Summary
Overview
Work History
Education
Skills
Business Process Improvements
References
Timeline
Generic

Heather E. Conti

St. Marys,GA

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

10
10
years of professional experience

Work History

Senior Sales Enablement Program Coordinator

MathWorks
Natick, MA
08.2022 - Current
  • Divisional lead on Sales and Service enablement training content.
  • Program lead of the New Hire and Knowledge Forum programs for our Sales and Services organization.
  • Manages global training coordination/scheduling, roster generation, training assignment, progress tracking, training accreditation, live session hosting in collaboration with trainers, system setup, meeting coordination, recording and editing training videos, and training content upload into Learning Management System (LMS).
  • Sales and Service divisional power user and acting SME for the LMS system.
  • Team SME for Camtasia ensuring compliance through utilization of SCORM wrapping training content.

Operations Manager

IA Financial Advisors
Holden, MA
11.2021 - 08.2022
  • Created reports for tracking revenue, expenses, revenue streams, profitability, business tracking (on a per client basis), planning for and managing quarterly business trips, and internal/external opportunities.
  • Added/implemented systems for accounting (and invoice processing) through QuickBooks and managing documents online with SharePoint/shared drives.
  • Prepared full application packets with all necessary compliance documents for the broker-dealer as well as all necessary sponsor company documents to perform major account opening and money movements for all different types of accounts/investments for our clients.
  • Created marketing signage, handouts, and company documents such as business cards, stationary, and client-facing brochures.
  • Maintain scheduling for the company’s advisors, clients, and vendors.
  • Continuously create/update client data and business workflows in the CRM.
  • Coordinated and hosted business seminars which generated 15 million in prospective AUA/AUM business opportunities for the company.
  • Kept up compliance for the company by maintaining and submitting all legal advertising review documentation.

EMEA Training Coordinator

MathWorks
Natick, MA
03.2019 - 10.2021
  • International coordination of customer training. This included providing digital or physical materials, training registrations and rosters, as well as setting up virtual machines and audio/video conferencing.
  • Managed logistics of license trials and installation.
  • Coordination of facilities for trainings in EMEA pre-COVID (as well as APAC/AMER, as needed).
  • Participated in the Sales Kickoff Budget.
  • Transitioned in-person training within EMEA to virtual training during COVID and through 2021.

Revenue, Accounting, and Controls (RAC)

MathWorks
Natick, MA
07.2015 - 02.2019
  • Validated quotes and purchase orders regarding pricing, terms, license configuration, and tax within the order completion process.
  • Performed Accounts Receivable functions including, credits/rebills/returns, collections, credit card processing, refunds, etc. Handled and improved 9 different portfolios including some of the larger, more specialized customers.
  • Completed the Accounts Receivable month-end close.
  • Maintained cross-functional relationships with Sales, Customer Support, Training, Finance, Operations, Consulting, and Marketing departments to ensure the accuracy of each business transaction.
  • Performed Cash Application functions involving ACH, wire transfers, credit cards, and physical check payments.
  • Responsible for coordinating/training our biannual Co-op on cash applications/receipts, reconciliations, SalesForce, EBS (Oracle), and general AR research.
  • Completed commission adjustments, refreshes, and splits.
  • Processed distributor orders, sent statements and invoices, and handled foreign tax withholding adjustments.
  • Contributed in the yearly financial audit and managed multiple GL accounts’ monthly reconciliations.
  • Presented revenue results to the Finance department. Generated monthly operational metrics and revenue reporting.

Education

Bachelor of Science - Business Administration – Concentration: Accounting

Bryant University
Smithfield, RI
07.2015

Bachelor of Arts - Applied Psychology

Bryant University
Smithfield, RI
07.2015

Skills

  • Camtasia
  • Business Objects
  • Workday
  • Pinpoint
  • Docupace
  • Confluence
  • Webex

Microsoft:

  • Office
  • Teams
  • SharePoint
  • Forms
  • OneNote
  • OneDrive
  • Lists
  • Power Apps
  • Power Automate

CRM:

  • SalesForce
  • Cornerstone
  • Redtail
  • SmartWorks
  • AdviceWorks

Adobe:

  • Adobe Acrobat
  • Adobe Workfront
  • Adobe Learning Manager
  • Adobe Experience Manager

Invoicing:

  • E-Business Suite (Oracle)
  • OpenAir
  • Quickbooks
  • AdvicePay

Various Portals:

  • Ariba
  • Paymode-X
  • Coupa
  • ISupplier
  • Mimeo
  • ReadyTech
  • OnSecure
  • Allianz
  • Equitable
  • NACOLAH
  • Great American

Business Process Improvements

  • Contributing significantly to an LMS project through demo, testing, decision-making, and implementation phases, representing the Training, Sales Enablement, and Inside Sales teams.
  • Created request forms using Power Automate, Power Apps, and Microsoft Forms to improve our training request process used to input training into our LMS.
  • Assisted in multiple project improvements with the training team to better our virtual training processes, including digital material changes, new customer facing email templates, Salesforce email template changes, and a new resource tracker.
  • Represented the Training and RAC teams for a multi-year training credit BPI project to streamline the process for customers and internal staff to find, utilize, and represent training credits/balances.
  • Represented the RAC team in our JPMorgan bank transition including: testing (unit, performance, integration, acceptance), training, and establishing new processes.
  • Utilized an excel macro to automate cash receipt creation.
  • Created Business Objects and SalesForce reports to improve accuracy of manual process in training reconciliations.

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

References

References available upon request.

Timeline

Senior Sales Enablement Program Coordinator

MathWorks
08.2022 - Current

Operations Manager

IA Financial Advisors
11.2021 - 08.2022

EMEA Training Coordinator

MathWorks
03.2019 - 10.2021

Revenue, Accounting, and Controls (RAC)

MathWorks
07.2015 - 02.2019

Bachelor of Science - Business Administration – Concentration: Accounting

Bryant University

Bachelor of Arts - Applied Psychology

Bryant University
Heather E. Conti
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