Summary
Overview
Work History
Education
Skills
Timeline
Generic

Matthew Clappison

Waterloo

Summary

Analytical and results-driven Revenue Operations Lead with 7+ years of progressive experience in data analytics, financial operations, and strategic process improvement across both start-ups and enterprise organizations. Proven ability to lead cross-functional initiatives, streamline revenue processes, and deliver actionable insights through advanced data analysis using tools like Power BI, Python, SQL, and more. Holds an MBA with a focus in Strategic Management, bringing strong business acumen to complement technical expertise. Known for driving operational efficiency, enhancing revenue performance, and supporting data-informed decision-making at all organizational levels.

Overview

5
5
years of professional experience

Work History

Revenue Operations Lead

Wisedocs
08.2024 - Current
  • Led cross-functional operations initiatives, managing workflows across Sales, Marketing, Customer Success, and Finance to drive efficient execution, ensure timely project delivery, and align operations with strategic business goals.
  • Developed and implemented scalable process improvements, including a comprehensive company-wide sales and commission plan, increasing team productivity and enhancing forecasting accuracy for leadership decision-making.
  • Built and maintained the data infrastructure in Fabric, designing and implementing data pipelines that enable automated reporting and provide near real-time insights. Integrated instance data, HubSpot, and third-party platforms via APIs, ensuring seamless data flow and accurate, timely reporting.
  • Developed and maintained performance dashboards at both the company level and across individual departments, using Fabric, Power BI, SQL, and Python. Delivered key revenue metrics, identified operational bottlenecks, and facilitated data-driven decision-making across functions.

Senior Revenue Operations Analyst

OpenText
10.2023 - 08.2024
  • Designed and implemented executive-level reports and dashboards using Power BI, enabling daily reporting in place of weekly cycles, significantly accelerating decision-making and improving responsiveness across global teams.
  • Automated the report generation process using Python, drastically reducing manual effort and report creation time while implementing automated email notifications, establishing a hands-off reporting process that increased efficiency and consistency.
  • Created and managed product reporting for high-value strategic partners, including SAP, Solution Extension (large consulting firms), and the extended ecosystem (Microsoft & Salesforce), overseeing over $100M in annual revenue, ensuring accuracy and transparency for key business stakeholders.
  • Streamlined quarter-end commission reporting processes, reducing preparation time by 50% and significantly improving the timeliness and accuracy of compensation tracking, driving better alignment between sales and finance teams.

Revenue Operations Analyst

OpenText
09.2021 - 10.2023

Financial Analyst

Home Hardware
06.2020 - 09.2021
  • Led the Growth Investment Initiative, managing a team of co-op students to ensure project alignment with financial goals and successful execution.
  • Processed over $50 million in collections across monthly, quarterly, and year-end cycles, ensuring accuracy and timely reporting.
  • Maintained an Access database of 6,000+ suppliers, streamlining data management and improving cross-functional accessibility and operational efficiency.

Education

Master of Business Administration -

Wilfrid Laurier University

Bachelor of Science - undefined

University of Waterloo

Skills

  • Leadership & Team Management
  • Process Optimization & Efficiency
  • Cross-Functional Collaboration
  • Strategic Planning & Execution
  • Financial Operations & Budgeting
  • Project Management
  • Revenue Operations & Sales Process Improvement
  • Change Management & Adaptability
  • Data Analysis & Business Intelligence (Power BI, SQL, Python)
  • Automation & Technology Integration (API Integration, Data Pipelines)

Timeline

Revenue Operations Lead

Wisedocs
08.2024 - Current

Senior Revenue Operations Analyst

OpenText
10.2023 - 08.2024

Revenue Operations Analyst

OpenText
09.2021 - 10.2023

Financial Analyst

Home Hardware
06.2020 - 09.2021

Bachelor of Science - undefined

University of Waterloo

Master of Business Administration -

Wilfrid Laurier University

Similar Profiles

CREATE PROFILE
Matthew Clappison