Jonathan Pena
West Babylon,NY
Summary
Experienced business leader with extensive expertise in driving digital transformation, sales optimization, and cross-functional alignment across diverse business verticals. Proven track record of leading the development and implementation of sales tools and dashboards that enhance productivity, streamline workflows, and provide actionable insights. Adept at managing high-impact projects, building strong relationships with key stakeholders, and leveraging data-driven approaches to improve decision-making and business outcomes.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Leader, CRM and Digital Transformation
The Weather Company
New York, NY
03.2022 - Current
- Spearhead the design, development, and implementation of scalable sales tools and dashboards to optimize sales performance across all business verticals
- Lead cross-functional teams, including sales, marketing, and IT, to align tools and reporting mechanisms with the company's strategic objectives
- Develop actionable analytics and data visualization strategies to drive decision-making processes and enhance forecasting accuracy
- Partner with senior leadership to ensure alignment on reporting requirements and data integrity across platforms such as Salesforce and Marketo
- Oversee the integration of CRM and marketing automation tools to improve data consistency and facilitate collaboration between sales and marketing teams
- Champion the transition to CRM Analytics, centralizing reporting and establishing consistent data practices for the Enterprise Line of Business
- Manage key projects, including pipeline tracking, sales forecasting, and pre- and post-sales process optimization
Leader, CRM Platform Solutions
IBM
New York, NY
05.2021 - 03.2022
- Led cross-functional teams in digital transformation initiatives aimed at improving sales and marketing operations
- Implemented Salesforce integration solutions to streamline processes and drive data-driven decision-making
- Managed a team responsible for analyzing sales and marketing data to optimize performance, resulting in a measurable increase in pipeline opportunities and overall sales efficiency
- Developed reporting frameworks that integrated Salesforce and external systems to deliver key insights for senior leadership
Manager, CRM Strategy
IBM
New York, NY
06.2016 - 05.2021
- Directed the implementation of salesforce CRM solutions for internal teams, ensuring proper data capture and enhanced sales reporting
- Worked closely with sales leadership to define reporting needs and aligned the CRM infrastructure to support evolving business goals
- Led the creation of customized dashboards and reports that empowered teams with real-time insights into performance metrics
Senior Business Analyst
The Weather Channel
New York, NY
10.2015 - 06.2016
- Collaborated with stakeholders across cross-functional teams to gather requirements, ensuring alignment between business needs and technical solutions
- Led the transformation of business requirements into actionable technical implementations, improving operational efficiency
- Partnered with leadership to prioritize and execute digital transformation initiatives in sales and marketing platforms, including Salesforce and Marketo
- Managed data clean-up efforts, improving data quality in marketing automation and CRM systems for better performance and accuracy
Sales System Analyst
The Weather Channel
New York, NY
04.2013 - 10.2015
- Collaborated with sales and operations teams to optimize sales tools and streamline processes
- Managed Salesforce and CRM integrations, ensuring efficient data flow and reporting accuracy
- Provided ongoing technical support, ensuring smooth system performance for sales teams
- Developed and maintained dashboards for sales performance tracking, providing insights to leadership for better decision-making
- Supported sales forecasting by analyzing trends and improving system functionalities
Sales Operations Manager
Quality Health
Jersey City, NJ
01.2013 - 04.2013
- Led sales operations initiatives to streamline processes and optimize sales team performance
- Managed CRM systems and ensured data accuracy for effective reporting and forecasting
- Collaborated with cross-functional teams to align business strategies with sales goals
- Developed and implemented sales training programs to improve team efficiency
- Monitored KPIs to drive performance improvements and ensure goal attainment
Sales Planner
Quality Health
Jersey City, NJ
01.2012 - 01.2013
- Developed strategic sales plans to meet business objectives and maximize revenue
- Analyzed market trends and client needs to create targeted sales approaches
- Collaborated with sales teams to ensure alignment with overall business goals
- Managed client proposals and ensured accurate pricing and product recommendations
- Provided detailed sales forecasts and performance reports to drive informed decision-making
Sales Operations Intern
Pfizer
New York, NY
08.2009 - 10.2011
- Supported the Strategy and Compliance team in analyzing and monitoring business operations
- Assisted in the development of compliance processes to ensure adherence to regulatory standards
- Conducted research on industry best practices to streamline internal operations
- Collaborated with cross-functional teams to support the execution of strategic initiatives
- Prepared reports and presentations for senior management to aid in decision-making processes
Education
Executive MBA -
Saint Joseph University
NY, NYBusiness Administration -
Berkeley College
NY, NYSkills
- Sales Operations Optimization
- Salesforce CRM Integration
- Data Analytics and Visualization
- Digital Transformation
- Leadership
- Cross-Functional Collaboration
- Sales and Marketing Automation
- Pipeline Management
- Strategic Planning and Execution
- Project Management
- Operations Management
- Strategic Planning
Certification
- Salesforce Certified Application Architect
- Salesforce Certified Sharing and Visibility
- Salesforce Experience Cloud Consultant
- Salesforce Certified Platform Developer I
- Salesforce Certified Service Cloud Consultant
- Salesforce Certified Development Lifecycle and Deployment Designer
- Salesforce Certified Data Architecture & Management Designer
- Salesforce Certified Sales Cloud Consultant
- Salesforce Certified Platform App Builder
- Salesforce Certified Advanced Administrator
- Salesforce Certified Administrator
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
References
References available upon request.
Timeline
Leader, CRM and Digital Transformation
The Weather Company
03.2022 - Current
Leader, CRM Platform Solutions
IBM
05.2021 - 03.2022
Manager, CRM Strategy
IBM
06.2016 - 05.2021
Senior Business Analyst
The Weather Channel
10.2015 - 06.2016
Sales System Analyst
The Weather Channel
04.2013 - 10.2015
Sales Operations Manager
Quality Health
01.2013 - 04.2013
Sales Planner
Quality Health
01.2012 - 01.2013
Sales Operations Intern
Pfizer
08.2009 - 10.2011
Executive MBA -
Saint Joseph University
Business Administration -
Berkeley College
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