Lacey Davis
Racine,WI
Summary
Accomplished sales professional with a proven track record of driving growth and exceeding sales targets at SWAT by over 75%. Expert in HubSpot CRM Utilization and adept at client relationship management. Skilled in leveraging data-driven sales insights and market trend evaluation to optimize sales processes and achieve significant results.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Sales
SWAT
01.2023 - Current
- Answer a large volume of inbound sales and service calls.
- Produce residential proposals after site evaluations are conducted by field technicians.
- Create real-time proposals, work orders in a customized CRM system, and lead customers through a detailed, in-house sales script.
- Manage the logistics of installation and service appointments for our field technicians to optimize installation time and minimize drive time.
- May attend trade shows, real estate office presentations, industry conferences, etc.
- Provided reports on sales activity, sales forecasts and quantifiable sales objective measurements to management.
- Employed sales techniques to boost sales and services.
- Analyzed sales data to identify areas for improvement in sales and productivity.
- Assisted sales personnel in sales techniques and recommended improvements.
- Met sales quota and market share objectives under area sales director guidelines.
- Consistently exceeded monthly sales targets by utilizing effective sales strategies.
Account Executive
Keder Solutions
10.2022 - 10.2023
- Strong relationship-building skills, experience in maintaining CRM systems, and expertise in compiling lists of prospective customers
- Maintain and track account progress in CRM systems
- Through regular updates and documentation, I ensure that relevant information is accessible to both the sales team and all stakeholders
- This enables efficient communication, accurate forecasting, and the ability to provide proactive customer support
- Develop and compile lists of prospective customers for use as sales leads based on information from ad inquiries, trade shows, aged leads, business directories, internet websites, and other sources
Customer Account Manager
The Howard Company
01.2022 - 10.2022
- Provide best in class customer service for franchisee owners
- Manage customer orders & communicate details
- Coordinate with operations on lead times to ensure timelines work with the customers timeline
- Coordinate shipping of product with installation dates throughout the country
Client Account Manager
Premium Retail Services
01.2018 - 01.2022
- Created a pilot program from inception to full launch while managing all aspects of program management and retail execution
- Provided daily insights to the clients delivered through accurate and actionable reporting of sales and inventory resulting in double-digit increased sales and profit
- Monitor and communicate with the Regional & Territory Mgrs
- As well as office staff of 4 and program store count of 4,000 stores
- Identifying opportunities for training and creating programs for growth & improvement
- Increased client account by 75% in 2 years
- Manage multiple client accounts, bringing to life ideas pertaining to sales and merchandising in the retail space
Owner CEO
Datalytics
01.2003 - 01.2017
- Provided customer service of analytics, answers to the customers questions, and providing ammunition for the sales team
- Monitored sales and inventory on an item store level to ensure inventory was at the right place & the right time
- Managed inventory and customer orders to maintain KPI for multiple contracted clients
- Assisted business development managers with on-boarding new national accounts and other suppliers
Executive Administrative Assistant
Walmart Corp.
01.2003 - 01.2007
- Provided executives with a consistently updated calendar of events, scheduled all meetings, and apply time-management skills to complete executive reports and other clerical tasks
- Communicated effectively with multiple departments to plan and complete projects, while establishing strong relationships to gain support and effectively achieve results
- Provided timely, courteous, and knowledgeable response to information requests; screened and transferred calls and prepared official record documents
Education
High school or equivalent -
SPRINGDALE HIGH SCHOOL
Arkansas01.2000
Bachelor of Science (B.S.) - Business
BRYANT & STRATTON
Kenosha, WISkills
- Microsoft Office
- Retail Link
- HubSpot CRM Utilization
- Point Of Sale System
- Data-Driven Sales Insights
- Client Relationship Management
- Business Development
- Project Oversight
- Market Trend Evaluation
- Sales coordination
- Sales conversions
- Sales skills
- Commodity sales
- Sales growth
- Telephone sales
- Sales processes
Certification
Delta Category Management
References
References available upon request.
Timeline
Sales
SWAT
01.2023 - Current
Account Executive
Keder Solutions
10.2022 - 10.2023
Customer Account Manager
The Howard Company
01.2022 - 10.2022
Client Account Manager
Premium Retail Services
01.2018 - 01.2022
Owner CEO
Datalytics
01.2003 - 01.2017
Executive Administrative Assistant
Walmart Corp.
01.2003 - 01.2007
Delta Category Management
High school or equivalent -
SPRINGDALE HIGH SCHOOL
Bachelor of Science (B.S.) - Business
BRYANT & STRATTON
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