Versatile Sales Operations leader committed to accomplishing performance objectives with special focus on business revenue, customer satisfaction and managing day-to-day operations. Offering over 20 years of comprehensive experience providing support in business operations and conducting business processes. Recognized for developing best practices to maximize sale initiatives and setting new standards for expectations.
This comprehensive role encompasses a wide range of responsibilities aimed at maximizing revenue generation and driving operational efficiency in a global sales environment
Through strategic planning, effective communication, optimized sales processes, and reliable support, this position plays a crucial role in achieving organizational goals and ensuring continuous growth and success
Primarily responsible for all aspects of Revenue Operations including Lead to Revenue process definition, Weekly/Monthly/Quarterly full funnel reporting Tool Management as well WW annual GTM IC plan for a global team of 50+ sellers, which is inclusive of the four primary components that include:
Annual/Quarterly GTM Strategic Planning & Design by modeling lead to booking to revenue coupled with compensation plan design to drive optimal revenue outcome and developing strategies to enhance overall business performance to balance new vs existing business
Implementation of Sales Methodology to enable holistic communication across the organization, which led to increased close rates, improved forecast accuracy and the ability to have out quarter funnel predictability, resulting in enhanced sales efficiency and effectiveness
Administration/Management/Ongoing Development of Sales Stack (SFDC, Outreach, Clari) to drive operational excellence for the sales organization (SDR, AE, SE, and Customer Success) balanced with ease of use for the teams to drive compliance/usage, thereby optimizing overall sales productivity and customer satisfaction
Management of Deals Desk enabling optimal opportunity structure to capture the maximum revenue coupled with optimal terms/minimal risk
Chief of Staff to the sales leader by being a trusted advisor to run forecast calls, deal reviews and other ad hoc reporting requests, providing valuable insights and support in decision-making processes to affect short term/long term top line
Project Management of a lift and shift effort to transition the existing Portworx SFDC system into the Pure SFDC System taking into consideration all aspect of Lead to Cash
Reduced operational costs by identifying inefficiencies and implementing cost-saving measures.
Launched new product lines, successfully positioning them within the competitive marketplace.
Managed and developed team of 14, including Sales Operations managers, Renewals and SDRs
Mentored and developed high-performing sales teams, resulting in increased individual quotas attainment.
Collaborated with finance department to develop pricing strategies that maximized profitability without sacrificing customer satisfaction.
VP of Sales Operations
SugarCRM, Inc
02.2018 - 02.2019
Accountable for all areas field operations, which includes Strategic Planning/Reporting, Training/Enablement and Compensation Modeling/Administration for all customer facing organization including Field sales, Partner sales and Customer Success
Modification of optimal coverage and team configuration to maximize deployment of Sugar sellers that drove a cost reduction of ~$1.2M coupled with baseline WW average ARR productivity
Exposed issues with lead generation and drove a modification on lead strategy and account planning to increase lead conversion by 17% YoY
Improved the predictability and accuracy of the WW Weekly sales forecasting process for direct sales and customer success to drive focus and commitment on a weekly basis vs quarterly basis
Creation of WW KPI reporting leveraging Tableau/Informer to visualize the performance of field operations
Coordinated and delivered weekly/monthly enablement to sales and customer success
Led and developed a team of 5 including Operations Managers and Analysts
VP of WW Sales and Marketing Operations
Act-On Software, Inc
10.2017 - 02.2018
Responsible for defining and executing strategic initiatives to improve sales organization efficiency and effectiveness
Manage all sales analytics/dashboards, incentive compensation design, territory optimization and quota assignment as well as identifying/solving process and tool deficiencies throughout the funnel
Lead territory optimization, compensation plan design and quota setting with a strategic focus on ideal customer profile using advanced analytical tools and methodologies to rank by likelihood of purchase
Perform data and structural cleanup of SFDC and connected components to streamline usage and ability to support in-depth visual sales analytics and reporting
Negotiated a realized reduction of ~21% due to optimization of the tool usage by reducing/removing overlapping tools as well as pricing negotiations that maintained or enhanced functionality
Drive SFDC transformation to align with agile selling methodology that enables improved forecasting capability, identified sales leadership coaching opportunity and expected improvement sales cycle times
Managed team of 12, including Sales/Marketing Operations and Interim Manager of the UK field team and SDRs
Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
VP OF WW SALES OPERATIONS & FINANCE OPERATIONS
Logtrust Technology, Inc
06.2016 - 10.2017
Defined and executed the WW Sales Operation strategy for an international organization which includes annual/quarterly quota distribution, compensation plan design, sales process improvement and automation, weekly/quarterly forecasting, sales performance management, dashboard and sales enablement
Oversaw financial planning, budgeting, cash flow analysis and served as the financial liaison to the board for North America operations
Defined WW sales coverage and quota via territory realignment to balance and optimize account distribution
Analyzed existing business to determine pain points around collections and modified the compensation plan to reduce outstanding receivables by 67% while exceeding annual revenue target by 135% in ARR
Implemented WW Sales technology stack, including Salesforce.com, Rainking, Proposifi, and Pardot
Managed U.S
Kick-start sales training that included quarterly technical training and product training
Headed all reporting/dashboards for weekly, monthly, quarterly 360 sales reporting (QBRs) and BoD for sales as well as FP&A reporting for remaining departments in North America, including G&A, Marketing and CS
Created all business operations in North America for Accounting, Finance, HR, Legal and IT regarding internal controls, accounting standards and financial systems such as QuickBooks, Trinet, Concur and Bill.com
Supervised the Inside Sales Team, a Sales Operations Analyst and an outsourced accounting firm
Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Senior Manager of Sales Operations
Align Technology (Invisalign), Inc
06.2014 - 06.2016
Oversaw the Sales Operations function for North America that included target setting, coverage model, sales enablement and sales incentive compensation plan development/administration for over 350 quota carrying HC
Led target setting and quota distribution for $650M in revenue and managed $26M budget, including IC spend and IT resources for sales
Drove sales technology stack of Salesforce.com, Tableau, JDE/SAP (Customer Master), BRM (Discount) and LMS
Balanced territory design for an optimal distribution curve of
Optimized automation, tools, and procedures to increase productivity by 8% by delivering real-time data-driven application fed by Salesforce.com that allows for access to territory management and account planning
Engaged team aligned on driving sales and reduced overall IC expense by ~31% first YoY by redesigning Sales Incentive Compensation Plan to increase motivation and provide improved sales focus via new payout system
Leveraged Salesforce.com to create “Sales Align Portal,” which was used for all standard reporting and documentation to create efficiencies for onboarding as well as existing employees
Initiated 2014-, annual territory realignment, increasing account/bookings growth by ~22%
Managed and developed a team of four, including a Sales Compensation Manager and Sales Ops Analysts
Provided strong leadership to enhance team productivity and morale.
Led cross-functional teams to achieve project milestones and deliver high-quality results.