Rosemary Brooks

Global Sales & Marketing Operations Leader| San Francisco Bay Area
Accomplished leader, team builder, trusted advisor, Chief of Staff, who strategically guides and scales
business operations, and develops company data strategy delivering leading edge analytics and reporting.
Background anchored in sales, customer success, finance and general management. Aligns strategy and
execution to company objectives driving improved financial and operating results. Provides hands on
leadership for start-ups to multi-million dollar enterprises in dynamic high growth environments. Takes action
in critical business situations across diverse stakeholder base with tact and diplomacy.
KEY AREAS OF EXPERTISE

Sales Ops / Enablement

Strategy & Execution
Customer Success Ops

Corporate Initiatives
Field Readiness
Process Optimization

Business Analytics
Foreasting/Pipeline
Marketing Ops

EXPERIENCE & ACHIEVEMENTS

Envestnet|Yodlee, Redwood Shores, CA

$125M independent operating company of $500M Envestnet, Inc (acquired Yodlee Nov 2015), IPO
Oct. 2014. SAAS financial cloud platform driving innovation in the digital age.
Vice-President Operations and Enablement
2014-Q2 2016
Provided strategic guidance and tactical recommendations to BU Sales/Customer Success/General
Management. Stage Company for growth to $1B in revenue through people, process and system
integration. Served as the voice of Sales/General Managers at headquarters chartered to implement
strategy, lead cross-functional initiatives, remove obstacles and facilitate change. Deliver business
operations excellence enabling Sales/General Managers to identify risks, root causes and make
better decisions faster through fact based analysis.

Operationalized key business processes across BUs to deliver more comprehensive data/analytics
and drive action across demand generation, lead and opportunity conversion, revenue and
operational KPIs. Delivered salesforce WAVE analytics dashboard across 4 key company domain
areas.
Drove user adoption of salesforce.com as the Customer Relationship Management (CRM)
platform for Yodlee; realized increase of 350%[ in usage; expanding usage globally while
increasing functionality adoption by 250%.
Launched Customer Success Management platform, Gainsight for Customer Success Managers
to gain better and faster insight into their customers and to achieve great levels of customer
satisfaction, retention and growth. Reduced churn by providing proactive alerts on key
customer metrics.
Integrated Marketo with salesforce, linking funnel to pipeline; developed lead scoring and lead
routing model. Built sfdc dashboards to analyze lead velocity and effectiveness resulting in
increased lead conversion.

Sunnyvale, CA 94087
408-832-0221 rmary.brooks@gmail.com

Rosemary Brooks, continued

Established uniform process for opportunity management, sales stage, and estimated values to
improve forecasting accuracy. Built sfdc dashboards to analyze pipeline health.
Implemented key sales enablement initiatives partnering with Product and Corporate Marketing
to deliver multi-media training and collateral for the field.
Overhauled commission structures to align incentives to company objectives.

Technology Startup
Strategic Advisor
2013 - 2014
Consultant to founding partners on go-to-market strategy, sales strategy, business model
refinement, and investor presentations.
CLOUDSHIELD TECHNOLOGIES, Sunnyvale, CA
$25-50M company acquired by SAIC, Fortune 100 Federal Systems integrator, providing cyber
security solutions, commercial computer equipment and applications. Acquired by SAIC 2010.
Global Contracts / Operations Director
2009-2013
Provided strategic guidance to President and SAIC General Management, balancing risk management
and corporate policy compliance with subsidiary objectives. Established and led contract and sales
operations functions, integrating subsidiary commercial business and SAIC government contracting
business models. Partnered with VP of Strategic Partners and Channels to expand and accelerate
growth of the indirect business model including Go To Market strategy and enablement.

Transformed company from start-up to mature and scalable organization through defining and
implementing system and process upgrades, training and adoption across the organization,
accelerating sales cycle and improving revenue forecasting.

In partnership with SAIC Corporate Counsel, implemented and managed comprehensive

Intellectual Property initiative aimed at identifying and remediating inadvertent improper use of
open source code in core products.

CHINABLUE, Sausalito, CA
$1-5M privately-held Consumer Product Company, producing specialty foods and sauces.
General Manager
2004-2008
Drove company turnaround by diversifying revenue streams, securing lending arrangements,
identifying and executing strategies, reducing costs and generating positive cash flow from
operations. Reestablished company reputation implementing new go-to-market strategy and focus
on customer satisfaction and retention.
Delivered companys first profitable year by adjusting product lines, developing new distribution
channels including e-commerce, adjusting commission plans.
E.PIPHANY, San Mateo, CA
1999-2002
$25-50M developer of customer relationship management software, now part of Infor. IPO 2000.
Director, Global Operations
2000-2002
Reporting to office of the COO, improved performance across global sales and marketing.

Sunnyvale, CA 94087
408-832-0221 rmary.brooks@gmail.com

Rosemary Brooks, continued

Facilitated meeting quarterly Wall Street revenue projections by implementing real-time access to
critical sales pipeline tracking and performance metrics, through rollout of Global Opportunity
Management System and Executive Analytics Dashboard, providing 9 key metrics across 4 domains.

Director, Professional Services Operations

1999-2000
Reported to SVP of Professional Services, identified, developed and deployed reporting, project cost
forecasting, and time record management process and systems, providing scalability for company
expansion and rigor necessary for taking company public.
Earlier Experience: Enterprise Partner Business Manager; Financial Planning & Analysis; Deal Desk;
Revenue Accounting
EDUCATION & AFFILIATIONS
Executive Leadership Training
MBA, Finance, Golden Gate University, San Francisco, CA
BA, Economics, University of California at Los Angeles (UCLA)

Sunnyvale, CA 94087
408-832-0221 rmary.brooks@gmail.com