Operations Analyst Sales

Timothy Scott Williams, Jr.

*** *** *** *****, ************, NC, 27284

*******.********.****@*****.*** 203-***-****

Education:

Coastal Carolina University, Conway, SC

Bachelors of Science in Finance (Investment Banking and Consumer Finance) Graduated in May 2018 University Scholar Award

GPA: 3.6

Dean’s List Honors

Work Experience:

Engine - Sr. Sales Operations Analyst (Sales Compensation) - Promotion (July 2024 - Present)

● Complete build/rollout/enablement on SPIFF Compensation Software for entire sales org

● Strategic Goal and KPI/Quota Setting

● Book Building for Account Managers based on growth rates and company director performed monthly

● Strategic Comp Plan Modeling

● Recurring Data Analysis based on Sr. Leader requests

● Executive Budget Analysis

Engine - Sales Operations Analyst (Sales Compensation) (March 2023 - Present)

● Owning entire sales monthly commission process, including calculation based on data metrics and distribution to Payroll

● Creation of all sales compensation plans based on behaviors company wants to drive with legal documentation

● Creating quotas for all sales reps based on historical data and company goals

● Sales compensation effectiveness analysis to determine how comp plans are performing on a monthly basis

● Comp plan modeling - running scenarios to see the impact potential comp plans would have on payouts/sales metrics

● Forecasting sales pipeline to determine quota coverage throughout the year

● Working directly Sr. Leaders (CRO, CFO, VP of Sales) to provide all information possible for them to make the most informed decisions on how to lead the Revenue Organization

● Providing Sales Managers with performance/attainment data to help better manager their teams

● Responding/handling all incoming questions from Sales regarding compensation plans Compass Real Estate - Commissions Specialist (Nov 2020- March 2023)

● Process agent commissions after close in real estate transactions (Sale or Rental)

● Release funds out of escrow after close to buyer's agent as well as additional parties

● Review/Collect closing paperwork to ensure that property is on record on county website and documentation is completed

● Communicate/Speak with agents when issues arise with commissions and funds being sent out

● Work with team to improve process and reduce time to pay to our agents

● Speak with sellers/buyers to collect all information needed to release funds

● Work with other teams in company to ensure checks are sent out in time, wires are processed correctly and with Transaction Coordinators to ensure all paperwork is up to date

IHS Markit - Regulatory and Compliance Analyst (August 2020 - Nov 2020)

● Working with third party bank to ensure all trading entities are meeting Dodd-Frank guidelines

● Handling and analyzing large datasets from bank to validate accuracy of information giving and mapping any errors on either sides part

● Outreach and communication to any entities who are needing to go through Dodd-Frank remediation

● Team and group analysis work - ensuring that all team members are handling each task appropriately and efficiently

● Reviewing and updated new processes that need to be taken in order to make sure all entities are recorded and tracked in correct systems Toast Inc. - Customer Financing Analyst/Coordinator (Oct 2018 – April 2020)

● Working directly with customers, the sales team and our third-party lenders to get all of the necessary information required to help the underwriting team make a decision

● Analyzing capital that we received from our lenders and capital that was being sent back out to lenders and customers

● Analyzing and understanding the risk assessment with underwriting team on whether we are able to allocate amount of funds out to customers

● Tracking performance metrics of loans offered, lender decisions, adverse action reasons and team performance

● Analyze bank/cash statements and tax returns to see if they have available cash to support a loan

● Creating and improving processes to automate and streamline day to day transactions

● Training and onboarding all of our new hires to get them up to speed as quickly as possible

● Running reports to make sure all information in our system is correct and up to date State Street Bank, Quincy, MA (May 2018 - Oct 2018)

● Securities Valuation Associate

● Working with investment customers to provide correct pricing for securities they own

● Tracking and reporting securities sold in foreign exchange markets on balance sheet to ensure the value of portfolio is correct

● Creating and improving processes to make day to day life easier for all team members

● Hands on experience with valuation sites (Bloomberg, EPW, Thomas Reuters) Skills

● Proficient in Microsoft Office (Excel, Dynamics, Outlook, Word, Power Point)

● Salesforce

● Looker

● Netsuite

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