Detail-oriented Sales Order Coordinator with a track record of successful sales processes and customer engagement. Demonstrated ability to troubleshoot issues efficiently while supporting sales initiatives and enhancing customer satisfaction.
Overview
25
25
years of professional experience
Work History
Sales Order Coordinator and Video/Multimedia Team Lead
C1
01.2016 - Current
Collaborates with Sales Directors (SD), Account Manager (AE) & Solution Architect (SA) to determine strategic sales approaches.
Establishes and maintains an ongoing rapport with existing and potential customers.
Provides excellent Customer Service by responding to information requests, troubleshooting account issues or order management issues.
Interacts with existing customers, primarily by phone and email, generate sales quotations, and place sales orders.
Completes customer order management; including, working within the CRM system, preparing customer order for placement by providing an accurate package to colleagues utilizing the order checklist, corresponding with NAM, Procurement, Project Management and the Customer throughout the sales cycle and delivery process.
Maximizes deal profitability by leveraging OEM programs and promotions.
Uses manufacturer tools to secure deal registration and/or special pricing.
Webcast/Multimedia Production Manager
NASDAQ
Boston
01.2010 - 01.2015
Led all efforts to assist customers with the configuration and implementation of A/V webcasts and webinars; collaborated with onsite A/V teams and venue managers to ensure that all systems were configured and implemented according to requirements.
Collaborated with cross-functional Product Specialist and Sales teams to ensure that all customer contacts’ technical and operational needs were properly addressed and fulfilled.
Trained and mentored newly hired personnel, educating staff members in proper operational and technical management of platforms.
Monitored live webcasts and provided required technical support and troubleshooting services, and also tracked customer transactions within a CRM system to provide oversight and tracking of issues.
Engaged and managed strong relationships with major customer accounts to encourage continuous, repeated business and increased revenues.
Account Manager/Product Specialist
THOMSON REUTERS
Boston
01.2006 - 01.2010
Managed investor relations websites, servicing a portfolio of approximately 70 accounts; oversaw the secure posting of sensitive documents and financial information to customers’ investor websites.
Administered webcasts and websites, coordinating all technical and functional administration and enhancement deliverables, including site layout, content, logos photos, and other content.
Evaluated and resolved technical issues and provided follow-up support for all reported cases.
Educated customers on new website enhancements, setup and monitoring of investor audio webcasts, and auditing websites for possible redesigns.
Customer Support Representative
THOMSON FINANCIAL
Boston
01.2004 - 01.2006
Supported Investment Management products, platforms, and processes to enhance business and technology performance; coordinated proprietary system administration and customer-facing support initiatives.
Collaborated with stakeholders to assess business needs and translate requirements into technology solutions; ensured that all development and administration efforts aligned with business strategies.
Guided all customers and other stakeholders throughout enterprise technology support initiatives.
Managed communications between operational and technical administration personnel; acted as a liaison to translate business requirements into supportable technical solutions.
Customer Trainer - Northeast Region
MCKESSON PHARMACY SYSTEMS
Livonia
01.2003 - 01.2004
Software Support Specialist
MCKESSON PHARMACY SYSTEMS
Livonia
01.2001 - 01.2003
Education
Some College (No Degree) - Business Administration