John McCaslin

Led operations team to deliver effective solutions for sales representatives and B2B clients, ensuring alignment with client needs.

Developed scalable processes for project design, quoting, shipping, and installation, improving workflow efficiency.

Collaborated with Professional Partnerships Operations Director to align resources with revenue pipeline demands.

Managed contract and billing administration for efficient operations.

Monitored key performance metrics throughout sales cycle, driving insights for enhanced operational effectiveness.

Delivered Custom Closets project solutions to business customers on time and within budget.

Conducted performance appraisals and managed recruitment and onboarding of new employees.

Maintained confidentiality of sensitive company and customer information throughout all operations.

• Monitor and manage the Open Requests Case Queue in Salesforce.
• Vet and assign new cases; determine if additional information is needed from the Account Executive (AE).
• Communicate with AE via email or Teams to gather missing information and document status in Case Notes.
• Change case status appropriately (e.g., New, Waiting).

• Complete the Pricing Tool, Stamped & Measured Floorplans, and generate any requested sample designs.
• Collaborate with B2B Operations Manager to review these documents.
• Enter basic project information into the Sales Pipeline.
• Upload the completed Pricing Tool, Stamped & Measured Floorplans, and designs to the Salesforce case.
• Solve the case in the Case Queue and change the Opportunity status to “Rep Review.”
• Send all documents to the AE unless an installation bid is required, then send to your Operations Manager to move the bid forward.

• Monitor notification from the Contract Administrator indicating contract execution.
• Review Salesforce Opportunity for uploaded contract documents and SoV (Schedule of Values).
• Track project on the Workload Gantt in SharePoint.
• Within 48 hours of contract execution.
• Requested Pre-Construction Meeting with customer to align on project expectations and timelines.
• Include Installation Fact Sheet, Readiness Document, and request Unit Matrix.

• Create and submit SKU List to the buying team.
• Verify Stamped & Measured floor plans with GC (General Contractor) and document accuracy in Opportunity.
• Confirm assigned installation subcontractor payout matches SoV.
• Conduct pre-meeting with install sub to identify project-specific issues.
• Lead Pre-Con Kickoff Meeting with the customer and take detailed notes to reference back to if needed.
• Build a Unit Matrix by floor/unit number and type.
• Resolve any discrepancies in contract values with stakeholders (Ops Manager, AE, Contract Admin).

• Executed ISV (Site Visits) and Measure Requests.
• Coordinate ISV and M-order processes with install sub and gather documentation via BuilderTrend or Cruxos.
• Design unit types based on field measures and send for customer approval.
• Upload final approved designs to the Opportunity.
• Use Bulk Space Tool to build floors and spaces from approved unit types.

• Develop and confirm turn schedules with customer and install sub.
• Coordinate site visits prior to each order placed to confirm readiness.
• Process orders based on the agreed upon turn schedule.
• When first order is placed, the project must be recorded on the Properties List for Stores link.
• Notify Transportation and internal teams of order placement and install dates.
• Coordinate all punch work through GC and project specific software
• Ensure SoV Grand Total equals $0 after final order is processed.
• Mark Opportunity as “Project Complete” in Salesforce upon final order.
• Notify internal team (Contract Admin, AE, Millie) of project finalization.

• Confirmed installation of all floors with Install Partner, ensuring project readiness and compliance.
• Notify AE and customer of project completion.
• Create all As-Builts and attach to project management folder.
• Move project management folder to the completed projects folder.

• Coordinated inventory levels to maximize product availability across retail locations.
• Managed stock replenishment processes for optimal store performance.
• Conducted regular audits to ensure accuracy of inventory records and minimize discrepancies.
• Implemented strategies that streamlined warehouse operations for enhanced efficiency.
• Collaborated with team members to streamline receiving and stocking procedures.
• Trained new staff on inventory management best practices and software tools.
• Developed strategies for organizing merchandise to enhance customer accessibility.