
07.2019 - 12.2020
- Designed and maintained 300+ actionable Salesforce reports and dashboards, empowering sales leaders and reps with actionable performance insights.
- Updated and refined quarterly executive reporting deliverables (QBRs) under manager direction to highlight key growth metrics and strategic gaps.
- Executed rigorous data audits across accounts and opportunities utilizing pivot tables to reconcile discrepancies and maintain strict CRM data hygiene.
- Enriched sales records using multi-source data inputs, improving prospect targeting and account intelligence.
- Managed the daily sales case queue to resolve rep queries promptly while identifying recurring bottlenecks to implement sales productivity improvements.
Bankruptcy Specialist III - Contract
Wells Fargo
West Des Moines, IA
05.2018 - 06.2019
- Chosen by senior leadership to steer special projects dedicated to rolling out optimized Quality Management systems across the organization.
- Maintained superior performance standards, earning recognition for driving production volume while maintaining an overarching 98%+ quality benchmark.
- Collaborated directly with attorneys and legal teams on bankruptcy document reviews, identifying discrepancies and executing required legal updates.
- Upheld rigorous standards around data privacy regulations to prevent security breaches and maintain client confidentiality.
- Mentored and upskilled newly hired specialists in core systems, compliance standards, and workflow protocols to achieve peak operational efficiency.
Bankruptcy Specialist II - Contract
National Bankruptcy Services
West Des Moines, IA
11.2016 - 12.2017
- Earned top-performer recognition for consistently surpassing quality standards and daily production targets.
- Managed account reviews and bankruptcy filings in strict adherence to statutory laws, legal regulations, and internal governance.
- Handled legal objection referrals and attorney follow-ups, delivering accurate documentation and tracking throughout the bankruptcy lifecycle.
- Audited and updated account records to maintain 100% data integrity across high-risk accounts.
Projects Administrator
Stuntech Solutions Ltd
Nairobi, Kenya
08.2012 - 12.2015
- Administered a $5M portfolio of project budgets, successfully executing all engagements on time and under budget while ensuring maximum operational efficiency.
- Collaborated with engineers and cross-functional partners to define core project charters, scope, financial estimates, and strategic outcomes.
- Designed and implemented standardized document quality checklists, reducing submission errors and streamlining project approval workflows.
- Utilized project management tools and databases to coordinate multi-project delivery, schedule critical milestones, and deliver executive status updates.
- Partnered with technical teams, and cross-functional stakeholders to eliminate bottlenecks and enforce strict project timelines.
Education
Master of Science - Business Analytics
Iowa State University
Ames, IABachelor of Arts - Sociology
University of Nairobi
Nairobi, KenyaSkills
- CRM expertise in Salesforce and HubSpot
- ServiceNow case management
- Analytical and critical thinking
- Process automation
- Stakeholder management
- Problem-solving skills
- Proficiency in Microsoft Office, Google Suite, Looker, and Power BI
- Project management tools: Wrike, Asana, Jira
- Process and workflow improvement
- Team collaboration
Certification
- Certified Associate in Project Management (CAPM – PMI), Project Management Institute, September 2019
Timeline
Snr. Revenue Operations Specialist
HubSpot
04.2021 - 07.2026
Sales Operations Analyst - Contract
Workiva Inc
07.2019 - 12.2020
Bankruptcy Specialist III - Contract
Wells Fargo
05.2018 - 06.2019
Bankruptcy Specialist II - Contract
National Bankruptcy Services
11.2016 - 12.2017
Projects Administrator
Stuntech Solutions Ltd
08.2012 - 12.2015
Master of Science - Business Analytics
Iowa State University
Bachelor of Arts - Sociology
University of Nairobi
Personal Information
Title: Snr. Revenue Operations Specialist