Dynamic Sales Operations Specialist with a proven track record at UnitedHealthcare, excelling in CRM management and sales process optimization. Enhanced team performance through effective training and streamlined operations, resulting in improved sales efficiency. Strong multitasking abilities and attention to detail drive successful outcomes in fast-paced environments.
Overview
23
23
years of professional experience
Work History
Sales Operations Specialist
UnitedHealthcare
07.2016 - 05.2025
Supported sales team by preparing and organizing sales reports and presentations.
Assisted in maintaining customer relationship management (CRM) system to ensure data accuracy.
Coordinated communication between sales, marketing, and logistics teams for streamlined operations.
Processed sales orders and managed documentation to support timely fulfillment and delivery.
Enhanced customer service experiences by responding promptly to inquiries and resolving issues effectively.
Conducted market research to identify new opportunities and provide insights for strategic planning.
Participated in training sessions to develop skills in sales analytics tools and operational processes.
Collaborated with cross-functional teams for more effective communication and coordination of sales initiatives.
Collaborated with sales team to qualify potential leads through discussion of product and service needs, laying groundwork for selection of powerful combinations of product and service offerings.
Provided ongoing training and support to sales team members, driving continuous improvement in performance metrics.
Boosted sales efficiency by streamlining processes and implementing new strategies.
Conducted regular reviews of sales pipeline data, identifying bottlenecks and optimizing conversion rates at each stage.
Managed key account relationships, ensuring client satisfaction through prompt issue resolution and proactive communication.
Cleaning Company Owner
Self
08.2012 - 06.2017
Owned and operated cleaning service company to include business & residential. Oversaw and trained employees to ensure quality work and customer satisfaction.
Office Manager/PR
Metro Medical Supply Company
01.2006 - 07.2011
Managed vendor relationships, ensuring timely procurement of office supplies and services.
Coordinated team meetings, maintaining agendas and documenting action items for improved communication.
Developed onboarding materials, enhancing training consistency for new hires across departments.
Oversaw budget management, tracking expenses to align with company financial goals.
Implemented digital filing systems, improving document accessibility and reducing retrieval time.
Led office-wide initiatives to promote workplace safety and compliance with regulations.
Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Daycare Owner/Operator
Self
11.2002 - 06.2011
Developed and implemented age-appropriate educational programs to enhance child development and learning experiences.
Supervised staff, ensuring compliance with safety regulations and maintaining a nurturing environment for children.
Established strong relationships with parents through regular communication and feedback on children's progress.
Managed daily operations, including budgeting, scheduling, and inventory control to optimize resource allocation.
Education
Early Childhood Education
University of Oklahoma
Norman, OK
12.2002
Skills
CRM management
Sales process optimization
Sales reporting
Sales training
Quote preparation
Quota setting
Deal structuring
Demand planning
Teamwork and collaboration
Multitasking and prioritizing
Time management
Attention to detail
Proficient in Microsoft Office - Excel, Sharepoint, Word, etc