Facebook (via iTalent Digital)

Business Analyst

Nov 2019 - Present

Hired onto the new Support@Scale team, part of Business Planning & Operations Mission Control team, whose main objective is providing operational and reporting support to the Global Sales Operations organization, working with regional sales teams as well as cross-functional teams in finance, commerce, global investments, and other organizations. This role is focused on 3 areas of support: Reporting, Operations, and Documentation.Reporting projects involve creating reports and dashboards, mostly in Tableau, but there is some excel and g-sheets work, as well as some work in Unidash. There are also ad-hoc requests related to SQL queries and dashboard maintenance. The goal with these projects is to automate where possible by either: moving from Excel/G-Sheets to Tableau or Unidash and/or creating new data sources.
Ex: 1) Advertiser Segmentation Dashboard: Created a new dashboard that gave Team Leads and BP&Os insight into Advertiser performance within Segments filtering on Territory, Program, and Vertical.
2) Agency Weekly Dashboards: Transitioned Weekly LATAM Agency report from manual Excel/PowerPoint updated report to a Tableau Dashboard. Territory filters can be adjusted to create the same report for other regions.Operations projects deal with creating new business processes or streamlining current business processes that affect the global sales organization. When approaching these types of projects, I try to keep 2 goals in mind: 1) Automate manual work wherever possible and 2) Making something that can scale to other regions or teams.
Ex: 1) LATAM BP&O Requests: Created a new request intake and routing system for the LATAM BP&O team. Requests can now be categorized, scoped, and prioritized quickly and efficiently. The process can be scaled to other regions, already having been expanded to the North America team.
2) Tableau External Access: Created a new process for handling Tableau External Access Requests, reducing turnaround time from 7 days to 2 days. The process started with 2 dashboards and has expanded to include 7 dashboards.Documentation is a somewhat overlooked but critical area of focus with a couple of paths: 1) Create documentation for reports and processes we build typically in the form of Wikis and 2) Create documentation for teams in the form of Wikis or Powerpoint presentations. Given the work completed is typically used by other team members not directly involved in the request, it's vital that our processes and reports have thorough documentation, so anyone using them can quickly get any questions answered. We also want to create documentation for teams so potential stakeholders understand how that team can help them, who and how to contact them, and what work they've completed previously.
Exs: 1) Central Analytics Wiki: Created a new wiki for the Central Analytics team to showcase the type of work the team does, highlight the team members (including team structure), how to best request help or submit work to the team, and team roadmap.
2) Program Management Playbook: Updated the Program Management Playbook PowerPoint decks and translated the deck to a Wiki.

Skills & Software

Social Solutions

Business Operations Analyst

Jan 2019 - Aug 2019

Marketing Analyst

Sep 2018 - Jan 2019

Social Solutions is a B2B SaaS company that provides a CRM solution for non-profits, NGOs, and school districts. I was initially brought in as a Marketing Analyst on the GTM Operations team, however, after some reorganization, the role expanded into a Business Operations Analyst on the GTM Ops team.As a Marketing Analyst, my primary responsibilities were providing the marketing team with weekly, monthly, quarterly, and annual reporting. These reports centered around tracking the marketing funnel and "marketing contributed" pipeline and bookings. For annual planning, I produced the Marketing Contribution Model, to project the pipeline and booking goals for the marketing team. I also provided adhoc reporting support to the marketing team.As Business Operations Analyst, my reporting responsibilities expanded to include reporting on our new Apricot 360 product line, aimed at school districts. This was weekly reporting tracking new sales of this product across specific targeted markets. I also took over eCommerce reporting on free trials, tracking new trials and trial conversions on a weekly basis. I adhoc reporting support to include Sales Ops, Product, and Customer Success.One of the primary objectives of the GTM Operations team was to transition repeated weekly, monthly, quarterly reporting to Tableau to be automated. I created dashboards to track our marketing metrics, sales ops metrics, sales team productivity, product NPS, eCommerce trials, and Company Health Dashboard.Additional responsibilities included managing our Salesforce data integrity projects. This involved executing bulk uploads to Salesforce, deduping data (accounts, contacts, and leads), and integrating new software into Salesforce (ZoomInfo, Biziblle, Cloudingo, Pendo).I served as the GTM Ops liaison to the eCommerce team. My role was to answer any data integrity-related questions for the eCommerce team and provide solutions to possible data integrity-related blockers.

Skills & Software

Swan Stonarts

Business Operations Manager

May 2014 - Aug 2015

Swan Stonarts is a granite memorial and monument and wholesaler. My focus in this role initially was on digital marketing, inventory management, and assisting in an ongoing project to develop an ERP system.To upgrade the email marketing, I vetted a few different email marketing services and ultimately moved the company to MailChimp (from text-based emails). Using the data gained from MailChimp we were able to create more targeted email campaigns and fine-tune the design and messaging of our weekly company blast. These efforts resulted in engagement rates of 25% open rates and 3% click rates, and 20 new clients worth approximately $300K in revenue.In addition to email marketing, I oversaw the company Facebook page as well as the company blog and website. I integrated MailChimp into the company Facebook account to cross-post newsletters and campaigns to Facebook. I used Canva to create flyers, social media content, email content, and brochures and re-vamped the company price list and product catalog.I also helped with inventory management and logistics. Our company inventory was in excel, so when new products came in, I took the excel sheets sent over from our vendors and added the new data to our sheets. I also maintained these sheets when sales were made and orders were fulfilled. I ended up taking over the logistics coordination part of this process as well. This meant handling the customs paperwork, as well as coordinating with shipping and freight companies to make sure our inventory got to the correct warehouse on time.One of the bigger projects I worked on was the ERP project. The lead on this project left shortly after I was hired. After a few months, I took the reigns of this project and found that our 3rd party developer, hadn't hit any of the proposed timelines or produced much of anything. After cutting ties with that company, I vetted a few solutions and ultimately decided to go with a different development company. I re-wrote our spec document, meeting with all our employees to gather feedback on user requirements, use cases, and product features. I also created mockups and wireframes for each module/feature. I set up weekly meetings with the developer, to discuss progress, roadblocks, and go over testing feedback after each deployment.Another major endeavor was a product expansion analysis. We were investigating the possibility of expanding into a new product type and market. I conducted market research, competitive analysis, and created an NPV model to analyze the potential for profitability for expanding into this new market.

Skills & Software

Texas Biochemicals, Inc.

Operations Manager

Aug 2011 - Mar 2014

Texas Biochemicals is a private materials science laboratory specializing in nanotechnology and nanomaterials development. At the time the company also worked as an organic compound supplier, working with high-grade compounds for academic and pharmaceutical use.I was brought into the company after they had received multiple SBIR Grants for research and development into proposed nanotechnology. My focus in this role was to be split between assisting the organic compound side of the business with sales/operations work (invoicing, taking sales calls/quotes, order fulfillment) and working in the lab on SBIR Grants (assisting on experiments, maintaining chemical inventory, cleaning glassware and equipment, storing samples, etc.).My role expanded after a few months to include handling the bookkeeping for the company. This involved going through 4 years of documents, receipts, invoices, etc to make sure our books were correct and up to date before we could be approved for the next phase of funding. To avoid future issues, I implemented a simple intake and filing system to make sure data was entered into Quickbooks correctly and subsequently filed for future reference.I also assisted in some B2B marketing efforts. I ran some email marketing campaigns, running some rudimentary A/B testing on messaging and formatting, which resulted in 5 clients, worth about $12K in sales. I also created product catalogs, flyers, brochures, and pricing lists. These were sent to current customers as well as distributed at conferences.My role in the lab and SBIR projects expanded as well. In addition, to running experiments in the lab, I was also maintaining our project budget ($1 million budget), oversaw the construction of additional lab space, negotiated prices for materials and equipment, created documentation for new equipment. I also coordinated conference calls and in-person meetings with our founder/leader scientist, our DoD reps, and our 3rd party contractor reps.As the business changed and grew, I eventually helped onboard new hires and was the supervisor for our part-time hire, who was assisting us in our bookkeeping and payroll. I also worked with a designer on the new company website, building out some mockups and wireframes for the site.

Skills & Software

University of Texas Medical branch - Galveston

Research Associate I

Sep 2009 - Mar 2011

Assisted researchers in a lab, focused on TB vaccine research. In this role, I did light lab work, creating cell cultures, centrifuge samples, and assist in cleanroom work.I was also responsible for maintaining the lab. This involved making sure all glassware was cleaned each day, keeping track of lab inventory (chemicals, glassware, gas tanks), and making sure samples were stored correctly (in fridges, liquid nitrogen storage, and gas chambers) as well as fulfilling orders for new materials and supplies from researchers. This also involved making sure the lab was clean, equipment was well maintained and serviced, and waste was disposed of properly. I created documentation and wrote out processes and workflows for equipment use and maintenance, as well as sample storage.In addition to the responsibilities in the lab, I also assisted in the grant writing process. Specifically, I helped edit proposals (checking grammar, spelling, etc) and created the budget spreadsheets for the proposals.

Skills & Software

University of Oregon

MBA, Entrpreneurship

2015 - 2017

  • Bike Friday Management/Marketing Project Winner,

  • Stu Clark Investment Competition,

  • AleMail Venture Startup,

  • UO Emerging Market Fund Analyst,

  • UO Seed Fund Analyst,

  • MIT Sloan Sports Analytics Conference Case Cup.

University of Texas

B.S., Human Biology

2005 - 2009

  • Co-Founder of Support Austin club

  • Member of Global Medical Training club

  • Member of Habitat for Humanity

  • Member of Alpha Phi Sigma Pre-Medical Society

Your Fare

Sales Development

Jan 2018 - Mar 2018

Your Fare is an Austin-based restaurant technology startup, focusing on POS and delivery operations. This was a brief internship at an early-stage startup. The role was strictly a sales development role, so the primary job was to make cold calls to prospects and try to set up demo calls with our account executives. In addition to sales calls we would also use Hubspot to set up drip campaigns to prospects that showed interest in the product but may not have been ready to set up a demo.Averaged between 50-100 calls and emails per day. Set up 10 demo calls with account executives that resulted in 4 new clients.

Skills & Software

MyLine

Marketing Analyst

Jun 2017 - Aug 2017

MyLine is a fashion technology startup focused on creating a 3D/AR shopping platform. I was brought in as a Marketing Analyst focusing initially on market research and competitor analysis. I put together profiles on key competitors with sales, marketing strategies, and funding data and put together reports on industry trends in the AR/VR, 3D, Fashion-Tech, and Social shopping spaces.I also assisted in building out the pitch deck and business plan, adding the findings from the market research and competitor analysis. Using the findings from the research into competitors' marketing strategies, I put created an initial marketing plan for outreach and community building. I led the initial marketing efforts on Facebook, Twitter, and Instagram resulting in 70 Facebook followers, 50 Twitter followers, 30 Instagram followers, and 2 interview requests in 1 month.

Skills & Software

Contact

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