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Sales Engineer, Presale

Toronto, ON, Canada
April 21, 2016

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Manage and own multiple projects in tandem

Produce high quality work efficiently and accurately

Strong leadership strengths and abilities

Motivated by daily challenges and tangible results

Strong attention to detail, highly organized

High level use of MS Office 1993 -2010 (intermediate excel)



Sr. Sales Engineer November 2015-Present

In addition to below, responsible for coaching and supporting the Sales Process Specialist. I ensure they are following best practices and living the company culture so as to create a team structure that can be replicated for the success of each person, the company, and our clients.


Moved into a senior coaching role within 8mths of the role change

Have been an integral part in the development of the Sales Process Specialist role and responsibilities

Successfully manage an average of 8 clients through various phases of the project cycle while coaching my team and looking for ways to improve our own processes

Sales Engineer April 2015-November 2015

Work with client to determine existing business process and areas for improvement

Based on needs and wants, research and recommend best CRM solutions

End to end CRM design and customization (90%

Value proposition presentation to affected sales team

CRM induction and ongoing support and training (1 on 1, group, in person, and webinar)

Proactively look for ways to better improve process, productivity, and efficiency

Develop management and sales personnel reporting and dashboards to meet day to day needs as well as business planning requirements

CRM App management - find, evaluate, install, and train on specific apps and systems based on client needs

Project Management - project planning, scheduling, implementation, and ongoing performance/monitoring for up to 14 clients concurrently

Ongoing relationship management during lifecycle of a client

CRM Experience with: (Group, Professional & Enterprise), Epicor (Profit 21 & Vantage 8), NetSuite, Microsoft Dynamics, Tour de Force, Capsule

Project Coordinator August 2013-April 2015

Project Planning and Implementation

Manage multiple projects in various phases of project cycle

Provide unlimited support and training to enforce the new processes and systems implemented

CRM design and customization

Develop and document training manuals

CRM Training and Audits

Report development

Outsourced System Administrator

Develop and execute recruitment plans

Coordinate and implement recruiting initiatives

Find and qualify candidates

Interviews and test potential candidates

Network through industry contacts, association memberships, trade groups and employees


In less than 3 months, have improved relationships with 2 high value, high risk clients

Have taken on 4 recruitments and 4 new clients, while still maintaining high value for 6 existing clients, in various phases of implementation and support

Procom Consultants Group Ltd. February 2010 – August 2013

Team Lead, Account Coordination

A highly dynamic, multifunctional role that supports and coordinates work efforts across teams, departments, and branches.

Maintains client SLA’s through monitoring work flow and volume by ensuring a balance in team work distribution

Resolves client and consultant escalations by providing first level support

Facilitates, manages, and coordinates new client onboarding procedures, including ensuring all required legal and internal elements are in place

Liaise with internal Accounting Team to ensure accounts receivables are collected within a reasonable amount of time by comparing internal reporting against client MSA’s

Performs specific tasks assigned as per respective departmental function

Works closely with Account Executives (10+) to ensure administration support is meeting their needs

Leads, coordinates, and delivers on various projects, such as training, process standardization, structure implementation, and system optimization and improvement

Manages and facilitates the hiring process for the coordinator team as well as conducts necessary disciplinary action, up to and including termination

Maintains monthly metrics and activity reporting for performance reviews and bonus calculations

Responsible for coordinating training of new staff as well as mentoring current staff by actively listening to help those on the team reflect on the details of their performance in order to encourage them to find their place in their future with our company

Assists with creating, documenting, testing and implementing new departmental Standard Operating Procedures, while maintaining and communicating changes of existing departmental Standard Operating Procedures

Ensures that all departmental personnel have back up coverage by creating and implementing a cross training procedure


Selected to work on several projects throughout the company in a deliverable and coordinator capacity

Effectively managed and implemented 4 client transitions over to the Procom payroll program, ranging from 40-250 contractors within tight deadlines

Created and implemented standard training program for new hires and implemented cross training procedures

Reduced administrative support turn over by utilizing the new training and cross training procedures

Account Support Coordinator

A fast paced, high stress role supporting both internal and external stakeholders.

Supports 1000+ consultants, both directly and indirectly, for several large clients, including Rogers Communications Partnership, TELUS Communications, Loblaw, Scotiabank, and many more

Responds to incoming emails within timelines outlined in the SLA, effectively and efficiently

Works closely with multiple VMS to ensure accurate system set up of each consultant, based on client requirements

Completes the on-boarding of new sub-vendors and consultants, including ensuring all documents are compliant with requirements, answering any questions and completing set up in the system

Monitors outstanding AR and follow up on delayed payments with the internal Accounting Team

Ensures accurate and timely invoicing to the client based on MSA terms

Answers inquires regarding payroll, time processing, invoicing, and all other queries

Completes weekly and monthly timesheet reports to ensure no delay in consultant payment

Completes daily, monthly, and quarterly client specific reporting

Liaise with IT and accounting departments to correct and/or implement processes, documents, and upgrade system requirements

Handles day to day administrative requests of Account Executive

Creates reports based on Account Executive and VP request


Became lead support on the Rogers account within 6months of starting

Translated stale reports to live, accurate information, now updated daily for monthly client meetings

Created hourly saving report for client, now used a selling feature during client presentations

Allied International Credit January 2005 – February 2010

Team Leader – TD Canada Trust, VFC Financial Services, Nissan Canada, and Sears Canada

First level manager responsible for resource management while still maintaining a collection portfolio

Managed 4 client specific with 25-40 direct reports, collectively

Managed and facilitated the hiring process for the collection team as well as conducted necessary disciplinary action, up to and including termination

Resolves client and debtor escalations by providing first level support

Completed monthly client audits, with client onsite

Completed monthly quality assurance reviews on all direct reports

Handles day to day administrative requests of Account Manager

Debt Collector– Rogers and TD Canada Trust

Early and late stage debt collection role.

Handled calls accurately and professionally, both inbound and outbound, transferring as necessary

Developed exceptional customer relations by addressing and resolving concerns efficiently

Assisted customers with debt repayment and service/card re-instalment

Handled over the phone credit card and pre-authorized payment transactions


Created and implemented client specific training

Developed and implemented client specific reporting

Developed and implemented work flow and call strategy, based on team performance level

Coordinated and delivered on start up of a new client (VFC Financial Services), liaising with several other departments


Sir William Mulock Secondary School, OSSD – June 2005

Humber College, Project Management Certificate – August 2012

Pursuing CAPM designation


Youth Assisting Youth June 2013

Event Coordinator

Ovarian Cancer Canada June 2013 – December 2014

Operations Project Administration & Coordinator

Annual Walk Committee Member, Team Leader


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