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Coco Panda
Sales Operations Specialist
PROFESSIONAL SUMMARY
Sales Operations Specialist with 5+ years of experience improving pipeline visibility, CRM data quality, forecasting accuracy, and quote-to-cash workflows for B2B revenue teams. Skilled in Salesforce, reporting automation, and cross-functional process improvement, with a track record of reducing manual work and supporting faster, data-driven decisions.
SKILLS
Salesforce CRM
Excel
Sales Forecasting
Dashboard Reporting
Data Quality Management
Order and Quote Support
PROFESSIONAL EXPERIENCE
NexaCore Software
B2B SaaSMid-Market
Chicago, IL
Sales Operations Specialist
SalesforceForecasting
May 2021 - Present
- Managed Salesforce data governance and weekly pipeline audits for a 55-representative sales organization, improving opportunity accuracy by 18% within two consecutive quarters.
- Built executive dashboards and standardized KPI reporting in Salesforce and Excel, reducing manual reporting time by 12 hours per week across sales leadership.
- Partnered with finance, marketing, and sales managers to improve forecast submissions, increasing monthly forecast accuracy from 72% to 88% over one year.
- Supported quote and order workflows by resolving CRM process issues, shortening average deal desk turnaround time from 2.3 days to 1.4 days.
- Documented territory, lead routing, and account assignment rules, helping reduce case escalations related to ownership disputes by 24% year over year.
HarborPoint Business Services
Business ServicesInside Sales
Milwaukee, WI
Sales Operations Coordinator
ReportingCRM Administration
Jun 2018 - Apr 2021
- Maintained CRM records, lead assignment workflows, and territory updates for a 30-person inside sales team, improving contact completeness from 81% to 95%.
- Created weekly performance scorecards for managers using Excel pivot tables and dashboards, enabling faster coaching decisions and improving call-to-meeting conversion by 11%.
- Coordinated sales compensation input and deal validation with finance, reducing payout disputes by 20% and improving monthly close readiness.
- Streamlined lead status definitions and handoff processes with marketing, decreasing unworked inbound leads older than seven days by 34% in six months.
EDUCATION
University of Wisconsin-Madison
BusinessOperations
Madison, WI
Bachelor of Business Administration
Sep 2014 - May 2018
Concentration in Marketing and Operations Management.
Coco Panda
Sales Operations Specialist
PROFESSIONAL SUMMARY
Sales Operations Specialist with 5+ years of experience improving pipeline visibility, CRM data quality, forecasting accuracy, and quote-to-cash workflows for B2B revenue teams. Skilled in Salesforce, reporting automation, and cross-functional process improvement, with a track record of reducing manual work and supporting faster, data-driven decisions.
SKILLS
Salesforce CRM
Excel
Sales Forecasting
Dashboard Reporting
Data Quality Management
Order and Quote Support
PROFESSIONAL EXPERIENCE
NexaCore Software
B2B SaaSMid-Market
Chicago, IL
Sales Operations Specialist
SalesforceForecasting
May 2021 - Present
- Managed Salesforce data governance and weekly pipeline audits for a 55-representative sales organization, improving opportunity accuracy by 18% within two consecutive quarters.
- Built executive dashboards and standardized KPI reporting in Salesforce and Excel, reducing manual reporting time by 12 hours per week across sales leadership.
- Partnered with finance, marketing, and sales managers to improve forecast submissions, increasing monthly forecast accuracy from 72% to 88% over one year.
- Supported quote and order workflows by resolving CRM process issues, shortening average deal desk turnaround time from 2.3 days to 1.4 days.
- Documented territory, lead routing, and account assignment rules, helping reduce case escalations related to ownership disputes by 24% year over year.
HarborPoint Business Services
Business ServicesInside Sales
Milwaukee, WI
Sales Operations Coordinator
ReportingCRM Administration
Jun 2018 - Apr 2021
- Maintained CRM records, lead assignment workflows, and territory updates for a 30-person inside sales team, improving contact completeness from 81% to 95%.
- Created weekly performance scorecards for managers using Excel pivot tables and dashboards, enabling faster coaching decisions and improving call-to-meeting conversion by 11%.
- Coordinated sales compensation input and deal validation with finance, reducing payout disputes by 20% and improving monthly close readiness.
- Streamlined lead status definitions and handoff processes with marketing, decreasing unworked inbound leads older than seven days by 34% in six months.
EDUCATION
University of Wisconsin-Madison
BusinessOperations
Madison, WI
Bachelor of Business Administration
Sep 2014 - May 2018
Concentration in Marketing and Operations Management.
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