Gloria Udrija

Establish and manage relationships with key internal/external resources to ensure pursuit teams understand client business needs, challenges, and proposed solutions

• Leverage account/solution team knowledge to prospect new leads and target accounts to upsell and cross-sell services
• Monitor & analyze activity reports to identify qualified leads outreach and capture actions for progressing leads and opportunities
• Develop action plans for targeted client relationships
• Drive internal meetings for proposal or meeting preparations, review RFP and create a list of all materials required and set up project plan of internal deadlines for deliverables
• Collaborate with marketing to develop solution related materials and improve go-to-market messaging and collateral
• Manage pipeline and bookings report to lead discussions and develop quarterly forecast
• Apply Salesforce CRM expertise to manage campaigns, opportunities, tasks, events, and reporting & analytics and enable teams and partners to leverage tool for accelerating pursuits.

Supporting partners with progressing opportunities and relationships through strategic planning and collaboration

• Teamed with Financial Services LOB Risk Lead on GTM activities, strategy, metrics, and milestones needed to increase agency between Risk Services Networks

• Pursuit support on top opportunities within the FS LOB and other industries/sectors in demand

• Driving and supporting 14 GTM campaigns within Risk Service for FS priority solutions and ERP assurance

• GTM sales activity that has led to $65M+ in bookings

• Supporting solution leads with sales collateral and thought leadership content for internal/external use to improve messaging, solutions, and sales.

• Client training and CPE session execution for business and relationship development

• Launched a contest with GRC/Tech Risk solution leads to increase team collaboration and boost a healthy sales competition between each service network

• Continuing to drive increased adoption of the Front Office Transformation- Engage by leading discussions and trainings on best practices tool capabilities

• Leadership of the RISE Book Club for group participation and development of key career skills

• Coordinate and execute monthly marketing events that drive industry leads, opportunities, and grow internal and external relationships

Recommending and selling multi-media marketing solutions to a large business sector with local or regional decision makers

• Grow market share within a designated account list through the combination of acquiring new business and increasing current client spend while delivering desired results
• Schedule and conduct meetings to fully understand the customer's goals and objectives
• Develop and deliver strategic marketing solutions that will grow brand awareness and generate leads for the customer
• Cultivate relationships and have a deep understanding of the customer's business needs, trends and patterns within a specific business sector
• Posses industry knowledge on marketing products and restrictions in the pre-and post-sales process
• Utilize sales tools and research to articulate value of company products, capabilities, and tactics
• Utilize a Salesforce CRM system to manage day-to-day activities and details that require urgent attention
• Work with all internal departments and specialists for consumer insights, campaign metrics, and optimization recommendations.

Gaining new accounts in an existing territory, maintaining new and existing accounts as necessary, analyzing the needs of businesses and providing them with an appropriate advertising program

• Meeting or exceeding monthly budgets for the assigned territory
• Work in an extreme deadline-oriented environment to meet all advertising needs
• Sell advertising space to new and existing accounts
• Demonstrate strong teamwork with the Sales Associate
• Use creativity and precision to process ads for each account
• Cold call and travel to existing accounts to grow the territory and increase revenue
• Provide excellent working knowledge of Microsoft Office (Word, Power Point, Outlook, and Excel), Ad search programs.

Supporting the firms planning associates and lead advisor with all aspects of client meeting activities and assisting with various client related projects through data input, presentation drafts, account paperwork, and professional correspondence

• Involvement with client meeting activities such as presentations, client paperwork, and preparation of meeting rooms
• Assist in follow-up correspondence and post meeting record retention
• Assist with back-office functions for account opening/transfers, document requests, data collection, and case files
• Follow communication procedures and standards of excellence in all correspondence
• Assist with client file management and provide input to open items and actions to lead associates and advisors
• Provide excellent working knowledge of Junxure CRM.

Completing audits and processing data to determine box office and concession revenue as well as maintaining records of concession inventory, while collaborating closely with managers to ensure the integrity and accuracy of sales

• Check theater paperwork for completion and accuracy
• Review, audit and approve all box office and concession sales
• Communicate any issues with management and resolve in a timely manner
• Review private events contracts for accounting accuracy
• Complete daily credit card and cash reconciliations
• Perform weekly audits on theater paperwork to check for theft of company assets
• Prepare weekly/ monthly journal entries in Microsoft Dynamics