Experience

Home Meridian International

• Furniture
• 1 - 100 Employee

• Key Account Manager

  • Feb 2017 - Present

  Remote -Analyze product demand biweekly and forecast anticipated sales monthly for review with division presidents. -Manage supply chain for current and future inventory demands. -Weekly report on open orders, customer backlog, and on-time shipment performance shared with sales reps, executives, and buyers. -Develop positive account relationships and gain an intimate knowledge of all customer requirements to exceed expectations as relating to any regular operations processes and… Show more -Analyze product demand biweekly and forecast anticipated sales monthly for review with division presidents. -Manage supply chain for current and future inventory demands. -Weekly report on open orders, customer backlog, and on-time shipment performance shared with sales reps, executives, and buyers. -Develop positive account relationships and gain an intimate knowledge of all customer requirements to exceed expectations as relating to any regular operations processes and communication. -Gain an intimate knowledge of account requirements including new product set up, testing, labeling, shipment, paperwork, customer website maintenance, etc. to meet compliance requirements. -Monitor daily production status to uncover, solve, and mitigate any business impacts. Show less



American Funds Distributors

• United States
• Financial Services
• 1 - 100 Employee

• Senior Sales Support Coordinator

  • Jun 2009 - Dec 2016

  - Strategic marketing and operations coordinator for a $2 billion mutual fund territory in the greater Houston and South Texas area – manage remotely - Communication Leader – Collaborate, define, and execute strategic communication plans as it relates to campaigns, pilot programs, and focus initiatives - Create marketing strategies that align with strategic initiatives and reflect brand personality, to include written marketing materials for email campaigns - Interface with internal… Show more - Strategic marketing and operations coordinator for a $2 billion mutual fund territory in the greater Houston and South Texas area – manage remotely - Communication Leader – Collaborate, define, and execute strategic communication plans as it relates to campaigns, pilot programs, and focus initiatives - Create marketing strategies that align with strategic initiatives and reflect brand personality, to include written marketing materials for email campaigns - Interface with internal and external teams as point of contact for sales information, best practices, and research initiatives - Plan and execute business planning strategies to successfully accomplish sales initiatives and growth goals - Cultivate and foster relationships with the external sales force, internal associates and team members, as well as the financial adviser community - Create and maintain complex sales and coverage reports for team and management use - Execute on-going scheduling of leverage meetings for multiple Sales Force Members based on current initiatives and opportunities identified - Prepare comprehensive statistic-related presentations while operating within compliance guidelines - Analyze and maintain territory coverage, segmentation, sales, and growth on a daily to quarterly basis - Maintain awareness of potential roadblocks to mitigate risks, develop tactical processes and streamline functionality to ensure the most efficient workflow possible - Creative problem solving and responsiveness to ever-shifting territory demands in a deadline-driven environment - Leadership in on-boarding and providing mentorship to new associates transitioning into the role - Serve as a technical resource and subject matter expert for all cross-functional teams (i.e., test system enhancements, provide training, act as primary point person for sharing and soliciting information) - Coordinate and plan detailed travel arrangements for multiple Sales Force Members and Management staff

• Internal Wholesaler

  • May 2007 - Jun 2009

  San Antonio, Texas Area •Responsible for raising and retaining assets within the Atlanta territory by placing proactive sales calls to financial advisors •Educate and train advisors on investment products and retirement plan solutions •Identify mutual fund opportunities and discuss portfolio options based on clients’ specific needs, time horizon, and risk tolerance •Uncover retirement plan opportunities for start-up and existing plans, as well as facilitate re-pricing discussions and platform… Show more •Responsible for raising and retaining assets within the Atlanta territory by placing proactive sales calls to financial advisors •Educate and train advisors on investment products and retirement plan solutions •Identify mutual fund opportunities and discuss portfolio options based on clients’ specific needs, time horizon, and risk tolerance •Uncover retirement plan opportunities for start-up and existing plans, as well as facilitate re-pricing discussions and platform options •Develop retirement plan proposals highlighting competitive pricing and low plan expenses •Prepare hypothetical proposals based on historical data, customize to specific client investment goals •Maintain a working knowledge of the financial markets and mutual fund investment acumen •In conjunction with my external counterpart develop, implement, and execute a strategic business and coverage model that targets high opportunities for sales growth



Taylor Publishing Company

• Book and Periodical Publishing
• 1 - 100 Employee

• Yearbook Sales Representative

  • Sep 2000 - May 2007

  • Coordinated the production of digital yearbook content and submission – including deadline management, trouble-shooting production holds, and copyright infringement • Responsible for the retention of existing accounts and acquisition of new yearbook accounts within a geographical area • Plan and facilitate on-going educational workshops that include software training, deadline planning, journalism design, and story and caption writing • Grow market share by 8% - 12% each year by… Show more • Coordinated the production of digital yearbook content and submission – including deadline management, trouble-shooting production holds, and copyright infringement • Responsible for the retention of existing accounts and acquisition of new yearbook accounts within a geographical area • Plan and facilitate on-going educational workshops that include software training, deadline planning, journalism design, and story and caption writing • Grow market share by 8% - 12% each year by acquiring new yearbook accounts • Collaborated closely with principals, teachers, students, and parent-volunteers to develop each school’s yearbook program • Prepare budgets for each account based on contract amount and revenue intake • Developed creative fundraising ideas to help increase yearbook revenue Show less