ROBERTA GRAY
Proposal Expect
Charleston,SC
Summary
Collaborate leader with dedication to partnering with colleagues to achieve company goals. Organized and dependable candidate successful at managing multiple priorities in fast paced, deadline oriented environments.
Overview
17
17
years of professional experience
Work History
Business Consultant, Sales Support
Renaissance Life and Health
01.2024 - Current
- Manage enhancements and process improvements to drive accuracy and efficiency within the Sales Support Department
- Develop SOP materials and facilitate training to our Intake Analyst team
- Key liaison with our TPA to certify the SOW is met
- Serve as a point of escalation for complex cases, providing real-time answers, and feedback to our Sales Support Specialist and TPA Intake Analyst teams
- Deliver successful proposals within tight deadlines, ensuring consistent client satisfaction and timely project completion
Sales Support Supervisor
Renaissance Life and Health
08.2020 - 01.2024
- Participate in the hiring process and performance management of the Sales Support Specialists
- Identify and monitoring volume, turnaround times, and other metrics connected with timely proposal output and overall support for Group Sales
- Oversee the day-to-day activities and coaching of the Sales Support Specialist to achieve departmental goals
- Completes all Sales Support Specialist duties as a working supervisor
Sales Support Specialist
Renaissance Life and Health
05.2017 - 08.2020
- Collaborate with cross-functional teams to gather strategic information to generate new business proposals within our CRM
- Ensure compliance with all client requirements by meticulously reviewing RFPs and adhering to established guidelines and deadlines throughout the proposal process
- Maintain Group Sales proposal reporting, end to end, in SaleForce
- Oversee all change requests and sold proposals are completed accurately and within deadlines.
Contract Specialist II
CDK Global, Inc.
12.2006 - 04.2017
- Partner with multiple departments to set expectations to ensure contractual, technical and legal compliances are met on the contracts
- Responsible for writing and completing sales contracts accurately and timely
- Ensure that client billing is appropriately set up in the CRM
- Research and prepare Contract Addenda ensuring accurate credit to the client when product returns are necessary.
Education
Bachelor of Science - Business Administration
Reinhardt University
Waleska, GASkills
- Adobe
- Collaboration
- Customer Focused
- Data Analysis
- Facilitating Change
- MS Excel
- MS Outlook
- OneNote
- Problem Solving Ability
- Project Management
- Research
- SaaS
- SalesForce
- SharePoint
- Skilled Communicator
- SOP Development
- Strong Work Ethic
- Business Analysis
- Strategic Planning
- Document Management
- Compliance Monitoring
- Proposal Development
References
References available upon request
Timeline
Business Consultant, Sales Support
Renaissance Life and Health
01.2024 - Current
Sales Support Supervisor
Renaissance Life and Health
08.2020 - 01.2024
Sales Support Specialist
Renaissance Life and Health
05.2017 - 08.2020
Contract Specialist II
CDK Global, Inc.
12.2006 - 04.2017
Bachelor of Science - Business Administration
Reinhardt University
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