Nate Sooter

Senior Manager, RevOps Insights

1password

Mar 2025 - Current (1 year 7 months)

Manager, Customer Success Operations and Analytics

Smartsheet

Jul 2023 - Mar 2025 (1 year 9 months)

Focusing on key CS initiatives around churn, retention and user activation, including: - Planning and measuring efficacy of CS programs to drive app usage - Providing visibility and recommendations into company-wide churn efforts - Designing CS territories - Updating customer churn and propensity to buy models

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Senior Manager, Business Analytics

Jun 2023 - Jul 2023 (2 months)

Creating vision, strategy and roadmap for GTM analytics at Insightly. Identifying, managing and implementing high leverage Revenue Ops projects across Sales org

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Manager, Business Analytics

Aug 2022 - Jun 2023 (11 months)

Creating vision, strategy and roadmap for GTM analytics at Insightly. Oversee and launch high leverage ops projects like Products, Price, Quote (PPQ) Building data practices from the ground up, from source data all the way to dashboarding & self-serve

Manager of BI Operations

Smartsheet

Feb 2021 - Aug 2022 (1 year 7 months)

Managed Analytics Engineering team -Drove vision and strategy for data self-serve and democratization across Smartsheet -50% increase in employees leveraging data self-serve in 2022 (+400 people) -Designed & oversaw creation of source of truth analytics database in Snowflake -New code production process resulting in 10x deployment speed improvement for analysts -dbt added as new transformation tool -Cleaned up analytics ecosystem via new process identifying & deprecating unused reports -63% of all Tableau dashboards deleted, aiding report discoverability

Senior Data Analyst

Smartsheet

Jun 2019 - Feb 2021 (1 year 9 months)

Standardize analytics for 800+ employees in Field Ops (Sales/CS/etc) by: -Directing team of six data analysts -Identifying key analytics for each Field Ops role -Creating new analytics/dashboards as needed -Creating Analytics Hubs for each Field Ops team Utilize mixture of Snowflake (SQL), Tableau, Python and R to create data products & solutions Unite analysts across Smartsheet with monthly brown bags, Slack channel and regular team check ins to share best practices and eliminate parallel work

Senior Sales Operations Analyst

Smartsheet

Aug 2017 - May 2019 (1 year 10 months)

Manage sales territory creation process for entire company from start-to-finish Accurately forecast (within 2%) sales headcount needs for fiscal year planning Save ~600 sales & support hours per week with deployment of data standardization solution Establish and improve KPIs with sales leadership Create and maintain key actionable Tableau dashboards across all sales teams Create and manage enriched data sources in SQL/Snowflake for use across Sales Analyst team Drive continuous account data accuracy improvements in Salesforce

Lead Analyst

Merkle

Jan 2017 - Aug 2017 (8 months)

Manage analytics for website of major US vehicle manufacturer Create & maintain key dashboards and reports for executive stakeholders Plan analytics strategies for new web page launches/refreshes Develop clear KPIs, from formulation to implementation in both the website and reporting systems Teach international Introduction to SQL class to analysts throughout Merkle

Web Analyst

Merkle

Jul 2016 - Dec 2016 (6 months)

Leveraging Adobe Analytics to provide website insights to clients to improve experience for customers. Body of work includes: -Providing reporting and insights during a complex website transition to a Responsive state -Identifying KPIs/Metrics to measure success of marketing campaigns and new page launches -Create reports and analyses per identified KPIs/Metrics -Automating reports to provide more time for analysis instead report writing (10 hours/week saved) -Troubleshoot data inconsistencies to ensure trust in data and provided reports -Utilizing R programming language to speed up data cleaning and analysis

Data Analyst

Funko

Aug 2015 - Jul 2016 (1 year)

Manage comprehensive KPI project: --Establish key KPIs for VPs/Directors and their teams --Create data warehouse to store necessary data in easy-to-access format --Create visualizations in Tableau for all KPIs --Add/adjust KPIs and visualizations as requested Create monthly financial analysis package for CFO and Controller Provide data analysis support for various Funko teams including Sales, Operations, Marketing and Finance. Create, update and maintain historical sales SQL database for analysis use by Finance and Sales teams

Sales Operations and EDI Analyst

Funko

May 2014 - Aug 2015 (1 year 4 months)

Create and maintain historical sales SQL database for use by Finance and Sales teams Utilize SQL code and PowerPivot to analyze and provide data from SQL database to various Funko teams Create and maintain various reports requested by Finance, Sales and Production teams including: --Purchasing/Production forecasting and reporting --Inventory reporting and visualization --Dynamic Sales Catalog for sales team Manage EDI process from initial outreach, to implementation and customer maintenance Manage item creation process for company including: --Coordinating between multiple teams to gather critical item data --Cleanse and organize data into usable format in major company databases

Customer Success Manager - Higher Education

Rosetta Stone

Apr 2013 - May 2014 (1 year 2 months)

Responsible for managing customer relationship with strategic higher education Rosetta Stone clients. $1.2 million book of clients 104% renewal rate Manage reporting & database tool for Client Manager management

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Senior Customer Success Manager

Livemocha

Jun 2012 - May 2013 (1 year)

Manage client portfolio of over 250 customers with annual revenue of $1.2M 100% renewal rate for libraries 85%+ average renewal rate for all existing customers across all verticals Managed clients grew from 1,000 licenses used to over 65,000 Primary Salesforce.com administrator for company Compiled & completed implementation and communication plans with all customers, including live trainings, planning calls, troubleshooting and technical setup/support Created marketing materials for Enterprise customers including videos, posters, bookmarks, tutorials and guides. Example video:

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Customer Success Manager

Livemocha

Jul 2011 - Jun 2012 (1 year)

-Goal: To ensure success of Livemocha product at purchasing organizations -Manage accounts of all organizations/schools/libraries which purchase Livemocha as a language learning solution -Ensure high usage of purchased Livemocha licenses by all Enterprise customers -Train managers/teachers/librarians about how to implement Livemocha and distribute licenses -Listen to and provide solutions for requests from Enterprise customers -Create and provide marketing materials for Enterprise customers -Plan and implement marketing strategy for current and future customers -Create YouTube walkthrough videos of Livemocha product (Example: www.

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Customer Service

Livemocha

Aug 2010 - Aug 2011 (1 year 1 month)

-Provide solutions for 150+ emails which come in per day -Respond to and provide solutions to all members who call in -Manage the Facebook wall and discussion board for 283,000+ fans -Respond to Twitter mentions or direct messages from our nearly 16,500 followers -Analyze of emails which come in for early bug reporting and trends. -With analysis, present suggested changes and actionable items to the project management team, based on direct feedback from our member base.

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Microloan Communications Fellowship

Jun 2009 - Sep 2009 (4 months)

-Worked nearly exclusively in Spanish. -Identify and place Kiva.org eligible loans on Kiva for fundraising -Gather stories and photos in field for placement on Kiva.org -Gather end-of-loan stories from micro-borrowers to pass to lenders -Coordinate with loan officers to attend microloan meetings or trainings

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Nate Sooter

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