R Walter

Head of Global Revenue Operations

Testlio

Mar 2026 - Current (6 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 resulting in accurate effectiveness of

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 architect - PandaDoc admin and architect - Zoominfo admin Commissions, Qu

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 Outreach.io - Ensure Workflows and Automation synchs seamlessly with Salesforce - Create and maintain Sequences. - Report on SDR performance within both Outreach and Salesforce - Ensure proper validation and

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 small and large groups of people

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. - Develop comprehensive communications path. - Develo

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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