Power Bi Go-To-Market
Resume:
William
Salinas
Manager, GTM
Analytics and
Modelling
Driving Data-
Backed Growth
Address:
Round Rock, TX 78681
Phone:
Email:
***********@*****.***
LinkedIn:
https://www.linkedin.com/in/
william-salinas-4480b46/
GitHub:
https://github.com/wsalinas
VBAPro
Data Tools:
SQL / SSMS
Python
Snowflake
Power BI
Tableau
VBA for Excel Macros
Pivot Tables
Goal Seek
Salesforce (CRM)
Essbase
Google Analytics (GA4)
Looker / Looker Studio
Google Data Studio
Microsoft Dynamics 365
Oracle ERP
SAP ERP
Data-driven analytics leader with over 16 years of experience specializing in predictive modeling to enhance pipeline forecasting, sales efficiency, and revenue growth—primarily within SaaS and technology-driven environments. Proven track record in optimizing reporting frameworks, scaling data models, and improving forecasting accuracy across global teams. Passionate about automation, scalability, and solving complex business problems. Highly skilled in SQL, Power BI, and advanced data modeling techniques to drive strategic, data-informed decision-making. Experience
Tricentis, Austin, TX
Manager, Go-to-Market Planning & Analytics 12/2022 – Present
• Develop and optimize pipeline and bookings models that support $81.7M in new business bookings in 2023 and $101.5M in 2024, contributing to a 24% YoY increase. Improve forecasting accuracy, conversion visibility, and alignment with sales targets across regions and segments.
• Deliver actionable insights to Sales and Marketing leadership by analyzing pipeline health, conversion rates, and funnel velocity, directly impacting quarterly territory planning and accelerating deal cycles.
• Design and implement automated reporting frameworks using Power BI and VBA, reducing manual reporting efforts by 30% and increasing executive visibility into pipeline trends, revenue attainment, and key conversion metrics.
• Collaborate with cross-functional teams including Sales, Marketing, and Finance to align on pipeline coverage, lead quality, and go-to-market strategy—supporting leadership during reforecasts, QBRs, and strategic planning cycles.
• Spearhead enhancements to lead conversion models and segmentation strategies, identifying underpenetrated markets and unlocking new growth opportunities.
• Leverage tools such as SQL, Python, Power BI, and custom VBA macros to enhance reporting accuracy, streamline workflows, and drive smarter, faster business decisions. Dell Technologies, Round Rock, TX
Pricing Advisor, Financial Analyst 09/2019 – 11/2022
• Deliver tailored deal structuring and pricing recommendations for high-value transactions up to $22M, balancing profitability and customer requirements.
• Utilize advanced SQL techniques to extract and transform data across multiple systems, supporting real-time reporting, forecasting, and in-depth financial analysis to drive strategic monthly, quarterly, and annual planning initiatives.
• Develop and maintain near-term and long-range pricing models, integrating market trends and internal performance metrics to support executive decision-making and optimize revenue.
• Continuously refine and modify complex pricing scenarios, delivering multiple custom quote options per deal cycle and supporting ad-hoc pricing analyses to enable flexible, customer- centric solutions.
• Create custom Excel-based pricing tools using advanced VBA macros to automate repetitive tasks, reduce quote generation time by over 40%, and eliminate manual errors in margin analysis and pricing validation.
• Design dynamic pricing models with built-in macro logic to instantly adjust pricing tiers and flag subsidy-eligible deals, improving response time to Sales requests and enhancing deal turnaround efficiency.
• Lead pricing strategy discussions during deal reviews, presenting financial outcomes, trade- off analyses, and pricing risk assessments to senior leadership.
• Standardize deal review templates and automate monthly reporting processes through macro- enabled workbooks, reducing manual processing time by several hours per week. William
Salinas
Manager, GTM
Analytics and
Modelling
Driving Data-
Backed Growth
Address:
Round Rock, TX 78681
Phone:
Email:
***********@*****.***
LinkedIn:
https://www.linkedin.com/in/
william-salinas-4480b46/
GitHub:
https://github.com/wsalinas
VBAPro
Data Tools:
SQL / SSMS
Python
Snowflake
Power BI
Tableau
VBA for Excel Macros
Pivot Tables
Goal Seek
Salesforce (CRM)
Essbase
Google Analytics (GA4)
Looker / Looker Studio
Google Data Studio
Microsoft Dynamics 365
Oracle ERP
SAP ERP
Experience (continued)
California First National Bank & Celtic Commercial Finance, Irvine, CA Senior Financial Analyst 11/2016 – 08/2019
• Assess credit risk for private and public companies with high capital expenditure profiles by analyzing financial statements, tax returns, and credit history.
• Support executive-level deal reviews and present data-driven recommendations that influence over $100M in financing decisions.
• Develop Excel-based forecasting models and credit analysis tools to improve portfolio performance tracking and accelerate deal approval by 20%.
• Lead the development of next-generation commercial lending platform features to streamline credit workflows and reduce processing time.
• Structure and execute commercial contract agreements from initiation through finalization, ensuring full compliance with federal and state banking regulations.
• Author detailed underwriting documentation in alignment with FDIC and commercial lending standards, supporting audit readiness and internal reviews.
• Conduct fraud detection and risk mitigation analysis to protect against financial exposure and reinforce regulatory compliance.
• Leverage tools including Excel (macros, advanced formulas), SQL, and internal underwriting platforms to enhance reporting accuracy and strategic insights. Imperial PFS, Orange County & Greater Los Angeles Area, CA Account Executive 02/2014 – 02/2016
• Manage a $27M commercial insurance premium loan portfolio while increasing premiums by 15% YoY through strategic client engagement and retention efforts.
• Secure over $3.8M in new premium financing across 67 new agency relationships within 12 months, contributing directly to revenue growth.
• Close complex commercial financing contracts ranging from $500K to $1.5M, tailoring terms to meet client-specific risk and profitability profiles.
• Negotiate customized program pricing and financing structures in collaboration with underwriting and credit teams to optimize loan performance.
• Train and support multi-state agency clients in digital platform adoption, increasing usage of web-based quoting and payment portals by 30%.
Leadership Development Associate 06/2012 – 02/2014
• Complete an 18-month rotational leadership program across core finance and operations functions, including credit review, booking, collections, and profitability analysis.
• Build and analyze financial variance reports to support credit underwriting decisions and improve account-level profitability.
• Lead CRM and imaging system training across multiple branches, standardizing operational workflows and enhancing reporting accuracy.
• Support internal Legendary Service Committee initiatives, reinforcing cross-functional service excellence and employee engagement across the company. Education
University of Houston, C.T. Bauer College of Business, Houston TX Bachelor of Business Administration in Finance 2008
Contact this candidate