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Julian Winkler

Business Systems & Operations Manager at Assignar

Professional Background

Julian Winkler is a seasoned professional with extensive experience in business systems management and operations. With a keen understanding of various software applications and tools, Julian has developed a robust skill set in Salesforce Administration, Zuora Billing, and advanced data management techniques. His career trajectory showcases a commitment to leveraging technology to optimize business processes and enhance decision-making.

Throughout his career, Julian has held pivotal roles such as Business Systems & Operations Manager at Assignar, where he demonstrated his proficiency in streamlining operations and improving overall efficiency. His previous role as a Business Systems Analyst at Wurk further solidified his expertise in identifying the needs of organizations and implementing tailored solutions. At Apto, Julian progressed through several key positions, including Systems Operations Manager and Revenue Operations Manager, where he played an instrumental role in supporting the organization’s revenue-generating activities and ensuring seamless operations.

Julian’s career began in a dynamic environment at Barclays Center, where he held various sales operations roles. His journey in community engagement and customer experience began as a Ticket Office Intern and evolved into a Suite Sales Operations Manager position. This diverse experience laid the groundwork for his future roles, allowing him to develop a unique perspective on customer interactions and operational strategies.

Education and Achievements

Julian Winkler earned his Bachelor of Arts (B.A.) in Psychology from the University of Connecticut. This academic background has afforded him valuable insights into consumer behavior, enhancing his ability to connect with clients and tailor systems to meet their needs effectively. Julian’s education complements his extensive professional experience and has proven beneficial in his roles across various organizations.

In addition to his academic credentials, Julian is also recognized for his mastery of various software applications. His skills in Salesforce Administration include data imports, process builders, workflows, validation rules, object setup, and reporting—essential competencies that empower businesses to leverage their customer relationships effectively.

Furthermore, Julian’s knowledge of Zuora Billing, including bill runs and CPQ configuration, showcases his adeptness at managing complex billing processes and ensuring accuracy in financial transactions. His advanced proficiency in MS Excel allows him to perform sophisticated data analyses, using advanced formulas like SUMPRODUCT, INDEX/MATCH, and pivot tables, which are vital for reporting and decision-making.

Julian has a solid understanding of SQL, enabling him to manipulate and extract crucial data effectively. His skills extend to using Atlassian JIRA for issue tracking and management, demonstrating his ability to optimize workflows and enhance team collaboration.

Skills and Expertise

David’s expertise can be broken down into several key areas:

  • Salesforce Administration: Proficient in data imports, process builders, workflows, validation rules, custom object setup, and reporting.
  • Zuora Billing: Expertise in bill runs, CPQ configuration, and comprehensive reporting.
  • Data Management: Advanced skills in MS Excel, including complex formulas, pivot tables, and data visualization techniques.
  • SQL Proficiency: Capability in writing complex queries for data manipulation and analysis, supporting robust data-driven decision-making.
  • Project Management with JIRA: Experienced in managing project workflows, issue tracking, and communication management for project teams.
  • Financial Software Proficiency: Skilled in Xero Accounting for invoicing/billing, aged receivables reporting, credit note processing, and managing prepayments.
  • MS Access Expertise: Familiarity with table relationships, form construction with VBA, and report design to support data management and reporting tasks.

Questions

  • How did Julian Winkler apply his background in psychology to improve customer experience in his various roles?
  • What strategies did Julian employ as Business Systems & Operations Manager at Assignar to optimize workflows?
  • Can Julian elaborate on how he combined his knowledge of SQL and MS Excel to enhance data analysis in his previous roles?
  • What projects has Julian undertaken that showcased his ability to manage billing processes in Zuora?
  • How did his time at Barclays Center prepare Julian for his subsequent roles in business systems and operations?
  • What challenges did Julian face as he transitioned from his role as a Customer Experience Technical Specialist at Xero to more focused operations management positions?

Julian Winkler's impressive career illustrates not only his technical proficiency but also his commitment to continued professional development. His diverse experience across various industries blends a strong foundation in technology with a passion for improving operational efficiency and customer experience. As he continues to grow in his field, Julian is sure to make significant contributions to any organization he joins.

Related Questions

How did Julian Winkler apply his background in psychology to improve customer experience in his various roles?
What strategies did Julian employ as Business Systems & Operations Manager at Assignar to optimize workflows?
Can Julian elaborate on how he combined his knowledge of SQL and MS Excel to enhance data analysis in his previous roles?
What projects has Julian undertaken that showcased his ability to manage billing processes in Zuora?
How did his time at Barclays Center prepare Julian for his subsequent roles in business systems and operations?
What challenges did Julian face as he transitioned from his role as a Customer Experience Technical Specialist at Xero to more focused operations management positions?
Julian Winkler
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Location

Denver, Colorado, United States