D
Daniel Thomas
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Director - Sales Operations, Renewals, Quote to Cash,
Alberta, Canada
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Résumé
Jobs
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- BCorporate Operations ManagerBurly Boyz Moving & StorageApr 2024 - Current (2 years 2 months)• Replaced fragmented Excel workflows with a full Salesforce implementation in 6 weeks, structuring sales and customer processes for automation and real-time reporting. • Implemented a custom lead routing solution (Calendly) to assign leads, replacing cold outbound calls and significantly improving connect rates. • Deployed 46+ Zapier workflows to automate customer notifications, follow-ups, and backend system updates, minimizing manual administrative load. • Developed Salesforce workflows for job tracking and internal notifications, improving coordination across dispatch, field, and admin teams. • Managed the full tech stack including Salesforce, Appenate, Jobber, and RingCentral; maintained 450+ reports for operational visibility.
- RRevenue Operations DirectorRetention.comJan 2023 - Apr 2023 (4 months)• Took over a mid-implementation Salesforce instance, redesigning the object model and sales process to accurately reflect actual pipeline stages and lead usage. • Standardized sales operations reporting logic to provide management-level rollups and GTM visibility across sales, marketing, and Customer Success (CS) teams. • Focused on comprehensive CRM data cleanup and lifecycle structure enforcement.
- RFounder & Product ManagerReferenceIntelAug 2020 - Nov 2021 (1 year 4 months)• Built a Salesforce-native application for managing customer reference workflows tied directly to sales operations. • Defined object structure, workflows, and dashboard views used by sales reps to track and leverage references during the deal cycle.
- GDirector - Sales & Strategic PartnershipsGetHired IncJan 2020 - Jun 2020 (6 months)• Designed Salesforce account architecture to centralize sales and usage data for strategic partnerships. • Managed $1M+ ARR pipeline with partners, leveraging integrated reporting for upsell and renewal targeting. • Built and tested a compensation and reporting structure aligned with sales team needs.
- RAVP-SMB SalesReplicon Inc,Jan 2018 - Nov 2019 (1 year 11 months)• Owned the forecasting cadence and pipeline management for a 16-rep team. • Restructured sales process inputs and KPIs to improve performance visibility and accountability. • Delivered 40% YoY growth through operational cleanup and structured sales strategy, achieving the highest quarter in nine periods.
- RAVP - Customer Success OperationsReplicon IncApr 2016 - Dec 2017 (1 year 9 months)• Built CS operations systems to align reporting with lifecycle triggers, renewal processes, and onboarding milestones. • Designed internal touchpoint tracking in Salesforce to support retention forecasting and NPS measurement.
- RSr. Director - Sales Business OperationsReplicon IncApr 2013 - Apr 2016 (3 years 1 month)• Owned global sales operations infrastructure in Salesforce (quotas, QTC, dashboards, forecasting). • Streamlined the forecasting process by implementing validation checks and simplifying inputs across teams; introduced Funnelsource to improve pipeline visibility. • Led global projects around the quote to cash tech stack - Intacct migration, Funnelsource rollout, and on-premise to SaaS migration(2 year revenue project). • Delivered 2x increase in recurring revenue from the legacy base; ensured operational strategy aligned with GTM and Finance leadership.
- RDirector - Sales OperationsReplicon IncNov 2010 - Mar 2012 (1 year 5 months)• Built and scaled revenue retention engine; managed $40M in renewals with CRM based controls. • Collaborated directly with Sales, Finance, and Support leads to build operational alignment for business reviews.
- RManager - Billing OperationsReplicon IncOct 2008 - Nov 2010 (2 years 2 months)• Migrated legacy audit process from email to a Salesforce-integrated workflow. • Reduced Turnaround Time (TAT) from 24 hours to 2 hours via automation, process standardization, and metric-based management.
- TTeam Lead / Ops ManagerSep 2000 - Oct 2008 (8 years 2 months)• Managed 30-40 person teams in tele-sales, medical billing, and tech support. • Successfully migrated processes from client sites and built offshore teams.
Education
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- CB.ComCommercial UniversityJan 2000 - Dec 2024 (25 years)