Heather Cortez
Anchorage,AK
Summary
Remains in tune with latest sales and marketing strategies. Possesses excellent track record in predicting and planning for new sales direction and market trends. Identifies new sales prospects and negotiate deals while maintaining high level of customer satisfaction. Oversees strategies and campaigns throughout product, service or concept lifecycle. Leads by example and inspire sales and marketing staff to perform at peak levels.
Overview
17
17
years of professional experience
Work History
Franchise Owner
Planet Beach Franchising Corporation
Anchorage, AK
11.2012 - Current
- Managed labor, inventory and overhead costs effectively to maintain business profitability
- Strive to develop individuals and encourage growth through education! Taken this location to top 15 global locations
- Marketing and sales development includes corporate agreements for long term growth and promotions. Attendance at many community events to engage and promote partnership. Publicly present on various topics, while promoting these key partnerships.
- Handled team, customer and operations issues with calm, knowledgeable strategies to keep business on-track against targets
- Recruited and developed successful leadership staff to handle day-to-day business operations
- Oversaw payroll, business planning and marketing for franchise operations.
- Put together realistic budgets based upon costs and fees for successfully operating business
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers
- Developed and implemented marketing strategies to generate new customers and increase sales and profit margins
Regional Supervisor
The Chariot Group
Anchorage, AK
03.2016 - Current
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows. Utilizing a consultative sales approach includes RFP processes that result in long term contracts with multiple renewals; Hardware sales both with installation and without. Software-As-A-Service (SAAS) with years of annual renewals.
- Internal sales pipeline management, via Salesforce, for my team is essential to managing multiple territories and allows a top level outlook of opportunities. This CRM allows for analytical minded, fact based sales and account management.
- Lead account manager for services department. Quoting break/fix requests from both new and past customers. A consultative approach to this includes determining if a service maintenance agreement is beneficial
- Growth for these renewable service agreements with new and past clients is essential. Generated weekly reports detailing KPIs and operational data
- Seek, write, submit and win request for proposals/ quotes (RFP/RFQ) Creative writing and assembling of these responses is important. Crafting these responses to reflect complicated technology into a narrative that makes sense and is easy to follow for an evaluator that may have limited experience with the subject is essential and has proven to win millions of dollars in revenue but more importantly the solutions are easy to use and improve communication for all.
- Evaluated employee performance and coached and trained to improve weak areas
Client Services Supervisor
The Chariot Group
Anchorage, AK
11.2014 - 02.2016
- Provided leadership, guidance and support to inside sales team that includes remote and local employees. Monitored metrics and developed actionable insights to improve efficiency and performance
- Includes modeling customer interactions, listening to clients’ needs while keeping looking to solve overall pain points in their organization
- Coach inside sales to prepare quotes and assist with appropriate pricing, accessories
- Coaching to help set expectations both internally and externally
- Serve as customer liaison on high profile service issues to ensure customer satisfaction and resolution when technology fails.
- Created customer support strategies to increase customer retention
- Established and maintained relationships with key stakeholders
- Monitored program performance and outcomes for successful delivery of services
Education and Training Services Coordinator
The Chariot Group
Anchorage, AK
12.2013 - 11.2014
- Determine education and training services offerings via consultations with clients, users, management and manufacturers
- Managed project execution to ensure adherence to budget, schedule, scope, and client satisfaction
- Networking with members of education committees and advisory groups to obtain knowledge of subject areas, and to relate match resources/ solutions to specific needs and occupational areas
- Scheduled, planned, and conducted training for organizations and education clients. Performed client post-trainings to checkups to determine satisfaction, monitor training quality, and determine future training needs and interests
- Observed work of trainers to assess training performance and recommend changes that could strengthen training skills
- Assisted Education and Training Services Director in designing and maintaining document management and workflow procedures, this included organizing production and storage of training materials
- Assisted in Education and Training Services Department with special projects, such as grants and evaluations. Proved successful working within tight deadlines and fast-paced environment
- Excellent communication skills, both verbal and written
- Demonstrated respect, friendliness and willingness to help wherever needed
- Organized and detail-oriented with strong work ethic
Account Manager
The Chariot Group
Anchorage, AK
03.2008 - 12.2013
- Responsible for growing sales revenue for 54 school districts in territory. Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms
- Developed professional relationships with many high level key individuals. Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue
- Identified key entry points to enhance market penetration and maximize returns. Conducted many site visits that include air travel to very remote areas, This valuable time allowed insight into challenges that are unique to each region
- Educated clients on new products or services to increase customer engagement with brand
- Coordinated with internal teams to facilitate prompt delivery of client projects
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction
- Monitored and analyzed customer feedback to identify opportunities for improvement
- Developed and implemented strategies to increase client retention
Inside Sales Representative
The Chariot Group
Anchorage, AK
05.2006 - 04.2008
- Answered customers' questions regarding products, prices, and availability
- Quoted and processed orders for consumables in technology, such as projector lamps, cabling and occasionally, multimedia projectors
- Ensured stock, obtain pricing and freight costs and payment processing
- Facilitate rentals of conference facilities. Marketing room uses to various organizations including law firms for depositions, employment agencies for out of state interviews and focus groups for major brands
- Prepare rental agreement, process payments. Perform test calls ensuring connectivity for both sites. Upon completion of rental, prepare invoicing within Quickbooks.
- Monitored industry news and trends to stay up-to-date on competitive landscape
- Attended meeting and sales events to learn latest developments and brainstorm new sales strategies
- Collaborated with outside sales representatives, marketing and other departments to generate leads and close sales
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base
Education
Bachelor of Science - BS - Aviation, Psychology, Business, Journalism
University of Alaska Anchorage
Anchorage, AK05.2007
Skills
- Management
- Inbound and Outbound Marketing
- Business Development
- Customer Relationship Management (CRM)
- Outside Sales
- Customer Service Management
- Business-to-Business (B2B)
- Salesforcecom
- SAAS Sales
Timeline
Regional Supervisor
The Chariot Group
03.2016 - Current
Client Services Supervisor
The Chariot Group
11.2014 - 02.2016
Education and Training Services Coordinator
The Chariot Group
12.2013 - 11.2014
Franchise Owner
Planet Beach Franchising Corporation
11.2012 - Current
Account Manager
The Chariot Group
03.2008 - 12.2013
Inside Sales Representative
The Chariot Group
05.2006 - 04.2008
Bachelor of Science - BS - Aviation, Psychology, Business, Journalism
University of Alaska Anchorage
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