Traveling
Angelique Morris
Davenport,FL
Summary
Seasoned Operations Manager and talented leader with 13 years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.
Overview
12
12
years of professional experience
Work History
Revenue Operations Manager
Qualifacts
01.2023 - Current
- Work as Sr. Admin for Enterprise Tech
- Developed systems and procedures to improve operational quality and team efficiency.
- Analyzed and reported on key performance metrics to senior management.
- Support the Small Business and Enterprise sales team with process improvement, measurement, tracking and analytics relevant to their functional areas
- Team lead working with 3rd Party and in-house dev teams
- Managed all integrations into the CRM platform
- Created and managed sprint process for tech projects
- Work as BA for all tech issues to determine viability and requirements
- Manage all enhancement and tech project using Azure Dev Ops and Jira
- Manage Exalate integration into salesforce
- Developed Internal Case platform for tech issues
- Managed queue for all internal support cases including assignment rules and tracked completEd.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
Sales Operations Manager
DeliverHealth
10.2021 - 12.2022
- Support the Commercial and Enterprise sales team with process improvement, measurement, tracking and analytics relevant to their functional areas
- Team lead working with 3rd Party and in-house dev teams to transition from SDFC to MS Dynamics 365
- Partner with Sales and Marketing department to refine lead process and Marketo integration into CRM system
- Responsible for creation and execution of sales compensation plans
- Certified in Xactly University to process and calculate monthly commission for all eligible employees
- Create monthly content for executive presentations and board reporting
- Track and analyze key metrics including pipeline growth, win/loss rates, and quota attainment and KPIs.
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Own the end-to-end process of tracking the sales funnel and operational metrics and delivering regular insights to the business; define and deliver techniques to improve the funnel performance for sales management
- Assist with on-boarding and training new sales talent on all sales systems
- Responsible to development of “Best Practices” and streamlining sales processes
- Work cross-functionally with Marketing, Customer success, and Finance to ensure KPIs are tracked and met.
Sales Operations Manager
College Advisor
02.2021 - 10.2021
- Standardized and reduced email communications between employees by formulating and implementing field communication processes.
- Collaborated with upper management to implement continuous improvements and exceed team goals.
- Implemented systems and procedures to increase sales.
- Managed revenue models, process flows, operations support and customer engagement strategies.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
Sales Operations Manager
Salesforce.com
- Support the sales team using, with process improvement, measurement, tracking and analytics relevant to their functional areas
- Partner with Sales and Marketing department to refine lead qualification process, analyze and report on campaign performance with reporting and building dashboards
- Enhance sales productivity by enabling the team to work smarter by simplifying processes
- Create monthly content for executive presentations and board reporting
- Track and analyze key metrics including pipeline growth, win/loss rates, and quota attainment
- Own the end-to-end process of tracking the sales funnel and operational metrics and delivering regular insights to the business; define and deliver techniques to improve the funnel performance for sales management
- Assist with on-boarding and training new sales talent on Salesforce.com
- Maintain regular check-ins with Sales Managers/Enterprise Sales Representatives and others who contribute to opportunity development to determine how sales opportunities are tracking against plan and identify any problems for internal review and problem solving
- Work with the development team to ensure the vision for improvements are in alignment with current processes
- Run Bi-weekly Sales Operations team meeting to track project progress.
Sales Force Administrator/Programmer
Club Champion Golf
12.2019 - 01.2021
- Worked with COO, CEO and Director of Operations
- Managed multiple projects at a time throughout entire life cycle
- Prepare, modify and maintain daily, weekly and monthly management reporting on KPIs for team
- Oversee salesforce data hygiene and quality and ensure the forecasting methodology is being followed
- Work directly with leadership to create and execute on strategies that steer the sales org including overall structure, sales goals, lead generation and management, segmentation, optimization, etc
- Manager User Interface for 70 + retail locations as well as corporate
- Create custom dashboard and reports for Leadership, all stores and GMs
- Troubleshoot all user errors and manage change logs
- Responsible for development and execution of training modules for new employees
- Responsible for programming an UAT testing for all new initiatives to improve workflow and sales processes.
- Generated reports to suggest corrective actions and process improvements.
- Studied processes, implemented cost reductions and developed reporting procedures to maintain administrative workflow.
RFP Analyst
Trustwave Holdings, Inc
07.2018 - 10.2019
- Worked with VP of Sales, Sales Reps and Sales Engineering team
- Managed multiple projects at a time throughout entire life cycle
- Responsible to reviewing and submitting RFPs for new business
- Created high-quality proposal documents for all submissions
- Managed Pre-Proposal Sales kick-off call to determine scope and specs of project
- Managed Loopio library for our corporate RFP responses
- Tracked projects through entire lifecycle via Salesforce.com
- Routed Omni-Channel request via sf.com
- Collected, arranged, and input information into database system.
- Helped meet changing demands by recommending improvements to business systems or procedures.
RFP Writer/Salesforce Admin
TEA LEAVES HEALTH - A WELLTOK COMPANY
07.2017 - 05.2018
- Worked with Chief Commercial Officer and VP of Sales to help enable sales team with all sales functions
- Managed the weekly business development meeting to provide updates on projects moving through the pipeline and weekly sales call
- Acted as Administrator for SFDC databases
- Fully integrated a new Salesforce instance
- Responsible to reviewing and submitting all RFPs for new business
- Created high-quality proposal documents for all submissions
- Managed Loopio library for our corporate RFP responses.
- Created efficient detailed reports of sales results, revenue forecasts and ROI to help support effective business decisions
- Managed 3rd Party solution integration into SFDC instance (Including Marketo, Hubspot, and Pardot features)
- Created dashboards and advanced metrics for the sales team
- Routinely customized and maintained the functionality for Salesforce.com including page layouts and custom objects
- Provided training for Sales Reps and Sales Engineering teams on an ongoing basis
- Develop Best Practices and training for all users of sf.com
- Continually updated sales spreadsheets for use by Leadership and Engagement Leaders to track new business
- Tracked projects through entire lifecycle via Salesforce.com
- Vetted new solutions and training to enable Sales Team to be more effective.
Sales Force Admin / Sales Analyst
CLARITY INSIGHTS
04.2016 - 07.2017
- Worked with Managing Client Principal and VP of Sales to help enable sales team with all sales functions
- Managed the onboarding of new Client resources
- Hosted the weekly business development meeting to provide updates on projects moving through the pipeline and weekly sales call with COO
- Created efficient detailed reports of sales results, revenue forecasts and ROI to help support effective business decisions
- Created and submitted RFPs for clients
- Acted as Administrator for SFDC database
- Created dashboards and advanced metrics for the sales team
- Routinely customized and maintained the functionality for Salesforce.com including page layouts and custom objects
- Developed updates to our system using the sandbox and deployed for entire organization
- Develop Best Practices and provided ongoing training for all users of sf.com
- Managed 3rd Party solution integration into SFDC instance (Including Marketo, Hubspot, and Pardot features)
- Reviewed RFP submissions and performed due diligence to collect any additional information and requirements for all submissions
- Tracked projects through entire lifecycle via Salesforce.com to disqualification or close of sale
- Submitted all contract documentation to corporate to calculate all revenue earned, commissions paid versus total investment in projects
- I was responsible for submitting and tracking client invoices for payment through multiple vendor management systems
- I kept track of project budgets and managed the resources assigned to each project
- Vetted new solutions and training to enable Sales Team to be more effective
- Worked in conjunction with Marketing team to plan trade shows and events for sales team
- Created and maintained central document repository location for all collateral and sells documentation
- Responsible for tacking the execution of client SOWs using DocuSign.
Salesforce Admin/ Operations Analyst
NOVETTA SOLUTIONS
10.2014 - 04.2016
- Worked with Sr
- VP of Global Sales and President to help enable sales team with all sales functions
- Helped with onboarding of new sells team members
- Held training sessions for sells team members to re-enforce best practices and new procedures
- Attended the weekly Marketing Interlock Meeting to provide updates on projects moving through the pipeline
- Acted as Administrator for SFDC, Marketo and Rainking databases
- Managed 3rd Party solution integration into SFDC instance (Including Marketo, Hubspot, and Pardot features)
- Created efficient detailed reports of sales results, revenue forecasts and ROI to help support effective business decisions
- Routinely customized and maintained the functionality for Salesforce.com including page layouts and custom objects
- Worked with VP and Sales Reps to vet RFPs for new opportunities for viability and completion of proposals
- Continually updated sales spreadsheets for use by Sr
- Leadership to track and help drive company revenue
- Tracked projects through entire lifecycle via Salesforce.com
- Submitted all contract documentation to corporate to calculate all revenue earned, commissions paid versus total investment in projects
- I also submitted all payable commissions amounts for approval and sent out statement to the team
- Arranged and Hosted Quarterly Business Review meeting at various locales across the country
- Worked in conjunction with Marketing team to plan trade shows and events for sales team
- Routinely updated sales dashboards to track quota attainment and monitored key performance activities for the team
- Managed outside selling teams process and activities
- Created and maintained central document repository location for all collateral and sells documentation
- Responsible for tracking revenue and commissions due to the team.
Sales Force Admin / RFP Analyst
XEROX BUSINESS SERVICES
03.2012 - 05.2014
- Established and maintained premier relationships with key members of the McDonald’s IT Foundations organization through face-to-face presentations, phone interaction and by providing administrative support across the sales organization
- Attended the weekly Engagement Meeting to provide updates on projects moving through the pipeline
- Acted as SFDC Administrator
- Worked as BA to manage migration from MS Dynamics to SFDC
- Routinely customized and maintained the functionality for Salesforce.com including page layouts and custom objects
- Prepared detailed reports of sales results, revenue forecasts and ROI, in addition to preparing presentations to deliver data during sales meetings
- Tracked project through entire lifecycle via Salesforce.com
- Acted as the liaison between the sales and PMO team, providing optimal internal and external support and cross-f functional collaboration across the enterprise
- RFP completion for submission by sales reps and pricing exercises
- Completing RFP summaries bi-monthly for execution by MCD and Xerox management
- Continually updated sales spreadsheets for use by the SBU Finance department, including preparing cost models for submission to the sales force
- Drove attainment to 110% of quota in the first year with Xerox, working with an Account Executive to reach an $8M quota
- Submitted all contract documentation to corporate to calculate all revenue earned, commissions paid versus total investment in projects
- Routinely updated sales dashboards to track quota attainment and monitored key performance indicators for the Project management teams for process improvement
- Earlier Career Success
- Earlier success is seen in various administrative, operations and sales support functions, consistently meeting and exceeding all established goals and objectives for performance
- Key positions include Office Manager with responsibility for Accounts Payable, Accounts Receivable, Payroll, Expense Reporting and Account Reconciliation.
Education
Associate of Arts - Business Administration
Prairie State College
Skills
- Sales Operations Leadership
- SalesForcecom Administrator
- Pardot
- KPI Tracking
- Revenue Forecasting and Reporting
- Excel Pivot tables
- IT Sales Support Operations
- Marketing Integration
- Policy & Procedure Compliance
- Data Analysis
- Cross-Selling / Driving Revenue
- Internal & External Communication
- CRM / Salesforcecom/ MS Access
- Tableau
- Account Management / Service
- Marketo
- Hubspot
- Pardot
- Tableau
- MS Office (Word, Excel, PowerPoint, Outlook, Access,MS Project)
- MS Dynamics
- Visio
- Salesforce Optimization
- Pivot Tables
- Dashboard Customization
- Sales Leadership
- Process Improvement
- Trend Forecasting
- Complex Problem-Solving
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There are two types of people who will tell you that you cannot make a difference in this world: those who are afraid to try and those who are afraid you will succeed.
Ray Goforth
Certification
Salesforce Admin
Interests
Reading
Volunteering
Hiking
Motorcycles
Water sports
Timeline
Revenue Operations Manager
Qualifacts
01.2023 - Current
Sales Operations Manager
DeliverHealth
10.2021 - 12.2022
Sales Operations Manager
College Advisor
02.2021 - 10.2021
Sales Force Administrator/Programmer
Club Champion Golf
12.2019 - 01.2021
RFP Analyst
Trustwave Holdings, Inc
07.2018 - 10.2019
RFP Writer/Salesforce Admin
TEA LEAVES HEALTH - A WELLTOK COMPANY
07.2017 - 05.2018
Sales Force Admin / Sales Analyst
CLARITY INSIGHTS
04.2016 - 07.2017
Salesforce Admin/ Operations Analyst
NOVETTA SOLUTIONS
10.2014 - 04.2016
Sales Force Admin / RFP Analyst
XEROX BUSINESS SERVICES
03.2012 - 05.2014
Sales Operations Manager
Salesforce.com
Associate of Arts - Business Administration
Prairie State College