I am looking for an opportunity where I can help improve operations, solve complex business challenges, and build scalable processes that support growth. I enjoy partnering across teams, using data to drive better decisions, and creating practical solutions that make work more efficient. I thrive in collaborative, mission driven organizations that value continuous improvement.
Elisa Serna
@elisaserna
Revenue operations and Salesforce systems manager improving end-to-end revenue lifecycles with scalable automation.
What I'm looking for
I am a Revenue Operations and Business Operations professional with nearly a decade of experience helping SaaS organizations improve how they operate, scale, and make decisions. My background spans Revenue Operations, Sales Operations, Salesforce administration, business systems, and cross functional process improvement, with a focus on creating practical solutions that help teams work more effectively.
Throughout my career, I have partnered with Sales, Finance, Legal, Customer Success, Product, and Engineering to improve reporting, strengthen operational processes, support pricing and deal strategy, and build governance that enables sustainable growth. I enjoy bringing clarity to complex challenges by connecting business needs with scalable systems, meaningful reporting, and processes that people understand and trust.
I have extensive experience with Salesforce, RevOps.io, Chargebee, DocuSign, reporting and dashboard development, workflow automation, data integrity, and executive KPI reporting. I enjoy identifying opportunities to simplify work, improve visibility, and create better experiences for both internal teams and customers.
What motivates me most is solving problems that make a meaningful impact on the business. Whether I am improving an existing process, building a new operational framework, or partnering across teams to align on a common goal, I approach every project with curiosity, collaboration, and a continuous improvement mindset.
I am currently seeking remote opportunities where I can contribute as a Revenue Operations, Business Operations, Strategy and Operations, GTM Operations, or Business Systems leader. I thrive in collaborative, high growth environments where I can help turn strategy into scalable execution while continuing to learn, build, and grow alongside the team.
Experience
Work history, roles, and key accomplishments
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.
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.
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.
Education
Degrees, certifications, and relevant coursework
Elisa hasn't added their education
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Location
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Portfolio
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