Open to opportunities

Elisa Serna

@elisaserna

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Revenue operations and Salesforce systems manager improving end-to-end revenue lifecycles with scalable automation.

United States

Message

What I'm looking for

I’m looking for a Revenue Operations/Sales Systems role where I can improve deal execution with Salesforce + CPQ, build KPI dashboards, enforce data integrity, and automate workflows to create scalable, single-source-of-truth processes.

I’m a Revenue and Sales Operations leader who manages end-to-end revenue lifecycle orchestration and keeps subscription and sales data accurate across systems.

Most recently, I managed complex deal workflows using RevOps.io and ensured accurate subscription management in Chargebee, while maintaining leadership reporting confidence through Operations Compliance Dashboard (OCD) ownership and Salesforce/Chargebee reconciliations.

Earlier, I led Salesforce administration and process optimization at DTiQ, implementing automated workflows and CPQ configuration to improve deal execution, and building executive-level dashboards and KPI reporting frameworks for real-time visibility.

I’m passionate about turning complex operational challenges into streamlined single-source-of-truth workflows—combining systems optimization, governance, and data integrity auditing to align stakeholders and improve efficiency.

Experience

Work history, roles, and key accomplishments

Sales Operations Analyst

Cypress.io

Jan 2025 - Jan 2026 (1 year)

Managed end-to-end revenue lifecycle by orchestrating complex deal workflows in RevOps.io and ensuring accurate subscription management in Chargebee. Maintained leadership reporting through the Operations Compliance Dashboard and performed Salesforce/Chargebee reconciliations while supporting GTM playbook governance and single-source-of-truth workflows.

Revenue Lifecycle Management Rev Ops ChargeBee Subscription Management Sales Operations Operational Compliance Salesforce Chargebee Reconciliation Version Control Workflow Automation

Salesforce Administrator

Restaurant365

Jan 2024 - Jan 2024 (0 months)

Analyzed existing Salesforce workflows and implemented improvements to enhance efficiency and data accuracy. Conducted data integrity audits while collaborating with sales and operations to identify process bottlenecks and design custom system enhancements.

Salesforce Workflow Analysis Process Optimization Data Auditing User Profiles Workflow Automation Business Systems Analysis

Sales Administration Manager

DTiQ

Jan 2017 - Jan 2024 (7 years)

Led Salesforce administration and process optimization by implementing automated workflows and CPQ configuration to improve deal execution. Developed executive-level dashboards and KPI reporting, and partnered with Finance and IT to align Salesforce data with financial reporting and streamline account transfers.