Sandy Tan
San Diego,CA
Summary
Dynamic leader with a proven track record at Easypay Finance, where I spearheaded Salesforce implementation, driving a 70% YoY sales increase. Expert in sales analytics and strategic planning, I excel in transforming operations through data-driven decision-making and process improvement. Skilled in leveraging technology like Tableau to enhance sales operations and financial modeling.
Overview
8
8
years of professional experience
Work History
Director of Sales Operations & Merchant Experience
Easypay Finance
03.2021 - Current
- Spearheaded Salesforce implementation for go-to-market teams, driving a 70% YoY sales increase
- Launched a lease-to-own product line, positioning the company as a national leader in secondary financing
- Automated 100+ sales reports, saving hundreds of FTE hours monthly
- Led a team of analysts in executing operational efficiencies and data-driven decision-making
- Developed KPIs and dashboards to monitor productivity and achieve sales growth
- Evaluated sales tech stack and introduced systems to enhance efficiency
- Partnered with technology teams to release features and products for sales enablement
Sr. Sales Operations Analyst
Biotix
10.2019 - 03.2021
- Managed sales reporting, territory alignment, and $60M sales/$5M expense budgets
- Administered incentive plans, ensuring timely and accurate payments and performance scorecards
- Drafted commercial agreements and conducted ROI analyses to ensure mutual benefit
- Delivered key analytics, including sales rep rankings and performance dashboards, enabling data-driven decisions
- Built budget and forecasting models in Excel for critical financial decisions
Sr. Financial Analyst
Zest Dental Solutions
10.2016 - 10.2019
- Led the implementation of Adaptive Insights for budgeting and revenue analytics
- Owned all revenue reporting, including budgeting, forecasting, and financial analytics
- Delivered consolidated financial reports, leveraging multiple ERP systems for data integration
Education
B.A. - Economics
San Diego State University
08-2012
Skills
- Oracle
- Salesforce implementation
- Excel
- Tableau
- Territory management
- Sales analytics
- Financial modeling
- Strategic planning
- Process Improvement
- Data Analysis
- Business Intelligence
- Sales Operations Leadership
- Pipeline management
- Lead generation
Timeline
Director of Sales Operations & Merchant Experience
Easypay Finance
03.2021 - Current
Sr. Sales Operations Analyst
Biotix
10.2019 - 03.2021
Sr. Financial Analyst
Zest Dental Solutions
10.2016 - 10.2019
B.A. - Economics
San Diego State University
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