Sales Operations and Salesforce Administration Resume

TECHNICAL SKILLS

PROFESSIONAL EXPERIENCE

Confidential

Sales Operations and Salesforce Administration

Responsibilities:

Consulting B2B small to medium businesses (SMB) to help align their business planning and acquisition in software technology to maximize return on investment (ROI), digital transformation, process management, performance management and allocate resource logistics for technical strategic initiatives
Engage with business stakeholders to gather and audit requirements and propose solutions that leverage Salesforce by discussing in - depth process improvement for sales automation, marketing solutions, project management, sales outreach, sales forecasting, proposals, data management, sales operations, procurement and strategic initiatives
Automate processes and project management for organizations of 200+ users by building cadence tools and analytical frameworks to track KPIs and manage sales performance through integrations and development of Salesforce
Establish and implement best practices for reporting, dashboards, process builder, page layouts, CPQ, user permissions (settings, creation, removal, access), Einstein, Salesforce lightning, data loader, workflow rules, trigger automations, configuration and more to modify for key groups, accounts, opportunities, objects, contacts and cases

Confidential,

Director of Sales and Marketing Strategy - Vice President

Responsibilities:

Creating partnerships with cross-functional teams which include regional sales, marketing, customer success, development and finance to increase sales productivity, drive revenue, increase reporting and streamline operational efficiency
Consistently led startup software IT (SaaS) enterprise sales to secure round of investment which included $40 million acquisition by successfully executing market strategy, process improvement, RFP procurement, measuring industry trends, managing sales workflows, building partnerships and exceeding revenue goals
Coach, mentor and train a team of 30+onsite and remote SaaS technical sales team which consisted of AEs, BDR, SDR and marketing staff by implementing a value-based sales program and process for the recipe of success
Leveraged Salesforce platform to track key performance indicators (KPIs) for strategic accounts and key accounts by comprehensive dashboards, documentation, sales tracking, activity, pipeline, revenue and reports to implement and adjust the performance metrics of the sales team

Confidential

Branch Sales and Operations Manager

Responsibilities:

Identify and execute new initiatives B2B (C-Level and Enterprise) and B2C sales to drive business development by constructing target list, sourcing partner leads, consultative selling, networking, negotiating contracts, increasing business relationship, presentations and customer service
Managed the sales goals of the branch by coaching on follow up, calling blocks, field sales, inside sales, prospecting, sales forecasting, needs analysis and closing opportunities to lead new branch to $15 MM of total deposits and lending in first year
Provide sales management and sales support through leadership, vision, decision making, training, constructive feedback, continuous improvement, talent acquisition, mentorship, metrics tracking and coaching support to help team exceed departmental goal and objectives

Confidential

Priority Banking Relationship Manager

Responsibilities:

Serve as a trusted advisor with retail sales and operations to prospective clients and current clients to further relationship financials to drive growth in excess of $60 MM book of business by business planning and account management
Delivered branch sales goal by working B2C and B2B (C-Level and Enterprise) small and partnerships in areas of banking services including merchant services, mortgages, payroll, lending, deposits and financial services and benefits
Oversaw bank operations including best practices for opening and closing, policies, marketing and procedures, talent acquisition, customer service, transactions, research, retail operations, customer needs analysis, problem solving, risk and employee retention