Senior Sales Performance Analyst Resume

SUMMARY:

Data Management using Demand Tools and Data Loader
Database design and implementation
Database training and administration
Database analysis
Comprehensive reports and dashboards
Workshops on MS Excel
PowerPoint presentations
Business intelligence
Business development
Lead research and management
Customer service and retention
Project management
Process and procedure development and implementation
Salesforce new user training
Cross - departmental collaboration
Business writing
Public speaking - Toastmasters International
Project Collaborator for database migration in 2012. Migrated from an instance with 400 users into an instance with 1700 users.
Project Leader for a database migration. Designed and implemented SalesForce.com CRM between December 2010 and February 2011. Trained 40 users across 3 departments. Database adoption rate reached 88%.
Created reports and dashboards to track sales workforce activities and funnel which reduced the reporting time by at least 50%.
Maintained SalesLogix Database between 2007 and 2010; managed 70+ users across 4 departments.
Worked with executive team members to design deal review process and contract creation and management.
Territory development support. Actively managed individual marketing campaigns for sales RVPs, to include letters and emails, which generated several leads.
Established public speaking class to enhance public speaking skills among employees. 10% of employees joined the class and participate monthly.
Performed TCAdvisor platform demonstration in front company’s owner, CEO, CMO, National Sales Manager, and the Sales Team.

TECHNICAL SKILLS:

Demand: Tools, Data Loader

Microsoft Office: (Access, Excel, PowerPoint, Publisher, Outlook)MSSQLSales:Logix Database Administrator

PROFESSIONAL EXPERIENCE:

Senior Sales Performance Analyst

Confidential

Responsibilities:

Support the organization with system design and development, data analysis, process development, user and business support initiatives.
Administration and development of Client and Pipeline systems using SalesForce.com.
Manage and deliver projects based on user requested system.
Build reports and dashboards; provide analysis of data as requested (Excel, Access).
Conduct data audits and collaborate with the bank partners to ensure correct information flow between multiple systems.
Maintain and ensure data accuracy within multiple objects including accounts, opportunities, contacts, libraries, reports, dashboards.
Manage and maintain pipeline.
Manage new and existing users (1700).
Train new and existing users.

Sales Support Specialist

Confidential

Responsibilities:

Salesforce database administration and new user training. Compiled, produced, and distributed sales metrics, presentations, and related data as requested by vice president of sales, executive team, and board of directors.
Compiled sales prospecting data for reporting requested by the sales and marketing department.
Lead research and management. Facilitated communication and collaboration between sales team, IT, compliance, marketing and client services department to resolve open item issues and obtained responses to external inquires. Trained and managed use of Salesforce, Discovery and Meridian IQ Databases and GoToMeeting. Assisted with planning and execution of quarterly sales meetings, company sponsored events and client meetings; assisted with new hire training.
Communicated with the sales team, internal departments, external prospects, and clients in a professional manner that is tailored to each audience. Responded to inquiries from the sales team, external prospects and internal departments with a status or resolution within two working days.
Facilitated internal review process, including verifying and submitting required pricing documents. Created, distributed and retained signed contracts. Created, tracked and managed all sales documents to be easily retrieved using Salesforce Content. Assisted with RFPs by gathering feedback and information from all involved departments. Compiled documents and materials included in RFPs, proof read, formatted, and edited final RFPs.

Licensed Sales Support and CSR

Confidential

Responsibilities:

Managed and served over 900 client relationships.
Prepared PowerPoint presentations and reviewed documents.
Actively scheduled client review appointments.
Performed marketing activities related to insurance prospecting.
Assisted in resolving customers’ issues related to billing and policy endorsements.

Licensed Office Manager

Confidential

Responsibilities:

Managed and served over 600 client relationships, while increasing customer retention and satisfaction (J.D. Powers and Associates Award for excellence in customer service).
Maintained client database.
Prepared insurance proposals and sold all lines of insurance.
Served as a liaison between the company and customers; issued certificates of insurance and job specific documentations.
Processed new business applications, endorsements, and changes.

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