Planning resume example with 20+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • Microsoft Office Proficiency
  • Account Management
  • Business Development
  • Consultative Sales Skills
  • Marketing & Advertising Strategies
  • Relationship Development
  • Business Presentation
Planning, 07/2017 to Present
Home ChefSan Bernardino, CA,
  • Markets comprehensive medical practice solutions to healthcare providers by providing consultative selling strategies.
  • Employs revenue cycle management strategies accounting for $750k in annualized account receivables for medical private practices and clinics.
  • Provides medical practices with solutions for medical billing and account receivables, implements cloud-based management technologies, provides medical coding services, and governmental regulation compliance consultation.
  • Utilizes account management skills to retain clients and identify business opportunities to realize increase volume and profits.
  • Generates reporting to analyze business opportunities to tailor solutions to different clients; employ CRM tools to manage prospects in the sales pipeline; conduct market analysis to ascertain market demand, identify prospects, and communicate the value-proposition.
  • Conducts product presentations and coordinates live demonstrations to enhance customer understanding and to facilitate the sales the process.
  • Cultivates relationships with medical practitioners and 3rd party technology partners to develop solutions based upon the client's needs.
Inventory Manager, 09/2017 to 07/2017
Rockwell Automation, Inc.Munster, IN,
  • Accountable for the divisional P/L results and achieving all business unit KPIs supporting a $350M business; improved supply chain economics by implementing best practices, and identifying new opportunities to improve processes and drive profitability.
  • Provided divisional financial direction supporting all Omni-channel initiatives supporting buying, planning, and sourcing pertaining to revenue optimization, inventory management, and logistical efficiencies.
  • Validated and approved planograms by category supporting presentation strategies and profitability expectations.
  • Supervised a planning team of 5 planning analyst; accountable for assigning daily accountabilities, providing training and coaching, and fostering an environment of recognition and inclusion.
GM, Manager Planning, 09/2017 to 08/2017
Control TecNew York, NY,
  • Accountable for all merchandising functions for the general merchandise division; achieved P/L objectives exceeding $100m in sales as well as managing business unit KPIs.
  • Responsible for regional merchandise strategies for 70 Follett operated stores; accountable for developing financial, assortment and program management strategies for retail initiatives.
  • Developed marketing strategies to increase brand awareness, and leverage trademarks to increase visibility and revenues.
  • Provides direction for projects affecting store branding and licensing, visual presentation, marketing direction, 3rd party relationships, and special events supporting campus events.
  • Managed a staff of 4 Planner/Buyers; accountable for staff development and cultivating high performance teams through selective hiring and retention of top performers.
Planning and Allocation Director, 09/2017 to 11/2017
JC Penney CompanyCity, STATE,
  • Responsible for directing the divisional planning and allocation functions generating sales exceeding $850m annually.
  • Managed the development of the merchandise planning process consisting of both bottom-up and top down plans; managed the planning and forecasting of key performance indicators in both units and dollars for metrics such as sales, receipts, inventory, gross margin, and turnover.
  • Oversaw the preparation of the weekly and monthly review of sales, gross margin and inventory results for all departments, as well as presenting the forecast at the monthly executive financial review meeting.
  • Directed the accountabilities for 6 planners and 8 allocators; provided coaching and coordinated training leading to the development of high performance teams.
Manager, 01/1 to 08/2017
Walt Disney CompanyCity, STATE,
  • Merchandise/Brand Planning.
  • Managed the planning functions for merchandise at the Walt Disney Resort exceeding sales revenues of $770M annually.
  • Partnered with corporate marketing departments to gain product exposure and developing a connection between merchandise and The Walt Disney Company.
  • Coordinated with product development on new product introductions; recommended modifications supporting store development, product intensification and improved operational efficiencies.
  • Developed product plans in conjunction with third-party operators to enhance the guest experiences while maximizing revenue potential.
  • Forges synergy by maintaining effective business relationships at all levels with a team-based culture of inclusion.
Sales Account Manager, 01/1 to 01/1
Packaging Corp Of AmericaCity, STATE,
  • Responsible for selling packaging products to local and national accounts in my market territory exceeding $2.5m.
  • Achieved sales and profit growth of 4.0% for national accounts through product extensions and volume increases; consistently achieved sells quotas by focusing on existing accounts and identify new business opportunities.
  • Partnered with manufacturing utilizing MRPs to ensure timely production and on-time delivery for customers.
  • Accountable for managing marketing budgets within the constraints of my travel and entertainment expense for my sales territory.
  • Provided consultative sales solutions to clients by establishing relationships, conducting needs analysis, and customizing solutions to satisfy customer requirements.
  • Utilized various marketing techniques to obtain new business and expand existing accounts; created a process for implementing direct marketing, leveraging customer referrals, and marketing trade shows.
  • Maintains consistency and highly visible presence in designated retail stores within assigned territory.
  • Business Development and Planning.
Education and Training
MBA: Business Administration, Expected in
University of Phoenix - ,
Business Administration
BA: Liberal Arts & Sciences, Expected in
University of Illinois - ,
Liberal Arts & Sciences Microsoft Applications, JDA Demand/Allocation System, Arthur Planning, Micro Strategy Business Intelligence, SAS Financial Planning System; NextGen Practice Management * .Continued.
Account Management, accounting, Advertising, analyst, Microsoft Applications, branding, budgets, Business Development, Business Intelligence, Business Development and Planning, coaching, consultation, CRM, client, clients, delivery, direct marketing, directing, direction, economics, special events, financial, Financial Planning, forecasting, hiring, inventory management, inventory, managing, market analysis, marketing strategies, marketing, market, medical billing, medical coding, merchandising, Microsoft Office, Micro Strategy, needs analysis, optimization, packaging, presenting, presentations, improve processes, product development, profit, program management, reporting, retail, Sales Skills, selling, sales, SAS, staff development, supply chain, trade shows
Activities and Honors

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Resume Overview

School Attended

  • University of Phoenix
  • University of Illinois

Job Titles Held:

  • Planning
  • Inventory Manager
  • GM, Manager Planning
  • Planning and Allocation Director
  • Manager
  • Sales Account Manager


  • MBA
  • BA

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