Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

Teresa Nelson

PROVO,UT

Summary

Dynamic Sales Operations Analyst with a proven track record at Legrand BCS Division, enhancing operational efficiencies and developing robust sales reporting systems. Skilled in sales analytics and workflow oversight, I excel in fostering collaboration and driving business development initiatives, ensuring seamless sales processes and improved customer insights.

Overview

21
21
years of professional experience

Work History

Sales Operations Analyst

Legrand BCS Division Wattstopper/Vantage
01.2016 - 06.2025
  • Managed Legrand Shading Systems, Vantage and Wattstopper entities for the following duties:
  • Created policies and standard operating procedures for all sales staff to follow to keep departmental operations running successfully.
  • Enabled sales operations to run smoothly through effective management of department's workflows and processes
  • Developed organization systems for sales reports and financial records and strengthened operational traceability and operational efficiencies.
  • Gathered and assessed data to promote insight into customer buying habits.
  • Expense Reporting for sales operations programs for VSS Admin fees and rebates earned.
  • Created and maintained Vantage and Legrand Shading Systems power BI reports.
  • Created the automated Smartsheet database to onboard the Wattstopper commercial distributors and EDI Distributors Smartsheet work flow process.
  • Organize and facilitate meetings across all departments assigning and tracking task items for new agent task items for new territory sales representatives agents.
  • Work with Legal council on US and CAD FASP program agreements, revisions on Sales Rep. Agreements, and Sales Agent Termination Letters.

Credit & Collections Specialist

Legrand Home Systems Divisions
02.2006 - 05.2016
  • Onboarded new dealers accounts.
  • Qualified customers for credit review and line of credit.
  • Post receivable payments to customer accounts.
  • Follow-up with customers by telephone and e-mail to collect past due invoices, verify accuracy of charges or to correct account errors.
  • Created and maintained databases on activity conducted in accounts.
  • Reviewed files to select delinquent accounts for collection efforts and possible 3rd party collections.
  • Prepared reports on current findings and actions taken for accounts under investigation.
  • Monthly financial closing reporting

Accounting Clerk II

City Of Riverside, Ca - City Government
02.2004 - 03.2006
  • Input high volume of monthly invoices with consistent accuracy.
  • Maintained accounting records utilizing in-house and client systems.
  • Identified and resolved internal accounting variances, promoting data accuracy.
  • Managed purchase orders, accounts payable and receivables and payroll.
  • Maintained cash reports and telecommunication costs reports.

Education

High School Diploma -

Hillcrest High School
Midvale, UT

No Degree - School of Technology: Data Analytics, Digital Desi

Mountainland Applied Technology Collage
Orem, UT
01-2019

Skills

  • Sales contract management
  • Workflow oversight
  • Competitive analysis
  • Pricing analysis
  • Commission tracking
  • Sales strategy development
  • Rebate management
  • Rebate validation
  • Metrics tracking
  • Sales enablement
  • Business development
  • Sales analytics
  • Records retention
  • Sales reporting
  • Sales contract processing
  • Pipeline management

Interests

  • Enjoy creating and following travel blogs and vlogs
  • Backpacking
  • Regularly practice mindfulness and meditation for overall wellness
  • Music
  • Gym Workouts
  • Volunteer Travel
  • Astrology
  • Outdoor Recreation
  • I participate in low-impact exercises to strengthen core muscles
  • Watching Movies and TV Shows

Timeline

Sales Operations Analyst

Legrand BCS Division Wattstopper/Vantage
01.2016 - 06.2025

Credit & Collections Specialist

Legrand Home Systems Divisions
02.2006 - 05.2016

Accounting Clerk II

City Of Riverside, Ca - City Government
02.2004 - 03.2006

High School Diploma -

Hillcrest High School

No Degree - School of Technology: Data Analytics, Digital Desi

Mountainland Applied Technology Collage
Teresa Nelson
Profile made at Hloom.com