Polly Steele-Puma
Senior Sales Operations Specialist @ELYON International
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WORK HISTORY
Senior Sales Operations Specialist @ELYON International
CRM & Pipeline Management Own HubSpot CRM governance including data quality, lead routing, lifecycle stages, and pipelinestructure. Develop dashboards and reports that support forecasting, productivity metrics, account planning, andrevenue visibility. Ensure the sales team adheres to CRM usage standards, maintaining accurate and timely updates.Sales Analytics & Reporting Build and maintain analytics frameworks for dashboards, KPIs, revenue modeling, and sales productivity metrics. Provide weekly, monthly, and quarterly reports to the Director of Enterprise Sales and leadership teams. Identify trends, gaps, and performance insights that improve decision-making, opportunity success and commercial strategy.Sales Process Optimization Document, refine, and enforce sales processes across qualification, opportunity advancement, contracting, and service delivery handoffs. Support the development and rollout of enterprise selling methodologies and operational playbooks. Partner with Sales, Marketing, and Delivery to ensure process alignment with sales metrics such as lead flow, account engagement, pipeline requirements, etc. Proactively identify opportunities for efficiencies and collaboration with processes, policies and tooling.Contracting, Compliance & Internal Coordination Manage contracting workflows including NDAs, MSAs, SOW routing, vendor forms, partner agreements, compliance documentation, etc. Coordinate with legal, finance, and leadership to ensure timely processing of deal and partnerdocumentation. Track billing terms, pricing approvals, commissionable revenue details and other agreed upondependencies.
EDUCATION
Marylhurst University
Multi/Interdisciplinary Studies
Portland State University
Bachelor of Science - BS, Communication
SKILLS
ABOUT POLLY STEELE-PUMA
Experienced Manager with a demonstrated history of working in finance, operations, human resources and communications industry. Skilled in Corporate Social Responsibility, Sales, Process Improvement, Efficiencies, Customer Relationship Management (CRM), and Big-picture Thinking. Strong operations professional. Member of Phi Kappa Phi, Phi Theta Kappa and Lambda Pi Eta.
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