Daniel Lewis

Daniel Lewis

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Sr. RevOps Architect (Revenue Operations) 🚀 - 6x Salesforce Certified ☁ - Helping companies build 🔨 a culture of revenue excellence and Optimizing the enti...
Colorado, United States

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Jobs verified_user 0% verified
  • Go Nimbly
    Sr. RevOps Architect
    Go Nimbly
    Apr 2024 - Current (2 years 4 months)
    Go Nimbly is a Revenue Operations company with offices in San Francisco, New York, and Chicago. We help innovative, high-growth companies break down internal silos, in order to close gaps in the customer experience and increase revenue by 26%
  • Wizards of Ops
    Member
    Wizards of Ops
    Mar 2024 - Current (2 years 5 months)
  • Revenue Operations Alliance
    Member
    Revenue Operations Alliance
    Jan 2024 - Current (2 years 7 months)
  • RevOps Co-op
    Member
    RevOps Co-op
    Jan 2024 - Current (2 years 7 months)
    The RevOps Co-Op is a community built to serve its members through on-demand expertise, best practice content, educational opportunities, and networking events. All go-to-market operations professionals are welcome - from marketing to customer success and everything in between. Join us and grow as a RevOps Pro 🚀
  • SalesIntel.io
    Director of Revenue Operations
    SalesIntel.io
    Sep 2021 - Jan 2024 (2 years 5 months)
    Highlights: * First dedicated RevOps employee. Built a multi-national RevOps org that grew 500% * Increased net revenue by $120-150k annually. Rebuilt Opportunity Pricing and the integration to PandaDoc; later implementing Docusign Gen from the ground up. Over $10k/month additional revenue by eliminating contract shrinkage, $3-5k/month savings in managing credits, non-standard contract terms, and contract dates + creating an auto renewal process and partially automating contracts without auto renewal. * Oversaw complete rebuild of Hubspot in 90 days during Q2/Q3 2022 resulting in major reporting upgrade, getting monthly numbers in a day instead of 1 week. Rebuilt Original Source, Latest Source, and UTM handling in Hubspot and Salesforce, li
  • MarginEdge
    Director of Sales Operations
    MarginEdge
    Dec 2018 - Dec 2019 (1 year 1 month)
    Implemented SFDC from the ground up in 8 weeks and migrated over 99% of all data from the previous CRM. Successful launch & training on 4/1/19. With improved opportunity milestone tracking and reporting, got more accurate pipeline forecasting and close rate reporting from concrete intermediate sales milestones (close/discovery; close/demo). Made data driven decisions to lower customer churn and increase ARPU. Led remote data operations team in India and grew the team 267%. Changed data cleaning and enhancement to be in SFDC which lowered duplicates and increased output from 500 accounts and contacts per month to over 5000 accounts and 6000 contacts per month for the team. Created SDR team in summer 2019, grew team by 500% & rolled t
  • BlueCart
    MDR Manager
    BlueCart
    Mar 2018 - Oct 2018 (8 months)
    Built a new team from the ground up. MDR's are outbound Customer Success reps whose day to day KPI's are similar to SDR's (Calls, emails, blueprinting) but the results are Customer Success metrics: platform usage goals that tend to create sticky users. The MDR's surface insights and collaborate with the sales, customer success, and product teams. Some SDR's were shifted to the MDR team. 200% YoY growth in New Monthly Active Users 17% MoM growth in total Monthly Active Users
  • BlueCart
    Interim Co-Head of Marketing
    BlueCart
    Mar 2018 - Jul 2018 (5 months)
    As the co-head of marketing, I helped to shift the marketing focus to lead gen & sales enablement from the previous focus on PR, content, and email. Re-Implemented Pardot & connected it to Salesforce to track activity from website visitor through closed opportunities. Rebuilt Google Analytics tracking to track current user and prospect journeys on our website. Created sales and marketing personas and ideal client profiles. Defined MQL's and PQL's for funnel tracking. Responsible until July 2018 when we hired a Director of Marketing. Channel Focus: Field Marketing, Blog/SEO, SEM, Social, Email Newsletter Show less
  • BlueCart, Inc.
    SDR Manager & Sales Operations
    BlueCart, Inc.
    Jul 2017 - Oct 2018 (1 year 4 months)
    Built the SDR team and processes from scratch, reimplemented Salesforce.com to support better handoffs between teams and tracking of KPI's and metrics. Grew team by 600%. Implemented SalesLoft for all revenue teams, PandaDocs for Sales, and Pardot for marketing. Decreased time from Demo to Close from 3-6 months to 5 weeks. 470% YoY increase in Opportunities closed Sales Ops Projects included: Opportunity Stage re-design to simplify sales process and make Forecasts more accurate. Mapping opportunity fields to PandaDoc for e-doc creation. Client Onboarding workflow inside the Opportunity to track deal close through customer launch. Account stages that controlled dynamic marketing email suppression lists in Pardot. Custom objects to track user
  • ClearCare
    Manager, Sales Development and Sales Operations
    ClearCare
    Aug 2015 - Jul 2017 (2 years)
    Manage a team of 6 SDRs covering the US and Canada. Achievements: 100% accurate and deduped customer data merger (1100 accounts) in 5 business days from being assigned project, 12 hours after receiving export from acquired company system. 142% to pipeline quota in 2017 Q1 114% to pipeline quota in 2016 Q4 110% to pipeline quota in 2016 Q3 (pipeline quota raised by 50%) 106% to revenue quota, 145% to pipeline quota in 2016 Q2 125% to revenue quota, 126% to pipeline quota in 2016 Q1 (Revenue and pipeline quotas raised) 450% to revenue quota, 124% of pipeline quota in 2015 Q4 180% to revenue quota, 99% to pipeline quota in 2015 Q3 Pipeline Generation 2.32x since start (255k per quarter vs 110k per quarter) Closed revenue for SMB channel 2x gro
  • Aconex
    SDR Team Lead & Beer Baron
    Aconex
    Feb 2013 - Jul 2015 (2 years 6 months)
    Manage & train a team of 6 SDR's in the Americas and 2 in EMEA. Designed dashboards and reports for upper management and team use within Salesforce. Specialist in Big Focus 500 accounts and Oil and Gas industry. As Beer Baron, I upheld Aconex's Friday night drinks tradition while helping coordinate the social calendar for the office. Events include first office-wide Community Service day with Habitat For Humanity for the America's HQ, off-site happy hours, company suite at an Oakland Athletics game, Cart Racing at K-1 Speed. Show less
  • Splice
    Account Executive
    Splice
    Mar 2012 - Jan 2013 (11 months)
    We manage any or all of the communications portfolios of our clients from designing the network, provisioning the network, billing, and monitoring the network. With over 60 carrier relationships in place both in the US and abroad, we can design and implement a network to meet your data demands at the right price point. Best of all, we can manage and monitor a communications network even if it wasn't purchased from us to help a company reduce it's IT expenditures on communications.
  • Cbeyond (acquired by Birch)
    Sales Consultant Team Lead
    Cbeyond (acquired by Birch)
    Feb 2009 - Mar 2012 (3 years 2 months)
    Manage a team of 3 TSR's from months 0-4 to get them ramped up with the Cbeyond sales model, products, and closing business while still maintaining my own personal quota. Top Team Lead in SF Branch 8/11, 10/11, and 1/12. Top team nationwide 9/11 in deals closed. Top rep SF Branch 5/11 Presidents Club 2010
  • Culver Careers
    Executive Recruiter
    Culver Careers
    Jul 2008 - Jan 2009 (7 months)
    Recruiter for Sales positions. Responsible for both business development and sourcing candidates for open positions - focused on mid-experience positions and candidates (2-5 years)
  • F
    Sr. Account Executive
    FIRST FEDERAL BANK
    Mar 2004 - Jul 2008 (4 years 5 months)
    In charge of managing broker relationships in the Western US (CA, NV, AZ, WA, OR) to generate mortgage applications for qualified borrowers. Responsible for moving loans through our underwriting pipeline until funding.
  • F
    Loan Document Specialist
    FIRST FEDERAL BANK
    Oct 2003 - Mar 2004 (6 months)
    Prepare and audit loan documents to send to title. Requires a keen eye since one mistake will nullify an entire set of loan documents.
Education verified_user 0% verified
  • University of California, Berkeley
    University of California, Berkeley — Bachelor of Arts (BA), Economics
    University of California, Berkeley
  • C
    California Academy of Mathematics and Science — HS Diploma
    California Academy of Mathematics and Science
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