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Work Background
DremioSales Operations Manager
Nov. 2020• Manage critical systems for quoting, contracting, opportunity tracking and financials, data automation, project and time tracking, support communication, software distribution, and support portal maintenance.
• Implement improvements to support team growth and scalability.
• Cross-functional collaboration; partnering closely with Legal, Finance, Support, Product and Marketing teams to streamline operations.
• Enable ancillary support required to meet team organizational objectives.
• Implemented Salesforce CPQ, streamlining the quote-to-cash process.
• Built out infrastructure of approvals to support the global sales team ensuring fast turn-around and compliance resulting in accurate quoting.
• Provide strategic analysis reporting, focusing on customer onboarding, support, usage, and expansion.
• Successfully configured and deployed a migration from Jira to Zendesk, enhancing support operations.
PathpointOperations Manager / Executive Assistant (CEO)
Mar. 2019 - Nov. 2020San Francisco, CaliforniaExcellent calendar, travel, and expense management skills. Developed recruiting pipeline and new employee onboarding program. Worked closely with marketing to develop CRM strategy, lead generation. Organized all culture events: fireside chats, off-sites, and happy hours. Identified, scoped and executed office relocation from 10 to 50 persons.
FigureExecutive Assistant (CEO) / Office Manager
Mar. 2018 - Oct. 2018San Francisco Bay AreaFigure is a financial technology company with the mission of leveraging blockchain, AI and advanced analytics to unlock new access points for consumer credit products that can transform the financial lives of our customers. We provide home equity release solutions, including home equity lines of credit, home improvement loans and home buy-lease back offerings for retirement. Concurrently, we are building a blockchain protocol for the origination, custody, trading and securitization of whole loans and other assets. www.figure.com A highly motivated, quick learner, and resourceful self-starter adept at coordinating travel, arranging complex meeting schedules and managing third-party vendors. A skilled communicator, with a superior attention to detail, works to anticipate the needs of the CEO, other executives, and Figure.
- Manage CEO’s calendar, including calls, meetings, and frequent, complex domestic and international travel, cultivating relationships with investors, assistants, hotels, and travel partners
- Serve as office manager, maintaining supplies, providing cost-benefit analysis, ensuring smooth day-to-day operations, as well as assisting recruiting efforts by scheduling and greeting candidates
ZenLedger.ioConsultant - Customer Experience
Mar. 2018 - Apr. 2018Greater Seattle AreaLaunched the customer support portal from scratch in advance of the 2018 tax season. Developed best practices, produced support collateral, and implemented the Zendesk platform.
OverOpsCustomer Success Manager
Mar. 2017 - Mar. 2018San Francisco, CaliforniaProvide best in class post-sales account management for the market leader in Java developer degugging solutions. Work in close partnership with Product team to develop and improve features by leading the user adoption and analytics practice. Develop content and materials for first-time user experiences and automated on-boarding workflows. Manage a portfolio of over 75 small and medium sized customers, representing more than one-third of OverOps users. Point of contact for all implementation, on-boarding, troubleshooting, and renewal/expansion discussions.
TrifactaCustomer Support Operations Manager
Sep. 2014 - Mar. 2017San Francisco, CAEnsure highest level of quality service for the global leader in data wrangling, clients include Fortune 500 companies across government, financial, and pharmaceutical industries. Coordinate between customers, field, and product teams to facilitate verification, validation, reproduction of features and bugs.
TrifactaExecutive Assistant (CEO) / Operations Manager
Mar. 2013 - Dec. 2014San Francisco, CAResponsibilities, as seventh employee, ranged from executive-level support, new hire recruiting and onboarding, participated in marketing and social media, and designed promotional materials. Responsible for overall office efficiency as the company grew to 50+ employees.
Baydin (Boomerang)Sales Operations Manager
Jan. 2012 - Mar. 2013Mountain View, CADesigned official Google Apps Reseller program, managed subscriptions, and maintained FAQs.
AirbnbCustomer Support Operations Manager
Jan. 2010 - Oct. 2011San Francisco, CAPrimary support team technical lead on infrastructure projects, for example installing a VOIP system for 180 globally distributed agents. Worked with engineering to bring call features to website and smart phone app.
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