Lindsey Juelfs
Great Falls,United States
Summary
Experienced Revenue Operations professional with a focus on the B2B Tech sector. Possessing a robust skill set, I have demonstrated proficiency in leveraging key tools such as Marketo, Salesforce, PowerBI, Tableau, and Excel to optimize processes and drive revenue growth.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Owner, Principal Consultant
Lindsey Juelfs, LLC
05.2015 - Current
- Specializing in MOPs/SOPs, SFDC, Marketing/Sales reporting, and statistical analysis.
Sr. Director, Revenue Operations
Session AI
04.2022 - 12.2023
- Trained and managed team to support Marketing, Customer Success, and Sales Ops
- Supported and was major resource for Series C secured in July 2022
- Built and optimized reporting for e-staff, Marketing, Sales, and Customer Success
Director, Revenue Operations
Session AI
05.2021 - 04.2022
- Implemented and was SME for the key tech stack for Marketing, Sales, and Customer Success (Marketo, Salesforce, CaptivateIQ, Outreach, Apollo.io, Chorus, and more)
- Owned compensation plan development for Sales org and CRO
- Developed LMS for all new roles joining Session AI
- Implemented named territories for AEs and SDRs
Manager, Product Management (Dash Attribution) & SOPs
Engagio (acquired by Demandbase)
02.2019 - 08.2020
- Owned Dash product (including product management, onboarding, and customer enablement)
- Salesforce Administration
- SOPs
Onboarding Consultant & Product Management (Dash Attribution)
Engagio (acquired by Demandbase)
10.2017 - 02.2019
- Engagio delivers an account-based foundation and engagement insights so revenue teams can orchestrate multi-channel interactions and prove impact across teams.
Analytics Success Manager
Path to Scale (Acquired by Engagio)
11.2015 - 05.2017
- Path to Scale is a revenue performance management application used by organizations to report on lead-to-customer metrics, measure campaign ROI and find their optimal formula for customer acquisition success.
Consultant, Analytics
Elixiter (Acquired by Perficient)
10.2013 - 05.2015
- Elixiter serves business-to-business marketing managers who seek high impact project management, administrative and campaign services for the revenue generating Marketo platform.
Education
B.S, Business, Marketing option -
Montana State University-Bozeman
01.2010
Skills
- Tableau
- Microsoft Power BI
- Marketo
- Salesforcecom
- Software as a Service (SaaS)
- Sales Operations
- Forecasting
- Data Analysis
Websites
Certification
- Marketo Certified Revenue Cycle Analyst
- Marketo Certified Expert
- LeanData Routing Certified - LeanData
Honors Awards
- Stella Award Recipient- Q323 - Session AI, 10/01/23, Q3 2023 winner of the quarterly award as demonstrating values of the company.
- Quarterly Award - Core Values - Engagio, 10/01/19, Q2 2019 winner of the quarterly award for exemplifying core values of the company.
- Dean's Award for Excellence - Marketing - Montana State University - Bozeman, 05/01/10, Voted top Marketing graduate of 2010 by faculty @ MSU.
Timeline
Sr. Director, Revenue Operations
Session AI
04.2022 - 12.2023
Director, Revenue Operations
Session AI
05.2021 - 04.2022
Manager, Product Management (Dash Attribution) & SOPs
Engagio (acquired by Demandbase)
02.2019 - 08.2020
Onboarding Consultant & Product Management (Dash Attribution)
Engagio (acquired by Demandbase)
10.2017 - 02.2019
Analytics Success Manager
Path to Scale (Acquired by Engagio)
11.2015 - 05.2017
Owner, Principal Consultant
Lindsey Juelfs, LLC
05.2015 - Current
Consultant, Analytics
Elixiter (Acquired by Perficient)
10.2013 - 05.2015
B.S, Business, Marketing option -
Montana State University-Bozeman
- Marketo Certified Revenue Cycle Analyst
- Marketo Certified Expert
- LeanData Routing Certified - LeanData
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