Manager, Sales and Marketing Operations

• Oct 2019 - Present

Business Operations Specialist

• Feb 2018 - Oct 2019

• Designed, built, and launched new automated quoting, opportunity, on-boarding, renewal, and commission processes, using a variety of tools including Salesforce, CPQ, DocuSign, and Pardot to increase user adoption and unify processes across departments • Deployed new sales process that raised the real-time collection of payment information from under 50% to over 90% for all new business customers • Created documentation and led training for roll-outs of new processes and tools • Designed, built, and launched new automated quoting, opportunity, on-boarding, renewal, and commission processes, using a variety of tools including Salesforce, CPQ, DocuSign, and Pardot to increase user adoption and unify processes across departments • Deployed new sales process that raised the real-time collection of payment information from under 50% to over 90% for all new business customers • Created documentation and led training for roll-outs of new processes and tools

Analyst, Store Experience

• Jul 2017 - Feb 2018

• Launched in-store sales associate evaluation tool using G Suite and iPads to aid “in the moment” coaching by sales managers and streamlining data collection for quarterly performance reviews • As part of an interdepartmental team, aided in the design of company-wide training for the rollout of mobile clientele app to provide sales associates access to client and product information through in-store iPads and iPhones • Created multiple directives for in-store sales and promotions • Launched in-store sales associate evaluation tool using G Suite and iPads to aid “in the moment” coaching by sales managers and streamlining data collection for quarterly performance reviews • As part of an interdepartmental team, aided in the design of company-wide training for the rollout of mobile clientele app to provide sales associates access to client and product information through in-store iPads and iPhones • Created multiple directives for in-store sales and promotions

Sales Analyst/Business Operations Coordinator

• Jul 2012 - Jul 2017

• Developed sales metrics to help guide sales coaching and marketing plans for 2017 which aided in sales team achieving over 120% of Q1 sales targets • Oversaw consolidation of four instances of Salesforce into one, providing a 360-degree view of clients and prospects, managing nearly 500,000 records leading to an increase in FrontSteam’s fundraising platform adoption • Designed/Built/Developed new workflows, custom objects, automation, and business processes to help BD team achieve sales targets and Account Management, Implementation, and Professional Service teams to ensure the continued success of current clients • Collected data and analyzed the fundraising behaviours and use of company fundraising tools of over 100,000 event participants for a 2015 study. Used data to drive app usage by new and existing clients leading to increase in transaction fee revenue • Increased email open rates by 100% by created targeted initiatives with a personal approach by mining contact info of organizational decision makers, which increased revenue through outbound sales channel by 21% • Completed and submitted multiple responses to Requests for Proposals by some of North America’s largest charity organizations, increasing success rate to 40%. Successful secured business from The Arthritis Society and World Vision Canada, which together combined for almost $2 Million in donations in 2014 and 2015 Show less

Customer Service Representative

• Nov 2010 - Aug 2012

• Ensured security, accuracy, and integrity of customer transactions and data, which was later used by the sales team to help meet their clients' needs and exceed store goals • Helped CSR team consistently exceed goals for inter-store transfers of merchandise, cutting down response time to record lows • Provided superior customer service, which lead to rapid promotion from Inventory to CSR team • Ensured security, accuracy, and integrity of customer transactions and data, which was later used by the sales team to help meet their clients' needs and exceed store goals • Helped CSR team consistently exceed goals for inter-store transfers of merchandise, cutting down response time to record lows • Provided superior customer service, which lead to rapid promotion from Inventory to CSR team

Senior Researcher

• Sep 2011 - Jul 2012

• Collected and evaluated development project proposals from around Central America to ensure the money we invested went to safe and worthwhile projects • Worked with Central American partner organizations to coordinate volunteer trips and projects • Collected and evaluated development project proposals from around Central America to ensure the money we invested went to safe and worthwhile projects • Worked with Central American partner organizations to coordinate volunteer trips and projects

Research Assistant

• Nov 2011 - Mar 2012

• Aided in the evaluation of the final phase of Prevention-Intervention Toronto, an anti-gang program piloted in 3 of Toronto’s priority neighbourhoods • Conducted comprehensive one-on-one interviews with program participants and staff to collect first-hand on the efficacy of the program and its administration • Provided critical analysis of collected data, both quantitative and qualitative and found program was too heterogeneously administered to provide concrete benefits to participants & communities • Contributed data, analysis, writing, and editing to final evaluation report, which was submitted to the City of Toronto and Public Safety Canada to provide recommendations on future of funding for the program Show less

Copyeditor

• Jul 2010 - Feb 2011

• Contributed to the production and copy editing of the Faith and Organ Donation report by the Organ Donor Campaign in partnership with the United Kingdom Department of Health, which was submitted to Members of Parliament at the House of Commons in London, England in November of 2010 • Contributed to the production and copy editing of the Faith and Organ Donation report by the Organ Donor Campaign in partnership with the United Kingdom Department of Health, which was submitted to Members of Parliament at the House of Commons in London, England in November of 2010

Associate

• Jul 2008 - Sep 2009

• Aided customers in transition from Windows-based computers to Apple Devices • Completed Apple Product Professional program for 2008 and 2009 • Oversaw product levels to maintain a consistently high level of accuracy in stock records • Aided customers in transition from Windows-based computers to Apple Devices • Completed Apple Product Professional program for 2008 and 2009 • Oversaw product levels to maintain a consistently high level of accuracy in stock records