Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nate Roberts

Salem,UT

Summary

Dynamic and results-driven Sales/Revenue Operations professional with 9 years of experience optimizing sales processes, driving revenue growth, and enhancing operational efficiency. Adept at leveraging data analytics to inform strategic decisions, streamline workflows, and support high-performing sales teams. Proven expertise in CRM management, process improvement, and cross-functional collaboration to ensure alignment with organizational goals. Strong project management skills with a track record of successfully leading initiatives that improve sales productivity and drive business outcomes. A proactive problem-solver and strategic thinker, committed to delivering measurable value through innovation and operational excellence.

Overview

10
10
years of professional experience

Work History

Co-Founder

ForceExperts
10.2022 - Current
  • Spearheaded client acquisition strategies, leveraging targeted marketing campaigns, networking, and referrals to consistently expand client base
  • Conducted in-depth consultations with clients to assess their specific needs and challenges, crafting tailored Salesforce/HubSpot solutions to streamline their sales, marketing, and customer service processes
  • Developed comprehensive implementation plans, including timeline, milestones, and deliverables, ensuring smooth execution and client satisfaction
  • Provided ongoing support and training to clients, empowering them to effectively utilize Salesforce/HubSpot functionalities to maximize productivity and achieve business objectives
  • Acted as a trusted advisor, offering expert guidance on best practices, system optimization, and integration with other tools and platforms to enhance overall efficiency and ROI
  • Proactively monitored industry trends and updates, staying abreast of new features and technologies in Salesforce/HubSpot ecosystem, and recommending innovative solutions to drive continuous improvement for clients.

Revenue Operations Director

Awardco
09.2021 - 09.2022
  • Manage CRM database, processes, and implementation
  • From sale to invoice was previously 2.7 weeks, improved it to 3 business days
  • Improved lead routing. Integrated systems that enabled us to drop Lead Response time from 3+ hours to under 12 minutes
  • Analyzed and built a process to improve upsell potential visibility. Revenue from upsells improved by 63% on the first quarter, and stayed at 50% over quota.
  • Organize, lead, and implement lead to sales funnel process
  • Previous process tracked leads and $ sold
  • Implemented system that allowed visibility throughout the process
  • Develop and implement sales to finance/customer success handoff post sale. Improved average onboarding time from 8 weeks to 3.5 weeks.


Revenue Operations Director

Dental Intelligence
04.2019 - 05.2021
  • Manage CRM database, processes, and implementation
  • Lead funnel was 60-65% unattributed via automation, decreased this down to under 5%
  • Created and implemented new operational processes for flow of lead to sale funnel
  • Automated lead funnel
  • Create and maintain reports for executive using Salesforce CRM
  • Manage Salesforce CRM and corresponding software (HubSpot, High Velocity Sales, etc.), integrations, and processes to support Sales and Marketing
  • Build and organize sales team structure to handle rapid growth
  • Build and help standardize business reporting for strategic analysis and internal business review
  • Enhance sales productivity by enabling the team to work smarter by simplifying processes and evaluating new tools
  • Develop formal reporting packages for sales effectiveness and productivity
  • Uncover areas of revenue opportunity in our customer and prospect base
  • Create Quarterly Business Recaps seasonally in support of Sales to present internally.

Revenue Operations Manager

SolutionReach
02.2015 - 04.2019
  • Develop pricing model and strategies to maintain MRR goals while achieving sales goals
  • Decrease Payback Period, from 20 months to 12 months, by implementing Deal Desk team to handle strategic pricing and contract negotiations
  • Developed new compensation plans for all sales teams and individual contributors
  • Focus on decreasing CAC (Customer Acquisition Cost) by structuring plans for focus on rep productivity
  • Create and maintain reports for executive using Salesforce CRM
  • Manage Salesforce CRM and corresponding software, integrations and processes
  • Create and implemented new operational processes for flow of lead to sale funnel.

Education

Bachelor of Science Degree, General Accounting -

Utah Valley University

MBA, Emphasis in Accounting - undefined

Utah Valley University

Skills

  • Business Analysis
  • Pipeline Management
  • Revenue Growth
  • Territory Management
  • Salesforce CRM
  • Data-driven decision-making
  • Operational Efficiency

Timeline

Co-Founder

ForceExperts
10.2022 - Current

Revenue Operations Director

Awardco
09.2021 - 09.2022

Revenue Operations Director

Dental Intelligence
04.2019 - 05.2021

Revenue Operations Manager

SolutionReach
02.2015 - 04.2019

Bachelor of Science Degree, General Accounting -

Utah Valley University

MBA, Emphasis in Accounting - undefined

Utah Valley University

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