Andrew Zellis

Technology Operations Leader

Role
Director of Revenue Operations at Casepoint
Location
Washington, WA, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

Experience

  1. Director of Revenue Operations

    Casepoint

    Aug 2023 — Present · Washington, DC, US

    Hired by executive team at OPEXUS, a private-equity-owned govtech supplier who led the federal FOIA and Audit compliance market. Built tech systems and processes for marketing, sales, implementation, professional services, support, and customer success. This facilitated profitable growth, resulting in a successful exit for Gemspring Capital to Thoma Bravo.After Thoma Bravo merged OPEXUS with Casepoint, I expanded the role to manage an international team responsible for tooling, compensation, invoicing and billing, contract compliance, and critical functionality for support, marketing, and GTM teams. My team managed and executed extensive merger integration across critical sales, marketing, implementation, and support workflows. These include CRM consolidation, financial reporting for the board of directors, migration of support from ZenDesk to Service Cloud, implementation of new sales process and compensation, and growth strategy combining Casepoint\'s legal tech software with OPEXUS\'s compliant workflow products.

Education

  • Penn State University

    BS, Management

Skills

  • Powerpoint
  • Microsoft Excel
  • Reinsurance
  • Analysis
  • Analytics
  • Business Strategy
  • Microsoft Office
  • Forecasting
  • Risk Management
  • Financial Modeling
  • Sales Operations
  • Salesforce.com
  • Financial Analysis
  • Marketing Strategy
  • Data Analysis
  • Data Analytics
  • Project Management
  • Crm
  • Sales Strategy
  • Strategic Planning
  • Management
  • Strategy and Strategic Planning
  • Public Speaking
  • Account Management
  • Sql
  • Business Development
  • Leadership
  • Business Process Improvement
  • Business Reporting
  • Finance
  • Business Relationship Management
  • R

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Andrew Zellis — Director of Revenue Operations at Casepoint in Washington, WA, US | Unifers