
Kyle Van Otterloo
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About me
Sales Operations Program Manager at Microsoft
Education

Trailhead by Salesforce
2024 -https://www.salesforce.com/trailblazer/m8771f5h5119hssrq3

Dordt College
2008 - 2012Bachelor of Arts (B.A.) Business Administration: Finance and MarketingActivities and Societies: Dordt College Business Club, Defender Capital Management, Defender Ambassador Program
Experience

Dordt University
Jan 2008 - Jan 2012Student
Federal Reserve Bank of Chicago
Aug 2011 - Dec 2011Outreach and Public Affairs InternI completed a semester-long internship in the Public Affairs department of the Federal Reserve Bank of Chicago, where I managed the department's financial literacy page on Facebook, assisted with the publication and content creation of their MoneySmart annual conference report, helped prepare and edit internal Federal Reserve Bank publications and assisted with the proposal of financial literacy programs and initiatives.

Diamond Vogel Paints
Sept 2012 - Mar 2013Assistant Store ManagerI managed the day-to-day operations of a retail storefront, including customer service, cash reconciliation and reporting, inventory management, paint and stain color matching, order management and quality control.

IBM
Mar 2013 - Jun 2022I owned Sales Operations processes in support of the Government and Health & Human Services Sales team within the Watson Health business unit. I transformed the sales metrics reporting and pipeline management processes within 3 months of taking on the role, saving 8-10 hours of time each week. I assisted IBM executives in data governance operations related to the transfer of a $100M book of business from the Watson Health unit into another IBM business unit. I participated in divestiture related planning, including engaging with consultants from Deloitte for the setup of Salesforce, Oracle and DocuSign systems. Show less I led revenue reporting, resource analysis and quota deployment for a US business segment that drove over $5B in annual revenue. I acted as a trusted business advisor for the Sales General Manager and unit CFO, completing complex financial analyses that impacted quarterly financial results and strategic Sales priorities. I engaged with Sales executives in account planning and strategy sessions, ensuring data accuracy and providing insights on Sales targets. I streamlined quota deployment processes as part of a collaborative team, saving 10+ hours each quota setting cycle. Show less I performed quarterly financial reporting and variance analysis related to all SG&A Expense categories of a team of approximately 900 IBM z/OS and Power Systems salespeople using Microsoft Excel, Oracle Essbase and IBM Cognos Applications. I presented monthly and quarterly financial results, business drivers and gaps, and data insights to unit CFO and Finance leadership. I led resource reporting and trend analysis related to headcount related expenses while improving efficiency of reporting processes. I processed regular general ledger journal entries and other technical corporate Finance functions. Show less
Sales Operations Professional
Jan 2021 - Jun 2022Sales Operations Lead Analyst
Nov 2018 - Jan 2021Senior Financial Analyst
Apr 2017 - Nov 2018Revenue and Quota Planning Financial Analyst
Dec 2015 - Apr 2017SG&A Expense Team Lead Financial Analyst
Jul 2014 - Dec 2015SG&A Expense Financial Analyst
Mar 2013 - Jul 2014

Merative
Jul 2022 - Aug 2024Revenue Operations ManagerI owned the Revenue Operations function for a global business unit with $100M+ in annual revenue, supporting Sales and Services delivery for government and healthcare clients. I drove business insights and analytics using Salesforce dashboard and report functionality for pipeline management, forecasting and sales execution processes. I acted as a subject matter expert for the business unit I support with the rollout of Salesforce CPQ, as well as quote to cash operations that spanned Salesforce, DocuSign and Oracle applications. I led business streamlining efforts that saved Merative a 1.0 FTE role in 2023. Upon divestiture from IBM, I migrated CRM and contract data for a $50M+ maintenance & support book of business from IBM systems into Salesforce CRM. I contributed to standing up Merative’s front and back-office integrations (Salesforce, Oracle, DocuSign, etc.), advising Deloitte and Crowe LLP consultants on business requirements. Show less

Microsoft
Jul 2024 - nowSales Operations Program ManagerI will lead quota distribution and management activities for Microsoft's US South Operating Unit, along with other aspects of revenue excellence and Sales support operations.
Licenses & Certifications
- View certificate

Financial Modeling and Forecasting Financial Statements
LinkedInMar 2024 - View certificate

Sales Opportunities Superbadge
Trailhead by SalesforceApr 2024 - View certificate

Corporate Finance: Robust Financial Modeling
LinkedInMar 2024 - View certificate

Corporate Finance Foundations
LinkedInMar 2024
Honors & Awards
- Awarded to Kyle Van OtterlooEmerging Leader American Public Human Services Association Aug 2023 Announced as an APHSA Emerging Leader of 2023 at the ISM+PHSA Conference and Expo in Orlando, Florida.
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