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Work Background
Kipu HealthSenior Vice President Revenue Operations
Nov. 2022United StatesLeading Revenue Operations function consisting of Client Insights (business intelligence), sales operations, sales technology stack (salesforce), sales enablement. Act as cross functional leader in identifying gaps in processes and building efficient systems and processes to optimize revenue generation and enable business growth.
SaaS Consulting GroupSenior Salesforce CPQ Consultant
Jun. 2022 - Nov. 2022
WatermarkSenior Director Of Operations
Apr. 2020 - May. 2022New York, New York, United States• Responsible for Operational Effectiveness of the Sales, Client Success, Renewal, and Support Organizations
• Work closely with Executive Leadership and Equity Partners to establish flagship standard operating procedures for use across the portfolio
• Institute complete Order to Cash process
• Underlying systems and processes that enable revenue growth and data gathering, including deal desk and contracting, revenue systems, and cross- functional handoffs • Responsible for design, configuration, and execution of Salesforce solutions to improve user experience, increase efficiency, shorten sales cycle, and increase data reliability
DocmationSalesforce Solution Architect & CPQ Functional Consultant
Sep. 2019 - Apr. 2020• Lead Client engagements, deeply engaging in Client Business Processes to design and deliver custom Salesforce Solutions - working closely on CPQ and B2B integrated solutions
• Develop, Design, Configure, and Implement scalable solutions to enhance efficiency and accuracy for Sales, Renewal, and Finance Organizations
• Lead discovery workshops, solution presentations and prototype demonstrations
Folsom Lake CollegeAdjunct Professor Political Science
Jun. 2017 - Sep. 2018
PowerSchool Group LLCSales Operations Manager
Jan. 2017 - Aug. 2019Folsom, California, United States• Salesforce CPQ Admin and Architect
• Collaborate with sales leadership and cross functional leadership to improve the sales process from quote to cash
• Management of Sales Order Lifecycle – Quote, Opportunity, Contract, Subscription, and data flow therein
• Sales and CPQ Lead in Company wide re-design, implementation, and launch of Salesforce CPQ Custom Functionality
• Integration new acquisitions – including collaboration with counterparts to bridge Products and Sales Strategies. • Leader on 4 acquisition teams. Decreased fully migrated Product/Sales time from 11 months post Acquisition to Day of Acquisition.
Folsom Lake CollegeGrant Manager - Career Technical Education
Jan. 2011 - Dec. 2014Managed over $1.3 million in award funds for Career Technical Education programs.
Walt Disney WorldCast Member - Attractions
Jan. 1999 - Dec. 2000
The Disney StoreCast Member
Jan. 1995 - Dec. 1999
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