SUSAN OMAN
Westfield,IN
Summary
High-achieving Division Manager adept at leading in FINRA and HIPAA regulated environments. Dynamic leader and analytical problem-solver with a keen understanding of finance and healthcare technology needs. Remarkable strength of vision with extensive experience in performance and productivity improvements. Ready to offer 18 years of experience to a dynamic new position with a growth-oriented company.
Overview
18
18
years of professional experience
Work History
Site Sales Division Manager
Capital Group/American Funds
Carmel, IN
04.2018 - Current
- Coached, developed and motivated a team of twelve direct reports to achieve sales goals, exceeding the annual division goal of $5.6 billion by averaging 1,400 proactive advisor interactions per associate.
- Built sales forecasts, customized dashboards and weekly 'stoplight' reporting to reflect desired productivity targets and activity to goal metrics.
- Supervised and facilitated team meetings to focused on alleviating issues and challenges stalling the progress of activity interactions and sales outcomes, fostering an environment of teamwork and collaboration
- Ensure FINRA compliance regulations are followed through written communication review/approval and call observations focusing on sales messaging, effectiveness, and quality of client interactions in support of the overall division sales goal.
- Created and monitored quarterly FINRA compliance scenarios as part of the Broker/Deal Firm requirement, and presented on associate completion to Senior Leadership and Compliance Teams.
- Identified deficiencies and opportunities to improve compliance policies, procedures and controls.
- Monitored and reported annual FINRA CE completion for each team member via RegEd. Mid-Atlantic obtained 100% on-time completion quarterly and annually.
Business Analysis Manager
Orchard Software Corporation
Carmel, IN
01.2016 - 04.2018
- Generated custom reports summarizing business, financial or economic data, requiring the implementation of interdepartmental standardized workflows and processes to gain transparency between cross-functional business areas.
- Designed and provided reports for internal business customers including data analysis on current and prospective clients, internal budgets, project profitability, and general business functionality
- Data was used to improve both product deployment efficiencies, lowering the overage of on-site implementation weens by 5%, leading to more accurate contract pricing for clients and the business.
- Design, deploy and maintain a pricing matrix with a custom user interface designed to cross check all potential vendor partner pricing agreements to avoid violations and penalties
- Created interdepartmental SOPs to enhance client service and for internal compliance reporting
- Member of client request team as Finance Department Representative to determine if client requests and/or internal projects are aligned with Orchard's business plan
- Lead project to integrate corporate Client Relationship Manager (CRM) system and accounting system to automate invoicing and collections.
National Accounts Manager
Orchard Software Corporation
Carmel, IN
07.2011 - 01.2016
- Lead the ten-person in-house Account Executive Team which is responsible for all sales to current customers
- Included management of employees, hiring/firing authority, and performance reviews
- Average annual team sales goal of $10 million plus; sales goals met or exceeded
- Created and implemented daily workflow processes for the Account Executive Team,
- Member of interdepartmental client feature request team as Sales Liaison that determines if the feature requested requires custom quoting or will be part of Orchard’s business plan for general software release
- Contributing member of the annual administration budgeting sessions on staffing levels and role planning, responsibilities included sales reports by Sales Representative, client, and state for the purpose of assigned and/or realigning territories
- Administered corporate CRM system
CRM Project Manager
Orchard Software Corporation
Carmel, IN
01.2011 - 12.2011
- Created a request for information (RFI) document outlining the organization's structure, needs and requirements for a new Customer Relationship Management (CRM)system
- Coordinated onsite demonstrations of each solution, including the appropriate individuals from each department
- Negotiated sales contract with selected vendor
- Oversaw entire implementation process, including information gathering, manipulation and analysis; end user training sessions and system go-live
- Attended System Administration Training courses.
Senior Account Manager
Orchard Software Corporation
Carmel, IN
01.2005 - 01.2011
- Exceeded sales goals for accounts by upselling products to existing customers. Targeted sales goals surpassed by 5 to 15% annually
- Managed a portfolio of 175-250 accounts that generated $2 million plus in sales through add-on products and upgrades.
- Collaborated with customers to develop strategic, long-term business and account plans.
- Transitioned new clients within designated territory to the in-house Account Management Team
- Trained and supported junior account management professionals to increase company revenue.
- Prioritized daily workflow, including all inbound calls, quotes and sales-related inquiries
- President’s Club Award Winner
- 4 Consecutive Years Named Sales Department annual VIP.
Education
Bachelor of Science - Business Marketing
Butler University
01.2004
Skills
- FINRA Series 6, 7, 63, 65, 24 & 26 licensed
- Operating Procedures and Policies
- Problem-Solving
- Interdepartmental Collaboration
- Customer Complaint Resolution
- Team Recruiting and Onboarding
- Staff Training and Development
- Performance Evaluations
- Time Management
- Sales Statistics Analysis
- Salesforce Software
- Proficient in Office products
Timeline
Site Sales Division Manager
Capital Group/American Funds
04.2018 - Current
Business Analysis Manager
Orchard Software Corporation
01.2016 - 04.2018
National Accounts Manager
Orchard Software Corporation
07.2011 - 01.2016
CRM Project Manager
Orchard Software Corporation
01.2011 - 12.2011
Senior Account Manager
Orchard Software Corporation
01.2005 - 01.2011
Bachelor of Science - Business Marketing
Butler University
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