Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

JoDee Fields

St. Louis,MO

Summary

Experienced business operations leader skilled in creating stakeholder alignment, coordinating tactical plans and delivering high-quality strategic deployments. Understands how to thrive in a fast-paced environment while maintaining a sense of humor and brings more than 13 years of Revenue Operations and Sales Operations experience.

Overview

13
13
years of professional experience

Work History

Sr. Director, Business Operations

Facet Wealth
Baltimore, MD
02.2023 - Current
  • Manage Business Operations department on behalf of VP, including RevOps/Infrastructure, Martech, and PMO
  • Coordinate with internal stakeholders from across the organization to plan and execute strategic deployments
  • Lead months-long project to create an agentless purchase and onboarding experience
  • Develop a Project Management function, hire and train a team of PMs, and distribute this model throughout the organization
  • Create policies and procedures to improve operational efficiencies within the organization
  • Assess current organizational systems and infrastructure, recommending changes as needed
  • Lead cross-functional teams in developing creative solutions to challenging problems
  • Build relationships with external partners and vendors to maximize effectiveness while adhering to budget constraints
  • Formulate and deploy business transformation strategies to increase performance, profitability and business growth

Head Of Revenue Operations

Facet Wealth
Baltimore, MD
01.2022 - Current
  • Managed CRM, Call Center, and PMO functions within the Business Operations Division
  • Led team of system administrators, developers, and growth engineers dedicated primarily to sales & marketing tech stack
  • Partnered with Growth team to enable lead generation & optimization strategies.
  • Collaborated with VP, Biz Ops, Cyber Security team & Head of Sales on CRM (Salesforce.com) system strategy & oversee developments
  • Negotiated system design on behalf of Head of Sales and advocated for the end user
  • Supervised call center (Nice inContact) implementation strategy & development
  • Established efficient business processes anchored by data integrity
  • Fielded technical requests from across the company and determine best-fit solutions & resources; provided transparency with a "fix commitment" pipeline.
  • Led sprint planning for multiple teams across several mid-to-large scale technical projects simultaneously.
  • Developed & delivered sales system training & documentation as primary contributor to the Sales Enablement function.

Head Of Sales Enablement & Chief Of Staff

Facet Wealth
Baltimore, MD
05.2020 - 01.2022
  • Manage team of system administrators and developers responsible for developing a sales/marketing tech stack to support a rapid-growth financial services start-up
  • Translate business needs into technical requirements
  • Conduct pipeline management and recommend sales growth metrics to Sales organization
  • Lead sprint planning & cross-functional project management
  • Establish & maintain sales data integrity
  • Deliver Salesforce.com automations, development, dashboards, & reporting
  • Serve as Chief of Staff to CRO
  • Lead ad-Hoc projects across the Sales & Planning divisions
  • Manage lead-gen trials & provide recommendations and analysis to the C-suite
  • Analyze Planner capacity forecasts on behalf of the Head of Planning
  • Support executive-level initiatives with analysis & oversight as requested.

Sr. Manager, Sales Operations

Lumeris
St Louis, MO
09.2013 - 05.2020
  • Support Regional sales teams in pursuit of PHSO operating agreements with health systems, payors, ACOs, IDNs and hospitals
  • Forecast product revenue for $200M+ sales funnel
  • Manage sales and pricing activity reporting
  • Curate pipeline analysis in support of board meetings and capital raises
  • Assist with lead generation, prospecting, and market research
  • Manage lead generation vendors (productivity and contracts)
  • Communicate key process milestones and tasks to Sales & Marketing
  • Conduct webinars and produce on-demand training
  • Support national events with booth design and materials, organize delivery of supplies, collect leads and submit to appropriate sales owner
  • Developed training modules and documentation to train staff.

Manager, Sales Operations (North America)

Sigma-Aldrich
St. Louis, MO
03.2011 - 09.2013
  • Manage 18 employees across 3 Sales Operation departments in North America: Sales Support, Sales Analysts & Sales Administration
  • Oversee daily contributions of 4 direct reports and 14 indirect reports
  • Own confidential financial data analysis
  • Develop performance-based compensation tools to maximize sales effectiveness
  • Research market growth trends and make recommendations for customer segmentation and sales targets
  • Implemented Salesforce Chatter platform for 500+ global users
  • Manage and approve purchase requisitions and sales quotes
  • Design and execute sales dashboards, department budgets and merit templates
  • Audit and validate manual sales exceptions.

Education

Bachelor Of Science (B.S.) In Marketing -

Southern IL University
06.2004

Skills

  • Business Operations
  • Project Management
  • Resource Management
  • Sales Enablement
  • Systems Training
  • Salesforcecom
  • Deployment planning and Governance
  • Sales Pipeline Management
  • Team Building and Motivation
  • Sales Support
  • Stakeholder Management
  • Strategic Planning
  • Creativity and Innovation
  • Budget Management
  • Pipeline Metrics & Dashboards
  • Lead Scoring
  • Sprint Planning

Awards

BETA GAMMA SIGMA BUSINESS HONORARY

Timeline

Sr. Director, Business Operations

Facet Wealth
02.2023 - Current

Head Of Revenue Operations

Facet Wealth
01.2022 - Current

Head Of Sales Enablement & Chief Of Staff

Facet Wealth
05.2020 - 01.2022

Sr. Manager, Sales Operations

Lumeris
09.2013 - 05.2020

Manager, Sales Operations (North America)

Sigma-Aldrich
03.2011 - 09.2013

Bachelor Of Science (B.S.) In Marketing -

Southern IL University

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JoDee Fields