Versatile Sales Operations professional who thrives in dynamic, challenging and fast-paced professional environments. Assertive and enthusiastic, with extensive knowledge of the sales process and an unsurpassed worth ethic.
My personal goal is to enhance sales and the overall business by providing teams with the tools and support to drive progress toward project and company milestones.
Microsoft Office Suite expert
Highly skilled in data visualization
Commissions planning and management
Senior Analyst - Sales Operations08/2016 to CurrentIntralinksWaltham, MA
Develop and Implement sales strategy with AI Sales Management in 2017 that enabled each of the AI Sales Reps to achieve President's Club.
Create and deliver over 100 global quotas for all levels of the sales team.
Perform quality assurance for the Commissions Team on a monthly basis for 6 different sales teams and sales management.
Created new reporting from the ground up, for a new sales team selling a unique and new use case.
Improve and maintain reporting for the two largest growing segments of the company's overall business.
Senior Manager of Account Operations01/2015 to 08/2016NextWorth SolutionsBillerica, MA
Managed team of 5 Account Support Representatives.
Launched and maintained reporting engine for both NextWorth leadership team and retail partners.
Identified opportunities for new product features, while supporting the business case to secure resources for opportunities.
Monitored project schedules for up to 5 projects at a time.
Planned and managed promotion/project budget in excess of $50M.
Maintained partner support KPIs while simultaneously reducing head count by 100%.
Oversaw the development and launch of new promotion & program platform.
Managed relationships with 3 payment partners enabling the NextWorth platform to offer numerous trade-in options to retailer clients.
Identified and documented scope for up-to 15 new partners each year.
Ran on-boarding projects for each new retail partner.
Senior Product Manager - Pricing07/2013 to 01/2015NextWorth SolutionsBillerica, MA
Managed account promotion budget and associated P&L to develop and execute trade-in marketing strategies.
Evaluated return-on-investment and profit-loss projections.
Developed strategies and campaigns with national and regional retailer partners each quarter.
Analyzed performance of all promotions to identify the best opportunities for optimization.
Conducted market research to rationalize category and segment opportunities.
Directed 3 category launches containing a total of over 100 new products, and 4 major re-pricing and repositioning exercises.
Senior Sales Analyst07/2010 to 07/2013TomTom IncConcord, MA
Developed metrics used to determine sales inefficiencies and areas for improvement.
Tracked, analyzed and interpreted trends in GPS market data.
Served as industry expert to NPD Group on developing their market segmentation on the new fitness and sports watch market.
Prepared rolling 12 month sales forecast/budget, utilizing analysis of account performance and market trends.
Created a sales channel inventory database from the ground up, for use while a custom forecasting and planning feature was added into Salesforce.
Presented sales management team with proposed goals for each account manager based on forecast and past performance.
Improved account manager pipeline accuracy by 60% in 3 months, after creating a tool and providing account manager with account analytics.
Represented the North and South American Sales team to with operations and procurement teams.
Recommended product pricing and features based on market/competitor research.
Managed quarterly promotional budget of over $30M annually.
Created tools suitable for product level sales reporting incorporating a senior management level dashboard tool.
Acted as project lead on Salesforce implementation and customization for TomTom North & South America.
Created tools to research and evaluate current economic conditions that may affect TomTom's ability to sell its products in a diminishing marketplace.
Business Development Consultant05/2010 to 07/2010Patrick MotorsAuburn, MAIdentified issues with existing marketing material to drive process improvements.
Increased monthly sales by 14% by implementing strategies to develop and expand existing customer base.
Generated new customers by implementing effective networking and content marketing strategies.
Developed a sales database, resulting in an understanding of customers and buying habits.
Automate customer sales requests via email into the sales database, tracking client requests and information.
Added value to marketing material by introducing creative advertising concepts.
Finance Analyst04/2008 to 03/2010SunLife FinancialWellesley Hills, MA
Performed quantitative analysis of financial data to forecast commissions, identify past/present/future trends
Assessed risk associated with implementing various compensation agreement changes for the division.
Developed comprehensive reports and charts to present results to executive level team and guide sales and compensation strategies.
Recommend enhancements and changes to Group Insurance compensation packages for the Field Sales Reps.
Represented the Group Insurance Compensation group in ensuring the functional and accurate delivery of a $30-million compensation platform.
Enhanced operational effectiveness for the field compensation department by 12% through implementation of restructured data-management and storage procedures.
Nominated for the 2008 Sun Life Vision Award for decreasing the processing time of the compensation payout process.
Business Analyst04/2006 to 04/2008SunLife FinancialWellesley Hills, MA
Developed and maintained an enhancement and project database to track and coordinate ongoing efforts, enabling greater effectiveness when prioritizing projects and enhancements.
Coordinated an effort to utilize the accounting practices in The US to process various accounting tasks formally processed in the Bermuda and Canada offices.
Recommend changes to Annuity and Individual compensations rates.
Managed interdepartmental project teams of 3-10 people on various compensation strategic initiatives.
Ran project to enhance call center flows, saving the Annuity Commission and Licensing departments 15% of their annual budget by redirecting 80% of their calls to an off site vendor.
Assistant Accountant04/2004 to 04/2006SunLife FinancialWellesley Hills, MA
Acted as technical lead for the department, including creating new training materials and participating in new system enhancement projects.
Resolved calls from agents and brokers regarding commission payouts, as well as handling and diffusing escalated calls from upset parties.
Managed the debit management program, for overpaid and charged-back commissions.
Corporate Account Manager11/2003 to 04/2004PC ConnectionAmherst, NH
Sold a broad selection of brand-name business computer systems, related peripherals, software, accessories, and network products to small and medium-sized organizations.
Worked as the first contact for all clients to trouble-shoot many different technical problems, involving technical support as needed.
Music Director01/2000 to 05/2003WPCRPlymouth, NH
Created database for use in reporting and charting all music played on the station.
Managed relationships between various record labels and label promoters.
Advised the radio station on projects and large purchases with regards to available budget.
Disciplined DJs for various infringements against both station and FCC rules and regulations.
Conceptualized and executed music concerts to promote the radio station.
Business5/2003Plymouth State CollegePlymouth, NH
Emphasis in Marketing and Analytics
Coursework in Business Management, Administrative Policy, Organizational Behavior, Consumer Behavior, Marketing Research, Cultural Diversity, and Interpersonal and Group Dynamics.
Sales Software: Salesforce.com
Microsoft Suite: Excel, Powerpoint, Word, Outlook, Visio, Access
Other Software: Tableau, Looker, BI (Business Intelligence), SAP
Forecasting, analysis, management, process improvement, budgeting, project management, data analysis, training, market research, price strategy, product development, statistics, business analysis