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Executive Assistant Sales

Chicago, IL
July 22, 2020

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**** **** ******* ******, #*** Chicago, IL ***** 734-***-****

Mary H. Kelly


Recognized talent in working across functions within an organization to reach business objectives

Adept in achieving results through driving culture, incentives and in coordination with outside organizations and departments

Exceptional communication and project management skills with proven experience ranging across a variety of software applications, industries, as well as large and small businesses

Professional Experience, Inc. - Executive Assistant and Special Projects, April 2019 to Present

·Provides primary support to President, CEO, and (4) Executives: Manages frequently changing meetings and tracks and assists on upcoming project deadlines to reach business objectives

·Viewed as operations expert: Continuously improves processes, functions to remove distractions from executive management

·Prepares Board presentations and confidential investment documents for Board of Directors and Investors

·Recognized for successful project management of recent large acquisition of closest competitor in market in four months, consisting of integrating 145 customer accounts and onboarding 25 employees

SA Ignite, Inc. - Executive Assistant and Special Projects, August 2016 to March 2019

·Provided primary support to President, CEO, COO, and Director of Finance: Managed frequently changing meetings and maintained and assisted on upcoming project deadlines

·Provided secondary support to VP of Customer Success, Marketing Director, and HR Director: Assisted on special projects and rescheduled meetings

·Sought out as operations expert: improved processes, functioned to remove distractions from executive management and worked tirelessly to keep employees content

·Prepared confidential investment documents for Board of Directors and Investors

IBM Watson – Sales Incentives Manager, March 2016 to August 2016

·Conducted and reported analysis on commissions for sales field (worldwide) on a monthly, quarterly, and annual basis

·Provided commissioning statements to management teams and interdepartmentally, ensuring successful submission into data systems for accurate and timely incentives pay

·Remedied all reconciliation requests and inquiries in a timely manner, providing clarity and vision into structure and measured results

IBM Watson - Americas and Asia Sales Operations Analyst, July 2014 to March 2016

·Performed data analysis, contributing to overall key performance indicators, and adding value to sales strategies and initiatives (Americas, Asia Pacific, and Japan)

·Coordination of sales processes and budgets, including review of current sales plans, identifying areas of opportunity

·Directly supported the VP and Director as well as the field sales teams and organization, providing data, reports, education and transparency in the processes and procedures used to drive business results

Zuckerman Investment Group, LLC – Executive Assistant and Office Manager, October 2013 to July 2014

·Provided primary support to Chairman, CEO, and EVP: Scheduled meetings, appointments, booked travel, managed travel itineraries, submitted expense reports, as well as aided in special projects

·Provided primary support to operations team (12), with various projects and tasks as needed including annual prospect marketing letter distribution, legal document preparation, and private investment performance maintenance

·Reviewed all billing and invoiced documents for accuracy, ran accountability and expectations audit, including classification in appropriate expense categories

IBM - Sales Operations Support, February 2011 to July 2013

· Drove the gathering and communication of IM Cadence Weekly Revenue Projections and Pipelines

· Provided monthly, quarterly and ad hoc reporting of metrics and other data with first time accuracy and maintained report format clarity and uniformity

· Assisted in strategy development as needed for all planning (Spring Plan, Fall Plan, and other planning as required) including but not limited to modeling and generation of metrics

Initiate Systems, Inc. - Executive Assistant and Special Projects, November 2009 to February 2011

·Provided primary support to EVP and CFO: Scheduled meetings, appointments, booked travel, managed travel itineraries, submitted expense reports, as well as aided in special projects

·Assisted in the due diligence of IBM acquisition (December 2009 – April 2010); gathered, researched, and prepared financial spreadsheets for projects, investor statements, and business partner contracts for review

·Managed partner Transfer of Business communications across functional and geo teams

·Drove partner communications across IBM channels (Creating and Managing Initiate Software ValueNet Website, Monthly Webinars, and Monthly Newsletters to Business Partners)

Programming and Software Skills

Proficient in Microsoft Software Suite (particularly Excel and PowerPoint), Salesforce, Sales Connect, SBLIW Financial System, Lotus Notes, MADB in Lotus Notes, Cognos FMS, SharePoint, and WebEx

Education & Professional Recognition

Eastern Michigan University, BBA- Finance, 2004

IBM Eminence and Excellence Award, 2nd Quarter 2012 & 2nd Quarter 2015

SA Ignite Greater Good Quarterly Award, 4th quarter 2017

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