Sales Customer Service

Profile

I offer broad experience in operations, sales enablement, salesforce administration and process improvements. I want to increase sales productivity through insightful data analysis; improve sales process through training and implementation of best practices and solutions; and guaranty accurate order fulfillment by working cross-departmentally to understand each other’s requirements.

Key Qualifications

Salesforce Administrator and Apttus Configure Price Quote Certified – Expertise in Quote to Cash operations

Sales enabler through operations by enhancing data, creating key reports, considering new tools and improving business process

Executive communication, reporting, and business strategy presentations

Excel super user for ongoing performance analysis, interpretation of key performance metrics, and sales insights

Professional Experience

Sales Operations Manager (Contracted) at PayPal, San Jose, CA November 2015 – April 2016

Hired into the newly launched EMV reader team who needed visibility and increased predictability to their sales cycle.

Support the build and manage all (lead to opportunity) sales operations functions within Salesforce.com:

Leads through Opportunities business process, territory management, pricing, contract creation, and KPI reporting

Develop and present ongoing business performance analysis, sales pipeline and forecasting data to leadership

Partner cross departmentally to assure all operations and order fulfillment are satisfied: Revenue share, billing, equip shipping

Created and managed the EMV device rebate program, generating explosive growth in device sales

Operations Manager (Contracted) at McKesson, San Francisco, CA July 2015 – October 2015

Contracted to optimize subscription processes, managed through Salesforce data quality, yet used in Marketo campaigns

Operations Analyst/ Consultant (Contracted) at Marketo, San Mateo, CA January 2015 – April 2015

Hired to support the change of Marketo’s CPQ capabilities globally

Consulted the IT design team in the implementation of SteelBrick, a CPQ tool in Marketo’s Salesforce instance

●Conduct global QA, and case test creation to assure the tool quotes prices and manages approvals correctly worldwide

●Coordinate with IT and operations in the creation of business process documentation

Sales Enablement – Operations Analyst at Apttus, San Mateo, CA June 2013 – August 2014

Quote-to-Cash market leader; dominant player in Configurator Price Quote, Contract Management and Revenue tools.

●Lead Operational support for a team of 15 Bus. Dev. Reps and 45 Account Executives.

Responsible for lead to opportunity flows, territory management, web-to-lead process, and reporting

●Managed and presented insights into $18M Pipeline a QTR, our Win-Loss rates, daily team activity, and process gaps

●Designed and maintained insightful dashboards and reports for Executive visibility into sales pipeline and sales activity

●Developed and documented sales processes, and SFDC training guides for new employees

●Maintained data quality, exporting and cleaning data, so sales and marketing could have better information in outreach efforts

●Prepared and maintained compensation plans and reports so management had visibility and finance had accurate payroll data

●Project support in business process improvements for marketing, sales, operations, sales engineering, and IT

●Led Apttus Academy and new employee onboarding, training over 200 new hires since January 2014 on Apttus Quote-to-Cash market space, product capabilities, product value and positioning

(** Full time MBA Student in 2012**)

Product Marketing/ Operations at HiGear, San Francisco, CA June 2011 – January 2012

Reported to the CEO in an early stage startup. Successfully launching and developing a luxury car sharing platform, which purpose was to give every person an opportunity to drive their dream car.

●Led HiGear’s partnerships and communicated needed product (UI) improvements, scaling the marketability of our platform

●Created and presented key insights into our site user behavior, sales pipeline, and revenue drivers

●Managed operations: Online orders, payments, scheduling, and consumer communications

●Built competitive intelligence to understand market landscape in a highly competitive market space: Zipcar, Getaround,

Associate at Intercontinental Hotel Group, San Francisco, CA November 2008 – February 2011

●Sales and service Leader - Top 5 sales member in USA and key member of the front office team

Office Manager/ Staff Accountant at Kimpton Hotel Group, San Francisco, CA June 2006 – November 2008

●Managed daily Front Office operations: 25-person staff, fleet; reservations; customer service, and sales training

●Treasurer responsible for hotel staff cash handling, disbursements, and supplier payment processing

Account Executive at Hertz Corporation, San Francisco, CA April 2003 – May 2006

●President’s Club Member: Awarded 16 times for revenue generation and account management

●Managed daily rental operations: 10-member staff, fleet, reservations; customer service, and sales training

Education & Languages

●MBA (2014)

San Francisco State University, Management Concentration

●Bachelor of Science - Marketing (2007)

San Francisco State University, Marketing

●Accounting and Business Administration - 30 units (2002)

University Aveiro, Portugal, Accounting and General Management

●Certifications: Salesforce 201, Quote-to-Cash, and CPQ

●Languages: Fluent in English and Portuguese. Proficient in Spanish.

●Technology touched - Salesforce, Marketo, InsideView, Data.com, Microsoft Office Tools, Tableau, and Docusign

Community Volunteer

●President Board Director – Serramonte0.0 Homeowners Association (HOA) April 2011 – April 2016

●CFO - Young Portuguese Americans (YPA) – Non Profit Organization September 2014 - Present

Endorsements

Ben Allen - CPQ & E-Commerce Market Manager at Apttus

“Tony was a pleasure to work with at Apttus. His can-do attitude and willingness to jump into any project in any capacity were valuable asset in fast-paced environment. Tony knows Salesforce well and was instrumental in training other to become self-sufficient with reporting and other capabilities. He displays intellectual curiosity and a willingness to always learn more and to do more.”

Marci Bosse - Marketing Operations Manager at Apttus

“Tony has a talent for problem solving. His focused, detail oriented work style makes him efficient and thorough while supporting the business development team in a sales operations role. Tony is hardworking and committed to producing accurate reports and dashboards using Salesforce.com. He is also a great collaborator who frequently provided training on both process and tools for the whole team.”

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