01SUMMARY

• Strategy and Operations with +10 years of experience at large and small companies: Led team of 19 staff; Manage entire lifecycle of Sales and Marketing operations, campaigns, and IT projects across cross - functional teams: planning, timeline, budgeting, ROI; Recommend and implement process optimization based on PMP, Six Sigma and Agile result in increased profitability
• More than 8 years of experience as a Business Analyst: Build and present reporting suite for C-level and stakeholders; Advanced quantitative and statistical analysis; Manage large data sets; Provide visualized reports / dashboards using SQL, Excel, Tableau, Salesforce, Google Analytics
• Effectively act as a vendor manager and technical liaison between users, vendors, and developers

TECHNICAL SKILLS

Expert in: Quip, Google Suit, MS Office (Advanced Excel), Visio, Lucidchart

Advanced Data Visualization: (Tableau, Anaplan, MS Power BI, Qlik Views,)

Project Management (PMP): MS Project, Smartsheet, Asana, Airtable, Process improvement, Work Breakdown Structure (WBS), SDLC Models, Documentation, User Acceptance Testing (UAT)

Advanced experience in: digital marketing, Google Analytics, Salesforce, Marketo, SAP

Programming: MS. SQL, Python, SAS, R, VBA

PROFESSIONAL EXPERIENCE

Project Manager - Change Management

Confidential, San Francisco, CA

Responsibilities:

• Managed the entire life cycle of multiple Salesforce development / implementation projects including Strategic Initiative and Escalation objects: planning and analyzing, requirement gathering, build, UAT, data migration, enablement, process & docs, support, reports and dashboards based on Agile / Scrum methodologies.
• Work as the primary point of contact with Salesforce global sales stakeholders and AEs on managing and prioritizing cases, contract management, organizing meetings, and provide troubleshooting / solutions for sales operations related issues / tickets
• Provide and present quantitative analyses to assess the performance of projects and business teams using Salesforce.com, Tableau, Google suit, Excel
• Collaborate with technical / business teams for requirements gathering, risk analysis, As Is and To Be process documentation; performing User Acceptance Testing (UAT)
• Provide Salesforce Administration services for various business teams

Senior Manager, Marketing Planning and Strategy

Confidential, San Francisco, CA

Responsibilities:

• Led a team of 2 staff to plan and execute Go-To-Market strategy; managed budget, timeline, ROI for +$10 million worth of campaigns / projects (e. g. Email Marketing, Social Media, Content marketing, Newsletter, Events, etc.,) using Salesforce Marketing Cloud, Marketo, Salesforce, Excel
• Project managed implementation of Salesforce CRM and Asana: planning, requirement gathering, UAT, build, data transfer, enablement, process & docs, support, reports & dashboards; process developments, designed necessary forms, templates, and workflows
• Collaborated with vendors to identify critical metrics, KPIs, OKRs to design and develop reports / dashboards in Cloud and digital marketing using Google Analytics, Salesforce, Anaplan, Excel
• Reviewed, developed, and implemented marketing operations processes within or inside various Sales and marketing teams to ensure enhanced processes and effective cross-team collaboration

Manager of Department / Senior Manager, Sales and Marketing Operations

Confidential, St. Louis, MO

Responsibilities:

• Managed and planned daily operations of a $5 million department and led 19 staff to optimize transformation of Change Management in various aspects (culture, processes, forms, IT applications) to enhance customer service, tighter turnaround times and explore opportunities with focus on efficiency resulted in a record-breaking year and performance of 112% to objective using Agile, Six Sigma, and PM techniques as WBS, SDLC, UAT
• Managed implementation of Salesforce CRM: planning, requirement gathering, UAT, build, data transfer, enablement, process & docs, support; process developments, designed necessary forms, templates, and workflows based on Agile and PMP techniques to automate the sales & marketing operations via developing ERP / CRM platforms through collaboration with users, and developers
• Managed and set strategy and Go-to-Marketplans for the entire Sales and Marketing operations with +$4 million budget: managed campaigns and projects in terms of budget, timeline, and scope: (e. g. Newsletter, Website, Social Medial and Events) reported on ROI
• Designed and built-up various Business Intelligence tools (e. g. reports, dashboards, scorecards, Staff Planning, Gantt chart, ad-hoc / timely reports, executive summaries, SWOT, SOPs) based on KPI metrics using statistical analysis, Salesforce, Google Analytics, MS SQL, Excel, Tableau
• Collaborated with customers to govern Customer Life Cycle operations and customer satisfaction; Supervised client negotiation and timely contracts renewals; provided RFPs
• Successfully improved customer service resulting significant reduction in customer complaints

Business Sales and Operations Analyst

Confidential, St. Louis, MO

Responsibilities:

• Worked with vendors, cross functional team, and users to analyze, review and provide recommendations to the executive level regarding processes, forms, ERP, and CRM; Evaluated outputs and utilized MS. SQL, MS. Excel, and Tableau to develop various dashboards and reports

Business Sales and Operations Analyst

Confidential, Highland, IL

Responsibilities:

• Worked with cross-functional teams to agile process development, requirement gathering and designed and developed dashboards and reports for different stakeholders

Research / Teaching Assistant

Confidential, Edwardsville, IL

Responsibilities:

• Assisted professors in statistical and large data analysis using Python, SPSS, SAS, R, SQL, MS Excel; Organized workshops and tutored students in econometrics, financial, and quantitative classes
• Led 4 employees, managed marketing campaigns; provided and implemented Go-To-Market plans
• Managed Projects for implementing MS. SharePoint; reviewed and improved processes, and presented the executives with the timely/ad-hoc reports using advanced MS. SQL, and MS. Excel

Senior Business Analyst / Team Leader

Confidential

Responsibilities:

• Provided metrics and quantitative reports and prepared budget presentations
• Provided timely/ad hoc reports regarding sales and marketing using MS. Excel, Access, and SPSS