Katherinne Restrepo
Casselberry,FL
Summary
Highly motivated sales operations, inside sales, and account management professional with a proven track record of delivering exceptional customer support. Ability to train team members to achieve optimal performance has resulted in consistently high levels of customer satisfaction. Excelling at communicating the benefits of products and services to establish and maintain strong client relationships. Additionally, provided valuable insights on Salesforce CRM, resulting in improved user satisfaction, data accuracy, and increased sales and revenue.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sales Operations Administrator
Aledade
09.2021 - 10.2023
- Accountable for analysis of sales data, identification of trends, and implementation of strategies aimed at enhancing sales performance
- Utilizing systems to enhance efficiency and precision, specifically in relation to sales, sales processes, and CRM (SalesForce) opportunity data, alongside proficiency in various sales support tasks
- Additionally, provide sales support in areas of pipeline management, forecasting, and reporting
- Enabled sales operations to run smoothly through effective management of department's workflows and processes
- Created policies and procedures for all sales staff to follow to keep departmental operations running successfully
- Reviewed contracts for accuracy and validity of cost and quote information, contacting customers directly to resolve issues when appropriate
- Motivated and trained employees to maximize team productivity
- Developed tools and processes to help improve operational efficiency and enhance sales team productivity
- Proved successful working within tight deadlines and a fast-paced environment.
Sales Operations Specialist
Aledade
09.2021 - 03.2023
- Proactively monitor and uphold precise reporting, while also ensuring that sellers consistently adhere to established processes in order to effectively drive business forward
- Facilitate communication among key stakeholders and partners
- Creation and upkeep of procedural documentation to promote uniformity and synchronization within critical team processes
- Trained team members in proper data entry and contract execution within available electronic tools and platforms, demonstrating streamlined sales practices
- Monitored accuracy and distribution of sales reports, recommending new tools or revisions to existing reports
- Worked closely with sales management to inspect sales process quality and prioritize opportunities for improvement
- Instructed field sales team members on access and optimal leverage of CRM and other database technologies in cultivating customer relationships and driving sales performance.
Engineering Design Associate
Duke Energy
05.2021 - 09.2021
- Performed Design Tool entry, work management system and general support to Designers and management of system queues
- Entered projects as requested into work management system using Designer field notes, templates, and/or Expert Designer or other methods.
Sales Operations Lead
Veritas Technologies
08.2019 - 11.2020
- Lead operational effort to support sales team, sales managers and account executives on day-to-day operations
- Act as a trusted advisor to the regional operations team
- Ownership of process as a SME with collaboration of other departments to improve or develop new guidelines
- Developed systems and procedures to improve operational quality and team efficiency
- Led onboarding and training of new hires to fulfill business requirements
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines
- Attended weekly team meetings to enhance product and service knowledge and gain insight into beneficial issue resolution strategies
- Adhered to legal and contractual requirements for compliant contract processes
- Monitored incoming contracts and service agreements for correct pricing and information
- Addressed contract disputes and provided advice and guidance to resolve issues
- Developed training materials to unify contract management processes and procedures.
Sales Operations Specialist
Veritas Technologies
03.2018 - 03.2019
- Assisted Sales, Channels, and Products teams with training, questions and troubleshooting regarding sales tools (Odyssey, quoting tool (Oracle CPQ), discount approvals, agreements/term exceptions)
- Provided reports generated from Odysseys and Oracle ERP.
Insurance Agent
Aon Hewitt
06.2017 - 12.2017
- Answered all incoming calls in a timely, professional manner
- Conducted high level needs assessments utilizing Consultative Selling Skills' and provided high level health plan; ancillary benefit information; rate quotes to qualified prospective Medicare clients.
Insurance Agent
HealthMarkets Agency
11.2016 - 06.2017
- Generated new business by contacting potential customers and selling one or more types of insurance
- Explained various insurance policies and helped clients choose plans that suited them
- Offering Health, Life, Long-term care, and other supplemental policies.
Insurance Agent
Florida Blue - GuideWell Connect
09.2016 - 11.2016
- Answered all incoming calls in a timely, professional manner
- Conducted high level needs assessments utilizing Consultative Selling Skills' and provided high level health plan; ancillary benefit information; rate quotes to qualified prospective individuals or Medicare clients.
Lead Generation
Kaiser Permanente
04.2014 - 06.2016
- Insurance Sales
- Worked in pre-sales and administrative role sales support to the Sales Associates II, III, IV, and Sales Executives to ensure maximum support to brokers and new employer groups
- Assisted and supported Small Business Sales Channels in a dynamic, fast-paced environment
- Provided a high quality customer experience to prospective customers / employers or other channel partners.
Education
Los Angeles Valley College
Skills
- Analytics
- Microsoft Office Suite
- Outlook
- Salesforcecom
- Oracle Sales Cloud
- CRM
- Conga
- Mondaycom
- Smartsheets
- Executive Support
- New Hire Onboarding
- Contract Administration
- Cross-Functional Collaboration
- G Suite
- MS Office
- Resourceful and Analytical
- CRM Software
- Account Management and Maintenance
- Account Acquisition
- Quoting
Languages
Spanish
Certification
- Florida Health and Life Insurance Agent License - July, 2016 W331847
Timeline
Sales Operations Administrator
Aledade
09.2021 - 10.2023
Sales Operations Specialist
Aledade
09.2021 - 03.2023
Engineering Design Associate
Duke Energy
05.2021 - 09.2021
Sales Operations Lead
Veritas Technologies
08.2019 - 11.2020
Sales Operations Specialist
Veritas Technologies
03.2018 - 03.2019
Insurance Agent
Aon Hewitt
06.2017 - 12.2017
Insurance Agent
HealthMarkets Agency
11.2016 - 06.2017
Insurance Agent
Florida Blue - GuideWell Connect
09.2016 - 11.2016
Lead Generation
Kaiser Permanente
04.2014 - 06.2016
Los Angeles Valley College
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