Katelyn Hallman
Senior Revenue Operations Analyst @Zuora
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WORK HISTORY
Senior Revenue Operations Analyst @Zuora
o Drive operational efficiencies through process automation and optimization to support growth and scalability.o Analyze and enhance Identify, Engage, and Close systems and processes to optimize GTM operations.o Collaborate cross-functionally with Sales, Marketing, Product, and Data teams to gather requirements and implement improvements.o Design, implement, and maintain systems, tools, and workflows to streamline GTM activities, ensuring data accuracy and process efficiency.o Identify and resolve system bottlenecks, operational challenges, and automation opportunities.o Create and maintain thorough documentation of critical system releases, processes, policies, and tutorials to enable our sales teams.o Implement a robust Salesforce governance strategy, ensuring data integrity and system design best practices. Manage security, roles, and permissions for users across all GTM systems.o Partner with IT to ensure seamless integration, maintenance, and enhancement of sales and marketing tech stacks.o Stay current on industry trends, best practices, and emerging technologies to enhance GTM strategies.o Provide sales managers with actionable insights through accurate data and reporting to drive team performance.o Ensure data integrity through normalization, standardization, and ongoing maintenance.o Use Dataloader and Demand Tools to help maintain data integrityo Foster strong cross-functional relationships to support sales operations and strategic initiatives.o Assist GTM Operations leads in planning and budgeting efforts.o Optimize the Salesforce user experience and other systems in partnership with Sales Enablement and IT.o Act as a Business Analyst to translate field needs into actionable business requirements for IT during tool implementation and optimization.o Implement and manage sales tools and methodologies, including Salesforce, Clari, Value Selling, LinkedIn Sales Navigator, Zoominfo, Outreach, Gong, Zoom Revenue Accelerator, PowerBI, and Domo.
EDUCATION
Auburn University
Bachelor of Science (B.S.)
SKILLS
ABOUT KATELYN HALLMAN
Senior Revenue Operations Analyst, with over 12+ years of experience working with SaaS companies, who is passionate about uncovering and resolving the issues that hinder sales teams from their main focus: Closing Deals! Focused on streamlining processes across the GTM sales team, by analyzing current processes and strategically develop and implement enhancements. Provides insights and analysis to leadership and sales team to help make informed decisions and accurately forecast revenue. Specialized in reporting and implementing sales tools. •Sales mindset, project management, attention to detail, self-starter, team player•Salesforce.com Guru•Analyzes data to help the business make informed decisions•Streamlines systems across organization•Implements GTM tools/tech stack•Works well in a fast-paced environment•Completed course for Administration Essentials for New Admins (ADM201) for Salesforce.com
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