Summary
Overview
Work History
Education
Skills
Timeline

Lori James

Columbus,NC

Summary

Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth. Skilled in requirements gathering and user training, fostering collaboration to deliver impactful solutions.

Overview

32
32
years of professional experience

Work History

Inside Sales Representative

GE HealthCare
01.2017 - 03.2025
  • Increased sales revenue by building strong relationships with clients and providing insightful product recommendations.
  • Enhanced customer satisfaction through attentive service, addressing concerns promptly.
  • Maintained up-to-date knowledge of available products to best serve customers and maximize sales potential.
  • Used Salesforce software for funnel management, lead follow up, tracking contact/account interactions and filter/report creation.
  • Used Apttus (configuration tool within Salesforce) to generate sales proposals.
  • Mentored junior team members, providing valuable guidance on best practices for successful inside sales tactics.
  • Trained new account executives and inside sales teammates on use of sales tools including Salesforce, Apttus, Support Central and Service Cloud.
  • Responsible for managing/updating team support central database. Included data migration, form creation, security access, creating filters and general updates.

Salesforce Business Analyst

GE HealthCare
10.2007 - 01.2017
  • Collaborated with stakeholders to identify business needs and data sources.
  • Collaborated with cross-functional teams to ensure successful implementation of Salesforce projects.
  • Established strong relationships with stakeholders, leading status update meetings to ensure alignment on project progress.
  • Managed end-to-end project delivery, from requirements gathering to post-deployment support.
  • Created comprehensive user guides and provided support, helping users navigate the complexities of the Salesforce platform efficiently.
  • Facilitated seamless integrations between Salesforce and other critical business systems for a holistic view of customer information.
  • Enhanced Salesforce efficiency by identifying and implementing process improvements.
  • Delivered reliable solutions, conducting thorough testing and validating system functionality before deployment.
  • Provided technical support for troubleshooting analytics and reporting issues.
  • Improved user adoption rates with targeted training sessions and customized user documentation.

Business Analyst/Sales Support Analyst

IDX Systems Corporation
12.2000 - 10.2007
  • Onboarded sales teams to the SalesLogix software application. Understood sales processes to determine requirements for all aspects of use, including account and contact tracking, opportunity management,
    configure/price/quote and contract schedule output.
  • Created requirements and specifications for the developers, tested code changes for accuracy and usability, created test scripts for end users to follow, managed timeline for roll out and trained end users.
  • Provided all end user support for SalesLogix including report writing, query creation, support enhancement requests, resolving reported issues, creating remote databases and adding and training new users.
  • Implemented patches and upgrades to the application as released by Sage software.
  • Worked with marketing team to create win/loss reporting tools. Wrote crystal reports to support reporting needs and assist with detailed data for customer follow up.
  • Primary IT support contact for Contracts, Order Management, Item Master and Projects modules of PeopleSoft as well as the integrations between SalesLogix and PeopleSoft. Responsibilities included working with developers to provide code fixes and new functionality, test code updates, write PeopleSoft
    and SQL queries, and train end users.
  • On the project implementation side, attended fit/gap sessions with new businesses coming aboard, wrote requirements and specifications for the developers, tested code changes, managed timeline and trained end users.
  • Joined the PeopleSoft EIM (Employee Incentive Management) team mid-project as an expert on variable compensation to assist with requirements and testing.

Financial Analyst

IDX Systems Corporation
06.1993 - 12.2000
  • Responsible for managing all elements of yearly sales and revenue projections for sales teams working directly with Sales GM, Sales Directors and Area Vice Presidents.
  • Worked with Sales Directors and Area Vice Presidents to ensure accuracy of forecasted opportunities, contract signings and revenue recognition.
  • Coordinated with Accounting, Order Administration and Service teams to ensure contract information was reflected accurately in both regional and divisional reports.
  • Assisted sales team with entry, management and tracking of opportunities. Educated sales representatives on revenue recognition policies as well as new finance requirements as they were released.
  • Accurately entered signed contracts into financial systems and ensured revenue and billing were set up in accordance with revenue recognition policies.
  • Responsible for accurate reporting of weekly, monthly and quarterly forecasted contract signings along with signed revenue and quota generated by sales using data from sales and financial systems.
  • Assisted with creation and entry of yearly variable compensation plans. Supported sales representatives in understanding the details of their plans and how payouts were calculated. Responded to and resolved queries related to discrepancies.
  • Participated in creating yearly expense budgets and performed monthly reconciliations.
  • Calculated monthly sales commissions and bonuses based on variable compensations plans and forecasted sales for expense forecasting purposes.


Education

Associate of Science - Computer And Information Sciences/Accounting

Champlain College, Burlington, VT

Associate of Science - Business Administration

Champlain College, Burlington, VT

Skills

  • Salesforce CRM
  • User training
  • Analytical thinking
  • Requirements gathering & analysis
  • Data analysis
  • Documentation
  • Teamwork and collaboration
  • Adaptability

Timeline

Inside Sales Representative - GE HealthCare
01.2017 - 03.2025
Salesforce Business Analyst - GE HealthCare
10.2007 - 01.2017
Business Analyst/Sales Support Analyst - IDX Systems Corporation
12.2000 - 10.2007
Financial Analyst - IDX Systems Corporation
06.1993 - 12.2000
Champlain College - Associate of Science, Computer And Information Sciences/Accounting
Champlain College - Associate of Science, Business Administration

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Lori James