Spencer Halls
Customer Success Operations & Strategy
- Role
- Deal Desk Analyst at Jolt
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
Experience
Deal Desk Analyst
Jan 2024 — Present
Design scalable deal desk processes to streamline internal contracting flows and improve sales velocityConduct churn forecasting and analysis to dynamically gauge effectiveness of CS program and strategyBuild and maintain customer health profiles to provide visibility of at-risk accounts and overall performanceAct as operational liaison across Sales, CS, Finance, and Shipping to align cross-functional workflowsAdminister and optimize CSP Planhat for CS Department with a focus on automation, training and adoptionResolve 50+ weekly requests involving Salesforce, CPQ, billing, and contract systemsAutomate pricing tools and operational workflows using SQL, R, and VBA
Education
Brigham Young University
Bachelor's degree, Business Strategy
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