Business Strategy & Operations Analyst
Motive
Dec 2022 - Dec 2023 (1 year 1 month)
• Worked closely with Customer Success leadership to develop and implement a Territory Management Plan for Upmarket Customer Success teams lowering CSM account changes to less than 5% of a CSM’s account base from 17%.
• Led a cross-functional initiative to identify discrepancies in the revenue recognition model, identifying 3.5M in false operational churn, driving root cause analysis and devising effective resolutions.
• Rebuilt the Weekly Business Review deck for CS SMB segment improving its efficiency and accuracy by 50% through automation and reporting simplification.
• Owned reporting and weekly readouts on key metrics for the Post-Sales Cards Initiative; contributed to strategy development and cards account health insights for the Card