Perri Lavergne

Membership Growth, Manager at Eclipse Foundation
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Contact Information
us****@****om
(386) 825-5501
Location
CA
Languages
  • English Native or bilingual proficiency
  • French Limited working proficiency

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Bio

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5.0

/5.0
/ Based on 2 ratings
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Ian Skerrett

Perri is a dedicated, hard working professional who puts the customer first. She is all about customer service and making sure the organization was doing its best to meet the customer requirements. I very much enjoyed working with Perri and would recommend her for any organization.

Nancy Barnes

Having worked with Perri at TrialStat I found her skilled, competent, and capable. Definitely a team player and very personable. I do not hesitate to recommend Perri. Best wishes, always Perri !

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Credentials

  • Inbound Sales
    HubSpot Academy
    Jun, 2021
    - Nov, 2024
  • HubSpot Sales Software
    HubSpot Academy
    Jun, 2022
    - Nov, 2024
  • Mutual Funds of Canada
    The Investment Funds Institute of Canada (IFIC)

Experience

    • Belgium
    • Software Development
    • 1 - 100 Employee
    • Membership Growth, Manager
      • Feb 2021 - Present

    • Inside Sales Manager
      • 2010 - Present

      Membership retention, Sales ( memberships, advertising inventory and hosted event sponsorship's) and training.

    • Sales Operations and Marketing Manager
      • 2008 - 2010

      Optimized and Enhanced the use of SalesForce .com CRM within the Global Sales Team Designed individual reports for the CEO, COO and Global VP's of Sales. Provided ongoing CRM training to new and existing Sales Team members Monitored the sales pipeline for accuracy on a weekly basis and followed up with the Sales and Executives Teams Worked closely with the Global Sales VP's and Marketing Team to improve internal sales lead processes Assisted in the development of new sales and marketing strategies to maximize growth and profitability. Developed Internal Sales Process' for new products and delivered training to sales staff Produced procedure documents for sales team Show less

    • Canada
    • Pharmaceutical Manufacturing
    • 1 - 100 Employee
    • Sales Operations Manager
      • 2007 - 2008

      • Optimized and Enhanced the use of SalesForce .com CRM within the Sales, Marketing and Professional Services Teams by implementing the Forecasting tool, automating Lead scoring, tracking outgoing contracts and amendments, tracking RFI’s and RFP’s, tracking Demos, developed a tracking system for a Discount Client Service Program, designed individual reports for the VP of Sales and the Sales Directors etc. • Monitored the sales pipeline for accuracy on a weekly basis and followed up with the Sales Directors • Qualified incoming leads prior to assigning to territory Sales Director, nurtured future prospects • Improved internal processes to support the Sales function, specifically to expedite proposals within 2-3 days a decrease of 150% • Prepared proposals for RFP requests and pricing quotes for RFI’s and coordinated delivery to the potential client • Provided input to various enterprise pricing models • Assisted in the development of new sales and marketing strategies to maximize growth and profitability. • Researched various published sources to create potential prospect lists for Territory Directors • Followed up with Sales Directors on the status of delivered proposals, open leads, incoming and outgoing contracts etc. • Produced procedure documents for sales team • Negotiated contracts for Sales i.e. CRM product to decrease overall cost by 25% • Provided administrative support to the Sales Group • Created a Sales resource folder in SharePoint Show less

    • Canada
    • Telecommunications
    • 1 - 100 Employee
    • Inside Global Sales Representative
      • 2006 - 2007

      • Implemented rules and definitions for lead scoring in SalesForce.com to streamline prospects. • Provided timely and accurate quotes by creating a new template with dropdown menus and auto calculate fields. • Supported the Finance team by explaining the credit terms to clients resulting in fewer customer credit issues. • Produced sales related reports for Sales management; tracking sales performance against pre-determined objectives, analyzing results and identify trends and issues. Show less

    • Project Manager - Green Citizenship Special Projects (Contract)
      • 2002 - 2006

      Coordinated and launched new programs within the National Capital area Provided support and guidance to tenant organizations by providing education and planning sessions. Prepared and presented presentations to Executive Committees Monitored allocated budget expenditures for special projects as assigned Worked closely with internal Marketing and Communication branches to develop marketing materials Promote new programs to Public Works and Government Services Canada employees and members of other Government departments by coordinating regular marketing activities Increased employee awareness of National Client Service Teams Green Citizenship Program which resulted in an increase of participation by 100% Chaired regular team building meetings to exchange information on projects and keep initiatives on track. Plan and organize special events within the National Capital area such as Environment Week and Earth Day. Recruited no-cost individuals interested in entering or re-entering the federal workforce (up to 15). Day-to-day coaching of individuals wanting to re-enter the federal workforce including corrective actions, entrance and exit interviews and letters of references. Show less

    • Canada
    • Banking
    • 700 & Above Employee
    • Manager Customer Service/Team Leader/ Manager Administration/Manager Personal Credit
      • 1980 - 2002

      Controlled, monitored, and reported on the Branch budget for salaries, operating and maintenance expenditures and ensured the proper processing of related documentation. Monitored the processing, completion and submission of daily, weekly, monthly and quarterly financial reports for 32 branches within Ontario North and East Division. Identified marketing opportunities for follow up to meet sales portfolio targets. Supervised a client service staff of 45. Investigated and resolved customer complaints Human Resources: interviewed and completed hiring process of new employees. Evaluated and coordinated employee development and training. Provided support, motivation and guidance to staff and peers Prepared cases for litigation on behalf of the Bank Interviewed clients seeking new or renewed credit products (mortgages, overdraft, credit lines and personal loans). Performed credit investigations. Negotiated with clients to schedule payments on overdue accounts. Show less

Education

  • Algonquin College of Applied Arts and Technology
  • Algonquin College of Applied Arts and Technology
    Investment Funds Canada -Certificate

Community

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