Sales Operations Specialist

Lisa Determan

**** * ***** ** * Owasso, OK *****

Cell: 612-***-**** ************@*****.***

Professional Summary: Highly dedicated and meticulous customer-centric business professional with a superb record of client satisfaction. Passionate for building and nurturing relationships and defusing customer situations. Adept at working on multiple simultaneous tasks and projects and bringing them to completion with accuracy and attention to detail.

Education: M.A in Organizational Leadership, Bethel University, St. Paul, MN 2002

B.A. in Political Science, Bethel University, St. Paul, MN 1995

Skill set: - Managing all aspects of major accounts - Proposal writing and presentation

- Database utilization and management - Responsiveness to customer issues and feedback

- Communicating with internal and external customers timely and clearly

- Proven written and oral communication skills

Experience:

BW FLEXIBLE SYSTEMS / A Barry-Wehmiller Packaging Company, formerly Thiele Technologies

BW Flexible Systems develops and manufactures bag filling & palletizing equipment, vertical form fill seal, horizontal wrappers as well as friction feeders www.bwflexiblesystems.com

NA Sales Operations Specialist

• Maintain sales content repository and internal documentation.

• Assist in administering and managing key sales tools like D365 and lnfor XA.

• Train team members on sales processes and systems.

• Evaluate and optimize the effectiveness and efficiency of sales operation's tools and recommend enhancements or replacements as needed.

• Maintain high levels of process efficiency and data quality.

• Assist in coordinating and executing Sales Operations initiatives.

• Ensure sales processes are aligned with the business goals, customer needs, and best practices.

• Collaborate with the sales team to understand their operational needs and help achieve their goals.

• Create and manage sales documentation, including sales plans, SOPs and job aids.

• Collaborate with other departments, such as marketing, finance, engineering, and operations to ensure alignment and synergy across the organization.

• Assist in operational tasks and issues that the sales team faces, such as scheduling, invoicing, and customer service.

• Act as a liaison between the sales team and other departments, such as IT, HR, and legal, to facilitate communication and coordination.

• Act as single point of contact between customers and various internal departments on issues related to contractual details of the purchase orders such as terms and conditions.

• Initiate communication with appropriate internal functions when customer orders are received to ensure timely delivery of company products.

• Maintain sales content repository and internal documentation.

• Sales incentive governance and ownership.

• Drive and pursue continuous improvement on consistent and clear communication across all teams, partners, and stakeholders.

• Seek out opportunities to build the team, recognize, and promote others.

Lead Sales Coordinator, Bag Filling & Palletizing and Streamfeeder product line

• Worked with Sales Executives, Product Leaders and Sales Coordinators in creating and maintaining documentation such as quote process standards, cheat sheets, reference guides and product line information.

• Worked under the guidance of Sales Applications Engineers, I coordinated and prepared technical sales proposals highlighting the company’s packaging machinery equipment. These proposals could vary in size from a $2,000 friction feeder up the a $3M line of equipment. That could include scales, baggers, conveyors through palletizer and stretch wrapper.

• Stayed current of any major technology (D365) changes that directly impacted the Sales Operations team and was able to effectively help communication and managed that change both internally and externally as appropriate.

• Collaborated between all BWFS product lines to streamline internal processes and intercompany sales from quotation through booking in order to delivery an exceptional customer experience.

• Established and maintained a list of customer specifics to develop success plans/customer journey for BW customers that outline their critical success factors, metrics for success, potential issues, track progress and provide recommendations.

• Thoroughly reviewed SE’s Request for Quote (RFQ) and Application Engineer’s proposal layout in relation to the customer’s Purchase Order to ensure PO review process was implemented and maintained.

• Monitored and tracked the performance of order processing procedures and implemented improvements.

• Was responsible for working with the Sales Coordinators to ensure data integrity.

• Scheduled meetings with Sales team, customer, and / or operations to ensure customer order specifications and requirements are clear and the project was on schedule.

• Acted as a single point of contact between customers and various internal departments.

• Collaborated with Sales Operations Leader(s) and oversaw streamlining workflow to delegate tasks to other team members, sitting in on meetings, etc. as needed.

• Strategized with other departments to develop workflow best practices.

• Troubleshot complex issues and handle customer escalations for appropriate resolution.

Accounts Receivable Associate

• Prepared daily progress billing invoicing for new equipment for two Barry-Wehmiller companies.

• Prepared daily invoices specific to parts and aftermarket shipments from two Barry-Wehmiller companies utilizing Mapics XA ERP system.

• Tracked and recorded payments received.

• Facilitated collection of overdue accounts as necessary.

NONIN MEDICAL, INC. - Customer Support Representative

Nonin Medical develops and manufactures physiological monitoring devices specializing in pulse oximetry. www.nonin.com

• Provided comprehensive solutions to customer needs in the following areas: clinical application, warranty and repair, general troubleshooting and technical information, part numbers and pricing, product information and promotions, sales and order information.

• Acknowledged, edited, revised and processed all domestic and international customer and distributor purchase orders, letters of credit, outward documentary collections etc.

• Maintained distributor and customer account status, performed international credit check and maintained customer database.

• Monitored inventory and coordinated with stock control departments to maintain appropriate inventory levels.

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