Operations specialist with over 6 years of experience in the Tech Industry. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements.
Overview
5
5
years of professional experience
Work History
Sales Operations Manager
Homebot
Denver, CO
06.2021 - Current
Implemented and manage Salesforce, Hubspot, Outreach, Chili Piper, ZoomInfo, and Sales Navigator
Automated multiple processes in Salesforce including creating and closing opportunities, routing churn cases, email alerts, and mapping our buyer's journey
Built a lead scoring and lifecycle stage model in Hubspot that Qualifies leads and directs them to the correct sales reps
Designed and put into effect new opportunity types, stages, and entry and exit criteria
Coach and enable the Sales, Customer Success, and Marketing team on new software and operational improvements in our systems
Created a fully automated Campaign Hierarchy that tracks every touch a lead can go through in their lifecycle
Manage Hightouch and the data we sync from our warehouse to destinations like Salesforce and Hubspot
Run monthly Pipeline meetings with sales and customer success
Create and manage all reports and dashboards in Salesforce
Sales Operations
Clearscale
08.2020 - 06.2021
System Admin for Salesforce.
Built page layouts, created fields, and set up work flows.
Built dashboards and created reports for Sales team, Marketing team, and Partnerships team.
Manage ACE portal and our relationship with AWS.
Worked with engineers to integrate our ACE portal with Salesforce.
Trained sales team on how to use Salesforce.
Partner Operations Specialist
Fivetran
01.2019 - 06.2020
Managed all Operations and Analytics for the Alliances team.
Used Looker to create and manage dashboards for all members on the team. This allowed our Partner Managers to see what was in their pipeline, how much business they had won, ACV, etc.
Managed the GCP and AWS marketplace for Fivetran.
Automated lead and inbound processes for the Alliances team.
Managed our deal registration portal Allbound.
Built Looker and Salesforce reports daily for our Partner Managers.
Managed Large scale, multiple team projects aimed to improve processes.
Was promoted to the Rev ops team to improve processes at the company level.
Used Our Looker Dashboards to forecast pipeline and revenue up to 3 months ahead.
Education
BSBA - Operations Management
University of Colorado At Boulder
Boulder, CO
Skills
Salesforce Admin
Hubspot Admin
Outreach Admin
Sales Enablement
Pipeline Management
Automation
Timeline
Sales Operations Manager
Homebot
06.2021 - Current
Sales Operations
Clearscale
08.2020 - 06.2021
Partner Operations Specialist
Fivetran
01.2019 - 06.2020
BSBA - Operations Management
University of Colorado At Boulder
Similar Profiles
Nikolas WernerNikolas Werner
Enterprise Business Development Representative at HomebotEnterprise Business Development Representative at Homebot