Summary
Overview
Work History
Education
Skills
Professional Highlights
Timeline
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STEPHEN T. WILLIAMS

Charlotte,NC

Summary

Proven track record of establishing process improvements, using data to identify trends for the sales organization, and closing training gaps by creating useful resources to continually be updated on a regular cadence. Excited to bring my experience to a growing team and expand with a forward thinking organization.

Overview

12
12
years of professional experience

Work History

Sales Operations Analyst

Albemarle Corporation
Charlotte, NC
01.2023 - Current
  • Create and deliver training materials to cross-functional teams - designed and recorded 8 training videos covering different topics with accompanying quick reference guides, and delivered 26 training sessions over a 4 week span to various time zones
  • Maintain and govern the platform processes and application tools for SalesForce CRM, DocuSign CLM, and Third Party Onboarding
  • Support activities for Legal and Sales with regards to implementation and training for use of the CRM and CLM system
  • Work with key stakeholders to define overall process and application requirements
  • Design considerations for new tools and application enhancements
  • Analyze current procedures, identify areas where improvements can be made
  • Identify and implement ways to improve the efficiency of business and sales processes
  • Evaluate and analyze root cause
  • Optimize or redesign process flows to meet business requirements
  • Observe and maintain company policies and compliance requirements
  • Create, maintain, and update process documents
  • Drive data integrity within sales applications
  • Support colleagues leading projects across business and IT functional areas
  • Work closely with Sales Operations Leaders and other global functions to optimize sales technology investments
  • Support end user requests and troubleshooting issues
  • Manage change requests and related testing and validation.

GTM Strategy and Operations Analyst

DocuSign
Seattle, WA
11.2019 - 01.2023
  • Adjudicated Sales Ops cases logged in SFDC as a member of the Policy and Governance team
  • Was responsible for end of month audits for the Compensation team
  • Created solutions to general technical issues within SalesForce
  • Assisted with case escalations
  • Participated in quarterly Global Sales Operating Policies revision process
  • Retrieved and analyzed data using Excel
  • Worked cross functionally with the Territory Team, Compensation Team, and Sales Leadership

Sales Executive

HireRight, LLC
Nashville, TN
12.2018 - 11.2019
  • Identified prospects and performed strategic outreach to new contacts
  • Managed the full sales cycle
  • Conducted customer demonstrations
  • Attended meetings, seminars, and conferences to promote HireRight
  • Achieved sales targets
  • Trained users on the functionality of the platform.

Sales Development Representative

HireRight, LLC
Nashville, TN
12.2017 - 12.2018
  • Responded to inbound inquiries
  • Provided prospects with appropriate literature
  • Contacted prospects to collect additional information
  • Participated in call campaigns
  • Performed post-event follow-up activities.

Public Records Researcher

HireRight, LLC
Nashville, TN
03.2017 - 12.2017
  • Consistently exceeded productivity goals
  • Maintained high quality and controllable rates
  • Cross-trained in various products
  • Acted as a point of reference for new hires
  • Produced daily reports.

Project Coordinator

Change Healthcare
Nashville, TN
10.2016 - 01.2017
  • Managed activities to project schedules and timelines
  • Contacted customers and arranged implementation efforts
  • Trained clients on a new system
  • Acted as the primary contact for existing clients
  • Facilitated meetings and webinars
  • Facilitated training needs and reported on trainings completed.

Senior Customer Success Support Specialist

ON24
Charlotte, NC
09.2012 - 10.2016
  • Provided technical support to clients
  • Trained clients on the functionality of the platform
  • Performed webcast related tasks
  • Assisted in the development and updates of the Learning Management System
  • Participated in cross-functional projects
  • Troubleshooting for internal and external users
  • Worked on Strategic Teams for high-profile clients.

Education

Bachelors of Science in Business Administration - Marketing -

University of North Carolina, Charlotte
05.2011

Skills

  • SalesForce CRM
  • DocuSign CLM
  • Creating and presenting instructional material
  • Microsoft Office (Word, Excel - Pivot tables, VLOOKUP, Powerpoint)
  • Creative Thinker
  • Confident Presenter
  • Problem Solver
  • Fast learner
  • Collaborative mindset

Professional Highlights

  • Created 18 training manuals to cover the various requests that The Case Queue team is responsible for processing.
  • Worked daily with the Global Sales Operation Procedures to adjudicate cases for the sales field through tackling a variety of case types.
  • Performed end of month audits for the XDR teams by extracting large amounts of data and ensuring accuracy for the compensation team.
  • Liaise with the Account Services Team to work toward the common goal of bettering cross functional relationships with the Policy and Governance Team.
  • Participated in Quarter Close meetings with an understanding of the importance that tasks are completed in time for the books to close on schedule.
  • Developed a keen eye for noticing trends in case requests that may indicate a larger opportunity to close enablement gaps for the sales field.
  • Hired on as a pioneer of the Sales Development Representative Team in the Nashville, TN office for HireRight LLC. After completing training (in-person in California and virtual), established a concrete training schedule and onboarding program that has maintained and proven effective.
  • Spearheaded the creation of an updated training manual as a Sales Executive to cover HireRight's broad range of employment background screening services for new hires.

Timeline

Sales Operations Analyst

Albemarle Corporation
01.2023 - Current

GTM Strategy and Operations Analyst

DocuSign
11.2019 - 01.2023

Sales Executive

HireRight, LLC
12.2018 - 11.2019

Sales Development Representative

HireRight, LLC
12.2017 - 12.2018

Public Records Researcher

HireRight, LLC
03.2017 - 12.2017

Project Coordinator

Change Healthcare
10.2016 - 01.2017

Senior Customer Success Support Specialist

ON24
09.2012 - 10.2016

Bachelors of Science in Business Administration - Marketing -

University of North Carolina, Charlotte
STEPHEN T. WILLIAMS