Joel Burgess

Operations Associate

Lake Oswego, Oregon, United States16 yrs 6 mos experience
Most Likely To SwitchHighly Stable

Key Highlights

  • Expert in technical sales and solutions engineering.
  • Proven track record in coaching and team development.
  • Strong cross-functional collaboration skills.
Stackforce AI infers this person is a SaaS solutions engineering expert with a focus on compliance and risk management.

Contact

Skills

Core Skills

LeadershipProject ManagementSolution SellingTechnical Sales Presentations

Other Skills

Performance ManagementTeamworkCoachingCommunicationStorytellingDiscovery ProcessValue SellingCross-functional Team LeadershipVoice of the CustomerProduct DesignRFPScopingCustomer ServiceTroubleshootingTeam-oriented

About

At NAVEX, we solve Compliance, Regulatory and Operational risk for enterprise customers every single day. With a focus on continuous improvement and achieving high results, our world class sales engineering team focuses on delivering exceptional value to our presales customers while building the strongest culture possible. Through advising and partnering with cross-functional teams, we have successfully developed and deployed innovative solutions, fostering a culture of growth and opportunity. My role in onboarding and coaching has empowered sales engineers to excel in delivering inspirational technical demos and effectively communicating complex solutions.

Experience

Navex

4 roles

Senior Manager, Presales

Promoted

Apr 2020Present · 5 yrs 11 mos

  • Promote and support NAVEX’s Sales methodology, best practices, and core values with a focus on continuous improvement and high results achievement
  • Leverage sales data to mazimize SE value and strategy to improve revenue goals
  • Advise, coach, and partner with cross-functional teams on project delivery, solution development and deployment, and revenue generation techniques, as needed
  • Drive improvements to current offerings and methodologies, and develop additional SE programs aligned with a focus on profitability and repeatability, as needed
  • Onboard, coach, train and foster growth of SE resources on core competencies with a deep understanding of product, services, and inspirational technical demos
  • Improve processes, procedures, reporting, metrics, and overall knowledgebase within SE team with a focus on increasing quality, efficiency, utilization rate, and accommodating scalability
Performance ManagementTeamworkLeadershipCoachingProject ManagementCommunication

Sales Engineer

Promoted

Jun 2015Apr 2020 · 4 yrs 10 mos

  • Drive sales process for NAVEX's Platform of SaaS-based solutions for Fortune 500 companies such as New York Life Insurance, British Communications Group, The Coca-Cola Company, Allergan, Cigna, Merck, etc.
  • Manage territory specific (East coast and Latin America) business strategy to meet monthly and quarterly sales targets.
  • Analyze customer’s existing systems and processes. Map initiatives to sales proposals and SOWs based on customer business requirements.
  • Deliver proof of concept and scenario-based product demonstrations on actionable business solutions for technical and non-technical audiences.
  • Communicate best practice integrations with the NAVEX Platform: Active Directory, LDAP Relay, SAML 2.0, SCORM/AICC training content, HRIS, and telephony.
  • Collaborate cross functionally with Product Engineering/UI/UX teams to prioritize product roadmap and feature enhancement requests from customers.
StorytellingDiscovery ProcessSolution SellingTechnical Sales PresentationsValue SellingCross-functional Team Leadership+5

Account Manager

Feb 2014Jun 2015 · 1 yr 4 mos

  • Assisted with software installation issues, recommended new GRC solutions, and managed support tickets so clients could reach their specific regulatory compliance goals.
  • Performed discovery and project management at the research and design phase to maintain timelines of complex multi-layer projects.
  • Identified, evaluated, and resolved client computer, system, server and user related issues including compatibility conflicts, application operations, software/hardware malfunctions.
  • Strengthened valued client relationships by working both independently and within a close knit team in a high pressure environment.
  • Identified potential system and client relationship enhancements and recommended new information technology solutions across the NAVEX Global Platform.

Senior Communication Specialist - (bilingual)

Sep 2010Feb 2014 · 3 yrs 5 mos

  • Fielded, documented and appropriately dispatched incoming cases, creating actionable reports so clients could identify key areas of risk and loss within their organizations.
  • Designed client intake protocols to align intake process with desired results.
  • Trained and supervised new hires to strengthen report protocol and best practices.
  • Performed Spanish interpretations in real time, establishing acute awareness and sensitivity to different linguistic characteristics of Spanish speakers from different countries of origin.
  • Performed professional, written translations for a wide range of industries such as healthcare, IT, retail, finance, government, textiles, education, transportation, professional services and more.

Disney and espn media networks

Production / Operations Runner (college football)

Sep 2009Jan 2013 · 3 yrs 4 mos · College football games around the country

  • Coordinated logistics with participating teams on in-game operations schedule, celebrity spotting, stadium layout, and desired team information to be displayed on the telecast.
  • Assisted producers and directors with athlete interviews and production features to offer viewers insight on featured athletes, coaches and programs.
  • Researched facts, traditions and stories of participating teams to contribute to the content of the broadcast.

Education

University of Oregon

Business Administration and Management — General

Jan 2002Jan 2006

University of Oregon Lundquist College of Business

Jan 2002Jan 2006

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