Jonathan E. Shake
Verified Expert in Management Consulting
Operations Analysis Expert
Stratford, CT, United States
Toptal member since January 20, 2025
Jonathan is a driven and creative analyst skilled in data analysis within Microsoft Excel/Google Sheets, process optimization, and cross-functional collaboration. He has driven revenue growth, streamlined operations, and maximized profitability in dynamic organizations, utilizing a strong understanding of finance and business operations. Jonathan demonstrates a unique approach to complex problem-solving by implementing high-quality solutions while working with minimal information.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Interactive Order Data Dashboard
Top 5 Vendor Analysis
Retirement Savings Program Overhaul
Software Expertise
- Google Sheets
- Microsoft Excel
- Salesforce
Other Expertise
- Contract Review
- Deal Analysis
- Deal Structuring
- Pricing Strategy
- Slack
Work Experience
Deal Desk Specialist
Docker
- Built a multiyear deal template with historical pricing references to increase deal velocity in the new configure, price, quote (CPQ) process.
- Served as a subject-matter expert, guiding the sales teams to optimize deal execution proficiency and compliance.
- Reviewed 25+ Salesforce CPQ deals per day to ensure alignment with company strategic objectives.
Revenue Operations Analyst
Logicbroker
- Created a plug-and-play Google Sheets workbook deal pricing calculator that decreased the total sales cycle time.
- Generated and managed the contract redlining and execution process of legal documents through PandaDoc.
- Managed customized monthly sales representative activity reports using HubSpot CRM dashboards.
Deal Desk Junior Analyst
Datto
- Served as the project manager for the monthly service prepayment program focused on securing cash in the door.
- Built a Tableau dashboard to report the prepayment program metrics.
- Reviewed one-off discount requests from Jira through recoup-time and deal-margin analysis in Google Sheets.
- Composed business cases for discount requests through Salesforce data extraction for review by senior leadership.
HR Benefits & Planning Data Analyst
Yale University
- Analyzed the population metrics of Yale University’s Retirement Savings Program overhaul.
- Provided critical analysis and reporting for the transfer of $3 billion into the new Retirement Savings Program.
- Manipulated and analyzed large data sets (129,000 lines) and reported findings to executive leadership.
- Coordinated an executive-level stakeholder meeting schedule that spanned over five months.
- Extracted reports from “Workday HRIS” to audit retirement 403(b) payroll match components.
Education
Bachelor's Degree in Finance
University of Connecticut - Storrs, CT, USA
Certifications
HubSpot Revenue Operations Certified
HubSpot Academy
Negotiation: How to Get (More of) What You Want
Stanford University
Disruptive Strategy
Harvard Business School Online
Skills
Finance
Deal Advisory, Pricing Strategy, Deal Analysis, Revenue Operations (RevOps), Value Creation, Accounting, Data Analysis
Output Software
Microsoft Excel, Google Sheets, Jira
Data & Analysis Software
Salesforce, NetSuite
Other
Strategy, Creative Problem Solving, Complex Problem Solving, Interpersonal Skills, Communication, Contract Review, Contract Drafting, Deal Structuring, Strategy Evaluation, Negotiation, Innovation, Go-to-market Strategy, Service-level Agreements (SLAs), Process Mapping, System Process Mapping, Team Structuring, Technical Hiring, Revenue Operations (RevOps), Business Analytics, Slack, Asana, HubSpot, DocuSign, PandaDoc, Finance, Project Management, Sales, Marketing, Market Disruption, Interactive Dashboards, PivotTable Slicers, Vendor Analysis, Order Analysis, Pivot Tables, Population Metrics, Key Performance Indicators (KPIs)
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