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Sales Project

Shelby, Ohio, United States
March 28, 2019

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Lorelei Caudill

**** ******** ********** ****

Shelby, Ohio 44875

Will relocate for this position

Cell - 419-***-****


To take my 15 years of experience, transferrable skills and EI leadership style to a startup or growing business in San Francisco bay area.


ES Consulting - Ontario, OH - MAY 2011 - CURRENT

Company Mission: Provide technology solutions and consulting for Small to Medium Businesses for business continuity

Director of Business Operations – 5 Years to current

Project Manager – 7 Years to current

Call Center Supervisor – 1 Year

VCIO / Solution Architect – 2 Years


Collaboration Across Agile Teams

Roll sleeve up and jump in the trenches with the team to assist in the trenches to create process improvements and implementation

Maintain and manage contract / agreements

Creative and strategic vendor management and planning

Monthly Reporting Auditing and Analysis

Perseverance through KPI and OKR analysis determining key team motivation strategies to ensure progress and accountability

Dedicated to client success and relationship management

Superior Negotiating Skills & Critical Thinking

Leveled decision making - With good business acumen, especially under pressure or unforeseen issues

Lead Teams - With positivity and emotional intelligence

Cost Management and Budgeting internal and external projects

Excellent organizational skills with task management and prioritization

Dedicated to the successful client onboarding projects

Visionary - Creative efforts towards new product and solution strategy

Strategic - Organized new product solution R&D, road mapping, roll outs and implementation

Flexibility - Take ownership of any issue seeing it to close

School Specialty - Mansfield, OH - MAY 2004 – MAY 2011

Company Mission: Provide furniture and equipment to new school construction / remodel projects throughout the United States.

Bid Specialist Furniture and Equipment – 2 years

Project Management – 5 years

Warehouse Associate – 2 Months


Participate in Process Improvements - Committee Chair Member

Successfully Manage Government 10+ Bids and Contracts

Strategic Mindset – Seeing ahead to future possibilities and translating them into breakthrough strategies.

Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy and enthusiasm.

Plans and Aligns- Plan and prioritize work to meet commitments aligned with organizational goals.

Ensure Accountability - Hold self and others accountable to meet commitments

Drive Results – Consistent in achieving results, even under tough circumstances.

Customer Focus - Building strong customer relationships and delivering customer-centric solutions

Decision Quality – Making good and timely decisions that keep the organization moving forward.

Manage Complexity – Making sense of complex, high quantity, and sometimes contradictory information to effectively solve problems.

Courage - Step up to address difficult issues, saying what needs to be said.

Instills Trust - Gain the confidence and trust of others through honesty, integrity, and authenticity.

Resourcefulness – Securing and deploying resources effectively and efficiently.

Persuade – Using compelling arguments to gain the support and commitment of others.

Organizational Savvy – Maneuver comfortably through complex policy, process, and people-related organizational dynamics.

Financial Acumen – Interpret and apply understanding of key financial indicators to make better business decisions.

Resilient – Rebound from setbacks and adversity when facing difficult situations.


Sales and Consulting – 7 years

Provide solution matrix comparing solutions to prepare sales team for client objections

Conduct and coordinate sales training

Manage CRM data input process to manage and monitor opportunities

Manage system updates and utilize new software features turning them into new processes

Change Management

Direct B2B Consulting Services

Compliance Alignment: ISO 27001, 9001, and 22301, SOX, HIPAA, and PCI

Create & prepare responses bid proposals / RFP / New Construction Contracts

Prepare formal bid responses for Government / Education requests

Conduct onsite Network Evaluations and Assessments

Meet with clients to review current networks pains and requests to implement new software / hardware solutions

Design hardware solutions the meet specified requirements and minimum industry standard

Design and propose network infrastructure (on prem and cloud solutions)

Create scope of work and estimated hours to propose add, change or move projects

Analyze kitting needs compatibility issues and production bottlenecks to decrease downtime

Manage processes involving Procurement / Receiving / RMA / Warranty

Manage product life cycle, maintenance and support, EOL and recommended replacement

Inspire and motivate new sales initiatives and teams

Create and manage vendor score cards

Project Management – 15 years

New Client Onboarding SaaS Solutions & Managed Service Agreements

Create SOW for Add Change Move solutions, identify project risks and mitigation plans

Coordinate and conduct preinstall, mid project, and project close meetings

Manage 10 – 15 projects (Projects up to $1M)

Manage and monitor project budget, cost and time

Coordinate product delivery and receiving

Establish communication expectations to stakeholders and client

Drive the strategic direction as required for more complicated account setups to ensure successful completion

Ensure communication expectations are meet with project status and coordinating deliverable project documentation

Assist technical team with any additional research required to help complete tasks in a timely manner

Coordinate project meetings to review issues and potential resolutions with risk management

Estimate any additional time that will be required to complete phase / tasks

Liaison for third party application project implementation

Communicate any unforeseen overages in time to stakeholders and client as needed

Drive continuous process improvement changes across multi-functional team

Managed overseas new school construction project

Apply customs and tariff knowledge

Create and manage punchlist items to project close

Analyze project cost / loss / profit

Freight analysis report

Process add, change, move requests and projects

Team Development – 6 years

Sales and Operations Planning

Leverage and schedule technical resources for projects

Review technical issues with assigned technicians ensuring they are fully prepared for onsite visit

Manage technical staff certifications and renewal dates

Create new vendor / product onboarding processes and training across multi-functional teams

Mentor members of the sales and technical team to determine sales strategy and best practices for setup and configuration to achieve client's desired result

Empower members of the Implementation team to be successful in project management and to ensure product implementations are as smooth as possible

Supervise issue resolutions and address questions from external customers as needed

Lead employee (individual and manager) development through clear goal setting, training plans, regular mentoring and performance reviews

Operations – 5 years

Manage Sales Funnel and monthly reports

Forecast sales, plan and coordinate professional services resources

Manage inventory, hardware WIP, and professional services WIP

Manage processes with road mapping and implementation planning

Participate in organic growth strategic planning

Create programs through gap analysis, R&D and OKR

Guide and motivate program development teams providing objectives, goals and deadlines

Maintain advanced knowledge of each product and solutions for which the Implementation team is responsible

Create and monitor KPI for technical team and sales

Create and provide month end reports and analysis to President

Analyze monthly P&L

Monitor and conduct audit for significant changes

Implement process changes across multi-functional team

Regularly review and ensure that policies, procedures and guidelines are being followed

Create and manage employee training and onboarding

Manage client relations

Create / Revise / Manage company handbook policy changes

Manage company benefits and new enrollment

Manage client service agreement

Meet with President and VP to discuss marketing and sales strategies for organic growth



University of Phoenix

Graduated in 2010


SMB Solutions & MS Licensing Specialist


New startup company

Action: Lead and managed two business acquisitions increasing revenue over 800% in 5 years through acquisition and organic growth through program development





Action: Studied PCI and HIPAA Compliance, created matrix aligning our current services to IT Safeguards.

Outcome: Identified holes in our services allowing our R&D team to fill in those gaps, therefore now providing our clients a full clear service offering.

IT Security

Need: Additional security solutions to offer a full-scale solution for HIPAA Compliance to our clients.

Action: Lead "Visionary Teams" developing programs that cover each aspect of Business Continuity. In my latest program development initiative, I managed 4 small teams focusing on Security and Backup Disaster Recovery Solutions.

Outcome: 3 areas of managed services implementing SaaS solutions in FIM, quarterly vulnerability scans, remediation planning, network monitoring, dark web monitoring, and automated virtual spin up testing of backup chains. I assisted with creating roadmaps that outlined client onboarding, project management, implementation, along with continuous management and monitoring of services.

Contact this candidate