Karla Winters
Houston,TX
Summary
Experienced manager and analytical problem-solver skilled in team building, leadership, and motivation. Demonstrates exceptional customer relations aptitude and strong relationship-building skills. Utilizes independent decision-making skills and sound judgment to drive company success. Committed to applying training, monitoring, and morale-building abilities to increase employee engagement and improve performance. Detail-oriented team player with strong organizational skills, capable of effectively managing multiple projects simultaneously with a high degree of accuracy.
Overview
21
21
years of professional experience
Work History
Director, Sales Enablement & Revenue Operations
MacroFab
12.2022 - 09.2024
- Identified skill gaps in Sales
- Developed and sourced training needs to address specific challenges resulting in improved sales effectiveness by XX%
- Ran annual 4-day Sales Kickoff (SKO) - planned, organized speakers, set agendas, guided presentations, selected locations for all daytime and evening events and negotiated all vendor contracts
- Managed annual company kickoff - event budget, secured event locations, ran day of event and managed all vendor contracts
- Responsible for all sales onboarding
- Conducted periodic learning events for sales team
- Managed all sales commission process in Quota Path including regular internal sales audits
- Salesforce administration - reports, dashboards, account management, ad hoc support requests, strategic long term planning data operations, Sales Cloud, Service Cloud, CRM analytics (Einstein), Dial Pads, Pipeline Inspection, Forecasting
- Liaison to ScaleMatters – 3rd party Salesforce developers
- Managed all tech tools – G Suites, Cognism, Apollo.IO, LinkedIn, Confluence, Rise, Asana, Air Table, Knowi, and contracts for sales organization
- Gather feedback from sales team on a regular basis to constantly improve support programs
- Liaison between Sales, Sales Ops, Marketing and Product Teams
- Coached Sales Reps to continually improve performance
- Implemented sales tools, technologies, and sales automation platforms
- Improved workflows and enhanced sales processes
- Monitored and evaluated the effectiveness of sales enablement activities
- Recommended and implemented continuous improvement actions
- Developed and maintained sales enablement resources - training guides, onboarding materials, and knowledge bases.
Manager CRM Administration & National Sales Trainer
Stewart Title
12.2014 - 11.2022
- Responsible for the management, development and deployment of Salesforce features focused on driving productivity and efficiency for the Sales organization
- Responsible for owning and executing the day-day configuration, reporting, training, support, maintenance and overall Salesforce platform
- Function as the primary go-to person for users and leadership for design, technical training, strategic long-term planning related to Salesforce feature functionality
- Administrative duties which include strategic planning and oversight of CRM, management, configuration, all training, and end user support
- Implemented the LMS platform (LearnTrac) for Sales training, comprehensive training materials as needed for modules, processes, campaign support, version releases, and Leadership requests
- Named National Sales Trainer for the two major business units Nationally (Direct Operations and Commercial Services)
- Responsible for conducting all on site and virtual field training courses for the sales teams
- Execute solution design activities such as data mapping, object modeling, page layout design and rule logic definition in the context of the Salesforce application
- Acted as a liaison to IT Team to provide recommendations to address and resolve business issues using CRM and related components for future roadmap enhancements such as enhancing CRM functionality and automation through the design, build, test and deployment of workflows and plugins
- Strategic partner with Marketing for Marketo implementation within Salesforce
- Partnered with Marketing Customer Experience team to develop and deployed a 360-view program for Marketing and Sales (Customer 360 program)
- Implemented tracking method for internal support cases and related top-level analytics
- Project Lead Subject Matter Expert on an Enterprise level CRM projects to evaluate best usage of Salesforce for increased productivity to the Sales team providing technical guidance concerning business implications of CRM projects.
Sales Operations Analyst
Waste Management
01.2011 - 09.2014
- Salesforce administrative functions for National Sales platform of 2,500 users
- Case management and resolution within Salesforce for end users and management analytics
- Liaison between the field teams and IT for integration issues, enhancement prioritization and resolution as well as enhancements
- Responsible for all communications related to Salesforce to the end users, internal support team and leadership related to technical functionality improvements and training
- Create and distribute Salesforce reports and dashboards to measure success
- Managed all end user training
- Developed end to end training for all users related to enhancement releases, user documentation and facilitation of training
- Managed local market area support leads across the country
- Salesforce TRIBE (focus group) Leader; coordinated monthly calls for field input enhancement requests, training, analytics related to case resulting times and provided feedback to leadership teams
- Primary liaison for Public Sector segment business groups, determined, documented, and presented to IT leads all product enhancement needs
- Presented insight to the business on appropriate reporting metrics and Salesforce best practices
- Liaison to Marketing and Pricing
- Manage lead uploads, campaign creation and reporting for the Marketing team
- Developed training for the Pricing Managers for specific functionality along with ongoing full system training.
Senior Support Administrator & Enterprise Sales Representative
The Planet (Softlayer)
04.2007 - 01.2011
- Salesforce Super User
- Communicated upcoming releases to extended team members across the country, served as a spokesperson for group enhancement requests
- Financial Account Executive for Top 100 accounts company wide
- Routinely interact with CFO and CEO regarding account issues, growth trends and major financial changes
- Monitor and trend accounts quarterly via Salesforce.com and Accounting System
- Enhance customer satisfaction and improve company financial performance, resulting in an increase of account base satisfaction by 50%
- Processed all new orders, service cancellations and billing invoices for account base.
Enterprise Account Manager
The Planet
04.2007 - 12.2009
- Top 10 sales rep for company wide sales
- Managed approximately 50% of international clients, especially from Latin America and South America
- Managed sales leads via inbound calls, email and online chat using Salesforce to monitor, track and report on sales pipelines
- Customer recognition in forums for outstanding customer service
- Developed training for new sales representatives across all internal and external systems.
Administrative Assistant
Law Office of Michael D. Bowles
01.2004 - 01.2005
- Assisted in preparation of documents and the filing of documents in appropriate courts
- Maintained all client documents regarding legal documents, recording documentation and billable items
- Assisted in court trials and hearings with docket management as needed.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Education
Bachelor Business Administration - International Business
University of Texas At San Antonio
San Antonio, TX01.2006
Skills
- Strategic Planning
- Verbal and written communication
- People Management
- Creativity and Innovation
- Project Coordination
- Business Planning
- Contract Negotiation and Vendor Management
- Charismatic Leader
- Business Development
- Business Administration
- Contract Management
- Sales management
- Teamwork and Collaboration
Groupsactivities
- Junior League of Houston, Member since 2012, Charity Ball Auction Chair, Leaves Chairman, Charity Ball Decorations Chair, Membership Engagement Chair, Photography Chair and Assistant Chair, Transfer Mentor, Active Membership Mentor and Admissions Sponsor
- Houston Livestock Show and Rodeo (Directors Club), Member 2020, Currently serving as a 3rd year Captain
- Salesforce.com Houston User Group, Member 2010
Languages
Spanish
Native or Bilingual
Timeline
Director, Sales Enablement & Revenue Operations
MacroFab
12.2022 - 09.2024
Manager CRM Administration & National Sales Trainer
Stewart Title
12.2014 - 11.2022
Sales Operations Analyst
Waste Management
01.2011 - 09.2014
Senior Support Administrator & Enterprise Sales Representative
The Planet (Softlayer)
04.2007 - 01.2011
Enterprise Account Manager
The Planet
04.2007 - 12.2009
Administrative Assistant
Law Office of Michael D. Bowles
01.2004 - 01.2005
Bachelor Business Administration - International Business
University of Texas At San Antonio
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