Mehdi Dalavarian
Sausalito,CA
Summary
Senior Sales Strategist and Financial Manager Global Sales Strategy ~ Investment Management ~ Portfolio Compliance Expertise in sales, financial and valuation analysis with superb management and team leadership skills. Excel super user with proven track record in automation and process development. Demonstrated experience building complex models to assess sales team’s performance and researching competitive landscapes. Proven ability to work in time sensitive, cross-functional environments managing multiple priorities and personalities. Quickly able to learn databases/processes, problem solve, and deliver results.
Overview
23
23
years of professional experience
Work History
Manager, Business Monetization Strategy
Mindlance Consulting (For Adobe)
12.2023 - Current
- Monitor and track Adobe’s product suites and lead analysis of sales, user data and research insights to build strategic monetization programs for small to medium businesses.
Manager, Sales Strategy and Operations
Amplitude
02.2022 - 08.2023
- Drove annual planning process by creating quarterly sales, hiring, and pipeline targets
- Monitored GTM’s capacity, performance, productivity and hiring plan to identify areas with high risk of underperformance.
Manager, Sales Strategy and Operations
Okta
11.2017 - 02.2022
- Drove planning process at all levels of the sales organization by utilizing metrics that maximized Manager to AE ratios, territory distribution, hiring plan, propensity to buy reports, and run rate potential to help manage Okta’s risk for the following fiscal year.
Senior Manager, Sales Strategy
Salesforce
11.2015 - 11.2017
- Responsible for researching, understanding, and summarizing of global won/lost deals to offer focused recommendations to Executive Leadership on customers’ buying patterns/decisions.
Manager, Sales Strategy
Salesforce
03.2014 - 10.2015
- Rebuilt Quota team of nine and automated/updated the group's models to be scalable and meet the changing needs of the business
- Managed the quota-setting process for the core sales team and sales support groups in partnership with Global Sales Strategy, Sales Management, and the Sales Compensation teams.
Manager, Accounts Under Management & Revenue Team
Allianz Asset Management
07.2010 - 05.2013
- Managed reporting requirements and automated the group's models to reduce errors and completion time
- Analyzed asset inflows of various fixed income accounts and associated revenue.
AVP, Pricing Team
State Street IMS
08.2006 - 07.2010
- Drove efficiencies and rebuilt team in high employee turnover environment
- Managed Pricing team that priced and verified 125,000 securities daily across 3 regions using 6 pricing sources.
Portfolio Associate
PIMCO LLC
10.2005 - 07.2006
- Supported Portfolio Manager through daily maintenance of foreign currency transactions
- Identified and executed currency trades to meet Firm’s cash obligations for securities payments
- Monitored currency exposures.
Team Lead, Portfolio Compliance
PIMCO LLC
09.2000 - 10.2005
- Performed daily compliance analysis of PIMCO's flagship Total Return Fund
- Notified trade floor of compliance violations and collaborated on resolutions
- Prepared ad-hoc compliance reports for account managers and clients.
Education
MBA - Finance
Chapman University
Bachelor of Arts - Economics
University of California, Irvine
Irvine, CASkills
- Strategic Planning
- MS Office
- Google Sheets
- Capacity Planning
- Revenue Forecasting
- Team Leadership
- Project Planning
- Cross-Functional Teamwork
- Goal Setting
- Operations Management
- Team Development
- Salesforcecom
Timeline
Manager, Business Monetization Strategy
Mindlance Consulting (For Adobe)
12.2023 - Current
Manager, Sales Strategy and Operations
Amplitude
02.2022 - 08.2023
Manager, Sales Strategy and Operations
Okta
11.2017 - 02.2022
Senior Manager, Sales Strategy
Salesforce
11.2015 - 11.2017
Manager, Sales Strategy
Salesforce
03.2014 - 10.2015
Manager, Accounts Under Management & Revenue Team
Allianz Asset Management
07.2010 - 05.2013
AVP, Pricing Team
State Street IMS
08.2006 - 07.2010
Portfolio Associate
PIMCO LLC
10.2005 - 07.2006
Team Lead, Portfolio Compliance
PIMCO LLC
09.2000 - 10.2005
MBA - Finance
Chapman University
Bachelor of Arts - Economics
University of California, Irvine