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Work Background
Director Sales Operations
Hound Labs, Inc.Director Sales Operations
Jan. 2022Results-driven Sales Operations Director with a proven track record of optimizing sales processes, enhancing revenue growth, and driving operational efficiency. Expertise in CRM management, strategic reporting, compensation strategy, and sales development. Adept at cross-functional collaboration, data-driven decision-making, and team leadership. Committed to achieving organizational goals through streamlined operations and continuous improvement. • Oversee the implementation, customization, and utilization of the Customer Relationship Management (CRM) system. • Develop and maintain a suite of comprehensive sales reports and dashboards for real-time performance tracking and decision-making. • Present actionable insights to executive leadership to guide strategic business decisions. • Design, implement, and manage the sales compensation structure in alignment with company objectives and sales targets. • Lead initiatives to identify and prioritize sales development opportunities, working closely with sales and marketing teams. • Develop and execute strategies to enhance lead generation, prospecting, and conversion rates. • Act as a liaison between sales and other departments to ensure alignment of goals and strategies. • Provide valuable insights and recommendations to support the development of integrated business strategies. • Continuously evaluate and refine sales processes to increase efficiency, reduce bottlenecks, and shorten sales cycles. • Implement technology solutions and tools to automate manual tasks and streamline workflows. Outreach, CPQ, Alfred, Tableau) In the role of Sales Operations Director, I have consistently leveraged my expertise in CRM management, strategic reporting, compensation strategy, and sales development to drive revenue growth and operational excellence. My cross-functional collaboration skills, data-driven approach, and commitment to continuous improvement have been pivotal in achieving and exceeding organizational objectives.
Senior Manager Sales Operations
Implant DirectSenior Manager Sales Operations
Jul. 2019 - Dec. 2021Yorba Linda, CALed the Sales Operations Department with the focused objective to improve business operations and sales performance provided a new level of reporting capabilities and visibility, led a major CRM migration initiative, established cross department standard of work, annual quota planning and territory optimization. • Developed, implemented, and supported CRM solutions, Business Intelligence tools and other key sales tools enabling comprehensive customer engagement • Drove efficiencies by identifying and operationalizing streamlined processes that minimized effort and improved quality with users across departments • Collaborated and launched strategic initiatives with senior leadership • Implemented standardized performance reporting in support of the strategic initiatives • Presented actionable business analysis with CRM, market, and revenue data • Led the creation and adoption of the commercial growth room (sales status, forecast and KPIs) • Collaborated with finance on annual budget planning and aligned with sales targets • Led sales compensation plan revision, including quota planning and territory optimization Accomplishments: • Automated daily sales KPI reporting from excel to Tableau • Implemented open territory coverage program with 7% lift in open territory performance in 3 months • Led sales and commercial organization in CRM migration from Salesforce to CRM365 dynamics • Improved KPI’s visibility that were not previously available, by leveraging Tableau and CRM • Initiated sales funnel adoption in conjunction with visibility and accountability to the overall process
Sales Operations Manager
Beckman CoulterSales Operations Manager
Apr. 2018 - Jul. 2019Brea, CA• Led the development and provision of business insight and actionable reports for the commercial sales organization • Developed, implemented, and supported CRM solution, Business Intelligence tools and other key sales tools enabling comprehensive customer engagement • Designed and implemented standard procedures to achieve lean business process improvement • Engaged senior leadership to drive strategic initiatives across the commercial organization • Identified actionable insights in CRM and revenue data • Led the sales forecast process by utilizing sales funnel and historical trends Accomplishments: • Automated monthly KPI reporting (from 2 days to 1 hour turnaround time) • Improved KPI’s by leveraging BI tools to track the area and region level previously not available • Created and implemented sales funnel quality and forecast accuracy reporting (33% increase in funnel quality & 10% increase in accuracy)
Senior Sales Operations Analyst
Beckman CoulterSenior Sales Operations Analyst
Sep. 2016 - Apr. 2018Brea, CA• Supported the Sales departments with actionable business insight and reporting with CRM and revenue data • Provided monthly data quality verification and report distribution • Created reporting utilizing Tableau, OBI, Salesforce and Excel with CRM, revenue and service data • Problem solved dashboards and reports • Designed and implemented standard business processes to achieve lean operations Accomplishments: • Led the transition of the sales organization from Excel to Tableau reporting • Created additional reporting capability enabling level of detail previously not available • Implemented and trained the sales organization on the sales file management transition from email to SharePoint
Data Analyst Sales and Marketing
Danaher Corporation, Kerr DentalData Analyst Sales and Marketing
Aug. 2014 - Sep. 2016Anaheim• Performed monthly data loads into data warehouse utilizing Access for ETL • Produced and distributed monthly reports • Automated all monthly reporting utilizing Tableau, Oracle Discoverer, SQL, and Excel • Created custom server dashboards utilizing Tableau and Domo • Integrated, cleansed & processed data using Oracle Discoverer, Tableau, Excel, and Access • Verified overall data quality • Mapped/classified products, customer accounts and buying groups in Master Data Maestro • Problem solved dashboards, reports and CRM Dynamic account data Accomplishments: • Automated all monthly reporting from manual processes to tableau dashboards or reports directly linked to DW or offline databases.
Compliance & Auditing Analyst
Advanced Workplace Strategies, Inc.Compliance & Auditing Analyst
Sep. 2013 - Aug. 2014• Audited client contractors to certify they are in compliance with client D&A program requirements • Manipulated, cleansed & processed data using Excel, Access, and SQL • Created custom Ad Hoc reports and SQL Server 2008 Queries • Developed mail merge and micro enabled word mail merge documents • Generated data connected excel spreadsheets • Designed AWSI’s new auditing system framework Accomplishments: Designed AWSI’s new auditing system framework
Collection Site Manager - Data Processing
Advanced Workplace Strategies, Inc.Collection Site Manager - Data Processing
Jun. 2013 - Oct. 2013• Utilized resources in SQL database and the internet to ensure accurate information • Developed custom reports to clean up data and track errors • Created data connected excel spreadsheets • Developed internal protocols and procedures
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