Sales Manager

Barbara Fowler

***** ***** ***** ** ****: 512-***-****

AUSTIN, TX 78734 ***********@*****.***

Profile Overview

Administrative Assistant with strong interpersonal and organizational skills with a keen ability to

multitask a variety of challenges and responsibilities. Maintain detailed administrative and procedural

processes that reduce redundancy and improve accuracy. Efficient in all tasks to achieve

organization’s objectives. Management consistently praises the quality and timeliness of reports,

attention to detail and team-player attitude.

Summary of Skills

● Proficient in Microsoft Office Suite (Word, Outlook, Excel, Quick Books) some in InDesign & PowerPoint.

● Lotus Notes

● Quick Books

● Salesforce.com

● 17+ years' experience coordinating, planning and supporting all aspects of operational and administrative functions for the Office.

Work Experience

Becton Dickinson (BDX) Austin, Texas 2006 to Current

Sales & Marketing Assistant

Sales Support

● Generate / review average of 5 new sales quotations per day which range from $20,000 to $150,000.

● Support 33+ sales representatives and outline appropriate process and procedures necessary to

fulfill and complete quotations. Compose all quotations into salesforce.com within 8 business hours.

● Prepare and complete sales & implementation spreadsheet, tracking revenue by month and year.

● Create & maintain commission spreadsheet on each sale for 5 sales representatives.

● Process all orders within 8 business hours; verify completeness and accuracy of log details into

folders for each account.

● Greet callers on sales phone line and direct calls to appropriate sales person. Enter subsequent

activity on customers into salesforce.com.

● Coordinate company literature for sales team distribution.

Marketing Support

● Schedule staff for live web demonstrations (average 40 per year).

● Confirm live web meeting details with customers and prospects.

● Initiate purchase orders for marketing expenses for proper signatures & documentation.

● Coordinate, plan and fulfill requirements for 7+ regional and national trade shows.

● Place and maintain hotel and plane reservations for trade shows.

● Set up and chair meetings prior to conferences for planning purposes.

ICPA, Inc. Austin, Texas (acquired by Becton Dickinson) 2002 to 2006

Office Assistant

● Controlled multi line phone and performed daily office duties.

● Maintained Office Calendar in Outlook.

● Retrieved and distributed mail to office personnel.

● Reconciled accounts receivable (A/R) by matching all checks received with invoices. Entered checks in Quick Books accounting system.

● Processed purchase orders, entered onto spreadsheet and matched with customer in data base.

● Oversaw coding of service agreements (with proprietary algorithm) and accounts payable (A/P)invoices for Office Manager.

● Processed all annual maintenance service agreements and directed the distribution to customers.

● Audited end of month by reconciling outstanding invoices.

● Expedited products and documents via UPS.

● Coordinated, scheduled and notified customers of upcoming training classes.

● Liaised with vendors to order and maintain inventory of office supplies.

● Produced, formatted, proof-read and designed weekly customer newsletters.

WMA Securities, Inc. (Now World Group Securities, Inc.) Austin, Texas 1998 to 2001

Executive Assistant

● Assisted with processing of licensing paperwork for WMA Securities, Inc., State Departments of Insurance, and NASD for registered representatives.

● Contacted individual states and/or compiled information from the internet on rules and regulations of security licensing and requirements in each state.

● Assisted with processing of agent appointment paperwork and client account paperwork for a large variety of insurance, variable products, and mutual fund companies.

● Prepared and organized files and paperwork for compliance audits.

● Prepared each registered representative monthly interview forms for each Branch Manager.

● Assisted registered representatives in NASD, Texas Department of Insurance annual and quarterly requirements.

● Performed daily office duties

Roberson Investments, Inc. & LBCO Publishing Co. Austin, Texas 1994 to 1998

Administrative Assistant to Nancy Conaway

Assisted the Office Manager with 148 units HUD Apartment Complex in Conroe, TX.

● Prepared and updated lease agreements

● Completed purchase order ledger, rent journal and work order logs

● Gathered and prepared time cards for payroll from apartment complex employees

● Prepared monthly schedule disbursements - HUD report

● Generated contract labor forms for Workers Compensation audit

● Created and completed inspection sheets for each tenant

● Assisted office manager in apartment inspections. Kept notes on what repairs or services needed to

be done and entered information on inspection sheets.

Assisted in managing LBCO Publishing Co.

● Processed and shipped book orders

● Created spreadsheet to keep inventory.

● Prepared Quarterly Royalty & Sales Tax Report

Professional Development

180 hrs of real estate classes

Salesforce.com

Microsoft Word & Excel

Microsoft Live Meeting

Adobe InDesign

Lotus Notes

Quick Books

Microsoft Access

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