Go Nimbly

Not gonna lie... still figuring this part out but pretty sure it includes lots of 'architect-y' buzzwords like instances, integrations, systems, territory modeling, roadmaps, sprints, release cycles, hyper-care, object modeling, lucid-charting, API awareness, database...ing, routing, workflows, problem solving, critical deadlines, impact analysis, cross-functional alignments, client-facing discovery, scope, requirements, user stories, scope creep, regular creeps, analysis, conceptual design, one on ones, popping into calls, certifications, using the phrase 'I don't know but let me check and get back to you', and other stuff like that. 

 But you can follow along with the adventure by subscribing to the podcast here: https://partneropspartner.buzzsprout.com/2173770

RevOps Architect

PartnerOps Partner

PartnerOps Partner is dedicated to raising awareness, capability, and support for the niche role of Partner Operations within SaaS industry. We achieve this by connecting professionals in the highly niche space of "Partner Operations" to one another through community, podcast, events, and networking. Learn more at the website - www.partneropspartner.com - and reach out to connect!

Host

Partner Foundations

Partner Foundations is an App-Exchange approved, Salesforce native solution for partner management that provides your partner team the underlying framework necessary for scalable ecosystem growth. 

Finally, Salesforce built with Partnerships in mind! 

With Partner Foundations, your partner team can accelerate their focus on growth and stop haggling over system headaches while your executive team can get the real-time insights they need to continue investment in your program. 

Reach out for more information or see our site and listing on the Salesforce App Exchange: www.partnerfoundations.com

Co-Founder

Samsara

Lead multiple high value projects impacting program operations including a complete overhaul on the core attribution model to support scalable growth for standard and exception programs. Types of projects included:
- CRM architectural overhaul to support multi-thread partner attribution and program management
- Salesforce Experience site cleanup including basic UI and User management capabilities 
- Deal Reg to ABM Data Alignment + Approvals workflow for Partner referrals
- Improving in-system visibility of existing business (Deal Reg, Leads, Opportunities, Contracts, etc.) within Deal Reg review process
- Subsidy program oversight + operational enhancements for in-system visibility and management of active program engagement and financial impact 
- Partner 'App' for centralizing PAM experience within CRM 
- Improved reporting around new architecture to support in-system visibility of performance based on Program, Partner and Partner contacts

Senior Program Manager, Partner Operations

Atlassian

Working cross-functionally to deliver an excellent partner experience through the lens of system architecture, design, and integration.

Senior Channel Business Operations Architect

6sense

All things Partner Ops nestled in the RevOps team with a heavy dotted line to the Partnership Org! 

So what am I doing? 

- Enhancing Partnership infrastructure within SFDC to provide reliable metrics for Partner Source and Partner Influence, including automatic calculations on estimated referral fees 
- Incorporating program management elements within SFDC to improve visibility and awareness of Partnerships overall
- Implementing a PRM to capitalize on Inbound Referrals, Directory and other features 
- Utilizing Spekit to enhance partnership stories on overlaps nestled right in Accounts and Opportunities
- Developing recruitment and sales rhythms for Partnership programs 
- Working on contract management for inbound recruitment to simplify documentation, agreements, and improve compliance

Manager, Partner Operations

M-Files

> Implemented standardized onboarding process for US Partners as Partner Sales Enablement Manager
>Brought Impartner PRM implementation online within 3 months of introduction to product following 4 month delay in realizing go-live
> Established core channel process for Lead and Opp management and maintained core process through multiple changes in core GTM strategy over the course of several years
> Re-architected overly complex custom PRM integration to standardized integration with zero end user downtime or interruption
> Implemented partner order support model to reduce delivery times from nearly 2 weeks to 2-3 days
> Implemented SFDC Forecasting to improve collection and visibility of global forecast numbers 
> Implemented SFDC Territories to support territory management and improve clarity of ownership
> Lead go-live communication strategy for global Adobe-Sign integration with core platform
> Transitioned checklist based onboarding to Talent LMS for global new hire onboarding support 
> Transitioned checklist based sales onboarding to Talent LMS for global new sales hire support 
> Since implementation of model, 100% OKR (or Rocks) realization for 6 consecutive quarters
> Developed Prospecting Guidelines to support existing tool stack and new hire orientation 
> Acted as support Admin and occasional vendor manager across entire RevOps tool stack, primarily focused on end user experience and strategic adoption within Sales (Impartner PRM, SFDC, 6Sense, Sales Navigator, Outreach, InsideView)
> Lead global redistribution and training of Sales Navigator with an overall in increase in Search and In-Mail adoption and acceptance rates

Lead Program Manager

Drive360 CRM (Closed)

> Reduced new client churn from 95% to 40% through onboarding, support, and product enhancements
> Improved time to cash by 15 days (25%) through onboarding enhancements (reduced from 60 to 45 days)
> Developed remote launch model to reduce initial onboarding costs for end customers, increasing market potential to smaller dealers and improving time-to-value for all
> Improved product management/delivery timelines and stabilized platform through implementation of Agile/Scrum methodologies as Certified Scrum Product Owner (CSPO)
> Implemented automated support model to support staff reductions while increasing increase overall support response time and bug repair
> Convinced primary investor to support 90-day cessation process (instead of 30-day) after uncovering significant financial crisis
> Developed and executed 90 day Cessation of Operations effort as Interim CEO, including transition of 20+ clients to new vendors and settling previously unknown vendor debts at 18% of stated value

9-Month Promotion Path: 
Implementation Manager > Director of Customer Service > VP of Operations

VP of Operations

Cloud Interview /iWorkZone (Acquired)

> Reworked business hosting agreement to reduce annual spend by $4k
> Developed platform user guides for Admins and Public Users
> Identified and prioritized 100+ bugs during intensive 30 day QA on supporting platform 
> Developed onboarding model for new corporate customers
> Developed onboarding model for new individual public users 
> Continuously support product development with identification and prioritization of bugs and features

In Dec of 2013, company shifted direction due to limited growth and, as the only full-time employee I was let go. Company was later acquired.

Business Manager

Riskonnect, Inc.

> Supported expansion of Tier 1 helpdesk from 50 to more than 150 clients within first 90 days of employment
> Reviewed/approved more than 1200 outdated internal articles on product solutions to streamline support efforts within first 6 months
> SFDC reporting SME supporting multiple internal initiatives for ticket reduction and case resolution
> Developed and managed new hire onboarding program for new hires within team 
> Managed ongoing case load of support tickets for Tier 1 issues while continuously supporting colleagues as local SME for core platform, data, and SFDC

Original employer, CS STARS LLC, was rebranded as Marsh Clearsight and the line of business tied to RMIS eventually sold off to Riskonnect. My contacts are now employed by Riskonnect.

Knowledge Manager

Loving All Things Partnerships Experience | I think therefore I often can’t sleep | Podcast: Behind the SaaS

Dragging Partnerships into the RevOps framework, one client at a time.

Aaron Howerton

Scrut Automation

1. Leading a team of three LDR professionals by streamlining the automation process for account and contact mining, ensuring they meet daily/weekly KPIs.
2. Automated ICP validation and industry classification, transitioning from manual processes to Clay and Bitscale-based solutions.Designed and implemented end-to-end automation for lead and account enrichment, leveraging various tools to enhance efficiency.
3. Designed and implemented end-to-end automation for lead and account enrichment, leveraging various tools to enhance efficiency.
4. Evaluated, onboarded, and integrated new tools for LDR and Marketing Ops, optimizing workflows.
5. Maintaining HubSpot data integrity and hygiene across accounts, contacts, and deals.
6. Spearheaded the account allocation process for the BDR team, ensuring seamless geographic-based assignments and data uploads.
7. Implemented and managed Jira ticketing, overseeing cross-functional ticket prioritization and allocation.
8. Facilitating bi-weekly SDR feedback sessions, identifying pain points, and implementing process improvements.
9. Conducted end-to-end TAM and customer analysis on LinkedIn and Apollo to refine ICP targeting based on geography, employee size, and industry.
10. Built a competitor analysis framework for Scrut Automation, identifying strategic opportunities.

Team Lead Marketing Database

Spendflo

1. Established and led the MRE team from inception, managing and mentoring a team of four high-performing LDRs to drive lead generation and data enrichment.
2. Executed a successful data migration project, ensuring accurate transfer and validation of customer and prospect data between Pipedrive systems and Salesforce.
3. Maintained and enriched Salesforce and HubSpot CRM data, ensuring data integrity, deduplication, and compliance with hygiene best practices to improve sales and marketing effectiveness.
4. Configured and managed Salesforce lead assignment rules, data validation, report generation, and automation to optimize sales processes.
5. Troubleshot and resolved integration issues between Salesforce, HubSpot, LinkedIn Sales Navigator, ZoomInfo, and other third-party tools to ensure seamless data flow and synchronization.
6. Developed targeted TAM and bulk contact lists, leveraging CRM insights, market research, and automation tools to enhance marketing campaigns and sales prospecting.
7. Automated sales and marketing processes by implementing workflows, custom reports, and API integrations to improve efficiency and decision-making.
8. Collaborated with cross-functional teams to refine CRM strategies, ensuring data-driven insights support business growth.

Marketing Research & operations Manager

Hippo Video: Video CX Platform

1. Innovative Analyst and Researcher with hands-on experience in various tools and CRM systems.
2. Designed and implemented workflows and cadences to establish a high-performing LDR team.
3. Enabled sales and marketing teams through a combination of manual and automated processes using various tools and techniques.
4. Led a team of six in sales operations, enablement, and support, driving efficiency and process optimization.
5. Ensured CRM(Hubspot) hygiene by maintaining data integrity, deduplication, and enrichment.
6. Supported Marketing and Sales teams in lead scrubbing and account enrichment through automation techniques, as well as manual extraction via LinkedIn, ZoomInfo, Seamless, and other prospecting tools.
7. Developed and refined TAM (Total Addressable Market) based on Ideal Customer Profile (ICP) to optimize targeting and outreach.
8. Allocated accounts and contacts daily based on intent data from 6sense, ensuring targeted outreach aligned with geographical insights.

Assistant Manager-Market Research

Freshworks

1. Facilitated effective team communication and information sharing for meetings.
2. Contributed to continuous process improvement through proactive problem-solving and strategic suggestions.
3. Maintained high energy and productivity in fast-paced work environments.
4. Conducted targeted prospect research based on SDR requests, leveraging LinkedIn and ZoomInfo to gather key details (name, email, direct number).
5. Analyzed and verified account details from TAM sheets, including employee size and industry, before updating CRM upon SDR approval, ensuring ticket closure within SLA.
6. Incorporated feedback into data extraction processes to enhance lead quality through a continuous improvement approach.
7. Achieved consistent daily and weekly targets for researched contacts and accounts, ensuring high-quality leads for the SDR team.
8. Assisted in the development and analysis of Total Addressable Market (TAM) to identify growth opportunities and strategic insights.

Marketing Research Executive

Frost & Sullivan

1. Conducted extensive secondary research across global industries to support event-based insights and decision-making.
2. Performed market research and analysis on new accounts and contacts, evaluating their complete profiles for business opportunities.
3. Generated and maintained reports using MS Excel to track and analyze research findings.
4. Created and managed email databases for lead generation and email marketing campaigns.
5. Expanded CRM database by adding new accounts and contacts for future sales and marketing outreach.
6. Updated and maintained CRM data in Saleslogix, ensuring accuracy and completeness.
7. Proactively deployed CRM insights to measure and improve campaign effectiveness.
8. Managed CRM and campaign operations, optimizing lead management and outreach strategies.
9. Expert in search engine research, leveraging Google, Hoovers, ZoomInfo, and LinkedIn for data gathering.
10. Mastered Saleslogix CRM, enhancing data management for Frost & Sullivan.
11. Established benchmark targets, consistently achieving and exceeding research and lead generation goals.

Marketing Automation Specialist

Bigdatabees Consulting Services

*Learned the big data bees technology to manage traffic intelligence.

*Suggested and worked for the project of traffic intelligence in OMR road.

*Submitted an presentation along with the report for research done along with suggestions.

Internship Trainee

Intellect Design Arena Ltd

* Mastering the new and the most innovative technique of Design thinking to solve the problems.

*Extensive Secondary Research of similar concept used by other Industries  

*Report submitted on research done.

Summer Intern

Experienced Automation Specialist with expertise in Marketing Operations, Market Research, and CRM management. I have a demonstrated history of working in the management consulting and SaaS industries, contributing to critical business functions and driving operational excellence.

I played a key role in establishing the LDR (Market Research) function from the ground up, ensuring streamlined processes and effective outcomes. Additionally, I have successfully managed CRM data migration projects, facilitated seamless integrations between tools, and optimized data flow between HubSpot and Salesforce. As a TAM (Total Addressable Market) specialist, I excel at delivering insights that empower sales and marketing teams to achieve their goals.

Key Skills:
	•	Lead Generation and Automation
	•	Marketing Operations
	•	Sales Support and Enablement
	•	Market Research

Tools Proficiency:
	•	ZoomInfo
	•	Seamless
	•	Apollo
	•	6sense
	•	HubSpot
	•	Freshsales
	•	LinkedIn Sales Navigator
	•	Salesforce
	•	Lusha
	•	Clay
	•	Bitscale

Driven by innovation and results, I am committed to helping organizations optimize their marketing and sales functions through automation and data-driven strategies.

taplio

The Battle

Aaron Howerton

Dakshin Karthik

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