Summary
Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Tera Marsh

Macedonia,IA

Summary

Dynamic Sales Administrator focused on maximizing productivity and streamlining task completion. Skilled in client relationship management and sales strategy execution. Effective communication and problem-solving abilities enhance team collaboration and support sales success.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Executive Sales Administrator

TEAM Software by WorkWave
Omaha, Nebraska
01.2017 - Current
  • Maintained data integrity within Sugar CRM, creating custom views and reports for sales performance measurement.
  • Supported RSM, CSM, and AE with comprehensive assistance and resource management.
  • Delivered sales performance reporting to leadership and executive teams for strategic decision-making.
  • Measured KPI performance while managing commission records for sales department accuracy.
  • Facilitated contract and project management to streamline operations.
  • Collaborated with various departments to enhance sales efficiencies across the organization.
  • Trained incoming sales personnel on Sugar CRM and other internal sales tools for effective onboarding.
  • Oversaw monthly and yearly sales revenue goals by individual salesperson to maximize results.

Marketing Operations Specialist

iGrafx
Tualatin, OR
12.2014 - 12.2015
  • Coordinated all activities to support increased tradeshow schedule.
  • Established goals, purpose, and messaging for trade shows.
  • Created booth promotions and managed booth planning and staff coordination.
  • Produced iGrafx company events by securing venues and coordinating catering and entertainment.
  • Managed event and tradeshow budgets to ensure fiscal responsibility.
  • Collaborated with sales to refine contact database and identify decision makers for targeted campaigns.
  • Oversaw existing marketing campaigns to enhance sales cycle efficiency.
  • Maintained accurate data within iGrafx Sales/Marketing customer and prospect lead lists.

Sales Operation Specialist

iGrafx
Tutalatin, OR
07.2012 - 12.2014
  • Supported CFO and four outside sales managers, coordinating with training staff and developing sales reports for external stakeholders.
  • Processed incoming orders in Quickbooks and Intacct, ensuring accuracy through collaboration with sales and accounting teams.
  • Mapped order and cash processes to enhance efficiencies within order management department.
  • Established price exception policy for streamlined pricing decisions.
  • Developed internal procedures for new customer setup to optimize onboarding.
  • Maintained Salesforce CRM, ensuring updated and accurate account and prospect information.
  • Evaluated software solutions for PTO tracking via BambooHR, consolidating employee benefit information.
  • Answered sales and support hotlines, routing calls and providing phone support for routine non-technical inquiries.

Education

NBDC Professional And Organizational Development Strengths - Business Administration

University of Nebraska At Omaha
Omaha, NE
03-2021

Skills

  • Data management and analysis
  • Contract and order management
  • Effective communication
  • Problem solving and dispute resolution
  • Customer account reconciliation and credit analysis
  • Aging reports and month-end closing procedures
  • Payment posting and CRM management
  • Project management
  • Attention to detail
  • Sales pipeline management

Certification

  • Microsoft Office Advanced Excel 2013

References

References available upon request.

Timeline

Executive Sales Administrator

TEAM Software by WorkWave
01.2017 - Current

Marketing Operations Specialist

iGrafx
12.2014 - 12.2015

Sales Operation Specialist

iGrafx
07.2012 - 12.2014

NBDC Professional And Organizational Development Strengths - Business Administration

University of Nebraska At Omaha
Tera Marsh
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