Steven Lord
Revenue Operations Manager @CharterUP
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WORK HISTORY
Revenue Operations Manager @CharterUP
Quote Funnel Optimization – Uncovered a core funnel issue (less than 70% of leads were being quoted) and implemented rep-level tracking and compensation gatekeeping that raised the quote rate to 85% and improved revenue per lead by 20%• Bottoms-Up Forecasting – Built a full-funnel forecasting model by product and channel to identify where we’re over/under-performing and adapt strategy accordingly• Lead Routing and Prioritization – Redesigned the lead routing flow to ensure our highest-value leads were sent to our most effective reps, increasing conversion on high-value leads by 15%• Executive Reporting – Created the automated weekly ELT deck, utilized as the primary data source for tracking funnel performance vs. budget and YoY benchmarks
EDUCATION
University of Utah - David Eccles School of Business
Master of Science - MS
Brigham Young University Marriott School of Business
Bachelor of Science - BS
ABOUT STEVEN LORD
Experienced Revenue Strategy Professional, currently leading the Revenue Operations org…
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