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Data driven analytics, strategy, execution

Location:
Dallas, TX
Posted:
October 05, 2023

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Resume:

Data Driven

Specialist

Analytics, Strategy,

& Execution

Key Accomplishments

Management

• Helped raise over $1 billion in capital

growth and debt financing

• Hired, trained, and managed

employees, contractors, and interns

• Worked directly with client C-suite

• Internal and external project

management

• Created top-down and bottom-up

sales territories, goals, and

compensation plans for 300+ personnel

• Managed CRM migration, strategy,

and development with internal IT,

Salesforce, and third party vendors

• Specced third party products and

negotiated terms and pricing

Analytics

• Provided analysis to multiple clients

with over $1 trillion assets under

management

• Top publishing securities analyst with

94% of reports being predictive of

publicly reported KPIs

• Curated analytics for board of

directors, C-suite, investor relations,

and acquisition due diligence

• Created and managed commercial

analytics supporting 300+ salespersons

• Authored 63% of 2018 division

research

• Fourth highest company-wide client

hits per sell-side report in 2018

• Top 20% company-wide total hits in

2018 (despite 6-months of publishing)

Operations & Strategy

• Introduced AI automation and bots

• Iterative productization and go-to-

market strategy and development for

pre-seed through pre-IPO companies

• Designed and implemented

operational efficiencies

• Developed templates, training

materials, and workflow

documentation

• Identified valuable datasets, assessed

quality, and developed product strategy

Sales & Marketing

• Developed and presented sales pitches

for conferences/clients

• Planned and organized events and

conferences

• Developed go-to-market strategy and

marketing materials

• Managed CRM integration and

development

• Managed marketing projects with

outside PR and graphic design firms

• Trained sales team on new products

• Responsible for client demos,

onboarding, training, and support

• Developed and administered sales

incentive compensation plans

• Marketing photography and

videography production, editing, and

publishing

Daria 682-***-**** Woods

adz6ha@r.postjobfree.com

www.linkedin.com/in/daria-woods/

www.dariawoods.me

Over the past ten years, I developed my business strategy and optimization skills by helping some of the world’s largest asset managers extract value from alternative data while leading teams to develop innovative solutions. My data driven approach helped turnaround underperforming teams, generate 40% YoY revenue growth, facilitate 82% sales personnel expansion, successfully manage acquisition due diligence and transitions, and raise over $1B in debt and capital investment. I’m a problem solver at heart and have continually expanded my skillset and capacity to meet the demands of an evolving business environment. My work has been featured in Barron’s, Bloomberg, and MarketWatch and notably predicted the outcome of the 2016 Brexit election and 2016 Presidential election before polls closed. Portfolio Highlights

2023 ● developed custom AI and NLP automations and chatbots using ChatGPT 2022 ● managed the impact of currency fluctuations on sales forecasts

● developed strategy and rebalanced sales territories to accommodate changing market pressures 2021 ● created startup go-to-market commercial sales strategy, training, and operational practices

● rebalanced sales territories, goals, and compensation plan supporting 88% sales personnel growth 2021 ● planned, developed, and implemented new analytics tools to support and manage over 300 sales personnel 2020 ● implemented new reporting supporting 43% Y/Y sales growth despite the negative impact of COVID-19 2020 ● created healthcare IDN association database to manage internal and external data supporting account coverage 2019 ● developed sales analytics driving FY 102% to goal performance after inheriting an under-performing Q1 2019 ● project managed CRM migration to support 150% sales personnel expansion 2018 ● research output grew 46% Y/Y despite workflow disruption surrounding acquisition 2018 ● primary SME presenting in client meetings, sales calls, and customer training 2017 ● facilitated due diligence requests prior to acquisition 2017 ● managed knowledge transfer and process documentation to ensure a smooth transition pre and post acquisition 2016 ● Presidential Election: published research predicting Trump win at 3:30PM ET 2016 ● EU Referendum: published research predicting 52/48 win for Leave 30 minutes before UK polls closed Experience

Greenlight Analytica / Founder & Principal Apr 2015 – present, Dallas, TX (remote)

• Deliver go-to-market, sales, marketing, operations, and automation strategies for companies in startup and scaleup phases

• Consulting for B2B and B2C companies across industries including SaaS, finance, healthcare, real estate, and tech

• Develop data based strategies and integrated feedback loops to create individualized and sustainable business solutions

• Assist with market sizing, forecasting, company positioning, and pitching to raise early stage capital Paige.AI / Global Sales Operations Manager Jun 2021 – Aug 2022, New York, NY (remote)

• Established complete department strategies, policies, and reporting metrics for new global commercial sales team

• Coordinated and authored domestic and international RFP, RFI, and grant proposals

• Salesforce owner, admin, and developer responsible for full sell-cycle, CPQ+, and multiple external software syncs to make Salesforce the single source of truth for all commercial operations in the company

• Go-to-market productization owner responsible for cost analysis, configuration, pricing, quoting, and contracting

• Reported to Board of Directors on commercial operations, market sizing, sales forecasts, and deal flow

• Negotiated contracts and project managed external partnerships and collaborative agreements

• Responsible for sales operations budget including vetting software and negotiating pricing and contract terms

• Hired and trained personnel across departments, coordinated ongoing sales training and continuing education

• Developed sales and marketing materials, sales and marketing analytics, and marketing-sales flows Caris Life Sciences / Sr. Manager - Commercial Operations Analytics Apr 2019 – May 2021, Irving, TX (hybrid)

• Managed commercial operations and analytics supporting management, salespeople, and investor relations

• Developed data strategy and managed Salesforce migration from Oracle and new Sales/Marketing Cloud development

• Sized, planned, balanced, and created over 300 sales territories with goals to meet regional, national, and global objectives

• Managed over 350 salespeople to identify opportunities and meet corporate goals, standards, and objectives

• Designed, and implemented multiple incentive compensation plans to support growth and manage budget expectations

• Implemented tracking models to calculate and administrated monthly and quarterly incentive compensation payroll

• Worked with finance and accounting to facilitate investor due diligence, auditing, forecasting, and planning

• Collaborated with IT department to improve and expand analytics and auditable processes

• Managed internal and external projects related to operations and data strategy, architecture, migration, integration, administration, analytics, and program rollouts (Looker, Tableau, Salesforce, Salesforce Maps, Concur, AlignStar)

• Specced external products/services/vendors to meet company needs, assess ROI, and fit budgetary requirements

• Created process documentation and trained analytics teams across departments

• Managed contracts and projects with external developers, clients, and partner institutions TickerTags / Senior Managing Analyst & Chief of Staff Aug 2014 – Mar 2019, Dallas, TX (hybrid) Acquired in May 2018 by M Science, a Jefferies Financial Group portfolio company

• Managed acquisition due diligence, knowledge transfer, and post-acquisition transition

• Senior Analyst covering Consumer, Media, and Internet stocks and sector trends

• Managed team of 10 analysts and interns

• 94% of published research was predictive of public company reported KPIs

• Developed and documented proprietary research and workflow processes, training manuals, and marketing materials

• Product SME on sales calls and client meetings with hedge funds, quant funds, and investment banks

• Managed all client onboarding and education

• Alternative data analysis (with and without KPI and stock price correlation and regression analysis)

• Intellectual property research and limited legal copywriting Technical Skills

• Excel, Word, PowerPoint, Office 365

• Google Workspace (G Suite)

• Google Apps Organization Admin

• CRM Architect / Developer

• Salesforce Sales/Marketing/Service/

CPQ+ Admin

• Tableau / Looker Admin

• ZoomInfo Admin

• LinkedIn Sales Navigator Admin

• HubSpot Admin

• Linksquares Admin

• Adobe Premiere Rush, Premiere Pro,

Photoshop, Illustrator, InDesign

• Botpress Developer

• Stack AI Developer

• Zapier Admin

• RFPIO / Loopio Admin

• Agile/Scrum project management

• Waterfall project management

• SQL / Python / HTML

• Quickbooks / Concur

• Zenefits / Gusto / Expensify

• Squarespace / Shopify / Ghost / Wix /

Weebly / Wordpress Admin

• Mailchimp Admin

• SurveyMonkey Admin

• Google Ads Admin

• Facebook/Instagram Ads Admin

• Data cleansing

• Database design/creation/maintenance

• Data strategy

• API strategy/design

• Competitive analysis

• Correlation, regression, distribution,

standard deviation analysis

• Financial modeling/forecasting

• Email data

• Unstructured data

• Social media data

• Search data

• Credit card data

• Weather data

• Financial data (KPI)

• Geographic data

• Video/Audio production

Daria 682-***-**** Woods

adz6ha@r.postjobfree.com

www.linkedin.com/in/daria-woods/

www.dariawoods.me

Experience, continued

Women Who Code / Women Who Inspire and Thrive in the Data World Panelist Nov 2018, New York, NY (on-site) MarketsMedia / Women in Finance Award Nominee Jul 2017, New York, NY University of Texas at Arlington / Guest Lecturer Spring 2017, Arlington, TX

• Dr. Thomas Marshall, Graduate course in Public Opinion

• Case study on the real-time Twitter data methodology used to predict the exact margin of the Brexit vote UK Trade & Investment FinTech Mission to the UK / Delegate Dec 2015, London, UK (on-site)

• Conference speaker at FinTech Connect Live at Wembley Stadium

• Presented at Barclays Accelerator in London

• Level39 networking and workshop on UK/European expansion TickerChicks / Co-Founder May 2015 – Oct 2017, Dallas, TX (remote)

• Published investment content for women and young people Texas State House of Representatives / District 94 Intern Feb 2013 – Jun 2014, Arlington, TX (on-site)

• In the office of the Honorable Diane Patrick

• Managed constituent casework

• Planned community events

University of Texas at Arlington / Honors College Undergraduate Research Assistant Summer 2013, Arlington, TX

• Under the direction of Dr. Victoria Farrar-Myers on Controlling the Message: New Media in American Political Campaigns

(NYU Press 2015)

• Built and analyzed social media dataset to examine use by politicians in campaigning and governing

• Built and analyzed campaign finance dataset to track the use and management of funds amongst PACs, Super PACs, political parties, and campaigns

Academics

University of Texas at Arlington, 3.78 GPA Aug 2011 – May 2014, Arlington, TX Philosophy & Political Science (Double Major)

• Honors Thesis in Philosophy, May 2014

• Honors Thesis in Political Science, May 2014

• Presented research at ACES Undergraduate & Graduate Symposium, Spring 2014

• Presented research at Honors Undergraduate Research & Creative Activity Symposium, Spring 2014

• Honors College, Dean’s List, Honor Roll

Past Clients



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