Andrea Poetzsch

About Andrea Poetzsch

As the Sr. Chegg Sales Operations Manager and Salesforce Administrator, I own the day-to-day responsibilities of managing Chegg\'s B2B Sales and Partnerships contract sales processes and CRM system that supports a fast-growing team of sales and account management professionals. In this role, I lead all administrative duties, end-user training, system configuration changes, and production updates in addition to determining how we need to evolve our CRM system to support new teams and products, provide reporting to stakeholder teams, to better integrate with product and marketing, and to manage the customer life cycle and feed accurate data to financial systems for billing and revenue. CRM Leadership: Designed and executed a cohesive Salesforce CRM strategy with 3 distinct business units supporting direct sales and strategic partnerships, with scalable integrations for account-based marketing, billing and financial systems.Cross-Functional Operations: Developed scalable partner and client tracking infrastructure within Salesforce, supporting cross-functional collaboration across sales, operations, marketing, legal, and finance.Reporting & Forecast: Designed and implemented scalable revenue forecasting tools, reports, and dashboards within Salesforce, Domo, Tableau, and Excel.Marketing Integration: Integrated Hubspot ABM, LinkedIn Campaign Manager and Google Ads; managed content strategy for Collegemarketing.chegg.com.System Governance: Designed and maintained SOX-compliant workflows; served as audit lead for data, process, and system access governance across multiple business units.Tech Stack Oversight: Integrated with DocuSign, NetSuite, RevPro, and more; managed Salesforce dev vendor partnerships.Parents ERG Leader: Served as Chegg’s Parents ERG admin 20••••23 and co-chair 2023-present, organizing budget and events, advocating for benefits for families, and managing communications to ERG members- Salesforce App integration with Netsuite, Zoura RevPro, DocuSign, Nintex DocGen, Hubspot CRM & ABM, Okta SSO, Netwrix Strongpoint, Zendesk, OneTrust, LinkedIn Sales Navigator, LinkedIn Campaign Manager, Google Ads, Slack, Clearslide Sales Engagement, Ironclad, Zoom, Tableau, Domo, Conquer.io/SMS 360/Dialsource Denali, Calendly, RingCentral, and more.

Experience

1. Senior Manager, Revenue Operations and Crm

   Chegg Inc.

   Apr 2023 — Present

   Lead Chegg’s B2B and Chegg Skill\'s B2C CRM in revenue and B2B marketing operations strategy, owning Salesforce and HubSpot architecture that supports Direct and Programmatic Ad Sales, University Partnerships, and Chegg Skills student enrollment businesses, driving $40M–$67M in annual revenue.Highlights & impact- Own long-term CRM and GTM systems roadmap across Sales, Ops, Marketing, Finance, BI, and Legal- Primary decision-maker for Salesforce & HubSpot architecture; consolidated platforms and vendors, reducing costs by up to 80%- Re-architected Salesforce and integrated NetSuite & RevPro via MuleSoft, cutting manual billing effort by 90%+- Led enterprise HubSpot implementation with LinkedIn and Google Ads integrations for closed-loop attribution- Integrated multiple acquisitions (Zinch, Imagine Easy Solutions, Thinkful, Guild), improving data integrity, user access and security across 4.6M+ data records- Streamlined Ads and B2B forecasting, reconciliation, and revenue reporting across 40+ enterprise clients- Central owner for SOX, audit, and compliance for Ads org; 100% audit success for 10+ years- Serve as Co-Chair of Chegg’s Parents ERG, leading programs, events, and charitable initiatives that support inclusion and employee engagement across the company.

Education

• UC Santa Barbara

  Bachelor of Arts, Sociology

  2002 — 2006

Skills

• Social Networking
• Leadership
• Social Media
• Social Media Marketing
• Training
• Fundraising
• Sales
• Marketing
• Public Relations
• Event Planning
• Higher Education
• Public Speaking
• Management
• Event Management
• Recruiting
• Retail
• Budgets
• Online Advertising
• Salesforce.com
• Email Marketing
• Staff Development
• Time Management
• Cross-Functional Team Leadership
• Marketing Communications
• Analytics
• Coaching
• Program Management
• Entrepreneurship
• Salesforce
• Salesforce Administrator
• Microsoft Office
• Customer Service