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Work Background
Navigate360Associate Vice President of Revenue Operations
Mar. 2022 - Dec. 2024Navigate360 is the leading provider of safety solutions for schools, leading to enhanced student well-
being. I was brought on to lead Salesforce and CPQ processes and projects for sales, customer success, and
finance departments. My team of 3 led data migrations, developed reporting, and collaborated with IT leadership to improve
the technical aspects of Salesforce for sales and revenue operations.
MSCI Inc.Vice President, Sales Operations Lead
Jan. 2022 - Mar. 2022Wilmington, NC, United StatesMSCI is a leading provider of critical decision support tools and services for the global
investment community. Upon MSCI’s acquisition of Real Capital Analytics, I was promoted to operate as part of the business
technology team leading the data migration from RCA’s SFDC to MSCI’s SFDC. I also maintained RCA’s SFDC sales operations processes until the migration was complete. I provided reporting to the financial team on run rate, ARR, churn, forecasting, and price increases.
MSCI Inc.Director, Sales Operations
Feb. 2021 - Mar. 2022I joined what was then known as Real Capital Analytics to build the sales operations team and develop
standard operating procedures for opportunities, quotes, and contract processing in Salesforce. I provided reporting to the C-Suite on pipelines, ARR, churn, pricing, lead conversion, and opportunity
sales cycles. I also collaborated with accounting on Salesforce integrations.
Leader with a proven 20+ year track recordIndependent Consultant
Apr. 2020 - Feb. 2021Wilmington, North Carolina, United States
Dude SolutionsDirector of Business and Sales Operations
Apr. 2012 - Apr. 2020Wilmington, North Carolina AreaNow known as “Brightly,” Dude Solutions offers a complete suite of intelligent asset management
software solutions. I was promoted to lead a team of 4 to drive sales operations improvements and manage Salesforce
processes. We oversaw order operations which included renewal processing, new sales processing, and invoicing. My role included:
--- Salesforce Migrations --- We migrated legacy tools into SFDC and consolidated 2 operating companies into 1 account. There were also 4 other acquisition integrations into SFDC from Microsoft Dynamics, NetSuite, and QuickBooks.
--- Pricing --- We restored our pricing integrity with the development of a new pricing book while
streamlining consistencies in terms, pricing, and partnership agreements.
--- Lead Management --- We grew our renewal billing by promoting best practices in lead management, opportunity management, subscriptions, and contracts.
--- Process Improvement --- We streamlined workflows and contracts in SFDC and CPQ to handle
explosive growth of 275% without adding headcount.
--- Reporting --- Our team provided clarity around options for ARR increases to executive teams with
forecast analysis and reporting on upgrades and transformations. We also automated the reporting of
sales and financials.📊
--- Annual Users Conference--- Our team organized our annual users conference with up to 1200 attendees. Handled all RFPs with hotels at East Coast and West Coast sites. Secured sponsorships for conference. Organized travel packages for attendees, including flight packages etc.
Dude SolutionsSales Operations Manager
Apr. 2005 - Mar. 2012📊 Then known as “SchoolDude,” I was hired to lead sales operations for this startup by building out sales teams, quotas, forecasting, commissions, and plans. I developed SOPs for a sales team of 50 including lead routing and territory management. My team of 2 was also in charge of planning annual events. My role included:
--- Sales Enablement --- We increased our renewals billing over the course of 3 years by 75%.
--- Process Improvement --- I initiated multiple process improvement projects to meet an increase in
new order growth.
--- Migrations --- I migrated all renewals and sales asset subscriptions from a legacy system and
QuickBooks into SFDC and Intacct Accounting Software.
Trinity ShippingOperations Manager
Sep. 2000 - Apr. 2005Wrightsville Beach, North Carolina, United StatesTrinity Shipping Company has been providing trusted, quality service in the transportation industry for three generations. Trinity supplies a range of logistics services to create customized solutions for your supply chain needs. By putting our customers’ interests at the center of our operations, we have built strong relationships with various companies. In an increasingly complex and unpredictable world, Trinity provides personalized, reliable support to make your logistics journey hassle-free.📊 I directed the movement of ~5,000 containers in or out of the country by following organizational
policies and procedures while managing customs compliance. My role included:
--- Documentation --- I developed the necessary documentation and online forms for the efficient, cost-effective, and lawful execution of all import/export activities. --- Strategic Planning --- I planned and implemented import/export strategy consistent with the aims and requirements of the organization.
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