Evan McHugh
Senior Manager of Revenue Operations @ Upstart
About
Experienced Sales & Marketing Operations Manager with a demonstrated history working in both established and fast-growth Enterprise SaaS companies. Skilled in Sales & Marketing performance analysis, Sales Processes, Customer Relationship Management (CRM), Event Management, and FP&A for marketing organizations. Strong operations professional with a Bachelor of Business Administration (B.B.A.) focused in Finance and Operations Management from University of Massachusetts at Amherst - Isenberg School of Management.
United States
San Francisco Bay Area
Financial Services
Microsoft Excel, Microsoft Office, PowerPoint, VBA, Analytical Skills, Budgets, Excel, Analytical Abilities, Adaptation, Event Management, Marketing Analytics, VBA Macros, Salesforce.com, Google Analytics, Data Visualization, Budgeting, Customer Relationship Management (CRM), Enterprise Software, Marketing, Sales
Experience

Marketing & Sales Operations Manager
Simplee
Palo Alto
Simplee® is helping healthcare providers engage with the 21st century patient on financial matters. Founded in 2010, our mission is to make healthcare consumer friendly. We offer providers a financial engagement platform that engages patients with a unified experience across the healthcare journey. From pre-service to billing to financing, we focus on building rapid trust and paving a path to payment (ultimately loyalty). Our customers enjoy higher patient satisfaction, lower costs, and better payment success.

Marketing Operations Analyst
Foster City California
Marketing Analytics: - Defined and built marketing reporting structure and KPIs, focusing on awareness metrics, inbound lead flow, lead and contact nurture, conversion to pipeline & tying it all to closed business - Built out SFDC infrastructure to enable marketing reporting; main owner of lead, campaign member and campaign objects - Communicated marketing performance and campaign results to all levels including board, executives, and sales & marketing leadership - Ad Hoc reporting requests from Marketing and Sales leadership - Owned and managed research and implementation of new tool (Full Circle Insights) and process to enable campaign attribution and marketing ROI reporting. Involved Marketo, SFDC, as well as process change management with sales teams Lead Management: - Worked with Sales Development teams to define & build lead routing to meet new company strategy and territory mappings - Helped drive process change for inbound lead management - Assisting in Database cleanliness in both SFDC and Marketo Tool Administration: - Own Salesforce and DOMO for marketing - Research, evaluation, demonstration and implementation of marketing and sales tools Some of the “Many Hats” - Slide Deck prep for Sales and Ops leadership (for both internal and external viewing) - Mass emails, internal and external using ToutApp and Outlook express - Owned registration tool and process for Subscribed 2015, our main paid user-conference - Coordination of end-of-quarter morale boosting activities

Marketing Operations Business Analyst
Redwood Shores, CA
Financial Planning and Analysis: - Half year planning: worked directly with VP of Corporate Event Marketing and directs - Monthly and Quarterly forecasting: acted as liaison between Corporate FP&A and Marketing - Prepared actuals-to-forecast and actuals-to-budget variance reporting - Management and analysis of Global Event Marketing program, headcount and T&E spend Source-to-Settle & Operations - Managed vendor invoices, payments, and incoming revenue - Assisted with accounts payable set up for new vendors in various countries’ procurement systems - New Hire onboarding and training in procurement, compliance & ethics, and use of various tools - Direct support for seven corporate event marketing teams, consisting of approximately 50 employees and contractors

Marketing Analyst Intern - Event Marketing Team
Redwood Shores, CA
• Assisted in Budget management, Account Reconciliation, and purchase order tracking at Oracle headquarters for the Event Management team • Returned to San Francisco in October to help the Events team as a participant in the Ambassador Program
Education

Finance and Operations Management
Acted as Treasurer for the Water Polo program from 2009-2010, and as President for the program from 2011-2012. Responsibilities and accomplishments included, but were not limited to, budget growth and execution, team visibility, and coaching/instruction.
Evan McHugh's Contact Information
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