Summary
Overview
Work History
Education
Skills
Certification
Technical Skills And Certifications
Timeline
Generic

Joe Corrales

San Francisco Bay Area

Summary

Strategic and detail-oriented Senior Business Systems Analyst with 8+ years of experience delivering technology and process solutions in legal, IP, compliance, and finance domains. Proven success implementing and optimizing CRM platforms and contract lifecycle management (CLM) systems (Sophia) to streamline operations and drive stakeholder alignment. Adept at business process mapping, IT project delivery, and cross-functional collaboration in regulated environments.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Business Analyst, Innovation & Partnerships Office

Lawrence Livermore National Laboratory
Livermore, CA
08.2023 - Current
  • Led the implementation and integration of the Sophia CLM/KLM tool, enhancing contract lifecycle management, and all associated workflows.
  • Led mapping exercises of business workflows (functional) for Sophia, optimizing contract processes, and tracking accuracy.
  • Facilitated integration between CPI and Sophia, ensuring synchronized data flow for IP filings and maintenance/annuity fee due dates.
  • Designed and launched NDA and MTA Intake Portal, streamlining submission and tracking of agreements.
  • Oversaw full lifecycle optimization of Sophia, including configuration, training, and governance.
  • Developed monthly reconciliation processes for cash receipts, royalties, and patent expenses.
  • Managed all vendor relationships pertaining to cost, scoping/timeline, and completion of all work.
  • Delivered compliance-driven reports using SQL for accuracy in DOE TTO Annual Report and audits.

U.S. Customer Success – Segment Lead

Minesoft Ltd.
, Remote
04.2021 - 08.2023
  • Managed implementations and customer success for patent search, patent portfolio management, and patent-related tools.
  • Scoped and managed projects for patent portfolio mapping clients, ensuring alignment with business needs and timelines.
  • Set up systems and workflows to support client operations, and optimize patent portfolio management processes.
  • Oversaw vendor relationships related to patent systems to coordinate and complete project deliveries on time and within scope.
  • Led consulting engagements, including analytics scoping and Power BI dashboard creation, for enhanced client decision-making.
  • Delivered user training, renewal processes, and customer mapping to optimize client retention and satisfaction.
  • Managed contract renewals and CRM tracking for 120+ accounts.
  • Collaborated with leadership to improve CRM data accuracy, sales pipeline visibility, and invoicing workflows.

Director of Business Development

ClearAccessIP (Acquired)
Palo Alto, CA
04.2019 - 02.2020
  • Led CRM implementation to manage legal contract workflows, client onboarding, and pipeline tracking.
  • Scoped and managed projects for patent portfolio mapping clients, setting up systems and workflows to support operational efficiency.
  • Developed dashboards monitoring proposal lifecycles, contract redlines, and project status.
  • Aligned CRM configuration with compliance, document management, and sales operations requirements.
  • Built and delivered CRM training and onboarding materials for sales and client success teams.
  • Reported CRM metrics and ARR forecasts to executive leadership and Board

Strategic Accounts, West Coast

Bloomberg Law
San Jose, CA
08.2017 - 08.2018
  • Supported Fortune 500 clients regarding the Bloomberg Law Platform: training, use cases, and renewal management.
  • Maintained a 98% renewal rate with large corporations, including Fortune 500 clients.
  • Led new account acquisition and renewal efforts for the Bloomberg Law platform.
  • I attended conferences, responded to proposal inquiries, and developed product demo content.

Lead Customer Success Manager – West Coast

Questel
San Francisco, CA
01.2014 - 03.2017
  • Managed the entire post-sales process, from onboarding, training, adoption, support, workflow analysis, and renewal for all West Coast accounts.
  • In charge of around 50 accounts, with a renewal revenue rate of around 98%, spanning enterprise and large corporations.
  • Tracked account health through regular customer outreach, and worked to eliminate churn.
  • Managed client relationships and communicated new updates and fixes on support ticket escalations.
  • Assisted customers with helpdesk-related projects and project-based inquiries.
  • Single point of contact for all West Coast software training, consulting engagements, and support.

Education

Bachelor of Arts - Rhetoric

University of California, Berkeley
Berkeley, CA
08-2009

Skills

  • CRM Implementation
  • Legal & IP Systems
  • Business Process Mapping & Optimization
  • IT Project Management & System Deployment
  • Contract & Agreement Lifecycle Management
  • Metrics Reporting & Compliance
  • SaaS Customer Success & User Adoption
  • Legal Ops, Finance & Tech Transfer Support
  • Stakeholder Engagement & Training
  • Programming & Data Analysis
  • Python
  • SQL
  • Java
  • Data Structures
  • Relational Database Design
  • GitHub
  • Salesforce
  • Excel
  • PowerPoint
  • Visio
  • Word
  • MS Project
  • Agile/Scrum knowledge

Certification

  • Python Programming
  • SQL Fundamentals
  • Relational Database Design
  • Data Structures and Algorithms
  • Java Programming
  • Front-End Programming and Design

Technical Skills And Certifications

Python, SQL, Java, Data Structures, Relational Database Design, GitHub, Salesforce, Sophia CLM, CPI Patent Docketing, Excel, PowerPoint, Visio, Word, MS Project, Agile/Scrum knowledge, Coursera – Python Programming, SQL Fundamentals, Relational Database Design, Data Structures and Algorithms, Java Programming, GitHub Version Control

Timeline

Business Analyst, Innovation & Partnerships Office

Lawrence Livermore National Laboratory
08.2023 - Current

U.S. Customer Success – Segment Lead

Minesoft Ltd.
04.2021 - 08.2023

Director of Business Development

ClearAccessIP (Acquired)
04.2019 - 02.2020

Strategic Accounts, West Coast

Bloomberg Law
08.2017 - 08.2018

Lead Customer Success Manager – West Coast

Questel
01.2014 - 03.2017

Bachelor of Arts - Rhetoric

University of California, Berkeley

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