Graduate at the University of California, Davis with a Bachelor of Science in Managerial Economics in 2011.
Interested in Financial Analysis, Sales Marketing, Sales Operations, Strategic Planning, Investing, Risk Management, Data Analytics, Project Management, Entrepreneurship
Sales Operations Analyst @ Digital Realty Trust, Inc. focuses on delivering customer-driven data center solutions by providing secure, reliable and cost-effective facilities that meet each customer’s unique data center needs. Digital Realty’s customers include domestic and international companies across multiple industry verticals ranging from financial services, cloud and information technology services, to manufacturing, energy, health care and consumer products. Digital Realty's 131 properties, including 12 properties held as investments in unconsolidated joint ventures, comprised approximately 24.5 million square feet as of December 31, 2013, including approximately 1.8 million square feet of space under active development and 1.3 million square feet of space held for future development. Digital Realty's portfolio is located in 33 markets throughout North America, Europe, Asia and Australia. From April 2014 to Present (1 year 7 months) San Francisco Bay AreaSr. Sales Operations Analyst @ ON24 is the global leader of webcasting and virtual events solutions for demand generation and corporate communications. ON24 provides the most reliable and trusted solutions that enable organizations to plan, produce and deliver cost-effective online events, including lead generation webinars, internal communications, virtual conferences, continuing professional education, virtual career fairs, and executive announcements.
• Participated in (or drive) cross-functional projects with finance, legal and IT to improve sales effectiveness which includes best practices, tracking milestones, or develop and rollout new capabilities
• Tracked and calculated monthly sales commission including claw backs and incentive programs
• Prepared weekly forecast report to measure, track and report variances on sales metrics
• Created and distributed monthly newsletter to communicate project status, new features, and useful facts
• Updated intranet with relevant materials such as lessons learned, “how to” documents, and templates
• Performed business analysis functions, such as process documentation, requirements gathering, and suggestions for process improvements From May 2013 to March 2014 (11 months) San Francisco Bay AreaSales Operations Analyst @ • Evaluated sales performance measured against sales goals and distribute results to sales management
• Provided monthly savings, financial, and business analysis to internal and external members
• Designed and implemented Salesforce.com reports & dashboards that track key business metrics
• Owned Sales Onboarding plan such as training of sales tools, activation of logins, and territory assignment
• Managed and reviewed standard & complex deals including pricing, discounts, structure and business terms abiding company policies and strategic objectives
• Mapped and analyzed large amounts of billing and revenue data into easily understood analysis to provide insight to sales management and executives to make strategic decisions From November 2011 to April 2013 (1 year 6 months) San Francisco Bay AreaFinance Intern @ • Created power point presentations to present findings on investment portfolio and industry analysis
• Gathered and analyzed company financial statements to interpret prices, yields, stability, and trends
• Developed successful investment portfolio through technical, qualitative, and quantitative analysis
• Managed to complete multiple projects simultaneously on a strict deadline
• Learned about industry analysis, investment strategies, and financial planning from Vice President of Global Wealth From March 2011 to May 2011 (3 months) Sacramento, California AreaSales Intern @ • Sorted and managed papers files to ensure important documents can be accessed quickly
• Supported the service team by redirecting calls and responding to client’s request
• Performed marketing strategies such as calls, referrals, mail outs, and e-mails to maximize sales
• Gathered client information such as signatures and drafted a final contract
• Accessed a CRM database and updated and tracked client’s information to maintain accurate records
• Increased sales by cross selling via telephone, promoting product recognition via mail outs, and developing personable relationships From June 2010 to September 2010 (4 months) San Francisco Bay AreaDirect Sales Representative @ • Exceptional knowledge of marketing strategy and product demonstration to effectively close sale
• Promoted services to customers and collaborated with technicians to offer a premium experience
• Prevented customers from disconnecting services by identifying issues and providing solutions
• Utilized creative tactics to cater the needs of existing and competitor’s customers to join Comcast From June 2009 to September 2009 (4 months) San Francisco Bay AreaBilling of Material Analyst @ Bema Electronics is a premier provider of electronics manufacturing services offering our customers the most advanced techniques in surface mount technology, ball-grid array placement, full systems integration and through-hole printed circuit board assembly. Our total manufacturing services cover prototype to production, from low to high-volume, allowing our customers the flexibility to respond to the rapid and ever-changing market. From April 2007 to September 2007 (6 months) San Francisco Bay Area
Salesforce.com Administration Essentials for New Admins (ADM201) @ Salesforce University From 2015 to 2015 Bachelor of Science, Managerial Economics @ University of California, Davis From 2007 to 2011 Alan CAPM is skilled in: Salesforce.com, Consulting, Sales Operations, Data Analysis, Sales, Project Implementation, Xactly Incent, Sales Strategy, Business Process..., Business Analytics, Contract Management, Marketing, Project Management, Market Analysis, Competitive Analysis, Cross-functional Team..., Microsoft Office, Sales Support, Contract Negotiation, Start-ups, Business Development, Sales Analytics, Analysis, Leadership, MS Office Suite, Sales Enablement, Sales Management, Sales Process, Metrics Analysis, Enterprise Software, Sales Pipeline..., Revenue Forecasting, Sales Metrics, Cantonese, Lead Generation, Marketing Strategy, SaaS, Java
Websites:
http://www.akpsi.org,
http://techcrunch.com/,
http://online.wsj.com/home-page