Hi, I’m
Heidi Steele
Longmont,CO
Summary
Experienced Deal Strategy Analyst with 17 years in deal management and contracts for technology sector businesses. Cultivates rapport to optimize project goals and output while resolving complex problems and delivering innovative improvement strategies. Proficient in SalesForce and Oracle Software, ensuring seamless integration and streamlined operations. Committed to driving success through strategic thinking, meticulous attention to detail, and adaptability to evolving business needs.
Overview
18
years of professional experience
1
Certification
Work History
Rubrik, Inc
Enterprise Deal Analyst
04.2023 - Current
Job overview
- Enhanced overall team performance by sharing knowledge and insights on industry trends, regulations, and best practices with colleagues.
- Increased operational efficiency by meticulously maintaining both digital and physical filing systems.
- Supported sales team in achieving revenue targets by ensuring smooth progression of deals from initiation to closing stages.
- Streamlined deal processing by efficiently reviewing and verifying transaction documents.
Twilio
Senior Deal Specialist, Deal Strategy & Operations
05.2022 - 11.2022
Job overview
- Company Overview: Ranked 6th most popular social media platform in 2022 with 538M monthly users and $1.06B in revenue
- Appointed for assignment with Core Strategic Sales team
- Tasked with providing deal strategy contract support to the top customer account within the region
- Created customized order forms for client's unreleased billable items
- Included managing internal stakeholders from 4 teams (legal, billing, sales, and revenue recognition)
- Boosted eARR revenue $5M in 2 months generating order forms produced by Salesforce
- Steered Salesforce case for a complicated order requiring custom manual tiered SMS rate by volume tables
- Met customer requirements by producing a variety of versions of order forms and contracts
- Trained outside of job scope to provide high-touch sales support and client fulfillment
- Closed $1.5M annual revenue commitment deal in 1 month
- Ranked 6th most popular social media platform in 2022 with 538M monthly users and $1.06B in revenue
Oracle
Senior Business Process Analyst
01.2019 - 01.2022
Job overview
- Promoted rapidly through a series of 4 increasingly responsible roles within Oracle
- Chosen for Senior Business Process Analyst and Subject Matter Expert
- Support global organization of 760 employees in 10 countries
Oracle
Business Analyst
01.2015 - 01.2018
Oracle
Deal Manager
01.2012 - 01.2015
Oracle
Quoting Specialist
01.2011 - 01.2012
Oracle
Order Management Analyst
01.2010 - 01.2011
Sun Microsystems
Account Manager | Customer Service Representative
01.2007 - 01.2010
Job overview
- Hand-picked for computer hardware account management position in a fast-paced, shifting environment
- Performed customer account management, order booking, and shipment logistics for high-volume OEM order bookings valued at $300M
Education
University of HawaiiHilo, HI
Bachelor of Science from Agriculture
12.2005
Hawaii Community CollegeKailua-Kona, HI
Associate of Arts from Liberal Arts
12.2002
Skills
- Deal Strategy
- Sales Operations
- Project Management
- Technical Writing
- Documentation
- Process Improvement
- Business Analysis
- Organization
- Data Analysis
- Stakeholder Relations
- M & A
- CPQ
- CRM
- Microsoft Office
- Google Suite
- Cloud Computing
- Salesforce
- Oracle RightNow
- Atlassian Jira
- Confluence
- Oracle Cloud HCM
- Slack
- Zoom Teleconference
- Oracle Business Intelligence Reports
- Microsoft office
- Product strategy
- User acceptance testing
- Account management
- Strategic partnerships
- Relationship management
- Time management
- Pricing strategy
- Quality assurance
- Deal structuring
- Attention to detail
- Data analytics
- Requirements gathering
- Documentation and reporting
- Project management
- CRM systems
- Mergers and acquisitions
- Organizational change management
- Sales operations
- Microsoft outlook
- Negotiation
- Stakeholder management
- Process improvements
Technology Skills
- CPQ
- CRM
- Microsoft Office
- Google Suite
- Cloud Computing
- Salesforce
- Oracle RightNow
- Atlassian Jira & Confluence
- Oracle Cloud HCM
- Slack
- Zoom Teleconference
- Oracle Business Intelligence Reports
- Social Media Apps
Awards And Accolades
- Standing Ovation Award, Sun Microsystems
- FEC Superstar Award, Oracle, Global Finance Operations
Professional Highlights
- Led 15 years of Technology and Global Finance Innovation with Standing Ovation and Superstar Achievement Awards at Oracle (4 Rapid Promotions), Sun Microsystems, and Twilio.
- Boosted Twilio's eARR revenue $5M in 2 months generating order forms produced in Salesforce. Closed $1.5M annual revenue commitment deal in 1 month.
- Owned 2 deal management process documentation systems with redundant information. Challenged with implementation of a 4-month, 3-team simplification project.
- Managed 9 executive-level corporate initiatives in 3 years. Originated 40+ new Oracle process and policy documents used by 800+ staff. Governed Sun Microsystems' Customer Account Process valued at $300M.
Certification
- Publisher Certification, Oracle, Global Finance Operation
- Author Certification, Oracle, Global Finance Operations
- Cloud Practitioner Certification, Oracle, Global Deal Management
Timeline
Enterprise Deal Analyst
Rubrik, Inc
04.2023 - Current
Senior Deal Specialist, Deal Strategy & Operations
Twilio
05.2022 - 11.2022
Senior Business Process Analyst
Oracle
01.2019 - 01.2022
Business Analyst
Oracle
01.2015 - 01.2018
Deal Manager
Oracle
01.2012 - 01.2015
Quoting Specialist
Oracle
01.2011 - 01.2012
Order Management Analyst
Oracle
01.2010 - 01.2011
Account Manager | Customer Service Representative
Sun Microsystems
01.2007 - 01.2010
University of Hawaii
Bachelor of Science from Agriculture
Hawaii Community College
Associate of Arts from Liberal Arts
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