JEFFREY OFFERDAHL

Sr. Director, Revenue Operations

• Spearheaded the operationalization of a Hardware-as-a-Service ("HaaS") model and program for hardware solutions, which included CPQ automation, optimized sales budgets, quotas, and compensation plans; the program increased the HaaS sales mix from 11% to 25%, hence increasing company valuation.
• Streamlined contracting processes by implementing the DocuSign Contract Lifecycle Management ("CLM") solution, migrating proposals to native CPQ, and sunsetting Conga modules, which resulted in $50,000 cost savings.

Sr. Director, Business Operations: 2023-03 - 2024-03

• Promoted to manage operations across the whole company, including product management, data analysis, and IT.
• Owned Claims Management and Partner Portal products within the Salesforce ecosystem; deployed key functionality such as a bill duplication detection/remediation solution that reduced over $100,000 in oversharing dollars, and an integration with a cash pay marketplace partner, which led to hundreds of thousands in community savings.

Director, Revenue Operations: 2021-11 - 2023-03

• Led the formation, execution, and adoption of a novel GTM strategy, which focused on a strategic pivot of the sales team, implementing outbound programs, and overhauling quotas/compensation. GTM Strategy led to the acquisition of 111 new brokers and 53 SMBs in 5 months, as well as a significant reduction in commission and other expenses.
• Significantly optimized the technology stack by implementing new solutions, such as Outreach.io for sales engagement, and consolidating redundant tools, such as Zendesk and Service Cloud. Optimizations resulted in $429k in annual savings for the company.

Sr. Manager, Revenue Operations

• Led the company's strategic revenue planning cycle, including bookings, headcount, quota, sales territory, and compensation planning, thereby helping the organization achieve significantly higher EBITDA and successfully rebuild during the pandemic.
• Key architect in strategic Accounting function outsourcing, Intacct ERP migration, and Deal Desk implementation, which resulted in significant cost savings and operational efficiencies, such as enhanced data quality, fewer billing errors, and improved financial visibility.

Chief of Staff: 2017-09 - 2019-09

• Spearheaded the formation and dissemination of OKRs that were endorsed by the CEO across the organization, thereby driving alignment and accountability across the company.
• Selected by the CEO and CFO to be the first Chief of Staff for the company, to help prepare for an IPO, be on Investor Relations Team and drive organization and analytical decision-making at the executive level.

Corporate Analyst: 2015-06 - 2017-09