Devon, Pennsylvania, United States
- Create quotas for 75+ members of global sales channels team - Design reports in Salesforce and Microsoft excel to track sales KPIs globally - Coordinate with sales leadership on a weekly basis to see what additional needs the sales team has - Summarize and present monthly and quarterly sales performance reports - Maintain integrity of account ownership across both a named account model and territory model
• Consult with 30+ internal account teams annually to develop stewardship reports for client contract renewals, preventing RFPs, and providing annual updates • Project manage global account teams with 10+ people to provide insights that correctly describe Mercer’s value of savings delivered, investments, and major accomplishments with clients • Created presentation to bring to market a new Mercer product regarding HSA and 401(k) contributions that maximize employee savings and employer productivity • Manage global team of analysts who provide relevant financial data, follow up on outstanding items, and update presentations
• Designed and implemented monthly excel report which automated the forecasting and follow up processes for New York and New Jersey • Created and automated sales and pipeline analytic report using Visual Basic in Excel and MercerForce for the East Market CEO • Collaborated with the marketing, finance, and RMD departments to develop the 2018 New York and New Jersey strategic plan for 2018 • Identified and assigned prospects to 6 new Sales Professionals based on geography, industry, and size • Provided ad-hoc analysis and insights to Client managers, Sales Manager, and leadership • Lead Tri-State initiative on assigning sales coaches to opportunities based on revenue and type of client
Global Technology Services- AT&T Contract • Deliver Monthly invoices for 6 AT&T contracts with IBM • Forecast, analyze and manage monthly, quarterly, and yearly revenue, cost and gross profit
Global Technology Services- North America • Analyzed divisional vended services costs and formulated 10% cost reduction solutions through consolidation of vendors, rebates, and setting stricter controls • Created targets for IBM Global Technology Services Sector Management using financial models to reduce spend • Forecast, analyze, report and manage company division vended spend in excess of $700M on a yearly basis • Communicated with over 30 contract financial analysts about cost forecasting, and reconciling Month to Month, Quarter to Quarter, and Year to Year cost fluctuations on IBM's largest contracts
Software Group - Security Division • Segmented and forecasted divisional quarterly revenues to identify struggling geographic regions • Identified solution for increasing revenue in IBM’s newest growth initiative and presented to IBM Software CFO • Analyzed cross divisional selling patterns to identify potential opportunities for top customers