Jennifer Urtz

Experience

1. Sales Operations Manager

   iSpot

   Sep 2023 — Present

   605 (acquired by iSpot in 2023)ForecastingResponsible for company-wide forecasting operations Coordinates with sales managers to ensure forecasting accuracyReports weekly bookings forecast to CRO and CFOHelped implement a new forecasting system utilizing Salesforce, and trained the sales team to ensure seamless integration of the new systemProcess OptimizationDiscover gaps and work to help implement processes to drive success for the “Go To Market” (GTM) teamCollaborate with cross-functional teams on new processes being developedReview analytics and identify trends to develop processes to optimize GTM performanceSupport SaaS sales processHelped design and build an automated system for custom project scopingReporting & KPI (605)Designed Tableau Reporting Hub for executives to review KPIsDefine and measure KPIsSalesforce Admin (605)Designed and implemented flows to optimize processes within SalesforceResponsible for maintaining Salesforce environment with clean dataResponsible for training all new sales team members in Salesforce, Tableau and sales processesResponsible for developing and implementing sales process for SaaS and non-SaaS opportunitiesImplemented apps within Salesforce (Conga, Quip, LinkedIn Navigator)Responsibilities During iSpot Acquisition of 605 Integrated 605 opportunities into iSpot Salesforce and categorized using iSpot terminologyWorked with finance to align invoicing and recognition systemsMaintained monthly revenue projection for 605 for 2023 and 2024Built automations to enable custom reporting team to function effectively

Education

• Binghamton University

  B.A.

  2008 — 2012

• University of East Anglia

  Study Abroad

  2010 — 2011

• Texas A&M University-Corpus Christi

  Master of Business Administration - MBA

  2021 — 2022