Brandon Polson

Experience

• 

  I3 Broadband

  Mar 2016 - Sept 2022

  Proven expertise in M&A and navigating rapid growth. Revamped invoices to align with legal requirements and enhanced readability for customers. Spearheaded the transformation of the billing department amid the establishment of specialized units. Pioneered the development of a comprehensive knowledge base and implemented an AI chatbot, benefiting both customers and support staff. Successfully navigated the challenges presented by COVID-19 as an essential worker while managing a diverse portfolio of departments, including Sales, Deal Desk, Provisioning, Billing, and Customer Support. Spearheaded the transformation of roles and established new departments for Sales, Billing, and Support, maintaining exceptional departmental statistics throughout the process. Ensured seamless coordination and efficiency across the organization during this transformative period.

  • Billing Manager

    Mar 2021 - Sept 2022

  • Customer Relations Supervisor

    Mar 2016 - Mar 2021
• 

  Insightsoftware

  Sept 2022 - now

  Enterprising Senior Manager, Order to Cash, with a proven track record in the financial software SaaS industry. Spearheading global operations for a leading provider of financial software solutions to CFO offices worldwide. Expertly managing a diverse team of 16 professionals, overseeing the entire Renewals and Quote to Cash process across multiple legal entities and 12 different currencies.Key areas of expertise include:• Global Team Leadership• Process Optimization and Automation• Cross-Functional Collaboration• Financial Operations Management• SaaS Billing and RenewalsRecognized for driving operational excellence through innovative solutions, including the development of a streamlined Renewals dashboard and implementation of Salesforce automation for quote generation. Successfully led cross-training initiatives, enhancing team versatility and operational efficiency.Demonstrated commitment to company culture as co-chair of a DEIB employee resource group. Recipient of the Core Value Award for Winning Attitude (January 2024), reflecting dedication to fostering a positive and high-performing work environment.Consistently delivering results through strategic thinking and hands-on leadership, with a focus on optimizing processes, reducing manual interventions, and improving overall departmental efficiency. Show less **Core Value Award Winner - Winning Attitude - January 2024**Transformative leader in Renewals Management with a track record of driving operational excellence and efficiency in over 20 products with Salesforce CRM/CPQ. Key achievements include:* Cross-Training Expertise: Successfully cross-trained all team members across various departmental areas.* Renewals Dashboard: Developed a streamlined Renewals dashboard, reducing distractions and enhancing daily task management.* Automated Quote Process: Implemented Salesforce automation for individual quote generation, eliminating manual interventions and benefiting multiple departments.* Mass Action Optimization: Devised and executed a mass action strategy, significantly reducing time for mass action jobs and improving overall efficiency.* Fulfillment Automation: Automated fulfillment cases for product lines, streamlining processes and ensuring efficient management of product-related tasks. Show less

  • Senior Manager, Renewals & Order Management

    Oct 2024 - now

  • Senior Manager, Order to Cash

    Mar 2024 - Oct 2024

  • Manager - Renewals & Special Billing

    Sept 2022 - Mar 2024