Kat Stebbins
Laguna Beach,CA
Summary
Results-driven professional with a strong background in multimillion-dollar project management and client interaction. Recognized for exceptional multitasking abilities and a commitment to building lasting customer relationships, ready to support strategic business objectives.
Overview
11
11
years of professional experience
Work History
Inside Sales Representative
Convergeone
02.2015 - Current
- Facilitated customer email communications to support the Client Executive in their fieldwork.
- Works closely with the Client Executive to keep them informed of day-to-day activity
- Meets all required SLAs in turnaround time and communication with customers
- Regular email follow ups on all opportunities to determine timeline for forecast and updating CRM close dates.
- Managing the request from initial customer request all the way to PO received.
- Regular check-in with procurement contacts to build stronger relationships with customers and reminders of our full book of business available
- Attend/Manage monthly call with our key customers and review their open quotes/projects
- Scheduling/Attending customer discovery calls with engineers
- Taking down next steps/requesting timeline details/scheduling follow up call
- Staying on top of engineers for boms / keeping the project moving accordingly
- Deal Registrations / confirming pricing spread with MFGs
- Staying on top of promotions/special pricing with all MFGS
- Opening/titling CRM opportunities to correspond with customer projects
- Opening QU with pricing/contract instructions noted to engage presales engineers or quoting teams EX: Subx team / Renewals
- Forecasting maintaining CRM OP notes with status
- Initiating config/vendor quotes + attaching in CRM for the SOC
- RFP submissions (with CE guidance)
- Introducing PMs for all PS engagements after booking
- Managing BID sites for all customers and submitting our C1 Responses to appropriate projects
Skills
- Maintaining CRM Hygiene to ensure accurate information on reports
- Demonstrated strong organizational skills for managing customer interactions and requests
- Deal registration
- Multi MFG knowledge
- Cisco ISR Sales matter expert
- Stategic Pricing Strategy
- Demonastrated ability to maximize promos for increased margin
- Forecasting accuracy
- Discovery call facilitation
- Quote generation
- Effective collaboration
- Time management
- Multitasking under pressure
- Client relationship building
- Proactive problem-solving
- Fast-paced adaptability
- Timely response
- Urgent request prioritization
- Public sector contracting
- Multimillion-dollar project management
- RFQ and RFO management
- Attention to detail
- Adaptability to change
- Sales pipeline management
Achievements
- Contributed to the development of initial ISR workflow processes during the CRM adoption following the MSN acquisition.
- Partnered with integration leaders and new ConvergeOne acquisitions to create multiple CRM tools and processes.
- Aided Shala Pelloni, the former PSC Contract Director, in the development of the existing public sector tool utilized in CRM.
- Provided training for the sigmanet team ISRs in California together with Tamara Shaw and Lynn Feneis.
- Sent to Georgia as the sole ISR trainer for Tracy Wilson's team during the acquisition in November 2017.
- Held the position of ISR Public Sector Manager for two years before transitioning to NorCal accounts.
- ISR on many complex multi-million dollar deals ranging from 1-2 million up to 28 million dollars (Fresno County)
- Consistently met goals year after year with the norcal team
- Developed the State of California portfolio in collaboration with C1.
Timeline
Inside Sales Representative
Convergeone
02.2015 - Current