Scale Vantage

 Trusted by leaders to pull strategic, high-visibility

projects across the finish line

Recent  Projects

Chief of Staff

Office of the CEO, CFO

Merger of two major industry players created the need for consolidation of teams, functions and systems along with a requirement for clear and concise sensitive communication. 

 

 

THE SOLUTION

 

Effortlessly integrated into senior leadership team and acted as go-to, right hand, trusted person responsible for variety of strategic deliverables associated with post-merger consolidation activities.

 

Authored communications and managed calendar of key messaging to organization.  Interfaced with VP level to drive initiatives from inception to delivery.  Established dashboard reporting and delivery cadence. 

 

Salesforce Deal Desk Workflow Design and Deployment

Acting VP of Commercial Operations

As the sales team grew and offerings expanded, the original organic manual processes where deals were vetted via email distro and chat resulted in a distracted team and lack of data-driven reporting for leadership.

 

 

THE SOLUTION

 

Designed a streamlined process with fewer touches and determined key metrics needed to arm all levels of leadership with metrics to drive decision making. 

 

Implemented metrics in Salesforce to create pipeline dashboards showing deal size, segment and probability to close.

 

Customer Onboarding Program

Acting VP of Customer Experience

New product offering created industry excitement however customers did not intuitively know how to translate the data produced into monetary results. 

 

Internal subject matter expertise existed in the heads of employees but required time consuming one-on-one training events with customers to disseminate information.

 

 

THE SOLUTION

 

Designed master onboarding cadence of all activities required to launch a customer on the new commercial offering.  Defined stage gates and KPIs of healthy adoption behavior and created content library of client facing materials.  Created cohort-specific automated drip campaigns to consistently deliver meaningful content throughout the onboarding process.

 

Worked with key individual contributors and leadership stakeholders to identify risks to timely deployment, ensure visibility to major milestones and maintain a clear line of communication to executive leadership. 

 

Quote-to-Cash Model for New Business Unit

Acting VP of Marketing and Operations

CEO wanted to pursue an adjacent market with a new service offering but had no time to analyze or develop a model. 

 

A formal plan was needed to mobilize internal assets to quickly monetize the new offering and ensure each department understood how to execute their role.

 

 

THE SOLUTION

 

Created a lead-to-cash model across the functional teams including process definition, hand-off between departments and developing 3rd party system requirements (Salesforce, Analytics and Billing Platform) to support new business.

 

Launch of new service offering spanned the internal infrastructure from the lead funnel to billing activities.

 

Go-to-Market Global Product Launch

Acting Head of Commercial Operations

Launch of new platform required a concerted effort between functional business units including Sales / Marketing, Client Success / Support, Product / Engineering and Finance / Legal.  Short timeline necessitated efficient and timely launch.

 

A formal plan was needed to mobilize internal assets to quickly monetize the new offering and ensure each department understood how to execute their role.

 

 

THE SOLUTION

 

Created master project plan of all activities required to launch new global commercial offering.  Worked with key individual contributors and leadership stakeholders to identify risks to timely deployment, ensure visibility to major milestones and maintain a clear line of communication to executive leadership.

 

"the quarterback"

"air traffic controller"

"ops ninja"

"trusted advisor"

"herder of cats"

"the fixer"

I focus on the business behind the business.  I design and execute programs to scale and optimize revenue models by addressing the key aspects of data, systems and processes.

 

Often I'm behind the scenes tackling inefficient workflows and designing automated solutions in Salesforce, Pardot, Zendesk, to name a few platforms or even creating entirely new programs from scratch.  Both free up resources and drive increased recurring revenue through the business engine.

 

​I strive to be service-minded, flexible and intellectually curious with the aptitude and drive to secure alignment among senior leadership across organizations.

 

Let's connect and here's to our shared success!

 

Christin Eiserloh