Open to opportunities

Simra Davis

@simradavis

Message

Business Process Owner bridging Operations and IT to optimize enterprise sales systems.

United States

Message

What I'm looking for

I’m looking for a remote-friendly role where I can own enterprise business process transformation, align stakeholders across Operations and IT, and improve CRM/sales workflows. I want to deliver measurable efficiency gains through adoption, training, and executive-ready reporting.

I’m a results-driven Business Process Owner with 20+ years of experience serving as the bridge between Operations and IT. I focus on deploying and optimizing enterprise systems to improve workflow efficiency, user adoption, and operational performance.

My work centers on enterprise CRM transformation and sales process optimization across global, distributed organizations. I translate complex business requirements into system-driven solutions, then lead requirements gathering, process mapping, testing, and adoption tracking across SAP, Salesforce, and CRM platforms.

I’m recognized for organizational change management—communicating system changes through training sessions, release notes, and executive-ready presentations. I deliver enablement that moves teams from “go-live” to measurable, sustained usage, including executive-level dashboards and reporting via Power BI.

I also drive continuous process improvement and risk mitigation through governance practices. From contract workflows and pricing frameworks to IATF16949 compliance coordination, I redesign end-to-end processes to reduce cycle times, eliminate technical debt, and increase capacity and efficiency.

Experience

Work history, roles, and key accomplishments

Current

Senior Sales Analyst

Current

Panasonic Industrial Devices N.A.

Mar 2015 - Present (11 years 4 months)

Delivered analytics and reporting to improve forecasting and sales performance, including dashboards and data-driven frameworks for leadership decision-making. Governed international pricing frameworks and contract workflows and supported audit governance tied to IATF16949 compliance.

Forecasting Executive Reporting Power BI Data Driven Framework IATF 16949

Current

Senior Sales Planner

Current

Panasonic Industrial Devices N.A.

Mar 2015 - Present (11 years 4 months)

Drove organizational change management for SAP/Salesforce system updates through training sessions, release notes, and executive presentations for varied audiences. Built and maintained stakeholder relationships and supported leadership decision-making with executive-level reporting and dashboards.

Power BI Executive Presentation Dashboarding Strategic Reporting Organizational Change Management Business Process Optimization

Current

Manager, Inside Sales

Current

Panasonic Industrial Devices N.A.

Mar 2015 - Present (11 years 4 months)

Served as a primary liaison between Operations and IT, translating business requirements into system-driven solutions across SAP, Salesforce, and CRM platforms. Led enterprise CRM and sales process transformation initiatives, including requirements, process mapping, testing, and adoption tracking.

SAP Salesforce Requirements Gathering Business Process Mapping Organizational Change Management User Adoption In Process Testing Executive Reporting Power BI

Contracts Manager

ChannelVantage Inc

Jul 2014 - Mar 2015 (8 months)

Conducted market and financial analysis for proposed dealer sites and identified risk mitigation strategies across complex, multi-stakeholder environments. Ensured compliance with franchise law and administered contractual obligations under the General Motors Dealer Sales and Service Agreement.

Market Analysis Financial Analysis Risk Mitigation Contract Administration Due Diligence Documentation

Senior Client Manager

Macquarie Group Equipment Finance

Jul 2004 - Feb 2014 (9 years 7 months)

Advised enterprise technology and healthcare organizations on customized financing and business solutions, supporting implementation adoption as a trusted advisor. Managed 125+ enterprise client relationships across North America and Europe, including onboarding, user support, and ongoing account management.

Client Relationship Management Financing Stakeholder Management Solution Adoption Onboarding User Support Cross functional Coordination Account Management

Lease Analyst

Macquarie Group Equipment Finance

Jul 2004 - Feb 2014 (9 years 7 months)

Supported complex multi-party projects involving sales, finance, legal, credit, and accounting by coordinating requirements, testing, and delivery. Directed process improvement and reconciliation initiatives across international operations to enhance customer service and operational efficiency.

Lease Analysis Project Coordination Testing Support Process Improvement Reconciliations Operational Efficiency

Transaction Specialist

Macquarie Group Equipment Finance

Jul 2004 - Feb 2014 (9 years 7 months)

Facilitated executive-level discussions on financing strategy and operational process, ensuring stakeholder alignment and clear communication. Helped drive implementation outcomes through structured coordination of requirements and delivery across global operations.

Transaction Support Executive Communication Implementation Support