Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Megan Wygal

Rancho Cucamonga

Summary

Client Account Manager and Sales Operations professional with a strong track record supporting complex enterprise customers and improving internal sales platforms through cross-functional collaboration. Known for identifying system and product gaps, bringing stakeholders together to define scalable solutions, and taking initiative to configure and improve tools where appropriate. Calm, trusted customer-facing partner with deep platform knowledge across Salesforce, ServiceNow, and Connectbase.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Client Account Manager (CAM)

Mosaic NetworX
09.2023 - 07.2025
  • Managed enterprise customer accounts, including one of Mosaic’s largest and most complex customers, and played a critical role in onboarding and deployment through cross-functional coordination with Sales, Engineering, Operations, Service Delivery, Billing, and vendors.
  • Led renewals, QBRs, and lifecycle discussions, identifying upsell and optimization opportunities tied to customer usage and growth.
  • Served as the primary point of continuity for customers, ensuring alignment between what was sold, ordered, delivered, and billed
  • Built strong customer trust through a calm, focused communication style and consistent follow-through.
  • Partnered closely with internal teams during onboarding, changes, and renewals to ensure customer expectations aligned with operational and system realities.


Sales Operations

Mosaic NetworX
07.2021 - 09.2023

(Product Gap Identification, Product Modeling & System Enablement)

  • Functioned as a primary product gap identifier, surfacing where products, vendors, and system configurations failed to scale across Sales, Operations, Engineering, and Finance.
  • Evaluated new products, vendors, and changes through a full lifecycle lens, considering impacts across quoting, order entry, delivery, billing, MACDs, and renewals.
  • Identified recurring product and system issues that created downstream pain (billing errors, renewal friction, reporting gaps, customer confusion) and presented solution options for leadership and stakeholder alignment.
  • Played a central role in product remapping initiatives, creating documentation and criteria to clarify product behavior and internal alignment.
  • Facilitated cross-functional working sessions to refine product behavior before configuration or development.
  • Translated agreed product intent into clear configuration and development criteria, maintaining continuity between business needs and technical execution.
  • Took initiative to configure Salesforce products, fields, objects, and UI to validate ideas and reduce dependency on development.
  • Served as the final validation checkpoint during order entry to ensure products were entered consistently before Service Delivery handoff.
  • Authored a comprehensive Sales & CAM Operations SOP documenting workflows, system behavior, and known constraints.
  • Contributed deep Cato Networks product knowledge, improving clarity around SASE, SSE, and virtual vs. physical license modeling to support renewals and customer inventory accuracy.


System Implementation, Project Management & Execution


  • Joined Mosaic immediately prior to Salesforce go-live with Enxoo, an overlay application layered on Salesforce, during a period of rapid system change.
  • Learned the Salesforce + Enxoo implementation in real time and trained Sales on system usage while the platform continued to evolve post–go-live.
  • Identified the need for centralized project visibility, researched Monday.com, presented a solution to the CEO, and led company-wide implementation.
  • Took over as project manager for all active Salesforce/Enxoo initiatives, providing structure, documentation, and execution after prior efforts were undocumented.
  • Managed concurrent initiatives including in-flight changes, quantity issues, system defects, reporting limitations, product remapping, and pricing grid design.
  • Led recurring cross-functional project calls with Sales, Operations, Engineering, and Finance to define scope, document decisions, track progress, and surface risk.
  • Converted stakeholder documentation into technical criteria for offshore Enxoo developers.
  • Managed offshore development teams directly, including early-morning calls, Jira coordination, functional clarification, and delivery oversight.
  • Performed hands-on testing, led structured team testing, coordinated promotion to production, and executed production smoke testing.
  • Identified cost and velocity constraints with offshore development and proactively learned Salesforce configuration to implement non-code changes independently.
  • Designed and implemented the internal customer portal using Salesforce Lightning App Builder, avoiding high custom development costs.
  • Later re-engaged to assist with gap identification and remediation following the Salesforce → ServiceNow transition.

Telecommunications Audit Specialist

Alexander Consulting
01.2008 - 09.2023
  • Ensured compliance with regulations, conducting thorough audits of financial records.
  • Improved accuracy by reviewing financial statements and identifying discrepancies.
  • Conducted detailed assessments for reducing risk and enhancing financial reporting.
  • Enhanced audit processes by developing and implementing new methodologies.
  • Prepared comprehensive audit reports, summarizing findings and recommending improvements
  • Remote

Business Development Manager

Mesa Properties
05.2020 - 01.2021
  • Facilitated regular communication with clients to ensure their needs were met, fostering long-lasting relationships built on trust and mutual respect.
  • Reached out to potential customers via telephone, email, and inperson inquiries.
  • Negotiated and closed long-term agreements with new clients in assigned territory.
  • Performed client research and identified opportunities for account growth, account penetration and market expansion.
  • Delivered compelling sales presentations to prospective clients, highlighting the unique value proposition of our products and services.
  • Monitored market trends and competitor activities to identify areas of potential opportunity.
  • Consistently met or exceeded monthly quotas through diligent prospecting efforts, relentless follow-up activities, and expert negotiation skills.
  • Improved sales team performance with targeted training programs focused on advanced sales techniques and product knowledge.

Hotel Assistant Manager

Hotel Casa 425 + Lounge
10.2014 - 05.2020
  • Hired and trained new employees, demonstrating best methods for serving clients and guests.
  • Regularly analyzed guest feedback data to identify and address areas where improvements could be made, resulting in consistently high customer satisfaction ratings.
  • Handled guest complaints and offered complimentary services to maintain high guest satisfaction rates.
  • Conducted regular staff performance evaluations, identifying areas for improvement and providing constructive feedback.
  • Established a positive work culture that promoted teamwork, collaboration, and employee morale.
  • Monitored safety procedures to ensure a secure environment for both guests and employees.
  • Booked large groups for weddings, seminars, conferences, and other events, providing best available room rates.
  • Developed strong partnerships with local businesses to create exclusive offers and packages for hotel guests.
  • Oversaw all aspects of event planning, from contract negotiation to day-of coordination, resulting in successful events and satisfied clients.
  • Coordinated renovations projects, minimizing disruptions to guests while improving the overall aesthetic of the property.
  • Managed day-to-day operations of lodging facility, scheduling staff and overseeing budgets.
  • Negotiated with vendors to obtain favorable rates for goods and services while maintaining good working relationships.
  • Created and managed accurate occupancy forecasts and budgets.

Education

General Studies -

Chaffey College
Rancho Cucamonga

Skills

  • Salesforce – Sales Cloud & CPQ; multiple System Administrator Trailhead badges; working toward Salesforce Administrator Certification; internal portal and UI design using Lightning App Builder
  • ServiceNow – Sales & Order Management; ServiceNow Micro-Certification; order entry and validation; deep field-level knowledge across quote-to-cash workflows
  • Connectbase – CPQ & carrier intelligence; managed Mosaic’s instance; led integration and data-mapping discussions with Salesforce and ServiceNow
  • Mondaycom – Introduced and implemented platform; Product badge holder; configured workflows for system and project tracking
  • Jira – Offshore development coordination, bug tracking, development tracking, QA documentation
  • Confluence – File repository; built a centralized vendor database documenting quoting and ordering guidance, vendor-specific nuances, Connectbase connection types, portal links, and related artifacts (rate cards, NDAs, agreements)
  • Slab – Built and maintained a Sales wiki containing training materials and process documentation for Sales and CAM teams, including vendor onboarding processes, Salesforce training, Connectbase training, and vendor-specific deal registration workflows
  • Zendesk – Ticket management
  • Microsoft Excel, Word, PowerPoint – Advanced reporting, analysis, and executive documentation
  • Google Workspace (G Suite) – Docs, Sheets, Slides, Drive
  • Slack

Certification

  • Micro-Certification (Sales & Order Management) ServiceNow
  • System Administrator Trailhead Badges Salesforce
  • Product Badge Monday.com
  • Certified Telecommunications Network Specialist
  • SASE Cloud - Sales Training & Certification Cato

Timeline

Client Account Manager (CAM)

Mosaic NetworX
09.2023 - 07.2025

Sales Operations

Mosaic NetworX
07.2021 - 09.2023

Business Development Manager

Mesa Properties
05.2020 - 01.2021

Hotel Assistant Manager

Hotel Casa 425 + Lounge
10.2014 - 05.2020

Telecommunications Audit Specialist

Alexander Consulting
01.2008 - 09.2023

General Studies -

Chaffey College
Megan Wygal