Jason Boes
Apex
Summary
Finance and Sales Operations Professional with proven success in revenue and margin optimization. Expertise in forecasting, profitability evaluations, funnel management, and process improvement. Strong leadership in cross-functional initiatives and ability to thrive in fast-paced environments. International experience enhances strategic growth and profitability through effective communication and cultural understanding.
Overview
16
16
years of professional experience
Work History
Vice President, Sales Operations
PartsSource
Raleigh
02.2024 - Current
- Lead Sales Operations function across the organization with key responsibility for Sales Enablement, Salesforce design, Incentive Compensation, Forecasting and GTM motions.
- Ensures implementation of strategies driving pull through of these efforts within the revenue organization.
- Responsible for evaluation of Tech Stack for sales team and leading the implementation of a new instance of Salesforce for Lead to Quote motion.
- PartsSource, a Private Equity backed company with ~$750M (~$100M SaaS) annual revenue, provides parts and services sales through a SaaS based offering to hospital networks across the US, in addition to service through its subsidiary, Remi. PartsSource has ~500 employees based in the US.
- Completed RFP process and successfully implemented a new Incentive Compensation tool for over 100 sellers
- Standardized metrics on KPIs and collaborated with HR to drive adoption of a performance management process
- Redesigned Salesforce processes, tracking & reporting for key roles with an increased focus on data driven insights
Director, US Sales Operations
Align Technology, Inc
Raleigh
05.2022 - 02.2024
- Completes monthly, quarterly and annual compensation forecasting, modeling and close processes.
- Designs and delivers KPI reporting that align to strategic initiatives.
- Supports US VP of Sales in additional functional areas include quota setting, sales compensation design, Go to Market strategy development and assisting finance with profitability analysis.
- Responsible for development & implementation of process improvements for US Sales team.
- Align Technology, a publicly traded company (Ticker ALGN), has ~$4B (~$300M SaaS) annual global revenues through its system of clear aligner therapy, intra-oral scanners, and computer-aided design and computer-aided manufacturing (CAD/CAM) digital services. Align employs over 20,000 employees globally.
Director, Americas Sales Compensation
Align Technology, Inc
Raleigh
04.2021 - 11.2022
- Responsible for development, implementation, and governance of Sales Incentive Plans across Americas region, covering ~1200 employees in 13 countries.
- Manages quarterly quota setting, payout, compensation and dispute processes.
- Additional responsibilities managing incentive compensation team across 4 countries.
- Align Technology, a publicly traded company (Ticker ALGN), has ~$4B (~$300M SaaS) annual global revenues through its system of clear aligner therapy, intra-oral scanners, and computer-aided design and computer-aided manufacturing (CAD/CAM) digital services. Align employs over 20,000 employees globally.
Global Director, iTero Sales Operations and Business Growth
Align Technology, Inc
Raleigh
11.2019 - 04.2021
- Responsible for developing global processes and driving consistent in sales processes, sales reporting metrics and business initiatives globally for iTero business.
- Additional responsibilities include building strategy for sales operations to support roadmap of products and services for $0.5B business globally.
- Align Technology, a publicly traded company (Ticker ALGN), has ~$4B (~$300M SaaS) annual global revenues through its system of clear aligner therapy, intra-oral scanners, and computer-aided design and computer-aided manufacturing (CAD/CAM) digital services. Align employs over 20,000 employees globally.
Director, iTero NA Commercial Operations
Align Technology, Inc
Raleigh
04.2017 - 11.2019
- Responsible for developing processes, and systems that support all sales activities from legal, financial, sales, order entry, on boarding and billing aspects, including analysis and reporting.
- Additional responsibilities include the compensation plan design, commission data integrity, territory planning and development of sales enablement tools to support annual sales of $200M.
- Align Technology, a publicly traded company (Ticker ALGN), has ~$4B (~$300M SaaS) annual global revenues through its system of clear aligner therapy, intra-oral scanners, and computer-aided design and computer-aided manufacturing (CAD/CAM) digital services. Align employs over 20,000 employees globally.
- Product line profitability analysis that drove a shift in Go To Market to ensure alignment to target margins
- Developed and deployed funnel management processes and reporting to improve sales forecasting accuracy.
- Implemented eSignature process to reduce contract error rate from 20 to 5%, Enabled HC neutral contract processing
- Developed & Deployed analytics and targeting tools to identify additional opportunities, impacting ~10% of 2019 sales
- Designed territories and corresponding Salesforce processes to accommodate 175% sales team growth from 2017-2020
Senior Manager, Operations Finance
CSX Corporation
Jacksonville
07.2013 - 03.2017
- Supports VP and directs cross-functional team & managing financial planning and forecasting of $370M capital budget for network-wide initiative with a focus on driving efficiencies.
- Manages operational budgets & partners with sales team to utilize value based pricing to evaluate new business opportunities.
- Manages leadership development employees.
- CSX, a publicly traded company (Ticker CSX) provides rail, intermodal and rail-to-truck services and solutions to customers across a broad array of markets. It employs 28,000 and generates ~$12B in annual revenues.
Technology Procurement Senior Manager
CSX Corporation
Jacksonville
07.2013 - 06.2015
- Developed & manage sourcing & order management for technology R&D contracts.
- Led cross-functional teams of legal, technology & operational business partners through bidding process to contract execution.
- Pursued cost reduction, quality and supplier relation improvements while managing a contract portfolio of ~$90M annual spend.
- CSX, a publicly traded company (Ticker CSX) provides rail, intermodal and rail-to-truck services and solutions to customers across a broad array of markets. It employs 28,000 and generates ~$12B in annual revenues.
- Implemented weekly review of KPIs on construction project driving 4% annual savings on ~$200M spend
- Developed industry landscape dashboard for $30M of annual spend to proactively identify price reduction opportunities
- Developed cash flow based strategy for jointly owned subsidiary to address key business risk and technology gaps
Research & Development Senior Finance Manager
Intel Corp.
Chandler
01.2011 - 06.2013
- The Intel Development Group delivers new product development and design for all of Intel’s growth business units consisting of over 1,000 employees and an annual budget of ~$2B.
- Through himself and his team responsible for competitive market analysis and product roadmap definition to drive market share growth of new products through use of market based pricing and recommend to Sr. Management which investment decisions would provide the highest Return on Investment (ROI).
- Partnered with Marketing to define product features, develop pricing recommendations to maximize revenue.
- Intel is a Fortune 50 semi-conductor design & manufacturing company with a global presence employing over 100,000 employees and amassing revenue of ~$55B annually. The Chandler, AZ site has close to 10,000 employees.
Procurement Finance Senior Analyst
Intel Corp.
Chandler
08.2009 - 12.2010
- Partnered with marketing & development teams to develop potential gives & gets on equipment.
- Worked closely with account managers to maximize Intel’s value of contract negotiation in addition to routinely analyzing continuous improvement opportunities on $150M of spend.
- Intel is a Fortune 50 semi-conductor design & manufacturing company with a global presence employing over 100,000 employees and amassing revenue of ~$55B annually. The Chandler, AZ site has close to 10,000 employees.
- Partnered with Engineering to develop multiple sensitivity, multi-variable, probability based business case on ~$400M revenue opportunity through customer segmentation and target pricing strategy
- Led cross-functional team to define tiered pricing strategy for new product introduction based on anticipated market information, perceived competitive reaction and product segmentation resulting in $500M margin improvement
- Drove cost-benefit ratio recommendation for process improvements resulting in ~$92M in cost reductions over 3 years
- Developed M&A strategy to address key development gaps for $20M equipment spend
Education
Masters of Business Administration -
Arizona State University – W.P. Carey School of Business
Tempe, AZ05.2009
BS - Finance, German
University of Florida – Warrington College of Business
Gainesville, FL05.2005
Skills
Data analysis and visualization
- Forecasting models
- Team leadership
- Salesforce CRM
- Business intelligence tools
- Incentive compensation strategies
- Sales enablement techniques
- Market strategy development
- Quota management
- Performance optimization
Skills And Awards
Microsoft Office, Excel, Salesforce, Business Objects, SPIFF, Power BI, SQL, English & German Fluency written and spoken, Spanish at basic conversational level, Recipient of Congress-Bundestag Exchange Scholarship – Nationally Recognized Exchange Scholarship 2000-01
Expertise Areas
- Analytical Excellence
- Annual Plan Development
- Business Plan Development
- Compliance / Controls (SOX)
- Comp Plan Development & Execution
- Contract/Vendor Management
- Cost & Profitability Evaluation
- Financial Analysis & Reporting
- Forecasting
- KPI Development & Implementation
- Make vs. Buy Analysis
- Process Improvement
- Pricing Strategy
- Salesforce Funnel Management
- Service Negotiations
- Territory Design & Management
Languages
Spanish
Elementary
German
Professional
English
Native/ Bilingual
Timeline
Vice President, Sales Operations
PartsSource
02.2024 - Current
Director, US Sales Operations
Align Technology, Inc
05.2022 - 02.2024
Director, Americas Sales Compensation
Align Technology, Inc
04.2021 - 11.2022
Global Director, iTero Sales Operations and Business Growth
Align Technology, Inc
11.2019 - 04.2021
Director, iTero NA Commercial Operations
Align Technology, Inc
04.2017 - 11.2019
Senior Manager, Operations Finance
CSX Corporation
07.2013 - 03.2017
Technology Procurement Senior Manager
CSX Corporation
07.2013 - 06.2015
Research & Development Senior Finance Manager
Intel Corp.
01.2011 - 06.2013
Procurement Finance Senior Analyst
Intel Corp.
08.2009 - 12.2010
Masters of Business Administration -
Arizona State University – W.P. Carey School of Business
BS - Finance, German
University of Florida – Warrington College of Business