Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Oliver Bernal

Minneapolis,Minnesota

Summary

Strategic and data-driven Sales Operations professional with 10+ years of experience in SaaS, Salesforce optimization, and lead-to-cash process improvement. Proven success in accelerating revenue growth, driving operational efficiency, and partnering cross-functionally with Sales, Finance, and Product teams. Strong background in revenue forecasting, KPI reporting, and process automation. Bilingual communicator (English/Spanish) with an MBA and a collaborative, high-performance mindset.

Overview

12
12
years of professional experience

Work History

Sr. Business Operations Specialist

IDeaS – A SAS Company
09.2024 - Current
  • Drive Salesforce enhancements and lead-to-cash process optimization for Commercial Success teams
  • Act as the team’s Salesforce advocate, identifying system pain points and translating them into business requirements
  • Collaborate with BIS to manage user stories, QA testing, and go-live decisions
  • Provide Tier II Salesforce support and manage user access provisioning
  • Enhance internal enablement resources including SharePoint content and process documentation
  • Support cross-functional initiatives that improve operational efficiency and reduce sales cycle time

Global Sales Operations – Strategic Business & Go-to-Market

Guidewire Software
11.2022 - 09.2024
  • Led GTM planning, territory alignment, and Salesforce hygiene for global sales org
  • Managed revenue and pipeline forecasting for One Inc Partnership, driving 4000%+ growth
  • Served as liaison to FP&A, supporting strategic planning and reporting for executive stakeholders
  • Built dashboards and reports to improve visibility and decision-making across departments
  • Championed process improvements and sales enablement initiatives to drive scalability

CSM Sales Operations Analyst

Guidewire Software
11.2018 - 11.2022
  • Managed the full quote-to-cash lifecycle across NA and LATAM, ensuring accuracy and compliance
  • Partnered with Legal, Finance, and Sales to streamline contracts and approval workflows
  • Led projects in AP/AR and Treasury, reducing billing issues and collections backlog
  • Ensured LATAM tax compliance by coordinating directly with customers and internal teams

Senior Contracts Analyst

Coloplast
03.2018 - 11.2018
  • Handled contract renewals, amendments, and pricing updates across business units
  • Maintained contract records in Salesforce and Oracle, ensuring data accuracy and audit readiness
  • Improved financial compliance and stakeholder alignment across regional offices

Global Contracts Administrator

Entrust Datacard
07.2016 - 03.2018
  • Negotiated and executed NDAs, MSAs, and SaaS agreements
  • Supported internal stakeholders and legal teams in full contract lifecycle
  • Created monthly reports tracking contract status and turnaround times

Finance & Production Analyst / Auditor

Edina Realty Title / Wells Fargo Home Mortgage
12.2012 - 06.2016
  • Audited underwriting and financial docs to ensure compliance with corporate policies
  • Built and tracked KPIs, reporting insights to leadership for process improvements
  • Provided feedback to optimize workflows and improve regulatory readiness

Education

MBA - Business Administration

Concordia University
St. Paul

BS - Business Management

Brown College
Minneapolis, MN

Skills

  • Sales Operations Strategy
  • Salesforce (SFDC) Optimization
  • Lead-to-Cash Process
  • Revenue Share Forecasting
  • KPI Dashboards & Reporting
  • Process Improvement and Automation
  • Stakeholder Collaboration
  • Contract Lifecycle Management
  • GTM and Territory Planning

Languages

Spanish
Native/ Bilingual

Timeline

Sr. Business Operations Specialist

IDeaS – A SAS Company
09.2024 - Current

Global Sales Operations – Strategic Business & Go-to-Market

Guidewire Software
11.2022 - 09.2024

CSM Sales Operations Analyst

Guidewire Software
11.2018 - 11.2022

Senior Contracts Analyst

Coloplast
03.2018 - 11.2018

Global Contracts Administrator

Entrust Datacard
07.2016 - 03.2018

Finance & Production Analyst / Auditor

Edina Realty Title / Wells Fargo Home Mortgage
12.2012 - 06.2016

MBA - Business Administration

Concordia University

BS - Business Management

Brown College
Oliver Bernal