R Walter

Head of Global Revenue Operations

Testlio

Mar 2026 - Current (8 months)

Director of Revenue Operations

EverAg

Mar 2024 - Mar 2026 (2 years 1 month)

Revenue Strategy and processes
- Own GTM processes from lead to booking
- Develop meaningful KPIs and partner with leadership to measure to KPIs
- Communicate with executive leadership proposing and executing on strategies to improve business processes
- Institute and run weekly and monthly pipeline and forecast call cadence with CRO, SFO, sales leadership, and finance leadership
- Rebuild from ground up a business wide consolidated sales process
- Determine and transform TAM/SAM/SOM information into actionable processes within the tech stack ecosystem
- Work with marketing leadership to understand, discover and project manage SFDC team to build the top of funnel lead, campaign, and BDR process resu

Revenue Operations Manager

Centerbase

Oct 2021 - Feb 2024 (2 years 5 months)

Revenue Strategy
- Own Entire GTM process from Lead to Cash and Renewal
- Partner with CEO, CRO, VP Customer Operations, and CMO to develop and implement GTM strategy across the entire buyers cycle
- Work with CFO and FP&A to drive meaningful metrics and KPIs across the company
- Sales Stage Process implementation
- Refine and create CS Process
Capacity Planning and modeling
- CRM and Tech Stack Management
- Successfully managed transition and implementation from 4 CRMs to Salesforce
- Salesforce admin and architect
- Built and maintained API connections to Salesforce including Netsuite, Pendo, GuideCX, Jira
- Salesforce Flow expert
- Marketo admin
- HubSpot admin and architec

Sales Operations Manager

Solera Holdings LLC

Mar 2021 - Oct 2021 (8 months)

- Liaised with department leaders globally to discover needs and create relevant project plans with appropriately defined timeframe expectations
- Managed a small team of Sales Operations Analysts
- Instituted Agile Workflow Methodology in team
- Built, created, and displayed relevant data points in Power BI for department leaders in scalable way
- Built custom API connectors within Power BI to pull datasets from disparate sources globally
- Discovered appropriate KPIs for business units through back testing

Sales Operations Manager

SchoolStatus

Jul 2018 - Mar 2021 (2 years 9 months)

Sales Database Administrator and Architect
o Salesforce (Lightning) CRM
- Expert in Salesforce Flow, Process Builder, Lightning Page Design, Validation, and Workflows
- Some experience with Apex
- Maintain data fidelity
- Manage the API and synching of: HubSpot, Outreach.io, NetSuite, Handwrytten, Stitch/RedShift, Slack, and PandaDoc
- Design and customize Salesforce from initial implementation for 4 different groups: Sales, Marketing, Accounting, and Operations by evaluating the needs of each group and delivering accordingly
o

Client Executive

SchoolStatus

Jan 2017 - Jul 2018 (1 year 7 months)

• Build business by growing a territory/region in sales
• 79% increase in revenue in Texas in and 28% increase in revenue in Oklahoma
• Attend and Speak at trade shows
• Build automation process in HubSpot Sales and HubSpot Marketing
• Tracked Activity numbers to create metrics to determine what it takes to a) get a response, b) get a demo, c) close business and used these to create goals for myself
• Determined length of time it took for initial touch to close
• Created sequences based on those numbers to meet goals
• Build Relationships and retain customers
• Train new customers and upsell to other products

Senior Trainer

SchoolStatus

Aug 2014 - Dec 2016 (2 years 5 months)

• Develop and maintain a team of trainers
• Develop relationships with School Districts to train and demonstrate data analytics software
• Helped to maintain a 98% renewal rate
• Create curriculum for different training types and techniques including presentation materials and attendee materials
• Upsell current customers to other products
• Conduct one on one, one-to-few, and one to many training sessions through a variety of mediums including webinars, seminars in large groups, conferences, and workshop style events.
• Create Communication Process for training sessions, customer retention and tracking using HubSpot when no process previously existed
• Attend and speak at trade shows and other events to

Active Trader Training Specialist

TD Ameritrade

Sep 2011 - Apr 2014 (2 years 8 months)

- Develop and Manage Training Program on Active Trading
- Advanced understanding of derivatives markets, market dynamics, greek management and risk analysis.
- Facilitate a team of Training Specialists
- Develop and Implement Manager Training in Active Trader Competencies
- Develop and Implement process to quantify Competencies.
- Use data to develop personalized training program for over 100 Associates
- Manage schedules and budgets to allow for appropriate training
- Develop and Implement Continued training.
- Manage and supervise client interactions
- Sharepoint Development
- Train Associates in Active Trading (Options, Futures, FOREX, and Equities).
- Coach to appropriate metrics

Private Client Services Specialist

TD Ameritrade

Oct 2007 - Sep 2011 (4 years)

Retain and grow client assets through relationship, superior client service, and education.

Client Services Representative

TD Ameritrade

Dec 2006 - Sep 2007 (10 months)

Provide outstanding client services so that the company goal of being the firm of choice for the American family can be realized

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R Walter

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Behavioral traits