Loni Fields

Support daily operations for national sales teams by managing customer orders, reporting, CRM administration, and business process improvements supporting more than $2.2 million in monthly sales revenue.

• Utilize Salesforce CRM to maintain customer records, sales activity, opportunity tracking, and operational reporting.
• Produced daily, weekly, and monthly commission, revenue, and operational reports to inform leadership decision-making.
• Monitor data quality and resolve discrepancies affecting reporting and customer records.
• Supported multiple internal business systems, enhancing data accessibility and operational efficiency across departments.

• Developed standardized operational procedures that reduced manual work and improved consistency across broker purchase processing.
• Identified workflow bottlenecks and implemented process improvements that increased efficiency and reduced processing delays.
• Improved communication between Sales, Finance, Marketing, and Operations by creating standardized workflows and documentation.
• Regularly evaluate existing processes and recommend improvements to simplify work while maintaining data accuracy.

• Designed and maintained operational reports used by leadership to monitor revenue, commissions, productivity, and sales activity.
• Built reporting solutions that improved visibility into key business metrics and supported management decision-making.
• Analyze operational trends and provide recommendations to improve reporting accuracy and business performance.

• Coordinate workflow between departments to ensure timely processing of customer orders and internal requests.
• Support automation initiatives by identifying repetitive manual tasks and recommending more efficient workflows.
• Assist with implementation of new operational procedures that improve productivity and consistency.
• Troubleshoot operational issues and coordinate with internal stakeholders to resolve workflow challenges.

• Collaborated with Sales, Marketing, Finance, IT, and Leadership on operational initiatives and special projects to streamline processes.
• Maintain confidential information while managing multiple priorities in a deadline-driven environment.

• Planned and coordinated national trade show and conference logistics from initial planning through post-event reporting.
• Coordinated email, print, digital, and event marketing campaigns to enhance audience engagement.
• Managed trade show schedules, vendors, promotional materials, budgets, and marketing deliverables.
• Created campaign reports and analyzed marketing performance to inform future strategies.
• Worked closely with Sales, Marketing, Creative Services, and vendors to ensure successful project execution.
• Managed workflow across departments to keep projects on schedule.
• Assisted with marketing budgets and managed vendor relationships to ensure alignment with project goals.

• Managed executive calendar, coordinated travel, prepared reports, and handled confidential communications for Vice President of Marketing.
• Organized executive meetings, conferences, presentations, and special projects to facilitate strategic initiatives.
• Created reports, presentations, and documentation supporting executive decision-making.
• Streamlined administrative processes to enhance departmental efficiency.

• Managed enterprise wireless program to enhance connectivity for executive leadership.
• Negotiated vendor contracts resulting in more than $100,000 in annual savings.
• Coordinated vendors and resolved service-related issues to ensure uninterrupted service delivery.
• Developed tracking reports and maintained operational databases to streamline data accessibility.
• Supported payroll administration, reporting, and departmental operations.

• Supported sales representatives by maintaining CRM, managing customer accounts, and processing orders to enhance sales operations.
• Coordinated customer requests across departments to ensure timely responses and improve customer satisfaction.
• Assisted sales teams in achieving operational and customer service goals through effective communication and collaboration.
• Maintained customer records using CRM and AS400.
• Produced accurate documentation supporting sales activities.