Kai Tatum Edson

Senior Deal Desk Analyst

Sift

Nov 2024 - Current (1 year 6 months)

As a Senior Deal Desk Analyst, I partnered with the Director to build a new Deal Desk Service for the finance and sales organization, thoughtfully introducing changes to enhance operational efficiency. I developed internal resources, including booking procedures, price strategy guidance, and customer-facing presentation templates, ensuring clarity and consistency in communication. I owned and maintained the Sift Price Book, providing comprehensive sales training on its use, while collaborating with RevOps to ensure accuracy in systems and processes. My responsibilities included auditing and maintaining Salesforce cleanliness and accuracy, partnering with appropriate teams to address and rectify at-risk categories. I hosted recurring Deal De

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Deal Desk Analyst

Contentsquare (formerly Heap)

Feb 2023 - Nov 2024 (1 year 10 months)

As a Deal Desk Analyst, I function as a senior member of the Deal Desk team, overseeing high-value sales processes and ensuring alignment among stakeholders. I support SaaS sales velocity through all aspects from quote to contract, collaborating closely with Legal, Finance, Sales, and RevOps. My responsibilities include managing the Deal Desk queue, addressing inquiries regarding analysis, process, and approvals for both SMB and Enterprise sales. I regularly check in with Sales team members to maintain CRM cleanliness and ensure accurate forecasting for quarterly projections. I also take ownership of enablement, having performed audits on approximately 800 accounts, which led to enablement corrections for 44% of those reviewed. My role invo

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Senior Loan Analyst

Vontive, Inc.

Jan 2022 - Nov 2022 (11 months)

As a Senior Loan Analyst, I evaluated data to make informed recommendations for risk mitigation and pricing in an agile environment. I served in an underwriting function for private lending, hosting problem-solving office hours and conducting pipeline audits for sellers to streamline processes. Collaborating with functional leaders, I built standardized training materials across multiple divisions, which were released as a single tool to enhance operational efficiency. I created sales strategies and financial models that directly influenced new SaaS pricing and related growth decisions. Additionally, I partnered with an engineering team via Jira to discuss design improvements for system efficiencies tailored to SaaS clients. I also owned th

Senior Home Advisor

Better.com

Jun 2020 - Jan 2022 (1 year 8 months)

• Ranked within the top 20% of inbound methodology sales performers based on lock-to-fund and app-to-lock metrics. • Remained available as the customer point of contact for the refi process for the full loan lifecycle for a pipeline of ~100 files. • Served as Subject Matter Expert of proprietary software and mortgage products to relay information effectively. • Educated clients on the cost benefit of each loan product while supporting timely review of the underwriting process. • Conducted data analysis to ensure offers met the client's unique needs while retaining compliance per Fannie Mae guidelines. Additionally, I leveraged my understanding of API integration to operate across multiple systems, ensuring seamless data flow and enhanc

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Assistant Manager, Operations

The Irvine Company

Feb 2015 - Jun 2020 (5 years 5 months)

As an Assistant Manager, Operations, I was responsible for writing the Fiscal Year budget strategy for six cost centers, effectively controlling annual expenses of approximately $1.5 million. I managed a team of five associates and collaborated closely with the Chief Engineer to oversee a team of six engineers, ensuring operational efficiency and alignment with strategic goals. My efforts in driving customer retention led to the removal of ~$600,000 in flip costs from the budget, significantly enhancing our financial performance. I maintained an impressive Net Promoter Score (NPS) of 80+ across 11 commercial properties, encompassing 387,396 square feet and serving 85 customers. Additionally, I served as the project manager for two major rei

Core Lead, Parks

The Walt Disney Company

May 2010 - Feb 2015 (4 years 10 months)

• Daily direct supervisor for anywhere from 40-100 Cast Members, as well as the senior leader for 12 area supervisors. • Designed and coordinated Guest flow patterns for the park including major events drawing crowds of ~90,000 guests. • Designed Attraction and Guest Interaction

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