Projects & experience
Appian | 12/2020 – Present Sr. Marketing Automation Manager
Appian | 12/2020 – Present Sr. Marketing Automation Manager
Appian | 12/2020 – Present Sr. Marketing Automation Manager
Automated the manual events list loading submission process, shortening the SLA from 24-48 hours down to minutes.
Created data integrity dashboards, and implemented batch jobs to maintain data integrity and accuracy. Data integrity issues are now reviewed daily and assessed in real-time, allowing operations to track the root cause and remediate data quickly.
Ensure the integrity of master data throughout the CRM ecosystem as it integrates with other applications and teams' data flows. Improving the reliability of integrated data across Sales and Marketing and enhancing cross-departmental collaboration with Marketing, revenue operations and the partner marketing teams.
Developed, documented, and implemented lead journeys, enrichment, and routing design from completely manual inputs. I supported the streamlining of our lead management processes through Lead 360, resulting in improved lead conversion rates and sales efficiency. Developed the Lead 360 Metrics, Reports, and Dashboards for Operations Tracking.
SalesForce Administration & Automation 12/2017 – 12/2020
Consistently reviewed application optimization and removal of technical debt, including installed application flows, fields, and mappings across the CRM ecosystem. Improved application performance by removing unused managed packages and installations. Reduced and consolidated old and outdated workflows and processes, and reduced the number of fields on key objects.
Migrated 500+ users on an Enterprise instance of Salesforce from the Classic user interface to Lightning. This resulted in an enhanced user experience and productivity, streamlining business workflows, and modernized system capabilities.
Administered Salesforce and related marketing applications, integrating new applications, features and packages to enhance business productivity, such as sales engagement platforms and intent data.
Managed the migration to Groove for Sales Engagement and oversaw all prospecting tools, including LinkedIn, ZoomInfo, G2, TrustRadius, 6Sense, etc., eventually supporting the migration to SalesLoft. We enhanced sales engagement capabilities and streamlined the use of prospecting tools, leading to improved sales productivity.
Developed operational documentation and SOPs. Provided training and change management sessions for new applications and departmental processes. Shortening onboarding ramp time from 30 days to 2 weeks with targeted training sessions.
Naveos Data | 2016 – 2017 Senior Operations Analyst
Appian | 12/2020 – Present Sr. Marketing Automation Manager
Appian | 12/2020 – Present Sr. Marketing Automation Manager
- Automated the manual sales forecasting collection processes for all weekly and monthly KPI roll ups, providing real time revenue reporting for Opportunity progression for Executive Management and the Board of Directors. Turning collection and processing times down from one week to over an hour.
- Created and maintained dashboards, scheduled reports for all areas of the business including Executive Management and the Board of Directors. Provided comprehensive and timely insights to stakeholders, supporting data-driven decision-making at all levels of the organization supported the acquisition by Revint.
- Triaged Salesforce requests, documenting all processes and activities performed by Sales, showcasing areas for process automation support for all Opportunity creation and data collection efforts. This standardized required data and inputs, facilitating smoother implementation with another instance of Salesforce.
- Developed SOP documentation for processes performed by Sales Operations, standardizing sales operations procedures, ensuring consistency and clarity in process execution.
San Diego Gas & Electric |2016 Senior Business Analyst
Appian | 12/2020 – Present Sr. Marketing Automation Manager
Peregrine Semiconductor | Senior Business Analyst, 5/2012 to 2/2015
- Facilitated requirements gathering, leading a tiger team to evaluate cross-application workflows, eliminating process redundancies and delays, and improving resolution times for residential and commercial customer billing issues down an average of 7 days.
- Established system reports utilizing multiple databases and business reporting tools providing analytical support to all areas of the business, eliminating delays, improving resolution times for issues and enhancing overall workflow efficiency between billing and operation.
Peregrine Semiconductor | Senior Business Analyst, 5/2012 to 2/2015
Cardinal Health |Territory / Inside Tele Sales Account Representative, 2008 to 2010
Peregrine Semiconductor | Senior Business Analyst, 5/2012 to 2/2015
- Regularly schedule and conduct cross-functional meetings to review and refine revenue forecasts. Achieving a 15% improvement in forecast accuracy, leading to more efficient inventory management and reduced stock outs on key high volume parts.
- Implement a robust forecasting methodology and provide ongoing training to the sales team, enhancing the precision of annual forecasts by 20%, significantly contributing to the development of a more reliable long-term strategic plan.
- Establish and maintain clear communication channels among all stakeholders and develop tailored reports for different departments, streamlining the quarterly build planning process, reducing planning cycle time by 3 days and enabling better-informed business decisions through detailed, actionable insights.
- Support the manual process overhaul and build out of a SQL database for the processing of varied vendor orders, in a variety of formats to, support required daily finance, Sales and manufacturing department outputs. This reduced processing time from one week to one day.
LMA North America, Inc. | Corporate Account Representative 2010 - 2011
Cardinal Health |Territory / Inside Tele Sales Account Representative, 2008 to 2010
Cardinal Health |Territory / Inside Tele Sales Account Representative, 2008 to 2010
- Managed 1,000 residual sales accounts with $1.8 million in quota. Assisted in prospecting, qualifying, and closing sales for capital equipment ranging from $500 to $10,000, earning the top sales performer award for the year.
- Initiated and maintained territory management ensuring coverage for all accounts, allocating more balanced territories for the team.
- Developed group reporting metrics through a new Business Contact Management system, allowing our team to focus on selling, and not consolidating data and sales figures on spreadsheets for tracking.
- Identified and engaged executive sponsors and key clinicians to expand relationships, assess needs, and make recommendations.
Cardinal Health |Territory / Inside Tele Sales Account Representative, 2008 to 2010
Cardinal Health |Territory / Inside Tele Sales Account Representative, 2008 to 2010
Cardinal Health |Territory / Inside Tele Sales Account Representative, 2008 to 2010
- Accurately forecasted weekly, monthly, and quarterly sales to achieve quota goals, managing all aspects of account planning, the selling process, and deal economics.
- Conducted group presentations and demonstrations for all levels of client personnel effectively driving new sales deals, and strategically negotiating contracts, terms, and conditions.
- Provided account maintenance to increase customer value, account penetration, revenue growth, and customer satisfaction.
Senior Field Sales Analyst – Sales Operations and Administration, 2005 to 2008
- Assisted staff in sales forecasting and reporting applications, serving as compensation database administrator on Oracle, SalesLogix, and Incentive Claim systems.
- Automated and brought manual account request system online; prepared user and operational documentation and presented training for more than 150 sales professionals.
- Compiled and managed metrics for sales rankings for annual sales incentive trips and awards.
DATA, PROCESS, AUTOMATION
