Jul 2022 – Nov 2023 · 1 yr 4 mos · Remote

• Led the North America order management team to drive optimal operational performance and support team member’s professional growth
• Developed and improved knowledge of Imperva’s order and licensing process
• Ensured complete and accurate order forms, purchase orders & contracts according to the company’s booking policy.
• Worked with business partners to identify and validate requirements within the bookings policy and adjust according to the business needs
• Supported regional sales team, including external channel partners
• Provided guidance on complex customer orders and license issues
• Created metrics and dashboards to quantify performance and progress within the OM team
• Worked cross-functionally between Sales, Deal Desk, Revenue, AR, Operations and Legal teams to work through order management issues
• Assisted in continuous updates to our OM pre-SOX documentation
• Analyzed business needs and work with stakeholders to drive system and process change, including UATs
• New product SKU creation
• Enabled the sales team on booking requirements
• CPQ improvement

Jun 2019 – Jul 2022 · 3 yrs 1 mo · Mountain View, California, United States · Remote

• Developed and managed a global order management team
• Processed and managed orders in Salesforce in accordance with executed contracts and bookings policy
• Validated order documents (contracts, purchase orders, approval docs etc.) for completeness and accuracy
• Streamlined order-to-cash process by implementing automation between CRM & ERP systems
• Validated booking types and renewal opportunities for accurate financial reporting
• Worked collaboratively with audit and SOX compliance teams to develop and document internal control procedures
• Worked collaboratively with deal desk, sales, revenue, legal, and other teams to solve order issues or to meet the needs of a customer’s non-standard request
• Provided guidance and training to the deal desk and sales team to enforce best practices around deal structure and order form guidelines according to company policy
• Worked with billing & AR teams to ensure accurate and complete data flows into NetSuite to minimize invoicing or AR delays
• Initiated business/system process improvements
• Participate in planning and UAT testing for new product SKUs and system/process enhancements
• Conducted monthly reconciliations and other audit activity to monitor compliance

Aug 2016 – Jun 2019 · 2 yrs 10 mos

• Responsible for the day-to-day operations of the global orders management team including training, performance reviews, and coaching
• Ensure compliance with all company and business policies and administer all open sales orders and ensure appropriate order flow through Salesforce
• Oversee and coordinate the gathering of audit samples to support the finance team and perform various control activities to support SOX requirements
• Familiarity with all aspects of the quote-to-invoicing cycle including quoting, order processing, fulfillment, invoicing/RMA, and revenue recognition
• Processed customer orders of products and services by entering orders into the computer system and ensuring that orders are filled correctly and on time
• Worked with global distributors and supported sales teams in processing new orders, order status,
• RMAs, and general inquiries
• Month-end and quarter-close responsibilities including reporting to ensure the accuracy of submitted and booked orders
• Reporting and tracking of key metrics

Jun 2013 – Aug 2016 · 3 yrs 2 mos

• Project Management. Lead or assist in the planning, implementation of professional services. Facilitate the definition of project missions, goals, tasks, and resource requirements; resolve or assist in the
• resolution of conflicts within and between projects or functional areas; develop methods to monitor project. Meets financial objectives by forecasting requirements.

Apr 2010 – May 2013 · 3 yrs 1 mo · Mountain View, Ca

• Provided executive-level administrative support for Global Business including but not limited to: (calendar, phones, international travel, passports, preparing expense reports, edit correspondence, communications, presentations and other documents). Organized special events
• Ensured that facilities meet government regulations and environmental, health and security standards -supervising multi-disciplinary teams of staff including maintenance, grounds and custodial workers
• Maintained operation of equipment by completing preventive maintenance requirements; following manufacturer's instructions; troubleshooting malfunctions; calling for repairs; maintaining equipment inventories; evaluating new equipment and techniques.
• Planned and oversaw building work/renovation, lease management, office closure/relocation, project planning and management, Environmental Health & Safety reporting for Global Operations
• Assisted VP of HR with HRIS database, employee orientation, development, and confidential recordkeeping,

Aug 2005 – Jan 2010 · 4 yrs 5 mos

• Manage administrative staff. Manage and maintain Office Facilities; Manage and maintain Human Resources / Payroll. Coordinate/Organize company meetings and events. Assist President with employees travel arrangements. Accounts Payable and Receivable. Event Planning. Develop customer relations with Vendors / Contractors. Finalize Contracts, Bid and Insurance Documents. Create and maintain spreadsheets and Power Point presentations. Create and process purchase orders. General Office Duties (i.e. answer phones, filing, maintain office supplies and distributing memorandums.)

Jan 2004 – Aug 2005 · 1 yr 7 mos

• Operated an international call center with multiple lines. Directed calls to requested employee and assisted with Company's website troubleshooting. Greet customers and Employees. Notified employees when scheduled guests had arrived, checked in guests to the security system and issue visitor badge. I oversaw the Security Badge System for employee's access into the building. Controlled Incoming and Outgoing mail. Occasionally would complete projects for various managers in the IT Department.

Dec 2001 – Nov 2003 · 1 yr 11 mos

• Collect checks for money owed. Contact customers with delinquent accounts. Create and maintain a spreadsheet to record payment progress. Data Entry, Filing, and also fill in for Receptionist when needed.