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Account Manager Resume

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Herndon, VA

SUMMARY:

  • Sales Operations/Salesforce professional with strong knowledge of the sales and operational processes. Understands the impact effective processes, procedures, and system and document automation can have on an organization’s success.

PROFESSIONAL EXPERIENCE:

Confidential, Herndon, VA

Account Manager

Responsibilities:
  • Created custom Salesforce reports for teammates to assist with management of pipeline, opportunities, leads, etc.
  • Provided ISO requirements and Salesforce training for new Business Solutions Account Managers.
  • Developed and presented value propositions to clients to help understand costs involved with the certification process.
  • Developed relationships with new and existing clients through the provision of consultative solutions for their certification and training needs.
  • Created and issued sales proposals, RFQ and RFI responses for clients and negotiated terms if necessary.

Confidential, Herndon, VA

Salesforce Support/ Client Relationship Coordinator

Responsibilities:
  • Quickly acquired sales competency with multiple ISO standards and provided technical support and training to sales team.
  • Trained peers on new features rolled out into Production and trained new hires how to effectively use BSI’s instance of Salesforce.
  • Provided sales guidance for varying client scenarios due to extensive knowledge of the ISO certification process.
  • Reviewed and approved audit days and fees presented to clients to ensure compliance with scheme and Accreditation Body rules.
  • Involved with process improvement for the new instance of Salesforce piloted in the Americas and the Sales Support team.
  • Assisted with generating Salesforce reports and dashboards.
  • Identified, diagnosed and resolved Salesforce user issues.
  • Developed workarounds for known issues to allow users to continue to operate within the system.
  • Developed Salesforce guidance documents for user best practice procedures.
  • Created, modified and maintained 46 Salesforce proposal templates using Conga Composer for the Americas (US, Canada, Mexico & Brazil).

Confidential, McLean, VA

Data Entry Specialist

Responsibilities:
  • Effectively processed necessary paperwork into SAP and Deltek Costpoint/T&E.
  • Contacted and resolved customers issues before deadline dates. Assisted customers with general data entry inquiries.
  • Extracted pre - conversion timesheets from SAP and entered into Costpoint.
  • Maintained the MIS backup CDs and monitored checkouts and returns.
  • Handled all MIS report change requests.
  • Performed distribution tasks and other duties assigned.

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