Bio
Experience
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United States
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Transportation, Logistics, Supply Chain and Storage
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200 - 300 Employee
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Salesforce Manager
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Oct 2023 - Present
Responsible for managing and optimizing the Salesforce systems within CSafe.Ensuring optimal performance of Salesforce systems and products.Upgrading and configuring Salesforce systems for optimized integration.Managing Salesforce roles, profiles, sharing rules, workflows, and groups.Importing sales department leads, contacts, and other data.Maintaining the sales cloud, as well as building custom reports and dashboards.Performing database maintenance tasks, including diagnostic tests and duplicate entry cleansing.Evaluating and installing new Salesforce releases, as well as providing training and support.Documenting processes, including error reports and changes to field history tables.Preparing reports for sales and other departments.
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Global Account Sales Support
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Jan 2022 - Oct 2023
CSafe offers the most comprehensive suite of thermal shipping solutions for pharmaceutical cold chain shipping needs around the world to ensure patients receive the medicines and treatments they need. CSafe is the only provider with an end-to-end portfolio including active and passive bulk air cargo, parcel, cell and gene and specialty last-mile use cases allowing our team to match your requirements to the best solution for your needs.Focused on the top 100 accounts; introduced new products and uncovered new opportunities.
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Softbox Systems, by CSafe Global
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Long Crendon
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Internal Account Manager
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Jul 2018 - Dec 2021
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Long Crendon
Responsible for the existing customers and new business enquiries, with key accountability to grow the customer install base. Subject matter expert for Salesforce globally.
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Short and long term temporary assignments
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Oct 2017 - Jun 2018
Undertaken several long-term and short term contracts at Thames Valley Air Ambulance, MediPlus, Perkin Elmer, Hovis and Physical Company.
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United States
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Telecommunications
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700 & Above Employee
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Senior Inside Sales Account Manager
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2010 - Jun 2017
Multinational market leader delivering secure video, voice and content collaboration solutions. Accountable for the renewal business with a key focus on upselling opportunities to increase revenue.- Exceeded targets, 2016 achieved 107% against quota of $5.9m, 2015 achieved 131% against quota of $1.9m.- Drove business growth for large global accounts; by developing and maintaining close working relationships with account holders, sharing in-depth knowledge of “install base” and regular communications resulted in up-selling opportunities which generated over $1.2m of bookings.- Achieved 83% renewal rates through Channel Partners; generated and nurtured leads, contacted customers directly where necessary, identified cross-sell opportunities to overachieve quarterly targets.- Managed opportunities in Salesforce, produced reports and maintained sizeable pipeline throughout the year to increase sales and overachieve targets by 31%.- Drove Channel awareness through effective marketing campaigns including monitoring and reporting on results using Excel (v-lookups and pivot tables). Resulted in increased new business opportunities.- Produced reports from Siebel CRM to identify customers whose support contracts had lapsed; targeted these customers to renew support contracts which resulted in bookings of $145k.
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Supervisor Sales Operations Team
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2008 - 2010
Reported directly to the Worldwide Service Sales Operations Director in the US. Managed and motivated a team of five administrators responsible for sales support, process improvement, analysing data, resolving service order issues and rolling out sales campaigns. - Led the design, development and implementation of an electronic order process for the service orders which resulted in a 40% decrease in processing times. The new process introduced paperless orders and quicker revenue recognition.- Worked across time zones to ensure over $50k orders were audited and booked within the quarter which culminated in the EMEA team achieving 134% of sales targets.- Worked closely with the installation team to ensure any issues were resolved quickly and revenue was booked in quarter.- Centralised and organised all SharePoint data reducing administrative time by 30%.- Set monthly incentives and challenges for team to improve performance. Set targets and undertook quarterly reviews. - Successfully transitioned the service order processing to Amsterdam, advised on best practices, managed weekly meetings and provided on-site training.
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Polycom UK Limited
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Slough, United Kingdom
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Inside Sales Support & Sales Operations
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1995 - 2007
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Slough, United Kingdom
Provided support to the Service Sales Director and Business Development Managers preparing quotations, updating Salesforce.com, running reports in Siebel CRM, analysing data and resolving purchase order holds.• Director support; book travel, accommodation, arrange meetings, produce agendas, manag...
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Ekins Professional
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Burnham, Buckinghamshire
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Personal Assistant to New Homes Director
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1989 - 1995
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Burnham, Buckinghamshire
Supported the New Homes Director on major high profile land development projects.• Compiled and co-ordinated the monthly new homes magazine; liaised with developers, designed magazine on Desktop Publishing which was highly successful in generating new leads.• Facilitated meetings with developers ...
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Minipac Software Limited
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Chalfont St Peter, Buckinghamshire
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Personal Assistant to Managing Director
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1985 - 1989
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Chalfont St Peter, Buckinghamshire
Supported the two Managing Directors of a small software house that designed bespoke software programs. Managed administration, bookkeeping, PAYE, VAT returns, expenditure tracking, cash flow and overdue payments systems.• Developed and maintained a database (using Access) to track contractor...
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Valkyrie Motor Holdings
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Gerrards Cross, Buckinghamshire
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Junior Secretary to Finance Director
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1982 - 1985
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Gerrards Cross, Buckinghamshire
Recorded and collated the monthly sales figures to show sales performance against target. Used shorthand skills to take minutes of meetings and produced letters.
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Education
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1981 - 1982Buckinghamshire New University
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1976 - 1981Brudenell Girls School Amersham
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Industry Focus. “Transportation, Logistics, Supply Chain and Storage”
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