Guadalajara, Mexico Metropolitan Area
As a Supervisor in Sales Operations at Samsara, I bring extensive expertise in CRM management, business-to-business (B2B) communication, and sales operations. With over six years of experience in sales operations roles, I have focused on streamlining processes, fostering team collaboration, and supporting operational excellence within dynamic environments. My Lean Six Sigma certification underscores my commitment to efficiency and process improvement. My professional journey reflects a dedication to optimizing sales processes, supporting client success, and enhancing operational workflows. I am driven to contribute to Samsara's mission by leveraging my skills in project management, customer success, and strategic thinking to enable impactful and data-driven sales initiatives.
Leading a high-performing Sales Operations team focused on optimizing and scaling the sales ecosystem. Align processes, systems, and data-driven insights to empower revenue teams, maximize sales productivity, and drive operational efficiency.
Sales Process Admin Team.
- Managed global operations for Sales, Invoicing, Onboarding & Offboarding, Lead Generation, SM & Audit - Led a 3-person team in a fast-paced environment, Creating career paths and opportunities for my team. - Outsourced and managed a LeadGen Company as part of sales strategy - Created over 500 Service Agreements and 100 SOW and followed up to close successfully over 250 new clients - Developed and fostered execution of the offboarding for lost clients, communicating through a ticket system that impacted 3 different departments activating closure actions on their end, leading to a better use of resource capacity by 40% of more cloud space - Created a new process as part of the Onboarding that centralized and gathered all client information and Amazon business audits, improving AM's time efficiency by reducing their time spent searching or asking for this information and helping the team to prioritize strategy before the Kick-off - Created and Managed the implementation of a new ticket system that communicated all client information in order to create and complete Market Analysis presentations through our communication channel sync with our PM Tool, this helped the MA team to complete every presentation with at least 50% of time-saving to keep improving their ETD - Actively collaborated with the Marketing department in order to create and implement new sales strategies through social media. - Administrated and managed CRM to maintain accuracy on the Sales pipeline and AM Data - Created a BusDev dashboard that centralized Sales, Sales Ops, and LeadGen metrics gathered from different data sources, this led to analysis that helped identify priorities, pain points, communication, and CRM best practices - Organized and moderated monthly leadership meetings, presenting Sales and Sales ops KPIs, and strategic planning for next months
- Successfully onboarded and supported over 130 new clients that included system setups, External Agreements, internal and external profiles, communication channels administration & Kick-Off calls - Completed over 100 Market analysis of Top competitors, Best Seller categories, Keyword rankings, and Product type analysis. This document was presented to the client and helped directly the AM and Sales team to develop new strategies around the Client's eCommerce channels - Developed & Performed weekly audits on new and current clients to identify pain points and improvements leading to a smoother onboarding for future customers - Implemented and managed all social media organic traffic strategies for the agency
Coordinated daily and weekly production schedules to meet targets for flagship brands: Smirnoff, Buchanan's, Captain Morgan, and Don Julio (Cristalino, Reposado, & Blanco). Managed inventory levels and ensured timely procurement of materials and components. Negotiated and handled RFQs for hand-crafted materials specific to Tequila Don Julio. Maintained regular communication with vendors to ensure seamless operations.
Purchase Order Administration- Team Lead. Position responsible for the approval, denial, risk mitigation, and internal audit of all direct and indirect purchases in Latin America. Metric management: TATs, quantities, errors, troubleshooting, data entry, among other tools for continuous improvement. Requisition Validation. Process solely dedicated to risk mitigation, in the purchase orders with selected categories for the protection of the interests of the company. SOW. Analysis and mitigation in statements of work, small contracts that establish terms and conditions of the company to the supplier, in these contacts, are reviewed details such as cost of services, terms, and conditions agreed by both parties, the period of these, place and date, among other details. New Business Quote, Requisition process for new business, contact with different suppliers to obtain the best quotation of diverse services through small negotiations and bids, this was for small businesses that the client requested, in this activity I became familiar with Sales Force.
Collaboration with the sales and customer service team supporting the after-sales service, carrying out activities such as quotes, placement and Order administration, material management.