Jennifer Smith
Align Technology, LLC
Raleigh,NC
1
Certification
14
years of professional experience
Senior Operational Leadership: 20+ years driving revenue growth, process scalability, risk mitigation & account management across financial, tech & healthcare
Pricing Governance & Data Hygiene: Contract lifecycle management, system readiness, streamlining deal structures, CPQ configuration for pricing precision, risk mitigation & CX
Business Intelligence & Automation: Proficient in SQL, Power BI & Generative AI to automate reporting, build scalable frameworks & modernize operational infrastructure
Cross-Functional Alignment & Enablement: Trusted partner bridging marketing, sales, legal & finance through change management, live onboarding programs & tailored materials
Work History
SALES OPERATIONS BUSINESS PARTNER
7 Years 3 Months- Configured SFDC CPQ pricing logic to support strategic contracts, enabling automated dynamic customer pricing with complex pricing structures, discount tiers, and product bundling to reduce manual effort and increase customer experience.
- Transitioned key accounts to ACH-only workflow to support streamlined payment processing and capture additional $1.5M in annual recurring net revenue.
- Led organizational change management initiative, managing project timelines and deliverables to maintain alignment with organizational goals.
- Oversaw deal desk operations, coordinated customer contract deal processing, and streamlined promotional approval activities.
- Cultivated key stakeholder relationships to support collaboration and maintain strategic alignment.
- Managed communications and support channels for North American 800+ sales organization, ensuring timely response and resolution.
- Built and configured custom Salesforce objects and executive dashboards for structured tracking of customer lifecycle activities.
- Designed financial modeling framework to evaluate partner eligibility criteria and project long-term ROI for strategic planning.
- Developed self-service toolkits and delivered live training programs to accelerate onboarding and support customer readiness.
- Adopted DocuSign for all contract executions to support streamlined contract processing and maintain operational cost control.
RENEWAL CONTRACT SPECIALIST
2 Years 2 Months- Sustained 90% contract renewal rate while exceeding performance targets by an estimated 15% over target and receiving execution and excellence in customer service awards
- Designed and owned specialized reporting tools to identify critical data discrepancies for revenue protection and reduced legal exposure
- Delivered targeted Excel training covering advanced techniques and reporting applications to improve cross-functional reporting efficiency
- Assessed contract documents against corporate policies to support compliance and risk management
SR FINANCIAL AID ANALYST
11 Months- Supported quality assurance and accurate applicant processing by maintaining high standards in data cleansing, complex analysis, and error resolution across large applicant datasets, resulting in promotion to Senior Financial Aid Analyst.
- Conducted compliance audits and prepared monthly management reports to support regulatory compliance and maintain dataset integrity.
- Analyzed educational data using advanced analytic tools to surface trends and support strategic decision-making processes.
BUSINESS OWNER & FINANCE MANAGER
2 Years 11 Months- Built operational and financial infrastructure to support business operations and financial management while overseeing stakeholder alignment across contracts, employees, vendors, and customers.
- Created operational protocols outlining clinic workflows, improving patient care delivery and clinic efficiency.
- Implemented marketing strategies to drive brand awareness and support client acquisition.
- Owned budgeting processes to ensure financial stability and efficient resource allocation, including quarterly tax planning.
- Trained in medical coding to facilitate insurance benefit acceptance rollout, aiming to maintain patient satisfaction and support long-term recurring business revenue.
- Identified and onboarded local healthcare providers, established partnership agreements, and expanded referral network coverage.
- Owned budgeting, forecasting, and financial reporting activities within financial operations to maintain fiscal responsibility.
- Sustained safe work environment to ensure compliance by enforcing strict safety protocols and conducting routine staff updates on industry best practices.
- Maintained compliance with relevant regulations by staying current on industry requirements and applying required operational changes.
FINANCIAL AID COUNSELOR, MBA FOR EXECUTIVES
11 Months- Oversaw end-to-end financial aid operations, ensuring accurate policy adherence for 300+ Executive MBA students.
- Standardized financial distribution documents for department programs by updating formats and processes to align with new tuition structures and payment schedules.
- Evaluated student eligibility for financial aid programs and advised on key requirements and available options.
- Analyzed tuition against employer contribution needs and miscellaneous contributions to determine eligibility status.
Education
Bachelor of Science - Business Administration
Skills
CRM: Salesforce
Data Visualization: Power BI
Dashboards
Excel Charts
Analytics: Advanced Excel
SQL
Financial/ERP: Salesforce CPQ
SAP
QuickBooks
ACH Flow
Revenue Operations: Manage Promotions/Contract Requirements Pipeline
Leadership: Perform team trainings for skill development
Project Management: JIRA
Confluence
Asana
identify opportunities to process map solutions
Change Management: Navigate organizational transitions and encourage tech adoption
KPI's & Metrics: Define
track & report
Cross Functional Collaboration: Stakeholder alignment
Strategic Communication: Distill complex data into executive summaries
Contracting: Own process end-to-end
Strategic Planning: Contribute to annual planning & QBR’s
Conflict Resolution: Manage competing priorities for highest value output
Key Client Relationships: Operations partner for sales team
Account management: CX focus by fostering relationships and providing strong issue resolution
Certification
- Associate Administrator 2023
- AI Essentials
- Generative AI: Intro & Applications 2024
Timeline
SALES OPERATIONS BUSINESS PARTNER
Align Technology, LLC
03.2017 - 06.2024Read More
RENEWAL CONTRACT SPECIALIST
Hill-Rom, Inc
01.2015 - 03.2017Read More
SR FINANCIAL AID ANALYST
Kamehameha Schools
01.2014 - 12.2014Read More
BUSINESS OWNER & FINANCE MANAGER
Start-Up Occupational Therapy Clinic
01.2011 - 12.2013Read More
FINANCIAL AID COUNSELOR, MBA FOR EXECUTIVES
University of North Carolina at Chapel Hill
01.2010 - 12.2010Read More
East Carolina University
Bachelor of Science from Business Administration
Read More