Mathew Steele
Director, Salesforce Quote-to-Cash Transformation | 3x Certified | Enterprise GTM & CPQ Strategy | Salesforce Leader
Salesforce transformation leader with a decade of experience bridging business strategy and technology execution.
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I specialize in architecting end-to-end Quote-to-Cash programs that help organizations modernize monetization models, improve revenue transparency, and accelerate go-to-market. With experience across cybersecurity, SaaS, and RevOps ecosystems, I’ve led initiatives integrating Salesforce, CPQ, Billing, and connected systems like Workday, Xactly, and Mulesoft. My approach blends business advisory, technical architecture, and people leadership; ensuring both delivery excellence and long-term scalability. Passionate about mentoring teams, driving innovation, and helping clients translate complexity into clarity. Certifications: Salesforce Administrator | Advanced Administrator | Platform App Builder Specialties: Quote-to-Cash, CPQ/Billing Strategy, Agile Transformation, GTM Enablement, Data-Driven Process Optimization
GTM Index
- FORCEPOINTJOB
- Dir; Enterpise Systems7M
Director; Enterpise Systems
Forcepoint
- Senior Mgr, Salesforce & G…2Y 5M
Senior Manager, Salesforce & GTM Technologies
Forcepoint
Lead enterprise Salesforce and GTM transformation strategy for a $1B cybersecurity organization, modernizing the Quote-to-Cash architecture and enabling monetization model flexibility (subscription, transactional, and consumption-based). Partner with Finance, Sales, and Customer Success executives to align Salesforce, CPQ, and downstream systems to strategic growth targets. Deliver client-ready frameworks for governance, renewals automation, and pricing integrity that reduced cycle time by 35% and improved ACV reporting accuracy. Mentor cross-functional teams in agile delivery, promoting innovation, accountability, and data-driven decision making.
- New Product Implementation…3Y 2M
New Product Implementation Architect and Applications Manager
Forcepoint
Architected scalable Salesforce-driven new product introduction (NPI) framework integrated with Workday and Zuora, cutting go-to-market time from 6 months to 2 weeks through automation and configuration innovation. Collaborated with Finance and Product leaders to enable agile SKU creation, entitlement logic, and automated carve-outs—directly improving revenue recognition and customer transparency. Advised executives on digital product lifecycle strategy and governance, positioning Salesforce as the core of Forcepoint’s modernization roadmap.
- AGENTSYNCJOB
- Senior Customer Solutions…1Y 1M
Senior Customer Solutions Engineer
AgentSync
- XACTLYJOB
- Mgr, Revenue Operations Sy…8M
Manager, Revenue Operations Systems
Xactly Corp
Directed RevOps modernization and Salesforce optimization across Sales, Finance, and Customer Success. Established CPQ, renewals, and entitlement workflows aligning to subscription and consumption models. Led consulting engagements across multiple business units, enabling scalable, compliant, and data-driven GTM operations.
- Mgr, Salesforce CRM4M
Manager, Salesforce CRM
Xactly Corp
- Senior Salesforce Administ…1Y 2M
Senior Salesforce Administrator
Xactly Corp
- ZAYO GROUPJOB
- Salesforce Administrator9M
Salesforce Administrator
Zayo Group
Responsible for front end Salesforce support as well as backend configuration and development. Assist over 4,000 users world wide through various troubleshooting techniques, and certified Salesforce best practices. Highly skilled in both Classic and Lightning management, navigation, and creation. • Daily administration and support of Salesforce application including but not limited to managing multiple user setup, profiles and role, customization of objects, workflows, fields, page layouts and validations • Develop and create customized reports and dashboards • Logging, troubleshooting and tracking identified system problems through resolution • Creating and maintaining documentation on…
- Business Analyst1Y 1M
Business Analyst
Zayo Group
The Business Analyst studies the overall business and information needs of the organization, in order to gather proper requirements and develop solutions for business process, system and related technology problems. Responsible to elicit, analyze, validate, specify, verify, and manage the real needs of the project stakeholders. Serve as the conduit between the Business Partner community and the product owners/product solution managers as well as the application developers through which requirements flow. Manage project/system requirements through full life cycle to completion and maintain ongoing information flow into maintenance mode and production support as needed. Apply proven communica…
- ENVYSION,JOB
- Technical Support Specialist3M
Technical Support Specialist
Envysion, Inc.
Assisting customers with troubleshooting and incident creation to resolve customer trouble. Supporting and resolving customer’s issues, through the creation and process of updating trouble tickets, and work between multiple systems. •Troubleshooting and delivering correct resolutions via Linux Command Line programming. •Using Salesforce and Linux to properly update and maintain customer accounts •Ability to work in a high intensity, stressful environment. •Ability to handle upwards of 50+ cases at a time with constant troubleshooting and proper maintaining protocols to meet company turnaround times. •Direct interaction with customer's and upper level support teams to deliver excellent custo…
- GREAT HEALTH WORKSJOB
- Virtual Facilitator1Y 8M
Virtual Facilitator
Great Health Works
Facilitated multiple lines of business for new and existing customer service representatives. Responsible for the training and enhancement of all representatives to ensure success and accomplishment of key performance data. • Facilitated customer service representatives as groups, and as individuals • Facilitated learning for inbound sales, retention, quality assurance, and education lines of business • Review data for opportunities to increase support interaction efficiency • Maintained data on customer service representative performance
- CONSTANT CONTACTJOB
- Process Improvement Analyst1Y 9M
Process Improvement Analyst
Constant Contact
Review calls for multiple departments to identify business needs and gaps in call flow. Responsible for implementing procedural changes to assure key performance indicator improvement. • Create reporting to establish and present trending data using Salesforce • Review data for opportunities to increase support interaction efficiency • Communicate changes between multiple groups and teams, across all lines of business, to ensure consistent processes • Created and implemented companywide policy change to reduce AHT and increase per call profits • Developed Release Trainings, Job Aids, and New Hire training to ensure accuracy companywide
- Customer Service Represent…5M
Customer Service Representative
Constant Contact
Customer support in an inbound operations environment focused on first call resolution and product education. Proven ability for high level performance excelling in key performance indicators associated with our business. • Selected to participate in SinglePlatform support • Assisted team mates as mentor to answer product questions • Consistently achieved high customer satisfaction marks during tenure • Worked in a collaborative team environment
- TELETECHJOB
- Team Lead2Y 3M
Team Lead
TeleTech
Developed and managed customer service representatives. Managed teams of more than 40 representatives at a time. Responsible for any up-training as well as any coaching needed to ensure representative compliance with client set regulations. Worked hand in hand with Workforce Management to maintain all key performance indicator metrics set per client contract. Monitored and scored quality calls for all agents on the floor. Created multiple quality processes for the monitoring and improvement of team wide quality scoring.
- Customer Service Represent…3M
Customer Service Representative
TeleTech
Handled and assisted on inbound customer service calls. Averaged between 60-100 calls per day based on call flow and queue management. Balanced multiple key performance indicator metrics to maintain a high level of customer service success as well as meeting all metric goals set by the company.
- SINGING SAILSJOB
- Deckhand1Y 2M
Deckhand
Singing Sails LLC.
Participated in the maintenance of more than 20 sail boats per day. Responsibilities included cleaning of boats using physical exertion. Also responsible for maintenance of all electronics on board the boats. Including, but not limited to, installation and upgrade of all ship electronics. Job duties included customer interaction and assistance while offering new productions, conducting tours and assistance navigating marinas.
- A.C.E. LAWN AND LANDSCAPESJOB
- Operations Shift Mgr2Y 11M
Operations Shift Manager
A.C.E. Lawn and Landscapes
Participated in the lawn maintenance of 15 commercial properties. Keeping the landscape healthy, clean, and attractive by using tools supplies knowledge and physical exertion skills by mowing, weed whacking, edging, and removal of debris. Job Duties also included annual planting of flowers, trees, weed fertilization, driveway and pathway maintenance, shrub planting, fencing, painting, and irrigation.
- Job: Forcepoint — Senior Manager, Salesforce & GTM Technologies · 2024-03 – present — Lead enterprise Salesforce and GTM transformation strategy for a $1B cybersecurity organization, modernizing the Quote-to-Cash architecture and enabling monetization model flexibility (subscription, transactional, and consumption-based). Partner with Finance, Sales, and Customer Success executives to align Salesforce, CPQ, and downstream systems to strategic growth targets. Deliver client-ready frameworks for governance, renewals automation, and pricing integrity that reduced cycle time by 35% and improved ACV reporting accuracy. Mentor cross-functional teams in agile delivery, promoting innovation, accountability, and data-driven decision making.
- Job: Zayo Group — Business Analyst · 2018-08 – 2019-09 — The Business Analyst studies the overall business and information needs of the organization, in order to gather proper requirements and develop solutions for business process, system and related technology problems. Responsible to elicit, analyze, validate, specify, verify, and manage the real needs of the project stakeholders. Serve as the conduit between the Business Partner community and the product owners/product solution managers as well as the application developers through which requirements flow. Manage project/system requirements through full life cycle to completion and maintain ongoing information flow into maintenance mode and production support as needed. Apply proven communica…
- Job: Great Health Works — Virtual Facilitator · 2016-09 – 2018-05 — Facilitated multiple lines of business for new and existing customer service representatives. Responsible for the training and enhancement of all representatives to ensure success and accomplishment of key performance data. • Facilitated customer service representatives as groups, and as individuals • Facilitated learning for inbound sales, retention, quality assurance, and education lines of business • Review data for opportunities to increase support interaction efficiency • Maintained data on customer service representative performance
- Job: Zayo Group — Salesforce Administrator · 2019-10 – 2020-07 — Responsible for front end Salesforce support as well as backend configuration and development. Assist over 4,000 users world wide through various troubleshooting techniques, and certified Salesforce best practices. Highly skilled in both Classic and Lightning management, navigation, and creation. • Daily administration and support of Salesforce application including but not limited to managing multiple user setup, profiles and role, customization of objects, workflows, fields, page layouts and validations • Develop and create customized reports and dashboards • Logging, troubleshooting and tracking identified system problems through resolution • Creating and maintaining documentation on…
- Job: Singing Sails LLC. — Deckhand · 2009-07 – 2010-09 — Participated in the maintenance of more than 20 sail boats per day. Responsibilities included cleaning of boats using physical exertion. Also responsible for maintenance of all electronics on board the boats. Including, but not limited to, installation and upgrade of all ship electronics. Job duties included customer interaction and assistance while offering new productions, conducting tours and assistance navigating marinas.
- Job: Constant Contact — Process Improvement Analyst · 2014-12 – 2016-09 — Review calls for multiple departments to identify business needs and gaps in call flow. Responsible for implementing procedural changes to assure key performance indicator improvement. • Create reporting to establish and present trending data using Salesforce • Review data for opportunities to increase support interaction efficiency • Communicate changes between multiple groups and teams, across all lines of business, to ensure consistent processes • Created and implemented companywide policy change to reduce AHT and increase per call profits • Developed Release Trainings, Job Aids, and New Hire training to ensure accuracy companywide
- Job: Envysion, Inc. — Technical Support Specialist · 2018-05 – 2018-08 — Assisting customers with troubleshooting and incident creation to resolve customer trouble. Supporting and resolving customer’s issues, through the creation and process of updating trouble tickets, and work between multiple systems. •Troubleshooting and delivering correct resolutions via Linux Command Line programming. •Using Salesforce and Linux to properly update and maintain customer accounts •Ability to work in a high intensity, stressful environment. •Ability to handle upwards of 50+ cases at a time with constant troubleshooting and proper maintaining protocols to meet company turnaround times. •Direct interaction with customer's and upper level support teams to deliver excellent custo…
- Job: Constant Contact — Customer Service Representative · 2014-07 – 2014-12 — Customer support in an inbound operations environment focused on first call resolution and product education. Proven ability for high level performance excelling in key performance indicators associated with our business. • Selected to participate in SinglePlatform support • Assisted team mates as mentor to answer product questions • Consistently achieved high customer satisfaction marks during tenure • Worked in a collaborative team environment
- Job: TeleTech — Team Lead · 2012-04 – 2014-07 — Developed and managed customer service representatives. Managed teams of more than 40 representatives at a time. Responsible for any up-training as well as any coaching needed to ensure representative compliance with client set regulations. Worked hand in hand with Workforce Management to maintain all key performance indicator metrics set per client contract. Monitored and scored quality calls for all agents on the floor. Created multiple quality processes for the monitoring and improvement of team wide quality scoring.
- Job: A.C.E. Lawn and Landscapes — Operations Shift Manager · 2006-08 – 2009-07 — Participated in the lawn maintenance of 15 commercial properties. Keeping the landscape healthy, clean, and attractive by using tools supplies knowledge and physical exertion skills by mowing, weed whacking, edging, and removal of debris. Job Duties also included annual planting of flowers, trees, weed fertilization, driveway and pathway maintenance, shrub planting, fencing, painting, and irrigation.
- Job: Forcepoint — Director; Enterpise Systems · 2026 – present
- Job: Xactly Corp — Senior Salesforce Administrator · 2020-07 – 2021-09
- Job: TeleTech — Customer Service Representative · 2012-01 – 2012-04 — Handled and assisted on inbound customer service calls. Averaged between 60-100 calls per day based on call flow and queue management. Balanced multiple key performance indicator metrics to maintain a high level of customer service success as well as meeting all metric goals set by the company.
- Job: AgentSync — Senior Customer Solutions Engineer · 2022-06 – 2023-07
- Job: Xactly Corp — Manager, Revenue Operations Systems · 2022-01 – 2022-09 — Directed RevOps modernization and Salesforce optimization across Sales, Finance, and Customer Success. Established CPQ, renewals, and entitlement workflows aligning to subscription and consumption models. Led consulting engagements across multiple business units, enabling scalable, compliant, and data-driven GTM operations.
- Job: Xactly Corp — Manager, Salesforce CRM · 2021-09 – 2022-01
- Job: Forcepoint — New Product Implementation Architect and Applications Manager · 2023-06 – present — Architected scalable Salesforce-driven new product introduction (NPI) framework integrated with Workday and Zuora, cutting go-to-market time from 6 months to 2 weeks through automation and configuration innovation. Collaborated with Finance and Product leaders to enable agile SKU creation, entitlement logic, and automated carve-outs—directly improving revenue recognition and customer transparency. Advised executives on digital product lifecycle strategy and governance, positioning Salesforce as the core of Forcepoint’s modernization roadmap.
- School: Colorado Northwestern Community College — Journalism
Skills
Playbooks
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