Work experience
Services Program Manager, Services Sales Enablement
Workday
- Managed partnerships with VPs and Directors, overseeing an array of roadmap initiatives focused on critical sales technologies such as SFDC, Tableau, Clari, Smartsheets, and SalesSpot.
- Worked in cross-functional collaboration efforts to establish program governance frameworks, streamlining processes and driving prioritization of system enhancements while leveraging comprehensive KPIs to mitigate project bottlenecks effectively.
- Onboarded over 300 users into forecasting tools and methodologies, achieving an impressive 92% Net Promoter Score (NPS) and fostering adoption.
Sr Business Process Analyst (Services Sales Enablement)
Workday
- Standardized global services forecasting tools and methodologies, empowering Services senior leaders to attain 98% forecast accuracy rate.
- Redesigned a week-long Sales Club data exercise into a dynamic Tableau dashboard, providing real-time insights for management decision-making and significantly enhancing operational efficiency.
Business Analyst - Ops
Workday
- Innovated seller efficiencies through the development of standard reporting and achieved a 10% reduction in opportunity hygiene issues.
- Designed a scalable case system to facilitate cross-organizational communications, resulting in the identification and tracking of $10 million in annual bookings.
CRM Consultant
Altriva Solutions
- Responsible for CRM implementation and upgrade projects for a diverse client portfolio, utilizing comprehensive requirement gathering, system analysis, and documentation strategies to ensure successful project execution.
- Acted as the primary point of contact for all client ad-hoc requests pertaining to CRM configuration, demonstrating a proactive approach to addressing client needs and ensuring optimal system performance and alignment with business objectives.
CRM Systems Analyst
EnerBank USA
- Designed, developed, tested, and deployed changes within Microsoft Dynamics 365, ensuring alignment with organizational objectives and operational requirements.
- Upheld strict adherence to Bank Change Management Procedures, guaranteeing compliance with regulatory standards and minimizing operational risks.
Risk Analyst
EnerBank USA
- Conducted comprehensive reviews of clients' annual financial statements, cash flows, balance sheets, income statements, and commercial credit reports, alongside program performance evaluations, to assess risk levels effectively.
- Engaged with clients on a daily basis to gain a holistic understanding of their needs and potential risks, fostering strong client relationships and facilitating informed risk management decisions.
Operations Manager
Kingsley Management Corp.
- Directed and oversaw the daily operations of multiple departments including Accounts Payable (A/P), Accounts Receivable (A/R), Technical Support, Titles, Taxes, Customer Support, IT, Website Development, Programming, and Marketing, ensuring seamless coordination and optimal performance across all functions.
- Conducted thorough due diligence processes for acquisitions ranging from $10 to $50 million, encompassing comprehensive tax analysis, onsite inspections, contract reviews, and pro-forma financial analysis, facilitating informed decision-making and successful integration.
Small Enterprise Education and Development Advisor
DanPer - Sembrando Futuro, Trujillo, Peru
- Spent 3 months in Trujillo, Peru teaching business principles, advising program participants, analyzing pro-forma cash flows, and accounting for projects.
- Helped participants write business plans that identified company organization, product cycles, business strategy, costs, quality, VIRN analysis, market research, prices, pro-forma cash flows, sunk costs, SWOT analysis, liquidation plans, and more.
- Researched proven business methods with local professionals to write 3 phase curriculum (Idea generation and approval, Business Plans, and Continued Development) (300+ pages) that condensed a 1 year program rotation to 3 months.
CRM Consultant
Altriva Solutions
- Spearheaded CRM implementation and upgrade projects for a diverse client portfolio, utilizing comprehensive requirement gathering, system analysis, and documentation strategies to ensure successful project execution.
- Acted as the primary point of contact for all client ad-hoc requests pertaining to CRM configuration, demonstrating a proactive approach to addressing client needs and ensuring optimal system performance and alignment with business objectives.
Education
BS, Finance
Utah State University
AS, Business
L.D.S. Business College
AS, Financial/Managerial Accounting
L.D.S. Business College
Certifications
- Clari Field Config Admin Certified
- Clari Admin Certified
- Smartsheet Product Certified User
- Internet and Computing Core Certification (IC3)
- Bloomberg Essentials
- Microsoft Dynamics CRM Essential Training
- Microsoft Certified Professional
- Microsoft® Certified Solutions Associate: Dynamics 365
- Microsoft® Certified Solutions Expert: Business Applications
- Exam 716: Microsoft Dynamics 365 Customization and Configuration