Julian Winkler

WORK HISTORY

EDUCATION

SKILLS

ABOUT JULIAN WINKLER

Revenue Operations Manager who maximizes operational excellence throughout an organization by designing intuitive systems that optimize cross-functional business efficiency between Sales, Finance, Customer Success, Customer Experience, and Product teams. A pragmatic problem solver that takes a top-down approach by starting with end-goal vision, assessing desired outcomes, and then developing detailed plans for execution.Skills:• Systems architecture - bringing together data from multiple systems and ensuring data integrity by solidifying the \"source of truth\" and the subsequent path to display data across systems.• Business intelligence, analytics, and board reporting - beyond just crunching numbers, also being able to analyze metrics to tell a story of what has been happening in the business and give a true read on the health of the business.• SQL Reporting - advanced analysis joining multiple data sources, giving a full 360 view for business intelligence insights.• Expert translator between business and technical teams. Ability to speak both “languages” and deliver detailed documentation that fulfills requirements for both audiences.• CPQ Administration - architecting an entire quote-to-cash process that works for both a sales and finance organization. Deep familiarity with a number of tools including Salesforce, Docusign, Pandadoc, Zuora, and Dealhub.• Salesforce Administration - data imports, process builder and workflows, validation rules, object setup, reporting.• Customer Support Operations - designing scalable support ticket systems that enable support teams to reach their SLAs and allow for more visible reporting on efficiency metrics.