Josh Roth

Fun Facts most others can't say:
- Part of two exits on the same day (June 16 2021): WalkMe’s IPO ($WKME) & SDRDefenders acquisition by Pavilion
- Have made over 100,000 cold calls in my IC career
- Have had and exceeded a $1m NL quota (all outbound sourced)
- Never missed a yearly revenue quota as an IC

What I'm proud of:
- Hit all my numbers (ARR, budget, churn, Gross S&M Efficiency) in my tenure at Pipefy
- President's Club 2023 (for hitting roll-up org number in '22)
- Top Revenue Leader Award (presented at Lob’s RKO in July 2022)
- WalkMe's Top-performing BDR Leader FY 2020 (presented at SKO 2021)
- Named one of Demandbase's top 50 sales leaders to learn from (September 2022)
- Named to AA-ISP's Top 25 Sales Leaders in 2020 through a nomination process of my peers

Please shoot me a message on LinkedIn (be specific in your message please), I look forward to connecting with you!

My motto: A river cuts through rock not with its power but with its persistence

Investor

Acquired by Pavilion.

We are creating a community of individuals, leaders, organizations, and cultures that support various Sales roles through curated content and insights while providing hands-on coaching from vetted mentors to achieve their long-term career aspirations

Find more here: https://www.joinpavilion.com/welcome-sdr-defenders

Wisetack

People Operations Generalist

People Operations Coordinator

• Execute and facilitate an onboarding program for new hires that is representative of the organizational culture, as well as offboarding.
• Support employee benefits programs along with scaling and driving employee perks and recognition programs such as work anniversaries, birthdays, and onboarding/“surprise and delight” swag.
• Design and execute impactful in-person and virtual events to engage teams and drive effective employee experiences.
• Manage third-party vendors, relationships, contracts, and documents, and coordinate efforts with internal teams.
• Develop and maintain health, safety, and compliance procedures while tracking and managing employee data, documents, and resources.
• Collect and analyze employee feedback, metrics, and data to evaluate results against goals, deliver information to key stakeholders, and drive improvements to employee experience programs.
• Project manage the implementation of new standards and processes and identify opportunities for continuous improvement, validation, and automation.
• Partner with key stakeholders to ensure alignment of programs, initiatives, and communication.
• Manage and oversee People/HR team budgets, including the facilities operations budget, and work through discrepancies with Finance.
• Design and drive an impactful workplace experience for employees, while owning daily office operations, events/programs, and activities.

Employee Experience & Office, Senior Coordinator

• Design and drive an impactful workplace experience for employees, while owning daily office operations, events/programs, and activities.
• Execute and facilitate an onboarding program for new hires that is representative of the organizational culture, as well as offboarding.
• Support employee benefits programs along with scaling and driving employee perks and recognition programs such as work anniversaries, birthdays, and onboarding/“surprise and delight” swag.
• Design and execute impactful in-person and virtual events to engage teams and drive effective employee experiences.
• Manage third-party vendors, relationships, contracts, and documents, and coordinate efforts with internal teams.
• Develop and maintain health, safety, and compliance procedures while tracking and managing employee data, documents, and resources.
• Collect and analyze employee feedback, metrics, and data to evaluate results against goals, deliver information to key stakeholders, and drive improvements to employee experience programs.
• Project manage the implementation of new standards and processes and identify opportunities for continuous improvement, validation, and automation.
• Partner with key stakeholders to ensure alignment of programs, initiatives, and communication.
• Manage and oversee People/HR team budgets, including the facilities operations budget, and work through discrepancies with Finance.

Employee Experience & Office, Coordinator

•	Trained and mentored staff and new hires on roles and responsibilities and ensured that individuals continued to feel appreciated, supported, and prepared to navigate the organization and drive their own careers.
• Assisted in the preparation and review of audited financial statements for companies within the financial services, healthcare, not-for-profit, and hospitality industries by performing substantive procedures and tests.
• Reviewed general ledger accounts and supporting/reconciliation schedules to ensure transactions are being recorded and disclosed accurately and in accordance with US Generally Accepted Accounting Principles (GAAP).
• Performed financial analysis, such as flux/ratio analysis, based on actual, budget, and forecast data to gain an understanding of accounts and timely identify potential risks and accounting irregularities.
• Tested the effectiveness of internal controls through inquiry, observation, inspection, and reperformance.
• Prepared detailed work papers and reports documenting audit evidence, findings, and other matters.
• Communicated directly with clients to better understand their business operations and processes and to develop positive and productive working relationships.

Senior Audit Associate

•	Assisted in the planning and execution of firm recruitment events for college students and potential recruits to guarantee office staffing needs were met.
•	Assisted in the preparation and review of audited financial statements for companies within the financial services, healthcare, not-for-profit, and hospitality industries by performing substantive procedures and tests.
• Reviewed general ledger accounts and supporting/reconciliation schedules to ensure transactions are being recorded and disclosed accurately and in accordance with US Generally Accepted Accounting Principles (GAAP).
• Performed financial analysis, such as flux/ratio analysis, based on actual, budget, and forecast data to gain an understanding of accounts and timely identify potential risks and accounting irregularities.
• Tested the effectiveness of internal controls through inquiry, observation, inspection, and reperformance.
•	Prepared detailed work papers and reports documenting audit evidence, findings, and other matters.
•	Communicated directly with clients to better understand their business operations and processes and to develop positive and productive working relationships.

Audit Associate

Chapman University

•	Conducted annual interviews for open positions and provided feedback on candidates for final hiring decisions.
•	Organized public events to inform individuals of annual job openings and attract potential applicants.
•	Managed a University residence hall of up to 64 diverse undergraduate students.
•	Developed hall programs to promote education, growth, social awareness, and social diversity while building a sense of community among participants and staff.
•	Participated in intensive training in personal and group development and diversity education.
•	Worked cooperatively with residents to establish an environment that values individual differences and respects the rights and opinions of all through open, appropriate communication. 
•	Utilized interpersonal skills and empathy to manage and resolve conflicts among residents and staff members.
•	Partnered with on and off-campus organizations to host events and provide additional resources to students.
•	Managed program budget to ensure the proper utilization of resources while meeting the needs of residents.
•	Maintained professional relationships with other staff members and appropriate relationships with residents.
•	Enforced University and housing rules and regulations resulting in a safe and orderly living environment.

Resident Advisor / Office Assistant

Target

•	Conducted interviews and hired new team members to meet the growing labor demands of the store.
•	Communicated the job duties, responsibilities, compensation, and benefits to potential new hires.
•	Assisted in the management of the day-to-day operations of a $40,000,000+ store as Leader on Duty (LOD).
•	Worked in different work centers, such as human resources, throughout the store to obtain a holistic view of store operations.
•	Utilized metrics and data to market to the needs of guests and pinpoint areas of growth, thereby driving sales.
•	Led an RFID Rollout, which involved conducting the Audit Tag-Up Process, as well as the Weekly Cycle Counts.
•	Trained over 30 team members on RFID processes and procedures.

Store Executive

Wells Fargo

•	Selected as one of 40 students to learn about the Wells Fargo’s approach to credit and lending in businesses such as Commercial Banking, Corporate Banking, and Commercial Real Estate.

Sophomore Leader

CKW Financial Group - (Selected as the Top Advisor in Hawaii for 2015 by the FT)

•	Created and distributed marketing mailers to more than 2,000 potential clients.
•	Researched and compiled cost-analysis reports to provide recommendations for product purchases.
•	Reformatted and updated old computers by quickly learning new IT skills and managing time wisely.

Intern

Roosevelt Athletics Varsity Tennis

•	Assisted main coach with recruiting, leading, and training a tennis team of more than 40 players for competition.
•	Recognized and utilized teammates’ strengths and abilities to effectively appoint team roles.
•	Programmed team events to foster greater bonding among players creating an encouraging and positive environment. 
•	Taught and mentored beginners on how to execute a variety of skills appropriately.

Assistant Coach / Team Captain

Lions Clubs International

•	Recruited new club members to increase overall participation in volunteer/service projects for the community.
•	Collaborated with project coordinators in organizing and managing volunteer/service events.
•	Fundraised money for child abuse prevention, the American Cancer Society, and other social causes/organizations.

Volunteer

People-First. Data-Driven. Detail-Oriented.

taplio

The Battle

Josh Roth

Mark Jason Sevilleja, aPHR

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