Rob Roberts

Background

About Rob Roberts

A dynamic sales operations and business development leader, experienced with driving revenue growth, supporting salespeople, and enabling operational excellence. I'm a servant leader, hands-on problem-solver, and collaborative partner.Currently open to discussing new opportunities where I can make a significant impact!Contact Me: rrob56@gmail.comSome Highlights:• Orchestrated end-to-end proposal, RFx, bid defense, and contracting processes for hundreds of SaaS projects. Ensured timely deal closure. Addressed issues or concerns throughout the process and collaborated across project management, IT, finance, legal, product, solution consulting, and leadership teams to drive a mutually successful resolution.• Created and managed sales content libraries in RFPIO, Loopio, Excel, Smartsheet, and Google Drive to enable various functional areas to organize, update, and query product and service information. Improved informal response and final submission accuracy and timeliness.• Designed and deployed a dynamic DocuSign / Salesforce CPQ proposal system to more quickly respond to RFPs, RFIs, summary proposals, and as well as more detailed product and service solution documents. Significantly reduced time to generate proposals through modularization and automation.• Coordinated and hosted weekly sales pipeline calls and enabled quarterly business reviews to ensure regular cross-functional communication and timely updates on project status.Expertise Includes:• Strong SaaS (Software as a Service) and eClinical, Clinical Trials, Clinical Research, HealthTech Industry Experience• EDC, RTSM, eCOA, CTMS, Payments, RWE, eTMF, & eConsent positioning & value messaging• Sales methodologies - SPIN, MEDDIC, Gap, Challenger, Value, Solution• Lean management principles, process & resource optimization, value stream mappingSystems I've Used:• Microsoft Office - Word, Excel, PowerPoint, Access• Google Workspace - Docs, Sheets, Slides, Drive, Forms, Sites• Customer Relationship Management - Salesforce, Netsuite• AI - Gemini, Claude, ChatGPT, Perplexity• Sales Intelligence & Data Enrichment - GlobalData, ZoomInfo• Sales Engagement & Automation - Apollo, Salesloft• Scoping, Quoting & Pricing - Salesforce CPQ, Apttus• Proposal Creation - RFPIO (Responsive), Loopio, Canva• Document Automation - DocuSign, Qvidian, Conga• Sales Data Analysis - Tableau, Looker• Project Management - Smartsheet, Asana, Jira, Trello• Content Management - WordPress, Confluence, Notion• Conversation Capture & Coaching - Chorus