Julie Nelson
Round Rock,TX
Summary
High performing professional who brings 9+ years of experiencing in growing SaaS businesses with expertise in Quote-to-Cash Deal and Sales Operations. Passionate about optimizing sales processes and productivity across the organization. Cultivates rapport with individuals to optimize project goals and output, resolve complex problems and deliver innovative improvement strategies. Looking for an opportunity to grow in leadership skills and to apply knowledge and abilities in a challenging new role.
Overview
18
18
years of professional experience
Work History
Senior Deal Desk Specialist
Restaurant365
07.2021 - Current
- Serves as trusted advisor to Sales and Deal Desk team on quoting and deal structure.
- Manages end-to-end deal review process and support execution of contractual documents while ensuring compliance with business policies.
- Performs account reconciliations to ensure customer subscriptions are accurate and notify internal representatives of contract modifications.
- Assists Sales and Deal Desk team in creating and positioning complex orders, which involves acting as liaison between Sales, Deal Desk and other key stakeholders involved in deal structuring process (e.g. Revenue Operations, Finance, Legal, Service, etc.).
- Assist with deal desk team onboarding, trainings and development
- Improve internal knowledge sharing by developing comprehensive quote to cash documentation outlining standard operating procedures.
- Collaborate with cross-functional teams to identify opportunities for process improvement and increased efficiency
Sales Operations Specialist
Compeat, Inc
03.2015 - 07.2021
- onsulted and assisted in development, implementation and implementation of Salesforce, CPQ and participated with Net Suite to Sage Intacct integration in Salesforce.
- Developed and managed Deal Desk structure and continuously performing enhancements to streamline processes and improve business practices.
- Created and maintained documentation on sales processes, policies and training materials and assisted with onboarding new talent.
- Served as instrumental role in organizational transformation, implementation and participated in successful large-scale corporate restructurings.
- Managed addon business and created process to reduce administrative time by 50% and customer quoting and customer provisioning by 40%.
- Established, enforced and optimized departmental procedures and goals to optimize team performance and productivity.
- Demonstrated leadership by making improvements to work processes, onboarding and training new sales and team members.
Alliance Manager
GOVPLACE
12.2005 - 03.2014
- Strategically developed successful Alliance Department; consistently exceeding $1M annual forecasted
revenue. - Managed technical manufacturing partnerships, as well as, uncovered and developed new partnerships
in alignment with company goals to increase revenue, visibility and credibility in the marketplace. - Partnered with internal team leaders to outline product roadmaps and investments with vendor
resources and initiatives. - Collaborated closely with sales teams to drive revenue through joint selling efforts and leveraging partner networks.
- Facilitated educational opportunities for Govplace community to learn about the latest and greatest partner offerings.
Education
Certification - Project Management
University of Texas At Austin
Austin, TX03.2019
Certification - Salesforce Certified Administrator
Salesforce.com
07.2018
Skills
- Quote to Cash Deal Operations
- Project Management
- Team Development
- Analytical Skills
- Strategic Planning
- Process Improvement
- SaaS Experience
- Salesforce, CPQ, Sage Intacct, MS Office
Timeline
Senior Deal Desk Specialist
Restaurant365
07.2021 - Current
Sales Operations Specialist
Compeat, Inc
03.2015 - 07.2021
Alliance Manager
GOVPLACE
12.2005 - 03.2014
Certification - Project Management
University of Texas At Austin
Certification - Salesforce Certified Administrator
Salesforce.com