Sales Operations Analyst

Dala k. Wyatt

San Jose, Ca *****

510-***-**** - cell

****.*****@*******.***

SKILLS SUMMARY

Over 20 years of experience in High Tech industry. Proven top performer and team player that enjoy challenging assignments in a high-energy and fast growing workplace. Highly experience in MS Office application and many other software. Quick-to-learn, self-starter with motivation to grow and advance own career. Excellent analytical skills, written and verbal communication, effective inter-personal skills and ability to work in a team environment. Customer focused and result oriented. Energetic and resourceful. Detail oriented, pragmatism problem solving, and organization skills.

EXPERIENCE

Fortinet (formerly Meru Networks)

08/2015 – 08/2016

Sales Operations Program Manager

Successfully led and managed Meru/Fortinet Salesforce.com (SFDC) integration project

Managed team’s ongoing improvement projects and integration from planning to implementation, data analysis, facilitated discussions and consensus among various stake holders; created and performed user acceptance test (UAT) plan and provided functional specifications

Performed administrative functions such as users management, reset password, hierarchy, territory assignments and users roles, created reports and dashboards for users and executives and closed cases

Driven business process improvements and initiatives across functional teams

Managed Fortinet Partners portal, Sales Tools such as LinkedIn, RainKing and LeadLander to ensure sales, Business Development Reps and Channel Account Managers are set up and trained, also managed vendor relationship

Meru Networks

09/2014 – 07/2015

Business Operations Program Manager

Managed our quarterly global Price Book, ensuring list price and cost on both SFDC and Oracle EBS are updated and in alignment

Responsible for managing current discount structure, deal registrations, special pricing and how the price book changes affect these structures in SFDC

Worked closely with product managers to provide and standardize part numbers for new products

Reviewed and approved products trade up promotion registration and provided product configuration work sheet as needed

Worked closely with Sales Operations and IT to redefine and improve current sales and operations processes leveraging our business systems. Lead the identification and implementation of continuous improvement and efficiencies

Assist the Business and OM analyst on the POS process flow between our distributors to ensure its monthly claim’s accuracy and efficiency

Responsible for approving all prospect accounts and ensuring all has gone through accounts screening via our third party

Support the team on projects as needed. Acts as the focal point for operations status/issues

Assisted with maintaining and new parts and BOM creation via Arena

Brooks Automation, Inc. (formerly Crossing Automation, Inc.)

02/2010 – 08/2014

Sr. Business Analyst / Sr. Sales Operations Analyst

Salesforce business project team lead and system administrator. Worked with stake holders, third party vendor and internal IT to ensure project success. Kept project sponsors informed of key decisions. Identified reporting requirement and developed future business process.

As part of Sales Operations, I worked closely with Sales organization, Operations, Finance and Marketing to ensure our revenue goal is met. Met weekly to review BBB (Bookings, Billings and Backlog), pending shipment issues and manufacturing slotting

Generated and held a monthly (MPS) Manufacturing Production our pipeline and ensured our manufacturing demand is secure

Assisted with generating RBR and QBR report for executives

Facilitated and provided worldwide bi-weekly sales forecast reporting; with responsibility for maintaining data integrity and the management of all automated processes, reports and process improvement

Managed and administered worldwide CRM. Ensured data quality and integrity. Provided central point of contact for all change request and system alterations. Maintained and set up sales territories and hierarchy both on CRM and ERP

Developed end user documentation and training materials. Provided technical support and deliver training as requested

Worked closely with product managers on building product configurations to streamline the quoting process and provided an accurate product forecast to manufacturing. Assisted with RFQs and obtain answers to sales related questions

Defined and analyzed complex data sets on a daily, weekly, monthly and quarterly basis to identify trends and draw conclusions from database warehouse as well as other data sources

Provided inside sales and customer support to our WW sales team to ensure orders are clean and processed. Provided daily order status and work directly with operations and manufacturing

Responsible for generating AOP report for bookings and Revenue forecast

Has a thorough understanding of the business functions for which programs are used, interfaces with department managers to identify and resolve business system problems, and consults with various users to identify potential enhancements

Worked closely with IT team to drive development of tools to better support business analytics and process improvement.

As PCN (Product Change Notice) publisher, I ensure change notices are sent to the field to be sent to inform our customers of changes that may or may not affect fit, form and function on product they are ordering

Able to engage and collaborate with cross functional business users in the company

Strong track record as a technical analyst in a sales organization working side by side with sales team and IT team

Verigy Inc.

10/2008 – 01/2010

Sr. Business System Analyst/Sales Operations

Project manager and system administrator on CRM OnDemand initiative by engaging business owners, I.T. and third party vendor, including implementers, hosts, and TAM through requirements gathering, process an application development, integration, timing, deploying, reporting and on-time implementation

Conducted a weekly project status, actions and solutions

Designed custom Dashboard for executives for ease of use and a quick glance on worldwide forecast

Developed and provided on-demand analytic reports based on business needs. Managed CRM upgrades. Implemented and developed business rules for efficient workflow.

Established processes and documented procedures for ease of support management

Hosted monthly CRM meeting with power users to share ideas for future enhancement and on-going improvement

Generated sales training document and conducted worldwide Sales and Sales Operations training

Providing first-line world wide support to CRM users and direct contact with hosted vendor

Administering and supporting SPM (Sales Performance Management) application including configuration, rules and trouble shooting

Providing first-line support for SPM users and direct contact with hosted vendor.

Design and develop on demand custom reports for sales and executive via Crystal Report tool

Initiated and implemented improvement on how order is entered to minimized and eliminate errors that has effected how commission is paid.

Simplified sales hierarchy structures to eliminate confusion and man hours spend on reconsolidations

Responsible for Oracle CMD (Customer Master Data) database accuracy and ensured procedures are followed

Responsible for generating monthly market segment reports for product marketing

Asyst Technologies, Inc.

06/2000 - 09/2008

Sr. Business System Analyst/Sales Operations

Managed and administered worldwide CRM (Siebel) and Nsite (Business Objects) routing software

Provided global support and training to sales, sales operations and product marketing.

Developed training materials and process flow

Responsible for the maintaining of data integrity and the management of all automated processes, reports and process improvement

Performed sophisticated analysis, audits, and modeling using complex data sets from multiple sources to drive business decision-making

Designed and developed custom reports per business need for various business unit functions.

Key implementation participant in system design & setup, project timelines, gap analysis, training and post go-live support

Established as one of the organizations expert business system analysts and often leads the development, implementation, and modification of business systems that meet users need and comply with company standard and guidelines

Defined Reporting Requirements for the business via ad-hoc reporting and analysis through the use of Excel, Cognos and other reporting tools

Provided real-time reports in various formats to business units and executives

Extracted, audited and analyzed complex data sets on a daily, weekly, monthly and quarterly basis to identity trends and draw conclusions from database warehouse as well as other data sources

Extensive experience in gap analysis, customer focused and result oriented

Has thorough understanding of the business functions for which programs are used for, interfaces with department managers to identify and resolve business system problems, and consults with various users to identify potential enhancements

Work closely with I.T. to assist in the support and process improvement

Developed business rules surrounding reporting and how information/reports are used

Proactively identified opportunities or obstacles concerning data needed & data accuracy

Managed multiple projects simultaneously and coped with frequent changes in priority

Build product configuration model for quoting and forecasting purposes

Interface with vendors and internal customers as appropriate

Jabil Inc.

10/1997 - 06/2000

Customer Service/Inside Sales Manager 10/97 – 06/00

Managed customer service/inside sales staff, all administrative assistants and receptionist

Ensured efficient administrative support to all management

Ensured timely, quality service and high level of customer satisfaction

Built and maintained constructive relationships with business partners and support teams

Built a teamwork environment that encouraged hard work and collaboration

Managed workflow efficiencies, customer service excellence, and quality assurance

Select, develop, and evaluate personnel to ensure the efficient operation of the function

Identified and implemented business process improvements

Set up an automated parts refill program, pay per use to reduce spending and ensure no part shortages

Maintain close liaison with program management, engineering and sales to ensure product service is coordinated with other company efforts

Ability to manage time and priorities so that projects or tasks are completed on time

Demonstrated good judgment in investigating and escalating problems

Demonstrated excellent communication, problem solving, and planning skills, as well as excellent interpersonal skills in dealing with people from all reporting levels.

Test Point One/ECT

06/1992 - 09/1997

Customer Service/Inside Sales

Assisted a team of 5 outside sales representatives with order processing

Provide customer service and maintain customer relationship

Ensured the completeness of order documentation from customers

Provided instructions and detail of customer requirements to production

Direct contact with customer on any issue regarding orders

Accountable for results as a member of the Sales Team for territory specific or market specific orders and assistance with identification (and closure) of opportunities

Generated quotes, entered orders, and worked with sales management to organize sales to engineering “hand off” on new development contracts as they are received

Monitored order progress throughout the day to ensure on time delivery

Maintained and distributed sales reports and monitor sales and delivery activities

Handled returns, claims, A/R

Maintained ongoing and accurate funnel of quotes and order status - stay connected with key sales personnel in the field and key customer contacts at designated, top accounts

SYSTEMS PROFICIENCY

PC Software

Analytics Reports, Tableau Reports, Salesforce.com, Hyperion, Oracle EBusiness Suite, MS Office, MS Visio, MS Project, Siebel CRM, NSite, Reflection, Cognos, Lotus Notes, Adobe Photoshop, Crystal Reports, Callidus/Monaco (sales comp tool), Agile, Rainking, LeadLander, LinkedIn Sales Navigator, Arena

EDUCATION

Mission College, Santa Clara Ca

Major in Accounting – 1985 - 1986

Technical Courses and Certificates:

Saleforce.com – System Administration

SAP University – Crystal Reports

Callidus (Monaco) – Administration and Rules

Oracle University – CRM onDemand Administration, Tool Configuration and Advanced Analytics Reporting

Siebel University - Siebel Modeling Products and Pricing Configurator

Innovent Solutions – Siebel Actuate Reporting

Nsite (Business Objects) routing application – form development

Lotus Notes System Administration and applications development

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