Advanced Knowledge of Enterprise Systems (ex Oracle, SalesForce CRM)
Sara Bowles
Charlotte,NC
Summary
Results-oriented professional with extensive experience in sales analysis, proposal development, and project management. Collaborative team player skilled in managing competing deadlines and consistently delivering high-quality results. Demonstrated expertise in utilizing CRM systems and data analysis to drive business success.
Overview
13
13
years of professional experience
Work History
Pre-Sale Consultant/ Pre-Sale Consultant 2
Allstate Benefits
11.2021 - Current
- Developed accurate supplemental benefit quotes using Salesforce and internal rating systems, ensuring compliance and timely delivery
- Created detailed responses for RFPs, RFIs, and public sector bids to effectively communicate Allstate's value proposition
- Assembled and presented final proposal binders to designated brokers and clients by deadline, facilitating clear and effective communication
- Collaborated closely with sales, underwriting, and actuarial teams to guarantee accuracy in pricing and proposal content, enhancing overall proposal quality
- Efficiently managed multiple projects with competing deadlines, consistently exceeding peer review standards and contributing to team achievements
- Self-motivated, with a strong sense of personal responsibility.
- Proved successful working within tight deadlines and a fast-paced environment.
Sales Analyst
ComplianceLine
01.2020 - 11.2021
- Expected to foster accountability, set goals, report progress (accomplishments, problems, and metrics), and develop new solutions, both collaboratively with the necessary team members with minimal oversight while understanding workload, communicating conflicts, and managing around key priorities
- Regular tasks include, but not limited to: entering contracts, weekly/monthly reporting, high priority short-term projects, on demand regulation research, strategic company research, sales support and service
- Frequently assist the Sales Team/ Marketing Team with utilization of HubSpot (contacts, companies, lists, sequences, and workflows)
- Major contributor to creating ComplianceLine’s published Hotline and Case Management Industry Benchmark Report, 2 years in a row
- Assist Account Executives in completing standard proposals and RFPs with excellent quality and within defined SLAs
- Respond to follow up questions and requests within stated SLA as well as working collaboratively across all teams to compile necessary information
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
Business Analyst
Baker & Taylor a Follett Company
01.2017 - 01.2020
- FY19 Q3 Follett Values in Action Quarterly Award winner
- Manage monthly vendor collection for a high profile account, totaling $2.7 million for fiscal year
- Created Business Requirement and managed development of a new return process for Affidavit Returns for international customers
- Internal, operational, and external reporting including inventory files, catalog reporting and custom reporting
- Management of customer access to inventory and catalog data through licensing
- Interdepartmental support and problem solving
- Creating and updating client pricing and discounts
- Responsible for weekly and monthly reporting on customer trends
- Assist in data controls and audit processes through logging projects and weekly approval meetings
- Manage Library DVD Lease Accounts including charges, quota points, and monthly reporting
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
Customer Service Representative
Baker & Taylor a Follett Company
01.2016 - 01.2017
- Utilized SalesForce CRM to successfully manage customer communications and account details, as well as other metrics
- Placed, cancelled, and researched customer orders
- Issued credits / debits for damages, short ships, and other shipping errors
- Worked with UPS and other carriers to resolve shipment and delivery issues
- Subject matter expert for all B&T ERP systems & processes
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Assistant Store Manager
Bath and Body Works
01.2014 - 02.2016
- Tasked with several new responsibilities in addition to Sales Lead duties
- Assisted in taking store from B to A level volume
- Inventory and operations management, including Visual Direction changes
- Scheduling and labor management through leveraging company reporting
- Weekly calls and reviews with Stores in the same district
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Assisted the Store Manager in analyzing sales data to identify trends and make informed decisions for improving overall store performance.
- Reduced operational risks while organizing data to forecast performance trends.
Sales Lead
Bath and Body Works
12.2011 - 12.2013
- Achieved or exceeded company-defined sales quotas.
- Promoted to sales lead of $1.3 million volume store, within 4 months of initial hiring
- Tasked with several new responsibilities in addition to Sales Associate duties
- Responsible for opening and closing store including the handling of cash deposits and reconciliation of POS system transactions
- Held to strict sales goals and provided daily reporting
- Visual and Marketing updates
- Trained, coached, and mentored new sales associates for maximum performance.
Sales Associate
Bath and Body Works
05.2011 - 12.2011
- Responsible for sales, customer experience and satisfaction
- Daily shipments and restocking
- Customer service, returns and exchanges
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Education
BS - Geography, Earth Science, Geology
University of North Carolina
Charlotte, NC01.2013
Skills
- Sales Force CRM
- MS Office
- Oracle BI
- HubSpot CRM
- Google Suite
- Project Management
- Data controls and audit processes
- Analytical
- Ability to self-manage
- Team player
- Problem-Solving
- Team Leadership & Development
- Client Relationships
- Organizational & Communication skills
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Data Organization - Classified, recorded and summarized numerical and financial data to compile and keep financial records.
- Collaborated with team of 4 in the updating of SalesForce Library Question & Answer Pairings
Certification
- NC Driver's License
Quote
Everyone you will ever meet knows something you don’t.
Bill Nye, the Science Guy
Software
Strong Knowledge of Spreadsheets
Strong Knowledge of Presentation Software
Knowledge of Databases
Timeline
Pre-Sale Consultant/ Pre-Sale Consultant 2
Allstate Benefits
11.2021 - Current
Sales Analyst
ComplianceLine
01.2020 - 11.2021
Business Analyst
Baker & Taylor a Follett Company
01.2017 - 01.2020
Customer Service Representative
Baker & Taylor a Follett Company
01.2016 - 01.2017
Assistant Store Manager
Bath and Body Works
01.2014 - 02.2016
Sales Lead
Bath and Body Works
12.2011 - 12.2013
Sales Associate
Bath and Body Works
05.2011 - 12.2011
BS - Geography, Earth Science, Geology
University of North Carolina
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