Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
Generic
Charles Borison

Charles Borison

Campbelltown,NSW

Summary

Experienced Sales Operations Manager with 10+ years of experience in data analysis, SQL, data visualization, automation, and providing strategic insights to businesses. Passionate about data-driven decision-making and coaching individuals to reach their full potential. Proven track record of implementing efficient processes and driving revenue growth.

Overview

16
16
years of professional experience

Work History

Sr. Sales Operations Manager

Intuit
10.2020 - Current
  • Managed quota setting, territory management, process design, and provided strategic business insights for five sales teams serving over 400k customers in more than 80 countries.
  • Developed and executed a successful WhatsApp contact strategy, automated with Python, resulting in 2x customer contact rate and 10% increase in sales in target markets.
  • Supported 38% increase in revenue for Intuit Rest of World through flexible lead prioritization and distribution strategy.
  • Selected FY22 Platinum Club Winner as voted by Sales leadership given to only two Sales Operations employees per year.

Sales Analytics Staff Analyst

Intuit
10.2018 - 10.2020
  • Created and maintained QlikSense dashboards to support Sales goals and initiatives, resulting in improved visibility into Sales performance and 8% increase in revenue.
  • Provided data-driven insights to Sales that informed ongoing refinement of Sales Strategy, resulting in 22% increase in customer engagement.
  • Used segmentation approach that combined third-party firmographic data with machine learning models to align Sales Territories and maximize scarce Sales resources, resulting in 47% increase in Sales productivity.
  • Developed and implemented data quality checks to ensure data accuracy and consistency across Sales reporting systems, reducing errors by 7%.
  • Conducted ad-hoc analyses to support Sales leadership on key business decisions, such as pricing and product positioning, resulting in 8% increase in revenue

Sr. Manager, Analytics

Intuit
06.2015 - 10.2018
  • By centralizing over 80 reports to Tableau Server, I created a single source of truth for key business metrics and streamlined data access for over 400 Intuit employees
  • Deployed new technology (Alteryx) to streamline the Sales Operations functions of my team, which will enable near real-time import of prospects from 3rd party sources, lead prioritization and scoring, and improve overall data quality in Salesforce through continuous data hygiene
  • Enabled email marketing automation via Eloqua by leading the effort to create automated data repositories that have increased open rates and improved customer experience
  • Improved Analytics SLA from 10 to 4 days by adopting Agile framework for Analytics

Contact Center Data Specialist

TXU Energy
08.2013 - 06.2015
  • Tasked with developing autonomous research projects, like logistic regression of customer defection triggers, to deliver deep insight on key metrics and enhance customer experience
  • Analyzed and reported customer retention rate, product mix, and customer satisfaction metrics across multiple Contact Center channels to provide guidance to channel managers
  • Designed Executive dashboard for customer retention metrics that allows management to pinpoint areas of opportunity to achieve company-wide retention targets
  • Created, tested, and maintained SAS programs to generate SAS datasets, spreadsheets, tables and reports

Sr. Collections Analyst

TXU Energy
10.2010 - 08.2013
  • Implemented Early Out collections application within SAP IS-U using STLC approach that decreased bad debt by $2M while increasing customer satisfaction
  • Identified $25M in older retail debt that had never been placed for collections and presented proposal to Sr. Management to place this debt via special collections program that resulted in $431K recovered
  • Developed business requirements and coordinated testing and implementation of Enterprise Collection Agency Management middleware platform

Proprietary Trader

Geneva Trading
07.2009 - 10.2010
  • Actively traded energy and softs futures contracts on an intraday basis while respecting company mandated risk tolerances
  • Developed and executed independent trading strategies through an extended period of simulated trading and live trading
  • Trained in the use of CQG charting software, Bloomberg, and RTS programming software for the implementation of trading strategies

Sales Intern

Blanchard & Company
09.2007 - 01.2008
  • Wrote analysis and projection of gold prices that was published by the firm and became required reading for new account executives
  • Implemented skills culled from service industry work, including multi-tasking and a personalized approach, to generate new clients
  • Applied knowledge of commodities markets to drive gold bullion sales

Education

Master of Finance - Finance

Tulane University, Freeman School of Business
New Orleans, Louisiana
05.2009

Bachelor of Business Administration - Finance

Loyola University New Orleans
New Orleans, Louisiana
05.2008

Skills

  • SQL
  • Python
  • Tableau
  • QlikSense
  • Alteryx
  • Salesforce
  • Sales Forecasting
  • Sales Quota & Territory Management
  • Strategic Planning
  • Sales Compensation

Additional Information

US Citizen and an Australia Permanent Resident.

www.linkedin.com/in/cborison

Timeline

Sr. Sales Operations Manager

Intuit
10.2020 - Current

Sales Analytics Staff Analyst

Intuit
10.2018 - 10.2020

Sr. Manager, Analytics

Intuit
06.2015 - 10.2018

Contact Center Data Specialist

TXU Energy
08.2013 - 06.2015

Sr. Collections Analyst

TXU Energy
10.2010 - 08.2013

Proprietary Trader

Geneva Trading
07.2009 - 10.2010

Sales Intern

Blanchard & Company
09.2007 - 01.2008

Master of Finance - Finance

Tulane University, Freeman School of Business

Bachelor of Business Administration - Finance

Loyola University New Orleans
Charles Borison