Jim Woolington

Experience

• 

  Mobius Management Systems

  Jan 1996 - Jan 2007

  Led the Pricing Revision Team to develop new pricing guidelines. Presented quarterly revenue and market analysis for Senior Marketing Management. Assisted and mentored Business Development team. Collaborated with SVP of Worldwide Sales and CEO to develop sales process. Developed compensation plans, territories, and pipeline dashboard for sales organization. Managed the relationship with outsourced telemarketing firm. Prepared and presented over 200 cost justifications for clients in support of Sales. Reviewed Inside Account Manager’s appointments, leads, pipelines, call reports and productivity. Assisted on calls and directed the training of all new hires. Instituted review process for raises and mentoring career paths. Awarded “Regional Manager of the Year (Inside Sales)” FY ‘99. Worked independently to generate leads and provided customer service for major accounts. Assisted Major Account Manager with Trial Management, Event/Travel Scheduling, Seminar Population, Pricing, RFP Authoring and Contract Preparation. 130% of million-dollar quota in FY ’97.

  • Senior Marketing Analyst

    Jan 2006 - Jan 2007

  • Sales Operations Manager

    Jan 2000 - Jan 2006

  • Western Area Manager of Inside Sales

    Jan 1998 - Jan 2000

  • Inside Account Manager, Major Accounts

    Jan 1996 - Jan 1998
• 

  InnoSource Business Solutions, Inc.

  Jan 2007 - Jan 2008

  Senior Marketing Analyst

  Brought in by former VP of Sales at Mobius to lead NetSuite ERP implementation and administration. Quickly promoted to Manager of Lead Generation. Managed telemarketing reps and maintained relationships with outsourced telemarketing firms. Developed all NetSuite reporting, forecasts, and dashboards.

• 

  Clover Technologies Group

  Jun 2009 - Nov 2009

  Business Development Manager

  Managed over 60 resellers accounting for $2.8 million annual revenue. Worked with key project leaders in the development of CRM dashboard and definition of workflows.

• 

  Kinaxis

  Nov 2009 - Apr 2011

  Sales Operation Manager

  Worked with Sales & Leadership to plan & change territories in Salesforce. Collaborated with Marketing on implementing campaigns for Sales. Attended Dreamforce to develop best practices for Sales & CRM. Developed Account Profiling for Sales.

• 

  Officite

  Apr 2011 - Jun 2015

  Manager of CRM Operations

  Implemented and administered Salesforce. Configured and maintained all aspects of the system including integrating to third party software. Assisted in data migration. Developed reports and key metrics for Senior Management.

• 

  SpringCM, a DocuSign company

  Jul 2015 - Jun 2017

  Director of Customer Success Operations

  Managed Business Development team and was Salesforce Administrator. Oversaw day-to-day operations for Sales & Customer Success Team. Created reports and presentations for executives and Board of Directors. Instituted Agile development methodology using Jira. Utilized SpringCM's integration with Salesforce to automate sales contract production.

• 

  Doculabs

  Jun 2017 - now

  Principal Consultant

  Principal Consultant, focused on the delivery of strategic enterprise content services solutions with global Fortune 500 companies. Partner with clients to understand specific organizational challenges and present current and future state technology roadmaps for actionable transformations. Develop enterprise taxonomies and advise on information governance across a variety of business applications.Produce process mining and business impact analysis using Celonis and other analytical tools. Provide guidance and vendor comparisons to inform the procurement, implementation, and integration of content services platforms. Assist in migration of content from various platforms including SharePoint, OpenText, Mobius and others. Research and author key findings on emerging technologies and the replacement of legacy systems. Show less