DaVina Jeffries

• Create, build, and maintain data driven Smartsheet sheets, workflow automations, dynamic views, WorkApps, metrics, and dashboards for internal and external National Account and Global customers, including automated end-to-end workflow processes. This allows for increased business revenue by accelerating service times, increased efficiency and consistency in launching and managing onboarding projects, better visibility into customer KPIs, and higher customer satisfaction due to a smoother process.
• Manage certificate of insurance (COI) helpdesk for team of 400+ sales organization
• Acts as subject matter expert (SME) for given process providing in-depth knowledge and expertise on process and system functionality
• Prepares and provides documents for requests for proposals (RFPs) and requests for information (RFIs)
• Partner closely with immediate and cross-functional teams to proactively identify and prioritize opportunities for process improvement, which includes requests to improve and optimize automated workflows and dashboards
• Design, develop, test, and deploy complex Smartsheet solutions using formulas, automations, and workflows.
• Collaborate with cross-functional teams to understand business requirements and translate them into technical solutions.
• Create and maintain clear and concise documentation for developed solutions.
• Continuously identify opportunities to improve the efficiency and scalability of Smartsheet solutions.

• Manage a Team of eight (8) remote direct reports in the U.S, including sales support and account management of accounts that produce revenue well over $200M collectively
• Acts as subject matter expert (SME) for given process providing in-depth knowledge and expertise on process and system functionality
• Creates SOP’s for given processes and aligns locally and globally, as required
• Coach team members, including developing and communicating performance appraisals and corrective action
• Provides training to team members on SOP’s and reinforce learnings
• Troubleshoots complex issues to determine root cause and solutions for resolution
• Drives continuous improvements to increase productivity, quality and service
• Delivers KPI metrics to analyze and monitor operations to ensure high level of customer service, efficiency and compliance
• Embeds culture of customer service within the team and across the servicing function as a whole
• Builds strong partnerships with key internal organizations and stakeholders
• Conducts training and development, performance appraisals, hiring, coaching and disciplinary actions of team members with support from Director.
• Resolves problems with high-profile customers to maintain relationships and increase return customer base.
• Collaborates with upper management to implement continuous improvements and exceed team goals.
• Compiles and analyzes data to determine approaches to improve sales and performance.
• Directs sales support staff in administrative tasks to help sales reps close deals.
• Liaison between sales, marketing, and management teams to develop solutions and accomplish shared objectives.
• Develops solutions to sales challenges and maximized business opportunities.

• Scheduled proposal kick-off and check-in meetings
• Ensured contributors and subject matter experts were providing their content in order to meet key deadlines for review and delivery
• Ensured quality control, including accuracy and RFP compliance
• Coordinated proposal completion and on-time delivery
• Created and maintained a content library for use in future proposals
• Contributed to continual refinement of the proposal process
• Developed and refined compliance matrix and documentation required for a compliant response
• Ensured that all required proposal elements were accounted for in the proposal assignment matrix
• Developed proposal schedule to include task deadlines, working sessions, and reviews
• Understood project risks and their impact on proposal development; uncovers and communicated proposal-specific risks that may have impacted response timeline and corrective actions
• Lead all proposal-specific calls (Status, Reviews)
• Scheduled regular proposal checkpoints to ensure documentation development is on-schedule
• Attended project-related calls (competitive, wraps) as needed
• When required, engaged proposal support resources in proposal development activities
• Archived proposals and project files according to established processes and procedures
• Encouraged interaction among project and proposal team members and recommended involvement of additional SMEs as appropriate to meet proposal requirements and timelines
• Worked with content specialists to ensure that standard content documents, where available, were provided to project team
• Worked with Sales Consultants to ensure inputs met customer requirements and conform to the proposal process
• Along with SMEs, reviewed proposal documents to ensure that messaging and content reflect the win strategy agreed on by the proposal team.
• Proved successful working within tight deadlines and a fast-paced environment.

• Highly engaged with Sales Leaders, Sales Professionals, Finance, operations, upper management, and most importantly, high revenue producing customers
• Managed a Team of eighteen (18) remote direct reports in the U.S and Canada, including sales support and account management of accounts that produce revenue well over $350M collectively
• Developed and manage an end-to-end process for sales intake through booking including working with extensions of the team for RFPs/RFQs/RFIs on large and complex deals
• Acted as SME for given process providing in-depth knowledge and expertise on process and system functionality
• Created SOP’s for given processes and aligned locally and globally, as required
• Coached team members including developing and communicating performance appraisals and corrective action
• Troubleshot complex issues to determine root cause and solutions for resolution
• Drove continuous improvements to increase productivity, quality and service
• Determined methodology, approach and work plan within area of expertise
• Delivered KPI metrics to analyze and monitor operations to ensure high level of customer service, efficiency and compliance
• Embeded culture of customer service within the team and across the servicing function as a whole
• Built strong partnerships with key internal organizations and stakeholders
• Conducted training and development, performance appraisals, hiring, coaching and disciplinary actions of team members with support from Director.
• Resolved problems with high-profile customers to maintain relationships and increase return customer base.
• Collaborated with upper management to implement continuous improvements and exceed team goals.
• Implemented systems and procedures to increase sales.
• Directed sales support staff in administrative tasks to help sales reps close deals.
• Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.

• Worked closely with Director and VP of National Accounts Sales to ensure smooth operation of sales team and provide weekly reports of key sales wins as well as sales activity and forecasting to achieve profitability goals
• Worked closely with corporate finance to ensure weekly financial reports and forecasts were provided accurately and efficiently
• Direct responsibility for remote team of thirteen (13) sales support specialists across the country who contribute to the generation of over $350M in booked sales annually
• Worked directly with National Account Managers to compile and review RFIs and RFPs as well as QBRs
• Established, developed, and maintained relationships with multi-million dollar corporate accounts/customers
• Ensured the consistent implementation, use, and review of SOP’s
• Instilled and managed a culture of continuous improvement, quality, and productivity
• Performed and managed Human Resources responsibilities for 140+ employees including, but not limited to: compensation and benefits programs, management of workforce diversity, and maintenance of HR information systems, deliver HR training to sales management and employees and participates in legal and compliance actions across the country
• Managed fleet operations and acted as liaison between Sensormatic and contracted fleet company for over 140 employees
• Ensured issues were documented and leveraged to prevent repeat occurrence
• Masterminded updates to workflows and revitalized teams to meet changing business needs and boost team member performance.
• Established and monitored performance objectives for assigned direct reports and taking corrective action when appropriate
• Developed and strengthened relationships with national customer accounts.
• Resolved customer issues with speed and accuracy to maintain satisfaction.
• Completed thorough, timely, and well-documented performance evaluations and interim progress review for assigned direct reports
• Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
• Supervised staff to optimize brand expansion initiatives and productivity.

• Developed quotes/proposals for burglar alarms, fire alarms, and CCTV jobs by translating job requirements to approved products and format
• Kept projects on schedule by managing deadlines and adjusting workflows.
• Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
• Read, analyzed, and interpreted business documents including, but not limited to, terms and conditions and technical procedures to ensure SOX compliance and consistency with business policies and procedures
• Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
• Handled and resolved National Account customers’ inquiries regarding existing contracts, invoicing, site surveys, regulatory requirements and account information
• Managed competing demands and professionally adapted to frequent change, delays and unexpected events.
• Established rapport and engaged with stakeholders to build lasting professional relationships.
• Assisted and worked with internal Legal counsel and local authorities to investigate and resolve complicated incidents and situations involving actual hold ups and/or attacks within our customers’ locations
• Worked closely and directly with customers’ corporate contacts and attended customer/client meetings
• Direct involvement with retention of National Account customers
• Worked through and resolved high-profile issues and challenges for large National Account customers
• Promoted to Supervisor of Sales Support Team in January, 2014

• Liaison between 220 field local branch offices and customers and sales reps to ensure that all new installations were completed in a timely and efficient manner
• Maintained 97% on-time completion rate for burglar alarms, fire alarms, and CCTV
• Attended multiple weekly conference calls with a variety of National Account customers to provide updates on scheduled installations
• Provided weekly and monthly reports to sales reps and customers regarding status of current and future scheduled installations
• Created and maintained daily and weekly reports for upper management.
• Promoted to On-Site Project Coordinator after six (6) months in February, 2000

• Supervised team of five (5) in squadron’s training department
• Maintained all training records for all Sailors in the squadron (approximately 250-300)
• Worked with pilots and flight crews to perform pre-flight checks
• Worked with multiple departments within the squadron to perform daily maintenance checks and repairs of entire fleet of P-3 Orion aircraft in the squadron (approximately 33 aircraft)
• Completed, managed and maintained daily safety reports
• Evaluated success of the training programs and recommended improvements to upper management to enhance effectiveness.
• Updated Sailors with latest policies, procedures and compliance standards.
• Selected or wrote appropriate curriculum for specific course topics.
• Created and maintained detailed training records and reports for management review.
• Compiled training handbook and related course materials.