Kristie Morgan
CADDO MILLS,TX
Summary
As a Sales Operations Deal Desk Manager, I spearheaded strategies that significantly enhanced operational efficiency and sales performance. My expertise in report preparation and adeptness in task delegation led to notable process optimizations. I excelled in fostering team productivity and customer satisfaction, showcasing a blend of analytical prowess and leadership. Experienced Desk Manager with strong background in administrative management and customer service. Specialize in streamlining operations, improving productivity, and implementing effective strategies to boost performance. Strong communication skills coupled with keen attention to detail contributes to successful management of front desk operations. In previous roles, have improved overall office efficiency through strategic planning and prioritizing.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Sales Operations Deal Desk Manager and SFDC Pr
Stem Inc
02.2022 - Current
- Developed and implemented strategies for improving sales operations processes.
- Monitored and evaluated the performance of team members against set goals and objectives.
- Created reports to track and analyze sales performance data.
- Provided guidance, support, and training to team members on sales operations policies and procedures.
- Collaborated with other departments to ensure efficient workflow and customer satisfaction.
- Managed daily tasks associated with the sales operations process such as order entry, quote approval, contracting and invoicing.
- Implemented process improvements to streamline operations.
- Managed daily operations of the sales team including hiring, training, and performance evaluations.
- Collaborated with other departments to ensure seamless coordination of activities across the organization.
- Facilitated communication between cross-functional teams to resolve issues quickly and efficiently.
Senior Operations Manager and NetSuite ERP Project
ConvergeOne
Plano, TX
05.2021 - 02.2022
- Provides Direct Sales Support to the National Account Managers.
- Works closely with Sales Director and MASRs to monitor and achieve monthly revenue forecast commitment for region.
- Keeps advised on company policies, procedures, and objectives to ensure communication among all teams.
- Advised senior leadership on potential changes or modifications needed for current processes and procedures.
- Motivates ISR and MASR support teams to perform at a high level.
- Works across the board with the leadership teams, including sales, design, purchasing, maintenance, billing/collections, HR, and marketing.
- Ensure compliance with industry regulations and company policies. Collaborate with IT to integrate automation technologies into daily operations.
Senior Sales Operations Team Lead
Crayon Software Experts
Dallas, TX
11.2015 - 05.2021
- Manage the pipeline, forecast, order/revenue and sales performance tools and ensure the necessary reporting infrastructure is available
- Use available tools and reporting infrastructure to monitor defined growth initiatives
- Identify and address challenges faced by the team.
- Develop strategies to improve team efficiency and productivity.
- Encourage innovative solutions and approaches.
- Contribute to the development of team goals and objectives.
- Participate in strategic planning sessions.
Skills
- Effective Task Delegation
- Strategic Revenue Management
- Client Support Services
- Client Relationship Management
- Policy Implementation
- Quality Improvement
- Team Effectiveness Assessment
- Operational Efficiency Management
Accomplishments
- 18 time winner of Employee of the month
- Volunteer Habitat for Humanity
Certification
- Cloud Integration Sales Foundations
- Sales Foundations for IBM SaaS
- Designing, Assessing and Optimizing Software Asset Management (SAM)
- RSA Authentication and Security Management
- Red Hat Accredited Sales Specialized Data Center Infrastructure
- Veeam Availability Suite and Veeam Management Pack - Technical and Sales Certified
- Fundamentals of Successful Leadership - Leading with Impact
- Project Management Fundamentals
- Project Management Essentials
Timeline
Sales Operations Deal Desk Manager and SFDC Pr
Stem Inc
02.2022 - Current
Senior Operations Manager and NetSuite ERP Project
ConvergeOne
05.2021 - 02.2022
Senior Sales Operations Team Lead
Crayon Software Experts
11.2015 - 05.2021
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