Jake Moffitt
@jakemoffitt
Improving lead-to-cash operations through Salesforce automation and data insights.
United StatesWhat I'm looking for
I've led Lead-to-Cash improvements at MRI Software, connecting Sales, Revenue Operations, and Business Operations through Salesforce, Smartsheet, and AWS. My work reduced time to quote new acquisition product lines by 40% and merged more than 3,000 duplicate Salesforce accounts and contacts.
Previously, I supported a global sales team of 100+ representatives at MRI Software, partnering with Finance and Legal on pricing, product configurations, acquired-company integrations, and Salesforce training. I also managed an enterprise NPS program across 12,000+ client accounts, increasing response rates by 6%.
At Peerless Technologies supporting NASA Glenn Research Center, I built Power BI dashboards for IT assets, financial performance, and foot-traffic metrics, helped reduce annual IT equipment spending by about $10,000, and supported IT operations for 3,200+ customers.
Experience
Work history, roles, and key accomplishments
Led Business Solutions Team for Lead-to-Cash initiative, driving improvements in end-to-end sales process efficiency. Bridged Sales/Revenue Operations and Business Operations teams to align system updates across Salesforce, Smartsheet, and AWS platforms.
Data Analyst
Peerless Technologies
Sep 2022 - Apr 2025 (2 years 7 months)
Managed center-wide IT Capital Investment Review (ITCIR) process, coordinating with cross-functional teams to gather comprehensive data on future IT budget requirements. Developed and maintained 5-10 Power BI dashboards tracking critical center-wide metrics including foot traffic patterns, IT asset utilization, and financial performance for Glenn Research Center.
Supported global sales team of 100+ representatives, ensuring accurate deal execution and seamless quote management. Partnered with Finance and Legal teams to validate pricing accuracy and product configurations on Salesforce Opportunities. Facilitated integration of acquired companies into primary Salesforce instance while delivering comprehensive training to new sales team members.
Education
Degrees, certifications, and relevant coursework
Ohio University
Bachelor of Business Administration, Marketing
2015 - 2019
Grade: 3.1
Activities and societies: N/A
Bachelor of Business Administration in Marketing from Ohio University.
Ohio University
Bachelor of Business Administration, Business Analytics
2015 - 2019
Grade: 3.1
Activities and societies: N/A
Bachelor of Business Administration in Business Analytics from Ohio University.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Social media
Job categories
Skills
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