Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Terry Wimby

Ellenwood,USA

Summary

Dynamic leader with a proven track record at BeyondTrust Corporation, adept in enhancing operational efficiency by 95% through expert order management and Six Sigma methodologies. Excelled in fostering team collaboration, achieving a 98% accuracy rate in order processing. Skilled in Salesforce and sales coaching, significantly boosting customer satisfaction and sales outcomes.

Overview

17
17
years of professional experience

Work History

Senior Order Management Manager

BeyondTrust Corporation
John Creek, GA
10.2019 - Current
  • Lead and optimize the daily operations of the Order Manager team, which encompasses contract quality control, contract setup, and dedicated desk support, to ensure efficient processes and exceptional service
  • Manage all functions of the Quote to Cash team, including order processing, sales and renewals team support for SaaS products, and overseeing the order management, customer support, and collections team, focusing on process improvements
  • Collaborate with the VP of Sales, Sales Managers, and Sales Representatives to enhance the success of the Company’s Quote to Cash revenue
  • Managed a team of seven order management specialists, ensuring the efficient processing of 4,500 orders per month while maintaining a 98% accuracy rate
  • Work collaboratively with sales, logistics, and finance departments to streamline order fulfillment processes, achieving a 100% reduction in lead times and enhancing overall customer satisfaction scores
  • Implement and manage order management software solutions to achieve a 95% increase in operational efficiency and reduce manual errors
  • Establish and rigorously monitor key performance indicators (KPIs) to evaluate team performance and pinpoint specific areas for improvement
  • Hold regular training sessions for team members on order management systems and best practices, cultivating a culture of continuous improvement
  • Establish payment collection goals and targets for the department
  • In July 2024, we successfully gathered $40 million, exceeding our goal by 10%
  • Our year-to-date collectible rate stands impressively at 89%
  • Successfully secured 4,500 orders for Q2, achieving a 7% closing rate in just 2 days of the quarter
  • 39% increase in volume over the prior year (YoY)
  • Invoiced 500 renewals in the last month of QTR
  • Take part in the launch of new products by engaging in the Product Development process
  • Oversee the preparation of statements and bills

Business Development Manager

More4Apps USA
Newport Beach, CA
10.2018 - 10.2019
  • Achieve personal sales targets while contributing to overall team goals
  • Attend, coordinate, and assist with local sales and marketing events
  • Execute lead generation activities
  • Support sales-related accounting and marketing functions
  • Manage administrative and contractual tasks related to sales
  • Create and maintain partnership relationships
  • Liaise with presales, support, development, marketing, accounting, administration, management, and legal teams to ensure an efficient sales process
  • Effectively solicits orders and promotes product upgrades to current customers, resulting in a 33% increase in sales over two years
  • Maintains stringent prospecting for new business and equally stringent follow-up
  • Provides advice to customers on proper materials, their usage, and techniques to promote the best use of products
  • Consistently practices using sales scripts to ensure professional and natural delivery
  • Successfully achieved sales quotas 99% of the time, proving a strong track record of sales excellence and commitment to performance
  • Drove new customer acquisition by employing persuasive sales techniques in outbound sales calls, leading to a 21% increase in new customers

Order Management Manager

Siemens Industry Inc.
Norcross, GA
07.2014 - 03.2017
  • Successfully reduced the order-to-book cycle time by one day through a comprehensive restructuring of the Order Coordination team, adopting an 'All In' approach, and realigning Sales support functions
  • Implemented standardized procedures and reporting mechanisms for the EDI team to ensure customer billing quality and accuracy along with their specific preferences
  • Led a team of 12 dedicated order processing associates, consistently achieving a timely and precise order entry and fulfillment to enhance customer satisfaction
  • Examined order trends and customer feedback to uncover opportunities for process improvements, which ultimately drove a [percentage]% boost in customer retention
  • Worked closely with supply chain and inventory management teams to enhance stock levels and effectively eliminate backorders
  • Created and implemented comprehensive standard operating procedures (SOPs) for order management processes, significantly boosting compliance and operational efficiency
  • Initiated a customer improvement EDI program for direct feedback on the order process via EDI
  • Reduced the customer error rate by 98% and increased the Customer Satisfaction Index Score from -22% to 20%, resulting in a 42% increase (from 5.3 to 7.5)
  • Successfully guided cross-functional teams to gather valuable insights on process improvements that significantly enhance customer experience and boost retention rates
  • Evaluate documented rules, past practices, and instructions with a critical eye to recognize areas for process enhancement and drive continuous improvement
  • Successfully prepared and presented the quarterly department results to both Center and Senior Leadership, showcasing our achievements and strategic direction
  • Handle resource planning, communications, and performance management

Order Management Manager

Ricoh USA
Duluth, GA
01.2008 - 05.2014
  • Reduced the order-to-book cycle time by 4 days by restructuring the Order Coordination team to an 'All In' model and realigning field support
  • Established procedures and reporting for a third-party leasing team to ensure the quality and accuracy of customer billing and to accommodate their preferences with direct reports
  • Directed a team of 20 to 35 employees, both exempt and non-exempt, in the Order Management and Billing Department, ensuring optimal performance and accountability in our operations
  • Ensured timely and accurate processing and invoicing of orders, while resolving lease funding for 100% of customers and leasing partners
  • Generated over $10 million in monthly revenue and achieved 124% of the revenue goal
  • Reported to the Area Directors of Finance, the Sales Market VP, and Accounts Payable regarding revenue, commission accruals, leasing issues, and backorder reporting
  • Managed all essential financial operations, including payroll, benefits administration, billing/accounts receivable, accounts payable, ledgers, and reporting systems
  • Collaborated with leasing partners to resolve customer lease funding issues and improve order process accruals by 28%-95%
  • Reconciled and resolved discrepancies on intermediary transactions for typically product-related invoices and ensured payment timeliness
  • The developed review process, communication, and updates of customer usage billing
  • Effectively addressed and rectified discrepancies in intermediary transactions associated with product invoices, guaranteeing prompt payment and maintaining strong financial reliability
  • This collaboration with Funding Partner Well Fargo, CIT, and GE Capital to fund equipment leases
  • Effectively assisted employees by streamlining lease processing, expediting credit approvals, coordinating funding requirements, and swiftly resolving complex order issues, ensuring smooth operations and satisfaction
  • Coordinated monthly revenue accruals with the Area Director of Finance and A/P department

Education

Bachelor of Arts -

Clark Atlanta University
Atlanta, GA

Skills

  • Salesforce
  • Intacct
  • NetSuite
  • SAP
  • JIVA
  • PowerPoint
  • Yaypay
  • Six Sigma
  • Excel
  • ServiceNow
  • Oracle 11i/R12
  • SAAS product experience
  • Customer segmentation
  • Order management
  • Sales presentations
  • Pipeline management
  • Sales coaching

Timeline

Senior Order Management Manager

BeyondTrust Corporation
10.2019 - Current

Business Development Manager

More4Apps USA
10.2018 - 10.2019

Order Management Manager

Siemens Industry Inc.
07.2014 - 03.2017

Order Management Manager

Ricoh USA
01.2008 - 05.2014

Bachelor of Arts -

Clark Atlanta University

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Terry Wimby