KAREL MONTES
Miami,Florida
Summary
Seasoned Sales & Revenue Operations Analyst with over 10 years of experience in meeting needs, improving processes and exceeding requirements in team environments. Expert on business and systems requirements and administration, financial reporting and analysis, process design and documentation, user acceptance testing and end-user training.
Overview
12
12
years of professional experience
Work History
Operations Manager
8BASE INC
11.2020 - 12.2023
- Responsible for all day-to-day operations, including financial reporting and analysis, client billing and collections, HR and recruitment processes, systems administration, process improvements and documentation, new hire onboarding and training, maintaining proper corporate documentation, such as state corporation records and taxes, timely payment of contractors, and more
- Help drive revenue growth and operational efficiency through the alignment of all revenue-driving functions — sales, marketing, finance, operations, renewals, and customer success — across the entire customer lifecycle, to achieve uninhibited growth and exceptional customer experience
- Provide actionable recommendations and help guide key decision-making processes through the reporting and analysis of data-driven initiatives within the various revenue-driving departments
- Work cross-functionally to improve GTM and sales, measure marketing performance, and set goals for sales team
- Support business growth by proactively and clearly communicating data-driven insights to department heads across various teams
- Comfortable breaking down complex problems using data and analytics and communicating findings to leaders and stakeholders at all levels of the company
- Responsible for implementing and managing revenue-related systems, including billing and CRM systems, deep diving into sales performance, and implementing new or improved processes and policies based on data-backed findings
- Provide weekly, monthly, and ad hoc reporting on sales, marketing, revenue, customer, and tech-stack metrics
- Gather and compile data across multiple systems, including CRM, financial systems, and operating systems
- Deep understanding of the sales process, customer lifecycle management, and data-driven sales strategy as it relates to B2B and B2C Sales
- Capable of diving deep into datasets and drawing actionable insights from them
- Advanced proficiency in Excel/Google sheets; experience working with unstructured data and translating them into workable models
- Act as subject-matter expert and point person on internal sales, financial, and operational tools and processes
- Participate in meetings and presentations with clients to discuss project progress, contract renewals/negotiations, and recommendations.
Manager, Advertising Analysis and Systems Support
MIAMI HERALD MEDIA COMPANY
03.2012 - 07.2020
- Responsible for reporting and analysis for the Southeast Region, including financial, customer, and product performance; profit & loss analysis; and employee, manager, and department KPIs
- Responsible for overall setup, maintenance, upgrades, and integrations, for all advertising systems and vendors in the Southeast Region
- This included the creation of training materials, and conducting classroom-style training for end-users, including sales, support, and management
- Creation of new rates and rating structures in the Southeast Region, including implementation in the ad entry and billing system, and ensuring adherence to ASC-606 revenue recognition guidelines
- Developed several reports and processes in the Miami market for tracking sales performance metrics, leading to increased efficiencies and rep accountability
- Helped develop a new commission plan structure in the Miami market aimed at increasing our customer base, and revenue from existing customers
- Developed and implemented new Miami digital rate structure, streamlined the ordering process and increased reporting and performance tracking
- Created a new internal Google Site as a resource tool for reps in Miami to have valuable information in a fast, easy, and centralized manner
- Took lead in the regionalization of seven markets into the Southeast Region, including implementing the new revenue reporting and commission structure modeled after Miami
- Managed three direct reports, two of whom were remote.
Education
Master of Science in Psychology -
01.2015
Bachelor of Science in Psychology -
01.2007
Skills
- Data Analysis and Reporting
- Microsoft Excel Mastery, including Power Query, Power Pivot, Pivot Tables, VLookups, Formulas
- KPI Tracking and Reporting
- CRM Systems Administration, including HubSpot and Salesforce
- Cross-Functional Collaboration
- Process Design, Improvement, and Documentation
- Financial and Operational Reporting and Analysis
- Data Visualization and Presentations, including Power BI
- Experience with SQL and Python
- Analytical Thinking and Problem Solving
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Portuguese
Limited Working
Timeline
Operations Manager
8BASE INC
11.2020 - 12.2023
Manager, Advertising Analysis and Systems Support
MIAMI HERALD MEDIA COMPANY
03.2012 - 07.2020