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0-5 years of experience
Prepared quotations, set pricing for purchase orders, negotiated contracts with vendors, and ensured that products and services are purchased and delivered in the most efficient manner for both parties.
- Expedited and de-expedited customer PO’s with vendors and manufacturers to meet customer needs and minimize production downtime.
- Worked closely with Supply chain and procurement teams to meet delivery and productions goals and ensure that inventory levels are sufficient for customer needs.
- Negotiated major contract agreement with an electronic component manufacturer, driving an annual cost savings of $92,000.
- Achieved a 99% order fill rate while reducing the order rejection rate from 7% to below 1% in six months.
- Compiled and prepared financial reports on a quarterly basis and presented financial metrics to upper management.
- Eight weeks after being hired, increased desk’s gross sales by 10% and trained two new employees on company software.
- Recognized nationally within corporation for meeting and exceeding all sales, productivity and output quotas.
0-5 years of experience
Developed the company’s social media platform, which doubled website traffic for [company name], a start-up website company for the management of IRAs, 401ks, and 403(b)s that is still being utilized currently
- Created a comprehensive competitor analysis on over 20 competitors and as a result provided the company the advantage of strategically marketing and developing an unique product
- Assisted with the development of the company website and executed new client acquisitions through B2B calls to potential customers, which in turn generated an increase of 20% website enrollment and sales at the completion of the internship
- Created and implemented new and efficient strategies for data collection within the company
- Utilized customer relation management (CRM) to effectively manage and analyze customer interactions
- Streamlined strategic processes that led to enhancements of the firm’s core competencies
6-10 years of experience
Conducted weekly, monthly, quarterly, and annual sales and product mix forecasting and analysis for 3 major lines of business including Specialty Retail, Direct and Large Retail for Senior Management and the Board of Directors. Prepared and administered annual sales budgets up to $100M for Specialty Retail, expense and capital budgets, and monthly sales and product forecasts. Contributed to annual and monthly business planning and played integral role in executive level decision making for company owned, Oreck licensed, and authorized stores.
- Identified opportunities for improvement and presented solutions to Director of Retail and National Sales Managers.
- Produced the analysis for and participated in weekly and monthly forecast meetings with senior management and CEO to review MTD sales results and issues, 3 month projections, and previous month and YTD sales results, product mix, issues, initiatives, and opportunities.
- Executed functions of Supply Chain Manager including formulating initial load in, conducting subsequent 6 month’s rolling unit forecasting, and coordinating communication to the field.
- Performed duties of Pricing Analyst to establish new and periodically reevaluate existing wholesale pricing for multiple channels based on gross margin requirements and rate of sale.
- Functioned as Account Manager for a $6M line of business.
0-5 years of experience
Analyzed Debit and Credit memos for accuracy, completeness and appropriateness. Ensured proper approvals were received and retained.
- Identified retro-active pricing situations including generating and verifying the retro-active pricing adjustments.
- Reviewed one-time pricing to ensure proper approvals were on file, and once confirmed, released the item for invoicing.
- Daily monitoring and clearing of sales-related documents on controlled error screens within SAP.
- Maintained transfer pricing between locations for intra-plant sales.
- Ensured all shipped-not-billed orders and unprocessed debit/credit memos were appropriately accrued during the monthly financial closings.
0-5 years of experience
Reconfigured key account truck routes improving efficiency
- Increased Sales 50% with two of the top 10 customers company wide
- Introduced two new lines accounting for over 5% increase for top 5 account
- Executed transition of business leading to profitability of new warehouse in six months
0-5 years of experience
Successfully identified new business opportunities for high tech companies (IBM, PeopleSoft, SAP, Siebel and Sybase).
- Captured and reported market research data for Client Managers in order to quickly analyze changes in the marketplace.
- Met key business objectives as assigned to develop new outbound business-to-business demand generation services.
- Affected lead generation rates by acting as the IBM Global Services focal which increased a record number of opportunities (20 %) over a 45 day period.
0-5 years of experience
Created the first “Sales analyst, ” position within the company by coordinating with employees and executives
- Tracked and analyzed all inbound leads and lead-sources resulting in increased transparency in capital flow
- Discovered and applied patterns from inbound lead analysis to business practices
- Fielded all inbound sales inquiries for four geographic regions
- Coordinated with various departments to create and improve intra-office tools and resources to include, client reference sheets and restructured phone tree
0-5 years of experience
Established a credit strategy to discover how to approve more customers for financing.
- Discover solutions to convert more approvals into sales.
- Implemented a pricing Analysis that yield the correct rates for each customer in order to drive sales while managing profits
- Gathered and recorded marketing and consumer insights to calculate VOC scores, increase quality of the services and products.
- Processed sales process and workforce to discover the best way to serve customers in the stores, and how to train manage, motivate the sales team
- Trained and Mentored new employees using Individual Development Process
- Processed internet and telephone leads, place phone calls to respond to all prospects.
- Conducted finance applications, process loan documents and vehicle delivery.
0-5 years of experience
- Liquidated $13MM of cosmetics excess inventory to off-price retailers and delivered an 8% sales increase to LY by meticulously organizing, allocating and selling inventory presented to Specialty Sales
- Continuously negotiated higher net prices and improved gross margin by over 50 points from FY2012 to 2013
- Increase sales from current customers by adding new brands and SKUs to their assortments using Shopper Insights reports to create compelling presentations
- Work cross-functionally with Marketing and Forecasting to identify viable components to build into saleable inventory and identify line extensions specifically for Specialty Sales customers
- Manage forecasted fragrance business with Specialty Sales broker, ensuring an always-in-stock position
- Create P&L reports on auctions to pinpoint profit maximizing opportunities
0-5 years of experience
Advised clients on best cash management practices. Clients ranged in annual sales from $10 Million- $150 Million in the Core Commercial, Dealer, Not For Profit, Private Wealth and Government industries.
- Supplemented sales efforts through prospecting, cross selling, outbound calling, in person meetings and customer service.
- Identified solution options with cost and benefit analysis, risk assessments, and reasons for recommended solutions.
- Responsible for creating, organizing, and presenting RFP’s, bids and proposals for new business clients pertaining to my recommendations.
- Responsible for planning, developing and implementing solutions to address specific business projects, day-to-day cash management requirements and information inflows and outflows for the analysis of cash and Working Capital management.
- Contributed to the success of my two assigned Sales Officers who finished #1 and #3 in Leader board Metrics (Sales, Service, Calling Efforts and Operations) for the bank out of 84 Sales Officers in 2013
- Assisted my Sales Officer in reaching the exclusive one million dollar sales club for 2012 & 2013
- Persistently uncovered through data mining efforts to obtain top Quintile status for all analyst
- Referred multiple new prospects that increased the Regions revenue by over $50,000 annually.
0-5 years of experience
Arranged travel, prepared spreadsheets, Word Documents and PowerPoint presentations as required; tracked expenses and reports, and calendar upkeep
- Organized, planned and coordinated team events and meetings.
- Created sales trade planning forms, templates and cubes for sales.
- Completed: forms, samples, online product specifications and nutritionals.
- Forecasted sales along with sales personnel for accurate production scheduling.
- Reacted to last minute duties and/or projects as required for President and department teams in an unpredictable office.
0-5 years of experience
Implemented National Account agreements and amendments. Examined and analyzed statistical data to provide on-going analysis. Partnered with National Account Managers and Directors on contract negotiations. Created and published best practices, training manuals and Facts, Answers and Questions (FAQ’s) for external and internal business customers. Developed and managed national account representatives and liaisons. Created and managed promotional activities aimed at enhancing product awareness.
- Successfully organized and implemented employee discount awareness programs
- Created comprehensive presentations to meet organizational needs
- Developed and managed promotional activities aimed at enhancing product awareness
- Highly regarded for consistently achieving superior sales results through leadership, planning and effective implementations
- Established close client relationships, evaluated regional trends and product strategies, promoted new products, maintained client service satisfaction, and monitored sales performance
- Conducted national marketing campaigns
0-5 years of experience
As a Sales Analyst supporting all five Sales divisions in a fast-paced sales environment, perform functions in Financial Planning & Analysis and the Pricing department. FP&A duties include weekly, monthly, and ad hoc reports that have executive-level visibility as well as forecasting and billing analysis. Pricing duties include updating and maintaining pricing catalogs for 78 active contracts and 730 active vendors and vendor partners.
- Reduced the Autodesk pricing catalog refresh time by 80% by overhauling the master pricing file to include pre-set coding and formulas that automatically calculated pricing for 13 different contracts
- Improved overall efficiency and significantly reduced error rate in the Pricing department by compiling and organizing a complete Pricing Manual consisting of all cost, markup and special pricing breakdown for all major vendors and their applicable contracts
- As point of contact for overhauling and updating Oracle’s pricing for all contracts, was able to improve accuracy and eliminate duplicates which not only reduced Sales inquiries for pricing issues, but also enabled the company to win two new major contracts; one for the DoD team spanning 5 years and worth over $220 million, and one for the SLED team spanning 3 years with unlimited sales
- Reduced duplicate and invalid one-off pricing requests from the Sales teams by creating a pricing tracking system that, once trends were analyzed, enabled us to identify the pain points and educate the Sales reps how to utilize the Pricing system in a more efficient manner
0-5 years of experience
Responsibilities included data analysis, Inventory tracking, data mining, validation, data cleansing maintenance tasks and query support
- Performed ad hoc analysis as required
- Primarily responsible for handling all CRM data related needs including reporting territory assignment and cleansing and reconciliation of pipeline
- Analyzed and enter data from cash flow statements, rent rolls and borrower financial statements in order to determine a project’s ability to qualify for financing
- Participated in sales team meetings and process discussion.
- Provided weekly and monthly detailed bookings and forecast reports to Executive Team, Sales, Marketing and Finance.
- Worked closely with other departments and maintaining professional courtesy.
6-10 years of experience
Multi-faceted role including preparing monthly charts and slides to update Executive team on current state of the business, reviewing monthly forecast with business planners to increase or decrease forecast, training and supporting 10 direct sellers along with 20 outside rep agencies. Provided customer service, daily sales reports, and commission reports, reviewing and analyzing weekly open order report and providing data to Senior Director of Sales.
- Collaborated with Information Technology (IT) programmers to blueprint, integration test, and implement the Customer Relationship Management (CRM) lead generation tool used by 300+ sales representatives. Created 100+ page training manual and conducted 3 day training seminar of CRM tool with commercial sales representatives and managers. Enabled sales rep to track all sales activity and follow up with customers and management to view all activities created by sales reps.
- Partnered with IT programmers in the blueprinting, integration testing, and implementation of a QlikView competitive job quote dashboard tool used by sales & marketing in the analysis of job trends, pricing, and marketing analysis. Provided training to commercial sales and marketing executives on use of QlikView tool. Enable management to view and analyze job quote metrics.
- Monitored 18 – month rolling calendar of job leads from CRM that were distributed to the Commercial Territory Manager leading to 60% increase in activity within 2 years.
- Analyzed and processed monthly commission payments averaging $65K per month and yearly bonuses for over 20 Commercial rep agencies.
- Maintained external web SalesNet portal for over 50 users.
- Reviewed Dodge job leads, crossed over Commercial products listed in specifications, created competitive job pricing quotes, and provided product specification sheets. Increased sell time for territory managers by 25%.
0-5 years of experience
Provided sales/revenue forecasts for worldwide operations.
- Created and managed the budget for the business unit.
- Created ROI, NPV, and IRR tools for existing/prospective clients.
- Created macros, PivotTables, charts, graphs, and logical tables for statistical analysis.
- Reconciled quota verses actual sales and calculated the resulting commission payments.
- Prepared month end financial reports.
- Identified areas of opportunity/concern in the Help Desk/IT Support market.
0-5 years of experience
Built custom and weekly referral reports, analyzed branch referral and signed deal results. Audited referrals. Reviewed account executive branch assignments. Reconciled multiple data sources. Administered partner compensation files.
- Built custom and weekly referral count & sales reports by line of business using key performance indicators to monitor deal close rates for one of the company’s largest merchant partner.
- Audited submitted referrals for accurate banker information for compensation purposes; worked with the account executives and bank branch to obtain any missing information
- Produced monthly bank branch referral and signed deal reports for the Territory Sales Managers to manage their account executives
- Reconciled multiple data warehouses to ensure accurate results; facilitated data corrections to the Finance Department
- Developed monthly partner compensation files according to the company guidelines
- Built a monthly referral efficiency report to identify trends in the bank branches’ referral rate. Sales Managers utilize this report as a tool to measure branch performance as well as to determine account executive assignment.
0-5 years of experience
Responsible for supporting the Marketing Department, in conjunction with all other departments, through timely and effective consumer and shipment data analysis, promotional and product insights, and development of customer presentations.
- Created a monthly snapshot tool for shipment and store level data that provides sales managers and the director with an up to date informational tool.
- Selected to a Business Improvement Strategy Team to develop tools and to track and communicate progress and results.
- Selected to a Category Management team to provide analytic support and insights on the category management role for Red Gold’s first category captain opportunity.
- Developed and assisted in the creation of various new item sell sheets.
- Adept at providing the sales team with accurate information and analysis with short lead time.
- Selected to the five-person Annual Business Planning team. Main responsibilities are to gather projected fiscal finished numbers from the field sales managers and to gather category sales data and determine sales trends and insights.
0-5 years of experience
Reported and reviewed all clients’ revenue and statistic submissions to ensure accuracy on monthly, quarterly and yearly basis.
- Performed market trend analysis of revenue, card service fees, and incentives data using exceptional knowledge of Excel.
- Provided timely and accurate preparation of various financial and market share reports for all financial institutions, clients and senior management including sales and marketing teams. Presented these reports to CFO.
- Assumed the role of Business Analyst liaison to the technology group. Assisted in the business requirements gathering on all system development projects. Responsible for developing and validating various UAT testing scripts.
- Responsible for the successful implementation of SOX procedures during Visa’s historical IPO and successfully completed the SOX audit in a timely manner.
- Worked directly with the Director of Financial Planning in developing, processing and maintaining forecasts and budgets for all department manager
- Responsible for the quarterly risk assessment review for all banks. Work closely with fraud and risk departments to provide statistical data
0-5 years of experience
Produced confidential sales reporting for $183 million sales division president. Maintained various sales and CRM databases, Marketing budget log and Marketing assets. Generated expense, ad hoc and commission reports, company performance charts and graphs. Supported Sales, Product Marketing and Finance.
- Recaptured $85,000 in missing sales dollars by identifying, categorizing and reclassifying part numbers into correct product groups and series.
- Converted website inquiries into new leads in SalesForce portal. Resolved six month backlog of 1900 inquiries within three weeks. Produced trending reports and new sales opportunities for Sales follow-up.
- Produced 30 monthly sales achievement reports; posted to dashboards enabling executives to evaluate activity, set sales targets and develop reliable forecasts. Reduced 3-5 day processing time to two hour turnaround.
- Conducted monthly point of sale and distributor inventory analyses to a) more accurately quote market-based pricing; and b) improve inventory turnover and cash flow from distributors
- Supported more than 60 local and regional events, coordinating Webinars, logistics, literature, promotional prizes and give-ways. Used Ariba to procure advertising, products and services, and to process invoice payments.
0-5 years of experience
Created group analyst role in order to leverage opportunities not currently been exploited by data analysis.
- Collected and analyzed sales of weekly, monthly, quarterly and year-end records using Excel.
- Applied regression and time series methods to analyze sales data and to forecast future performance.
- Estimated sales revenue, volume, and expenses for the next month and quarter.
- Reported the analysis to the group leader to help target markets and increase sales productivity.
0-5 years of experience
Streamlined analysis to create a more accurate, efficient, and automated process
- Identified operational processes inefficiencies and implemented successful resolutions, saving hours of work time
- Analyzed the forecast/sales data for demand trends and their impact on service levels
- Weighed utilization and capacity against performance goals
- Managed the accrual for customer rebate programs
0-5 years of experience
Served as the primary business liaison with finance, sales/marketing, and IT.
- Performed vital analysis across multiple departments and data resources to drive more profitable business decisions.
- Maintained and optimized data in the development, design, and implementation of key strategic reporting initiatives for various merchant sales channels and internal customers.
- Managed, reported and analyzed scorecards to provide critical information to management, including KPI reporting.
- Created, validated, and evaluated routine and adhoc reporting for multiple sales channels, finance department,
- Built/developed crucial reporting for internal performance measures including campaign effectiveness and SLA tracking.
- Identified enhancements to reporting; lead tracking, leasing and activation processes that drive increased efficiency and improved results for the merchant sales division.
0-5 years of experience
Drafted and analyzed budget reports for the Vice President of Product Innovation.
- Reviewed market statistics as relative to consumers, the marketplace, and competition.
- Researched and reported on trending of wireless and non-wireless products.
- Consulted with several research organizations on quantitative and qualitative data regarding electronic products.
0-5 years of experience
- Compiled customized usage reports from raw data in order to assist customers in determining essential inventory amounts
- Prioritized and efficiently accomplished tasks delegated by my supervisor while effectively maintaining everyday tasks
- Provided customers with detailed categorization reports to determine if more cost effective options were available
- Generated weekly updates on back-ordered items to inform customer of anticipated arrival dates
- Efficiently prepared ad-hoc reports for co-workers and customers alike
0-5 years of experience
Manage day-to-day operations for a grocery retail store generating $2 million in annual sales. Supervise, evaluate, mentor, and train 16 staff members. Accountable for store opening / closing, inventory control, procurement, staff training & development, marketing & sales, employee scheduling, bookkeeping, vendor management, process improvements, back-end systems, and employee / customer relations. Define and align growth strategies to achieve sales targets.
- Boosted sales by working closely with local business leaders to develop and roll out community involvement programs to help market and promote store brand.
- Analyzed operations to evaluate store and staff in meeting objectives, identifying areas of potential cost reduction, business improvement, and/or policy change.
- Demonstrate effective written and verbal communication skills by writing various reports and correspondence to store vendors to coordinate sales meetings.
- Prepare reports by collecting, analyzing and summarizing information trends.
- Worked in collaboration with various business partners to track, manage, and present financial reports and weekly sales results to upper management.
- Reduced inventory shrinkage by auditing vendor deliveries / departments for accuracy and ensuring standards were strictly followed for tagging product merchandise.
- Achieved adequate coverage and service levels by establishing and maintaining work schedules / flows, while adhering to weekly sales and budgetary requirements.
0-5 years of experience
Reported to Vice President of Sales Development and Business Planning
- Responsible for all retail sales reporting and analysis including weekly retail sales flash report, by door and by account reports, retail sales by account executive vs plan, launch sell-thru, promotional set sell-thru, and ad hoc reporting to support specific launch results vs plan
- Prepared retail reports for all retailer meetings
- Managed field spending and T&E budgets for the field with weekly reporting on spend vs budget
- Implemented a market share and by door ranking program with monthly conference calls with the field and brand President to track progress with results awarded at the annual national sales meeting
- Motivated the field sales team with creative incentives, contests, and constant encouragement
0-5 years of experience
- Part of a team of Wealth Advisors with assets under management of $540 million, generating $3 million in revenue annually.
- Solely acquired over $10 million in assets from high-net worth individuals via cold calling, referrals & speaking engagements.
- Revitalized client appreciation program through a highly customized level of service by developing monthly sales plan to actively leverage firm resources.
- Streamlined new account opening, referral tracking and initial wire transfer process for Wealth Advisors reference.
- Assist team in formation of investment views for client portfolios focusing on firm offered structured products & mutual funds.
- Customize client specific pitch-books & performance analysis presentations for prospecting & closing activities.
0-5 years of experience
- Successfully analyzed financial data by personally calculating project margin percentages using extremely advanced Excel spreadsheets
- Helped boost division revenue from a few hundred thousand dollars to two million plus dollars
- Managed hundreds of high volume projects from start to finish
- Created product proposals for clients
- Gathered and presented all known project data in order to forecast customer costs and company profits for current and future clients
- Reviewed legal business contracts making sure all included information and clauses are correct and applicable to the project
0-5 years of experience
Integral contributor to creation of new version of the Customer Business Review
- Compiled, reviewed and analyzed customer business review reports in a presentable slide deck for 225 Homecare and Long Term Care field sales in a timely matter
- Creation of Microsoft Access macros and Microsoft Excel & PowerPoint templates for supplemental data
- Managed and executed additional weekly, monthly & quarterly reports
- Intercepted and provided and/or delegated all adhoc report requests from field sales
0-5 years of experience
Effectively compiled and timely delivered daily and weekly sales report of the Region and its Areas
- Monitored National Target Achievement and Growth by generating data from SAP Business Objects, BO ( of Regions, Areas, Territories, Towns and Customers)
- Successfully carried out forecasting for monthly targets based upon average weekly sale and last year sales
- Performed Splitting of the finalized Region targets into Areas, Territories, Towns and Customers using Advanced Excel functions and Macros and sent them to head-office to be loaded into the BO system
- Obtained orders from Area and Territory Managers for stocks liquidation
- Generated online orders report from the Leverlink system
- Led weekly Safety meetings of the region as per the topic received from head-office
- Prepared and delivered monthly presentations of safety initiatives taken by the region
0-5 years of experience
Provided reports and dashboard analysis regarding sales performance to management, account executives and other departments.
- Developed reports and mechanisms to ensure wholesalers are maintaining their plan level commitments, to track performance on various promotional programs, and to track regional opportunities and risks.
- Prepared quarterly Sales Incentive Plan payout calculations based on interpretation of actual and the individual plan documents.
- Led weekly Wholesale team meetings to discuss sales trends and upcoming launch preparation.
10+ years of experience
Created, with Marketing and Brand Finance input, a document outlining current product with pricing, availability dates and product description for use by Sales and customers as the main document for each Toy Show during the year.
- Managed product inclusion on company’s websites for internal use and outside Sales.
- Created and maintained a Media Schedule (including TV and Internet) listing all media weeks for company’s product by toy number and description for Sales.
- Provided support to acquire accurate product information to Sales and Sales Support as requested.
0-5 years of experience
- Assisted the Vice President of Financial Planning and Analysis with the company monthly operating report and sales representative changes.
- Handle 2 of 5 sales divisions that generated over $300 million in revenue last year.
- Managed changes and updates to the company’s 3 main databases: SMaRT, C3 and FAMis.
- Analyzed over 20 commercial price lists for GSA and state contract approval with a .02% error margin.
- Worked as co-lead on a special project to lower the renewal report deviation from 50% to less than 10%, with the final result being 3% deviation.
- Designed and coded a fully automated Marketing Detail Report using MS Excel Jet Essential that reduced the reporting time from three hours down to 2 minutes.
- Responsible for preparing the weekly forecast and the monthly billing, booking, contract fees, NetApp wins, sales invoice and TSPP new customers report with a .05% error margin.
- In charge of the team weekly email monitoring schedule.
- Resolved daily accounting, contract, IT and pricing issue with a 95% satisfaction rate.
- Maintained a 10 minute window for processing request updates and changes to the Open Market.
0-5 years of experience
- Established consolidated sales employees database on Microsoft Access
- Produced compensation budget report and headcount query forms from Access database
- Created pyramid sales report and updating on quarterly basis
- Constructed sensitivity analysis over sales commission model
0-5 years of experience
Coordinate with all Management and front-line employees to provide accurate and timely reports for commissions, sales, and other data.
- Designed a Microsoft Access Database to calculate commissions and generate detailed reports resulting in automation of the commission process.
- Created programs in Excel for new commission plans, utilizing various if/then formulas, vlookups, and pivot tables.
- Provided User Acceptance Testing support for the implementation of Oracle Incentive Compensation (OIC) by identifying and debugging calculation and reporting issues.
- Responsible for training and demonstrating commission and data reports to management and front line employees.
- Responsible for creating and implementing new and more efficient commission processes and reporting.
- Works closely with IT to develop sales reporting and test for accuracy.
0-5 years of experience
- Designed and implemented various sales and marketing policies and procedures.
- Aggressively developed business plans, company goals, sales and financial reports.
- Continuously evaluated territory performance against company goals and objectives.
- Performed analysis of business goals, sales, objectives and needs of the sales environment.
- Planed and designed sales processes in order to improve sales activities.
0-5 years of experience
Lead analyst for global sales teams
- Responsible for weekly global sales forecast
- Produced quarterly reports and financial models for global sales teams
- Maintained business intelligence (BI) application for global teams and created reports
- Supported sales requests for financial data.
6-10 years of experience
Reported on salespersons activities and their relationship to sales
- Participated in designing and tracking incentive programs for salespersons
- Produced monthly factory orders and forecasts
- Designed and developed Microsoft Access applications for lead management, monthly sales reporting and sales analysis
0-5 years of experience
- Analyzed sales trends; provided reporting to all business units
- Assisted CFO in development of budgets and sales goals
- Generated company-wide sales forecast
- Designed statistical product demand models, reducing forecast variance
- Administered financials for marketing spends
- Planned procurement cross-functionally with Operations
6-10 years of experience
Partner with a Treasury Management Sales Consultant with all sales efforts, including:
preparation of proposals, identifying cross-sell opportunities, and ensuring timely submittal of implementation requests
- Collectively reached (with my partner TMSC) over $1.8M (300% of 2014 goal YTD) in sales by leveraging and building successful internal partnerships, leading educational presentations for external customers, and conducting Business Process Reviews on a semi-annual basis
- Trusted advisor to key customers by making strategic recommendations to help enhance their
- Responsible for distinguishing, evaluating, selling and supporting treasury management
- Analyze client needs and recommend effective strategies; negotiate pricing to optimize
- Manage pricing functions, including existing pricing, new pricing, and annual price review
- Train and mentor team members, display leadership in interactions with peers, customers,
0-5 years of experience
- Acting as the senior member of the Sales Operations team. Mentoring new analysts, heading initiatives, and routinely performing important and complex ad hoc analysis.
- Coordinating the quarterly and weekly worldwide revenue forecasts while providing supportive analysis. Exceeding corporate accuracy requirements each quarter by achieving worldwide forecast accuracy averaging 98%.
- Administered sales incentive plan and designed system to accurately forecast incentives improving average forecast accuracy to 95%.
- Created a series of macros that eliminated around 40 hours of work each quarter.
- Acted as SharePoint administrator for the Sales Ops group. Created sites, libraries, web parts, lists and complex permissions system to modernize Sales Ops processes.
- Used expert skills in Excel and Access and PowerPoint to provide training to members of the sales group, improving sales efficiency and accuracy.
- Participated in interdepartmental collaboration to develop and maintain executive level reporting and dashboards. Created the primary metrics in the dashboard.
- Coordinated a multi-departmental work group to modify a data structure, which modernized the corporate system, brought down interdepartmental barriers, and improved the efficiency and effectiveness of the worldwide sales organization.
0-5 years of experience
Involved in sales analysis, by customer, to determine if adjusted rebate payments were due
- Examined historical data – for 16 quarters
- Revisited sales’ threshold and rebates achieved for that time span and corrected errors
- Worked extensively with the IT group
0-5 years of experience
Involved in sales analysis, by customer, to determine if adjusted rebate payments were due
- Examined historical data – for 16 quarters
- Revisited sales’ threshold and rebates achieved for that time span and corrected errors
- Worked extensively with the IT group
0-5 years of experience
Involved in sales analysis, by customer, to determine if adjusted rebate payments were due
- Examined historical data – for 16 quarters
- Revisited sales’ threshold and rebates achieved for that time span and corrected errors
- Worked extensively with the IT group
0-5 years of experience
- Facilitated and promoted sales and trading activity in the Individual Fixed Income division with Branch Financial Advisors
- Educated Financial Advisors on various fixed income products, including IG, HY, TruPS, municipals, and MBS
- Created portfolio proposals and bond ladders for Financial Advisors
- Marketed and positioned portfolios based on market condition and client profile
0-5 years of experience
Analyze and assess prior and current financial data in order to assist in the future planning of the targeted sales division aligning to the automotive industry
- Provide daily reporting and reconciliations to Management that tracks call volumes of sales pursuits, progress of attained revenue vs. plan and business development required in future contracts
- Research and development of new sales opportunities to improve departmental performance by sales reps
- Planned, edited, updated and improved existing and new training and materials
- Communicate with team leads and project managers to determine the nature and scope of coursework to meet stated business objectives so I can effectively train the newly hired associates
- Reconcile business for 20+ sales reps and audited revenue of million dollar months
- Improved accuracy by 30% and brought in $180,000 in revenue to sales reps
0-5 years of experience
Manages a major account with a monthly receivables, balance anywhere from $10M- $100M
- Provides account and client service in a fast paced, highly collaborative, deadline-oriented environment.
- Create, develop, and deliver e-mail campaigns to generate sales.
- Build and develop relationships with clients for success and future revenue growth. Work effectively with team members to ensure client and account success.
- Ensures that all requirements are met for sales programs and policies, including advertising and promotional allowances
- Act as point of contact for clients, sales team, and supervisors
- Tracks reimbursement payments on customer’s cost of business sheet
0-5 years of experience
Primary preparing the monthly rolling demand forecast, organize and chair demand forecast review meetings. Lead in forecast analysis and improvement initiatives
- Manage account activities 4 key target accounts
- Generate reports: Sales, Pricing, Business Planning and Product Management
- Manage sales lead data base, design and manage sampling data base
- Lead management meeting in reporting to corporate office
- Prepare pipeline and rolling 18 month demand forecast with high accuracy for N+3
0-5 years of experience
Responsible for national accounts with gross sales in excess of $35 million
per year.
- Generating and analyzing reports for forecasting inventory levels, sales
- Set pricing for multiple lines of products; domestic and import.
- Profit and loss statement generation and analysis.
- Providing superior customer service at all levels.
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Sales Analyst
Last edited by: Gabriela Barcenas, CONTENT STRATEGIST -
Gabriela Barcenas
CONTENT STRATEGISTGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
