Trevor Hall

Senior Professional Services Consultant | Revenue Operations & Technical Solutions Expert

Email | Phone

[email protected]

360-852-0638

Vancouver, US

About

Results-driven professional with over 8 years of expertise in Technical Solutions, Revenue Operations, and Revenue Strategy, specializing in automation, data analysis, and process improvement. Proven ability to leverage CRM, Salesforce, SQL, and Agile Project Management to drive significant operational efficiencies and revenue growth. Excels in strategic planning, team leadership, and detailed execution, consistently delivering complex projects and scalable solutions that enhance business performance and accuracy.

Work Experience

Senior Professional Services Consultant

CaptivateIQ

Apr 2022 - Mar 2025

Not specified, Not specified, US

Currently serves as a Senior Professional Services Consultant, leveraging deep technical expertise in CaptivateIQ's platform to design and implement complex incentive compensation management solutions for clients.

  • Act as the primary technical subject matter expert on CaptivateIQ's platform, resolving complex challenges and providing strategic guidance to clients on advanced ICM solution implementations.
  • Architected and implemented tailored system configurations and solutions in close collaboration with diverse enterprise customers, optimizing their incentive compensation processes for enhanced efficiency.
  • Led the successful delivery of multiple complex Incentive Compensation Management (ICM) projects by creating, managing, and executing comprehensive Agile project plans, ensuring on-time and within-budget completion.

Principal Revenue Operations Analyst

Fisher Investments

Sep 2018 - Apr 2022

Not specified, Not specified, US

Spearheaded revenue operations initiatives, optimizing incentive compensation processes and driving technology procurement to enhance efficiency and accuracy for a large sales organization.

  • Directed operational processes for incentive compensation for over 1500+ sales professionals, achieving a sustained 99.9% accuracy rate and elevating average first delivery accuracy from 45% to 99%.
  • Led enterprise technology procurement and strategic implementation, successfully transitioning multiple internally developed processes to scalable software solutions, significantly boosting operational efficiency and data accuracy.

Principal Business System Analyst

Fiserv

May 2015 - Sep 2018

Not specified, Not specified, US

Managed critical internal systems and led product development for Fiserv's Risk Office, ensuring high accuracy in fraud rule execution and contributing to revenue growth and customer retention.

  • Managed the analysis, creation, and maintenance of internal systems rule codes, achieving a 99.9% accuracy rate across nearly 27,000 annual change requests to ensure timely and precise execution of fraud rules.
  • Spearheaded the development and launch of new Fiserv Risk Office products, directly contributing to increased revenue growth and enhanced customer retention for the organization.

Education

Business Administration, Finance

Concordia University

Jun 2016 - Jan 2018

Not specified, Not specified, US

Skills

CRM & Sales Platforms

  • CRM
  • Salesforce.com

Data Analysis & Business Intelligence

  • SQL
  • Data Visualization
  • Data Analysis

Project Management

  • Project Management
  • Agile Project Management

Revenue Operations & Strategy

  • Sales Operations
  • Incentive Programs
  • Go-to-Market Strategy
  • Revenue Strategy

Leadership & Process Improvement

  • Management
  • Process Improvement
  • Strategic Planning
  • Team Leadership
  • Detailed Execution
  • Automation