Krista Clancy
El Cajon,CA
Summary
Senior Operations Research Analyst with proven track record of success designing models and analytical programs to solve business problems. Results-oriented with strong research and decision-making skills to determine specifications and develop action plans for projects. Collaborative with excellent interpersonal and communication skills across diverse groups.
Overview
15
15
years of professional experience
4
4
Certification
Work History
Sr. Sales Operations Analyst
Instant Teams
Rehoboth Beach, DE
01.2022 - 09.2022
- Helped to build sales content and resources for new hires to use for education and to drive successful onboarding
- Created Google Classroom that detailed Sales operations and SOPs, which allowed for repeatable processes, resources, and frameworks for future onboarding
- Guided all new hires in team introductions, answering any questions, and ensuring all had access to all digital tools and platforms
- Setting up and managing workflows
- Mapping sales processes and creating automation around them within CRM
- Permissions and set up user roles
- Owned a sending domain issue and strategized optimization of secondary domain
- Improved communication within organization by collaborating across departments
- Developed and ensured accountability of sales commission plans
- Updated new workflow utilizing Google Workspace
- Researched, analyzed, and revised customer journey from pre-sales to post-sales management
- Implemented Sales support desk.
- Developed written documents and reports related to programs and operations.
- Identified and analyzed project risks and developed mitigation strategies.
- Maintained energy and enthusiasm in a fast-paced environment.
Sales Operations Analyst
Instant Teams
San Diego, CA
01.2021 - 12.2021
- Collaborated with other teams to identify areas of opportunity and implement changes to optimize sales operations and reporting.
- Collected and maintained files of receipts to coordinate expense report submission.
- Leveraged CRM system to generate reports and analytics related to sales activities and revenue data.
- Cross-trained to support other teams to meet operational needs and team deadlines.
- Managed email correspondence
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed filing system, entered data, and completed other clerical tasks.
- Interacted with vendors, contractors, and professional services personnel to receive orders, direct activities, and communicate instructions.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
- Volunteered to help with special projects of varying degrees of complexity.
- Performed research to collect and record industry data.
- Created and implemented standard operating procedures for records handling.
- Enabled sales operations to run smoothly through effective management of department's workflows and processes.
Business Development Representative
Instant Teams
San Diego, CA
04.2020 - 12.2020
- Maintained extensive knowledge of company products and services to provide top-notch expertise to customers.
- Developed business pipeline using cold and warm techniques.
- Expanded business through effective network development, identifying new and prospective clients.
- Brought in new accounts through successful networking strategies and promotional approaches.
- Tracked sales calls in database for relationship management.
- Maintained updated records in CRM to meet requirements of sales team and GDPR regulations.
- Utilized knowledge of industry trends to develop value-added solutions and approaches for target audiences.
- Use Hubspot to handle current portfolio and prospective leads.
- Tracked weekly sales to develop corrective action planning reports.
- Decreased financial discrepancies by performing accurate forecasting and budget monitoring.
- Improved sales documents with cut and paste feature.
Program Specialist
YMCA Greater
Grand Rapids, MI
10.2013 - 07.2016
- Administrative duties included front desk management
- Created and implemented curriculum for 0-12 years of age
- Customer relations management
- Staff management
Education
Bachelor of Science - Family and Consumer Science
Texas State University
San Marcos TX12.2007
Skills
- Change Management
- Database Administration
- Operations Project
- Google Workspace
- HubSpot CRM
- Administrative Functions
- Customer Relationship
- Strategic Planning
- Project Management Software
- Business Risk Management
- Team Performance
- Change Request Processing
- Impact Assessment
- Continuous Improvement
- Market Evaluation
- Business Intelligence Data Modeling
- SQL Analytics
- Sales Pipeline Management
- Knowledge Base
Certification
- Certified Revenue Operations, Hubspot - May 2022
- Certified Sales Enablement, Hubspot - June 2022
- Certified Project Officer, PMI, May 2021
Timeline
Sr. Sales Operations Analyst
Instant Teams
01.2022 - 09.2022
Sales Operations Analyst
Instant Teams
01.2021 - 12.2021
Business Development Representative
Instant Teams
04.2020 - 12.2020
Program Specialist
YMCA Greater
10.2013 - 07.2016
Bachelor of Science - Family and Consumer Science
Texas State University
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