Summary
Overview
Work History
Education
Skills
Timeline
Generic

SIMON BORGEN

Flushing,NY

Summary

Dedicated Revenue Operations professional with over 7 years of progressive experience, specializing in enhancing efficiency and profitability within SaaS B2B environments. Demonstrates exceptional proficiency in Salesforce, Excel, and BI tools, driving data-driven decisions and process optimizations. Known for leading strategic initiatives that result in significant cost savings and improved team collaboration.

Overview

7
7
years of professional experience

Work History

Director, Revenue Operations

LiveIntent, Inc.
New York City
04.2023 - Current
  • Revamped Pipeline strategy and tailored Pipeline meetings to meet business needs while closely collaborating with Sales leadership
  • Implement stringent sales rep accountability, bolstering plan adherence
  • Orchestrated team of 3, promoting synergy and productivity
  • Manage CRM system to enhance operational efficiency
  • Initiated a strategic tech-stack revamp, cutting costs by $100k+.
  • Spearhead ROI tracking for new offerings

Senior Revenue Operations Manager

LiveIntent, Inc.
New York, United States
10.2022 - 04.2023
  • Worked closely with the Marketing department to optimize and track all marketing initiatives, ensuring a smooth transition from marketing to sales.
  • Saved $500k annually through innovative operational strategies
  • Boosted ROI analysis, collaborating with Marketing, driving data-driven decision making
  • Reduced customer churn by 5% YoY, enhancing customer retention.

Pricing Manager

LiveIntent, Inc.
10.2021 - 10.2022
  • Led pricing and forecasting initiatives for emerging products
  • Developed dynamic models to adapt to digital landscape changes
  • Orchestrated comprehensive churn reports
  • Constructed various business case scenarios
  • Collaborated with GTM teams to optimize product pricing and packaging
  • Designed dashboards to enhance visibility of new product performance.

Senior Campaign Optimization Manager

LiveIntent, Inc.
New York City
03.2021 - 10.2021
  • Spearheaded revenue growth by leveraging data-driven strategy enhancements
  • Translated complex BI data into actionable insights for sales via monthly Churn Report
  • Managed and mentored a team of coordinators, promoting professional development
  • Fostered and managed key partnerships, overseeing successful onboarding and scaling processes.

Campaign Optimization Manager

LiveIntent, Inc.
04.2020 - 03.2021
  • Pioneered a data-driven strategy manual, enhancing sales performance
  • Standardized operations, crafting a comprehensive SOP
  • Optimized key accounts daily, driving business growth
  • Delivered monthly presentations, showcasing departmental progress
  • Utilized Looker for internal reporting, improving business insights.

Campaign Optimizations Specialist

LiveIntent, Inc.
03.2019 - 03.2020
  • Led data-driven campaign optimizations for key accounts
  • Identified growth opportunities through strategic account management
  • Enhanced sales prospecting with historical data analysis
  • Fostered revenue growth by sharing weekly updates with the organization
  • Acted as a subject matter expert to support sales and customer success strategies.

President

Yeshiva University Marketing Club
02.2017 - 10.2018
  • Orchestrated regional projects from conception to completion
  • Streamlined sales processes via data-driven insights and strategic actions
  • Enhanced sales team efficiency through training and tool implementation
  • Drove sales forecasting accuracy via meticulous Salesforce.com reporting
  • Delivered timely and precise analysis to support sales leadership decisions.

Education

Master of Science - MS - Marketing & Digital Media

Katz School of Science and Health
03.2021

Marketing -

Yeshiva University
03.2019

Skills

  • Salesforce
  • Microsoft Suite
  • Google Suite
  • Gong/Gong Engage
  • Outreach
  • Slack
  • Notion
  • Hubspot
  • Highspot
  • Looker

Timeline

Director, Revenue Operations

LiveIntent, Inc.
04.2023 - Current

Senior Revenue Operations Manager

LiveIntent, Inc.
10.2022 - 04.2023

Pricing Manager

LiveIntent, Inc.
10.2021 - 10.2022

Senior Campaign Optimization Manager

LiveIntent, Inc.
03.2021 - 10.2021

Campaign Optimization Manager

LiveIntent, Inc.
04.2020 - 03.2021

Campaign Optimizations Specialist

LiveIntent, Inc.
03.2019 - 03.2020

President

Yeshiva University Marketing Club
02.2017 - 10.2018

Master of Science - MS - Marketing & Digital Media

Katz School of Science and Health

Marketing -

Yeshiva University
SIMON BORGEN