Amy Boyd

As the Senior Sales Operations Manager at Plump Engineering, Inc., I play a critical role in optimizing business processes, enhancing team productivity, and ensuring the seamless integration of technology solutions to meet organizational goals. Key responsibilities include:

• Salesforce Administration: Customize and manage Salesforce to meet the evolving needs of the business, including developing workflows, automating tasks, and ensuring the system is aligned with business processes.
• Project Management: Collaborate closely with senior leadership (CEO, President) to manage client-facing projects, define scopes of work, and deliver projects on time and within budget.
• Client Engagement: Act as a liaison between internal teams and clients, attending meetings, reviewing documents, and gathering detailed requirements to ensure the correct technical and scope specifications are met.
• Business Development & Proposal Management: Develop, price, and write technical proposals for services, working across teams to craft tailored solutions for prospective clients.
• Sales Operations and Reporting: Generate reports providing insights for strategic decision-making.
• Technical Support: Provide ongoing support to sales teams and leadership for Salesforce-related issues and workflows, troubleshooting technical challenges to streamline operations.
• Cross-functional Collaboration: Work with various teams (sales, finance, and operations) to ensure the smooth execution of business processes, from lead generation to contract finalization.

• Managed Salesforce customization to enhance user experience for Business Development Team.
• Report Management: Created custom reports to track and manage KPIs.
• Evaluate Pipeline: Evaluated the pipeline and opportunity wins to assist the executive team in managing departmental needs and capacity.
• Constant Contact Management: Created and managed email campaigns.
• Implementation: Managed and coordinated the handoff between the Business Development Team and the Production Team, including coordination with the client.

• New Program Start Up: Client-facing role in launching new programs.  Managed the start-up process through  implementation.  Identified client priorities, developed processes and procedures, wrote internal policy and procedure documents, trained staff and audited processes to ensure smooth operations and contract compliance. 
• Project Plans for the IT department:   Served as liaison to the IT Department.  Collaborated with clients and cross-functional teams to draft project plans. Wrote plans for integrating technology into to day-to-day operations procedures to increase efficiency, improve quality control measures and reduce errors.  Plan details included programming needs for internal case management software, detailing new report parameters, setting up distribution frequencies for new reports, developing customized quality control procedures and manage implementation of data import/interface processes. 
• Data Analysis: Analyzed and evaluated data.  Focused on trend data and key metrics for project effectiveness.  Audited program data to ensure contract compliance.    
• Process Optimization: Evaluated internal procedures to identify opportunities to optimize processes.  Developed new procedures for integrating technology solutions to reduce workloads, streamline the import and management of data, and automated many manual redundant process to drastically reduce human error. 
• Managed Data Entry: Assumed responsibility for receiving and processing confidential case files for offenders.  Communicated daily with probation management staff.  Quickly and accurately entered the time sensitive case data.
• Report Management: Processed confidential time-sensitive reports for probation.  Verified reports were distributed to key stakeholders as required by contract and created digital records of all required documents.

• Lead Buyer: Managed inventory and prepared product orders.  Attended trade shows and product expos.  
• Managed Staff: Managed day to day operations. Managed employee training on POS system and inventory procedures. 
• Merchandising: Organized product displays and developed campaigns to promote different products. 

• Taught lab section of Geographic information systems (GIS)

• Developed an outreach program for the Geography Department at Cal State Fullerton.