Sales Operations Data Management

Shawne A. Washington

815-***-**** — ********@*******.*** — Plainfield, IL

SALES OPERATIONS ADMINISTRATOR

Supporting Sales Success with Reliable Administrative Expertise Results-driven Senior Sales Operations Representative with extensive experience managing sales processes and supporting high-performing teams. Proficient in CRM and ERP systems for accurate quote generation and data management. Skilled at ensuring data integrity and streamlining workflows to boost team productivity. Recognized for quality, detail-oriented work, and receiving multiple awards for teamwork and quick response. Proven ability to manage sales operations independently, provide expert-level technical support, and mentor team members to foster collaboration. Experienced in cross-departmental coordination, effective communication, and maintaining strong client relationships to drive success. Core Areas of Expertise

CRM & ERP Proficiency

Data Management

Sales Operations Knowledge

Process Optimization

Excel and Data Tools

Document Quality

Technical Problem-Solving

Project Coordination

Regulatory Compliance

PROFESSIONAL HISTORY

United Healthcare—Chicago, IL July 2016 – Current

SENIOR SALES OPERATIONS REPRESENTATIVE - REMOTE

Create accurate sales quotes by compiling key information, including census data and benefits summaries, into BVT forms for precise plan calculations. Manage the quoting process from start to finish, supporting six Account Executives with timely data updates and seamless onboarding coordination. Serve as a team resource for database tools, resolving complex issues to maintain efficiency.

Ensure the accuracy of sales quotes by preparing comprehensive BVT forms, positively impacting sales volume and resulting in precise and timely plan calculations.

Proactively support six AEs by managing sales quotes and onboarding documentation, tracking sales from quoting to completion, and minimizing workflow delays.

Provide expert-level assistance on census data management and database tools, support team members, contribute to the resolution of complex problems, and maintain team efficiency.

Received 10 Bravo Awards for exceptional teamwork, attention to detail, and fast response rate, contributing to a reduction in project turnaround time.

Independently manage the end-to-end creation and verification of detailed sales quotes and plans, demonstrating strong organizational skills and reliable performance. TUV RHEINLAND OF NORTH AMERICA INC.— Rolling Meadows, IL July 2010 – June 2015 OPERATIONS REPRESENTATIVE (April 2013 – June 2015) Coordinate client-facing operations by scheduling projects and audits, generating accurate project quotes, and serving as the primary liaison among multiple departments. Maintain up-to-date project records for accurate financial reporting and track assignments to support smooth billing. Provide consistent client engagement and administrative support to ensure effective communication and service delivery.

Delivered exceptional customer service by maintaining consistent follow-ups, providing timely updates, and addressing client inquiries and issues, significantly enhancing client satisfaction and retention rates.

Acted as the main point of contact for cross-departmental coordination, ensuring seamless communication and project scheduling that consistently met or exceeded client requirements.

Spearheaded the generation and provision of precise project quotes, which reduced turnaround time by 50% and increased support efficiency for the sales and engineering teams.

Managed the successful tracking and processing of client project assignments and billing, working Shawne Washington—*****@*****.***—Page 2

collaboratively with accounting to resolve any issues, which contributed to a streamlined billing process and improved cash flow.

QUOTE COORDINATOR, Pleasanton, CA (July 2010 – April 2013) Managed client quotations using CRM and ERP systems, serving as the main contact for quote follow-ups and documentation. Collaborated with engineering, operations, and accounting to meet client needs and resolve receivable issues. Conducted quality checks on documents and trained the engineering team on CRM to streamline workflows. Maintained consistent client communication for follow-ups and credit requirements.

Trained the engineering team on CRM usage, improving internal processes and reducing new user training time by 50%.

Generated accurate client quotations using CRM and ERP systems, supporting Sales Executives and enhancing quote precision.

Tracked and monitored quotes under review with Engineering, ensuring timely updates and alignment with client needs.

Dupage Convention & Visitors Bureau—Oakbrook, IL March 2003 – July 2009 SALES & SERVICES COORDINATOR

Supported sales leadership in increasing revenue through telemarketing and promotional efforts. Managed client communications, coordinated sales events, organized trade show materials, and handled administrative tasks, including report generation and database maintenance.

Organized and managed materials for 3 trade shows and special events each year, which resulted in a 50% increase in client engagement.

Maintained and updated a client account database, contributing to improved data consistency and reducing client communication errors by 35%.

Prudential Financial — Downers Grove, IL July 1999 – August 2002 OPERATIONS AND CONTROLS ASSOCIATE

Collaborated with Sales Agents on new business, compliance, and licensing while managing marketing review submissions. Tracked candidate progress for the Management Recruiting Team, processed background reports, and managed agency accounts payable. Provided administrative support, including coordinating sales leads and maintaining document retention.

Managed the agency accounts payable system, overseeing daily transactions and ensuring timely and accurate processing.

Supported the Management Recruiting Team by tracking approximately 50 candidate applications, streamlining the pre-hire process, and shortening appointment timelines by 50%. EDUCATION

Computerized Business Systems Certification

Robert Morris University, Chicago, IL

COMPUTER SKILLS

ACT 6.0, CRM, SAP, SharePoint, Lotus 1-2-3, WordPerfect 6.0, Microsoft Word, Excel, Access, PowerPoint, Publisher, FrontPage, Outlook, Lotus Notes, and Windows.

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