Summary
Overview
Work History
Education
Skills
Timeline
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Shreena Shah

New York,NY

Summary

Highly skilled professional with SaaS experience in Sales Finance, Revenue Operations and Sales Operations. Results-oriented, decisive leader with proven success in implementing effective process improvements, top line revenue metrics management, and cross-functional partnership.

Overview

6
6
years of professional experience

Work History

COMMERCIAL SALES OPERATIONS MANAGER

Komodo Health
04.2019 - Current
  • Scaled monthly forecasting process as the company grew from $20M to $200M in Annual Recurring Revenue (ARR). Owned all ARR, Revenue, SaaS Business Metrics (DRR, New Logo/Expansion/Churn Metrics, Cohort Performance, Billings, Backlog, and Account Dynamics), and Services Revenue streams. Created dashboards for each category to manage all top-line revenue metrics for Board Reporting
  • Created and maintained an end to end monthly/quarterly ARR model capturing changes across both growth and retention; calculated, maintained and reconciled all ARR data in Salesforce and worked cross-functionally with sales to ensure data accuracy in Salesforce
  • Led Weekly Forecasting calls and created an internal ARR Forecasting process to track and monitor top-line progress throughout the quarter and track weekly account and cohort level changes providing leadership insight on pipeline progression. Developed a Sales Funnel Analysis on a quarterly basis to understand win rates and seasonal trends
  • Owned the ARR and Revenue Target setting process for each Fiscal Year and supported Revenue Operations in Account Planning and Quota Deployment to ensure buffer between quarterly board targets and sales targets
  • Maintained the Revenue Recognition model as well as the Revenue Forecasting model and worked closely with Revenue Accounting to provide revenue analyses and booking trends
  • Worked closely with leadership to create the diligence packages related to top-line metrics for Series C through F and worked on metrics requests related to executive reporting, investor related asks, and various other external/internal asks (Quarterly Board Reporting, Sales Insights etc.)
  • Led the Commissions calculation process and partnered closely with Commercial Operations on yearly commission plan design and review of the sales letters; calculated monthly commissions and reviews with Sales Leadership and Founders; led implementation of commissions tool (Captivate IQ)
  • Partnered with cross-functionally with Deal Desk, Legal and Revenue Accounting through the contracting process for all sales contracts to ensure revenue compliance and approve all contracts from a finance lens

FINANCIAL PLANNING & ANALYSIS, FINANCIAL ANALYST

Johnson & Johnson
06.2018 - 04.2019
  • Supported the Global Information Technology Financial Reporting team and consolidated all expense, headcount, and capital for IT Shared Service and provided results to Global IT Corporate
  • Managed appropriate reclasses and accruals within the Global IT Finance expense and IT Corporate Administration budget
  • Owned the Global IT Finance expense budget and the IT Corporate Administration budget and influenced any changes within the budget to ensure all transactions are accurately represented prior to quarterly presentation with the Vice President of Global Functions
  • Developed and managed forecast model for IT Corporate expenses and reconciling data to align to forecasted budget

MARKETING FINANCE, ASSOCIATE FINANCIAL ANALYST

Johnson & Johnson
05.2017 - 06.2018
  • Partnered with Sales, Marketing, Project Management and Demand Planning to create and execute a strong strategic plan delivering an annual growth for facial care categories across Neutrogena and Clean & Clear
  • Supported gross profit analysis for new facial care products in partnership with Project Management and Global Marketing
  • Created a top-to-bottom sales and cost of goods sold plan during business forecasting and planning to drive accurate forecasting through alignment with cross-functional business partners
  • Led all month end and quarter close processes and developed sales commentary for all businesses across Neutrogena and Clean & Clear to review with the Senior Director
  • Developed a dashboard view of full year liquidations and slow-moving and obsolete products across all Neutrogena and Clean & Clear categories to enhance visibility and enterprise-focused decision analysis

Education

BACHELORS OF SCIENCE - BUSINESS ADMINISTRATION, FINANCE AND MARKETING

Drexel University
Philadelphia, PA
03.2017

Skills

  • Salesforce
  • NetSuite
  • Adaptive Insights
  • Captivate IQ
  • SAP
  • Tableau
  • Domo
  • Cognos TM1

Timeline

COMMERCIAL SALES OPERATIONS MANAGER

Komodo Health
04.2019 - Current

FINANCIAL PLANNING & ANALYSIS, FINANCIAL ANALYST

Johnson & Johnson
06.2018 - 04.2019

MARKETING FINANCE, ASSOCIATE FINANCIAL ANALYST

Johnson & Johnson
05.2017 - 06.2018

BACHELORS OF SCIENCE - BUSINESS ADMINISTRATION, FINANCE AND MARKETING

Drexel University

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