Ashley Spaulding
Jefferson,IA
Summary
Seasoned Corporate Sales Director at SRI Management, adept in strategic planning and relationship building, significantly enhanced client portfolio through innovative proposal development and solution selling. Demonstrated excellence in partnership development with a track record of surpassing sales objectives, leveraging competitive analysis and local networking skills for sustained growth.
Overview
14
14
years of professional experience
Work History
Corporate Sales Director
SRI Management
08.2024 - Current
- Identified new business opportunities through networking events and cold calling prospects.
- Cultivated strong business relationships with key decision makers within target accounts.
- Negotiated contracts with clients while ensuring compliance with company policies and procedures.
- Utilized CRM software systems to track leads, manage contacts, generate reports.
- Collaborated with marketing team to develop promotional materials and campaigns.
- Identified areas for improvement within the organization's existing processes and procedures.
- Supported management team by providing timely feedback regarding operations efficiency.
- Directed all aspects of the sales cycle from initial contact through successful closure of deals.
- Coached and mentored team members to build sales and negotiation skills.
- Collaborated with marketing and product development teams to align sales strategies with company initiatives.
- Developed and promoted weekly, monthly and quarterly sales objectives.
- Implemented CRM systems to streamline sales processes and improve customer relationships.
Sales Director
The Canopy at Duval Station, SRI Owned
Jacksonville, FL
11.2023 - 08.2024
- 1. Responsible for and accountable for the organization, including the planning and development of all functions and programs of the sales department, with minimal supervision and guidance from the executive director.
- 2. Prepares and implements the quality action plan with approval from the chief marketing officer.
- 3. Conducts tours in the community.
- 4. Accepts and answers sales calls.
- 5. Responds to prospect inquiries, including e-mails, Facebook questions, and website.
- 6. Demonstrates a positive attitude toward work issues, policies, and procedures.
- 7. Applies concepts of excellence in customer service, and always conducts duties in a positive and friendly manner.
- 8. Demonstrates excellent decision-making skills, and can understand the impact of those decisions.
- 9. Ensures communications are clear, accurate, and timely.
- 10. Sets and manages priorities.
- 11. Monitors expenditures weekly to ensure compliance with department budgeted monthly amounts.
- 12. Demonstrates good interpersonal and communication skills with all employees and visitors who work at or visit the community, and is always polite, courteous, and respectful.
- 13. Plans and hosts special sales events at the community, or other venues, promoting your community.
- 14. Maintains an up-to-date inquiry and lead database.
- 15. Reviews and updates the quarterly action plan on a quarterly basis to meet the changing needs of the community.
- 16. Achieves all occupancy goals, as established by the executive director.
- 17. Visits each area of the community on a daily basis to ensure areas are clean, safe, and project the appropriate atmosphere/image for residents, family members, and visitors, and reports findings to the executive director.
- 18. Responsible for all closings, processes appropriate move-in paperwork, and notifies and disperses such paperwork to the appropriate departments.
- 19. Ensures that only approved designs are used in advertisements and marketing collaterals.
- 20. Responds promptly and courteously to residents' requests for assistance by directing them to the appropriate department head.
- 21. Knows, understands, and follows established policies and procedures in emergency situations.
- 22. Acts as essential personnel, especially during emergencies.
- 23. Wear clean and appropriate dress per established policy always.
- 24. Understands and complies with HIPAA regulations.
- 25. Practices good body mechanics and safe working habits always.
- 26. Takes the initiative in work, seeks out additional information, and offers solutions or suggestions.
- 27. Performs all other reasonable duties as assigned, or as requested.
- 28. Takes on special projects or assignments outside of regular duties, willingly.
SALES TEAM/HOME HEALTH COORDINATOR
TRILOGY HOME HEALTH
10.2017 - 11/6/23
- Responsible for organizing preparation of Agency Services with the ability to recognize and cultivate the needs of the referral sources with the services provided by our agency for the betterment of the patient
- Conduct sales calls to referral sources
- Maintaining required documentation regarding accounts
- Conduct educational in-services regarding services provided by our agency
- Consistently follow agency policies and procedures to set an example for employees and maintain a positive image and reputation in the community
- Maintain open communication and networking
- Develop strong relationships within all departments to reach the goal of patient optimum care.
NON-CLINICAL TRAINER
- Responsible for managing all non-clinical staff daily activities, logs and workflow
- Responsible for training and continued education for all non-clinical staff which included the training off-site within the company
- Responsible for maintaining all departmental guidelines and protocols
- Responsible for time management for staff
- Reporting directly to the management and clinical teams to maintain staffing and policies
- Acting supervisor for the non-clinical staff and the outside agency concerns or conflicts
- Liaison for clinical request and working to schedule patient care based on needs of medical necessity
- Maintaining all order and patient demographics
- Following the staffing for patient care
- Reporting census information and maintaining all records while following all HIPPA protocols
- Working with the intake information provided by outside referral sources and making sure appropriate staff is scheduled.
SCHEDULER
- Responsible for managing all non-clinical staff daily activities, logs and workflow
- Responsible for training and continued education for all non-clinical staff which included the training off-site within the company
- Responsible for maintaining all departmental guidelines and protocols
- Responsible for time management for staff
- Reporting directly to the management and clinical teams to maintain staffing and policies
- Acting supervisor for the non-clinical staff and the outside agency concerns or conflicts
- Liaison for clinical request and working to schedule patient care based on needs of medical necessity
- Maintaining all order and patient demographics
- Following the staffing for patient care
- Reporting census information and maintaining all records while following all HIPPA protocols
- Working with the intake information provided by outside referral sources and making sure appropriate staff is scheduled.
DENTAL ASSISTANT
ARGYLE DENTAL
08.2017 - 10.2017
- Serving as an Assistant to the Doctors of the practice in all procedures
- Scheduling of patients for follow-up care
- Assisting in front office desk duties
- Assisting with full mouth x-rays and panoramic films
- Assisting with sterilization of instruments.
DENTAL ASSISTANT
ASPEN DENTAL
01.2017 - 08.2017
- Serving as an Assistant to the office manager, conducting welcome meetings to start each day
- Scheduling of patients for follow-up care
- Trained in all front duties which included the patient greeting, phone calls, insurance verifications, consulting with patients regarding treatment plans, certified in financing, pulling charts, and confirming all patient appointments.
RECEPTIONIST
NICOLITZ EYE CARE
04.2016 - 01.2017
- Responsible for greeting all patients
- Verifying all insurance
- Preparing patient charts
- Verifying patient demographics
- Trained in check out protocols.
RECEPTIONIST
ORTEGA CHIROPRACTIC
09.2015 - 04.2016
- Responsible for greeting all patients
- Verifying all insurance
- Preparing patient charts
- Verifying patient demographics
- Trained in check out protocols.
RECEPTIONIST
WOOD ATTER AND WOLF, ATTY at Law
05.2014 - 09.2015
- Promptly responding to incoming calls, greeting clients
- Directing all email and phone calls to attorneys
- Opening of all PIP claims for auto carriers
- Creating letters of representations to mail out to clients.
SCANNING AND FILE CLERK
MULTIMEDICAL BILLING
05.2011 - 05.2014
- Responsible for scanning all patient chart information and all payments received
- Maintained all filing and storage of documentation
- Responsible for pulling any stored documentation for staff request.
Skills
- Proposal Development
- Strategic Planning
- Sales Reporting
- Solution selling
- Competitive analysis
- Local networking
- Relationship building
- Sales Planning
- Partnership development
References
- Pam Williams, 904-4665
- Carly Matthews, 904-859-4326
- Keith Carregal, 904-315-0849
- Marsha Moor, 904-370-4860
Timeline
Corporate Sales Director
SRI Management
08.2024 - Current
Sales Director
The Canopy at Duval Station, SRI Owned
11.2023 - 08.2024
SALES TEAM/HOME HEALTH COORDINATOR
TRILOGY HOME HEALTH
10.2017 - 11/6/23
DENTAL ASSISTANT
ARGYLE DENTAL
08.2017 - 10.2017
DENTAL ASSISTANT
ASPEN DENTAL
01.2017 - 08.2017
RECEPTIONIST
NICOLITZ EYE CARE
04.2016 - 01.2017
RECEPTIONIST
ORTEGA CHIROPRACTIC
09.2015 - 04.2016
RECEPTIONIST
WOOD ATTER AND WOLF, ATTY at Law
05.2014 - 09.2015
SCANNING AND FILE CLERK
MULTIMEDICAL BILLING
05.2011 - 05.2014