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SALES SUPPORT MANAGER Resume Example

Resume Score: 80%

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WM
SALES SUPPORT MANAGER
Professional Summary

Professional with proven experience in account management, customer service, contract management, and sales administration. Meticulous with strong analytical and critical thinking skills with the ability to make well thought out decisions. Resourceful in the completion of projects, and effective at multi-tasking. Highly trustworthy, discreet, and ethical.

Work History
SAFEMARK - SALES SUPPORT MANAGERORLANDO, FL01/2019 - Current
  • Support the sales team with sales strategies and sales analysis for revenue growth and efficient decision making.
  • Manage a multi-product sales pipeline to monitor potential revenue and inventory supply demand.
  • Manage the sales and service order process by reviewing financial models against profitability criteria.
  • Analyze monthly customer revenue reports to identify profitability, threats, and trends.
  • Analyze bid requests and assist with RFP/RFQ submissions.
  • Manage telemarketing representative efforts and measure productivity against established goals.
  • Prepare inventory reports and invoicing for major customer accounts.
  • Assist with Portfolio Customer contract renewals and act as the liaison to customers for contract negotiations.
  • Prepare and distribute sales analysis reports to executive management and prepare materials for Board meetings.
  • Manage all aspects of the CRM for the sales organization.
  • Participate in weekly sales meetings and other meetings as required.
TRILOMA FINANCIAL GROUP - SENIOR RELATIONSHIP MANAGERWINTER PARK, FL01/2015 - 01/2019
  • Managed relationships with key broker-dealer accounts while promoting products distributed by the firm.
  • Contributed to raising over $650 million in assets under management by generating leads to create new selling opportunities for the sales team.
  • Maintained account plans and playbooks for the sales team, product partners, and executives.
  • Responded to calls and emails from internal and external clients on compliance, operations, product marketing, sales campaigns, and broker-dealer support.
  • Coordinated information from various departments in response to RFP's and due diligence questionnaires.
  • Processed and managed all selling agreements by adhering to Legal and Compliance guidelines.
  • Provided oversight to the transfer agent operations team with new selling agreement setup, business processing, and commissions.
  • Built custom Salesforce.com reports and dashboards for the managing partners, product partners, and sales team.
  • Coordinated sponsorship and attendance at conferences and industry events.
CNL Securities - Senior Relationship Manager, National AccountsOrlando, FL06/1998 - 06/2015
  • Managed relationships with broker-dealer accounts while delivering top-level service.
  • Managed new product launch by collaborating with internal and external partners including marketing, compliance, legal and senior management to secure selling agreements.
  • Coordinated information from various departments in response to RFP's and due diligence questionnaires.
  • Supplied marketing and product updates to key accounts on a frequent basis.
  • Planned and implemented marketing campaigns to create selling opportunities for the sales team.
  • Created and distributed custom sales reports on a weekly, monthly, quarterly, and annual basis.
  • Supplied training and education opportunities for key accounts by coordinating conference calls, webinars, and educational meetings.
  • Managed participation and attendance at conferences through the negotiation of sponsorship opportunities.
Additional Information
  • LICENSES , Series 7 - FINRA General Securities Representative Series 63 - NASAA Uniform Securities Agent State Law Florida Real Estate Sales Associate
Skills
  • Account Management
  • Administrative Support
  • Alternative Investments
  • Business Development
  • Client Service
  • Compliance
  • Contract Management
  • Due Diligence
  • Marketing Communications
  • Microsoft Office
  • Product Management
  • Project Management
  • Proposal Management
  • Sales Operations
  • Sales Support
  • Salesforce.com
  • Strategic Partnerships
  • Territory Management
  • Account Management, Marketing Communications
  • Administrative Support, Materials
  • Business Development, Meetings
  • Com, Microsoft Office
  • Conferences, Negotiation
  • Contract negotiations, Product Management
  • Contract Management, Project Management
  • CRM, Proposal
  • Clients, RFP
  • Client, Sales
  • Decision making, Selling
  • Due Diligence, Sales analysis
  • Senior management, Sales Support
  • Executive management, Strategic
  • Financial, Telemarketing
  • Inventory, Territory Management
  • Investments
  • Invoicing
  • Legal
  • Managing
  • Marketing
  • Product marketing
  • Account management
  • Time management
  • Sales processes
  • Analytical problem solver
  • Database Management
  • Review of contracts
  • Sales Reporting
  • Systems and software programs
  • Direct sales
  • Sales presentations
Education
University Of Central FloridaOrlando, FLBachelor of Science: Interdisciplinary Studies
  • Coursework in Social and Behavioral Sciences, Public Affairs and Business Administration
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • SAFEMARK
  • TRILOMA FINANCIAL GROUP
  • CNL Securities

School Attended

  • University Of Central Florida

Job Titles Held:

  • SALES SUPPORT MANAGER
  • SENIOR RELATIONSHIP MANAGER
  • Senior Relationship Manager, National Accounts

Degrees

  • Bachelor of Science : Interdisciplinary Studies

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