David Heiss — Senior Vice President, Commercial Operations · SAI360

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

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Credited with creating, implementing and continuously streamlining the Sales Operations and Professional Services functions for technology-based companies.

Key contributor to the successful sale of TravelClick to Thoma Bravo in May, 2014.

Sales Operations: Play an integral role in the annual sales planning and forecasting processes and serve as a trusted resource for KPI development and tracking, compensation plan design, and sales force/territory alignment. Use a “carrot and stick” approach to CRM (salesforce.com) management to drive near 100% utilization and enable accurate forecasting and reporting directly from the CRM.

Professional Services: Lead all stages of the engagement process from pre-sales through development and into ongoing customer support. Approach each project with a “how can we do this” attitude. Customized solutions include a combination of flat-files, application integrations, SaaS solutions, RSS feeds and mobile device applications.

Specialties: * CRM database management, sales analysis and reporting, KPI analysis and reporting, marketing campaign evaluation, forecasting, planning and budgeting, sales compensation plan development and management * SQL, Crystal Reports, Microsoft Office (Word, Excel, Powerpoint, Access), salesforce.com (SFDC) * Master Data Management (MDM), Project Management