Fort Lauderdale, Florida, United States
Create and issue sales invoices in line with the company process ensuring that all information has been verified Provided new booking support to the sales team post-contract execution Develop, document, and maintain Standard Operating Procedures (SOPs) for sales administration processes to ensure efficiency, consistency, and compliance. Track and manage RFP request bids. Gather all documentation and necessary information needed and submit via online portals. Gather KPI data from CRM, track sales opportunities and follow up with stages of cycle and share via team updates. Collaborate cross-functionally with sales, operations, finance, and other departments to streamline processes and improve overall sales efficiency Act as the primary owner of all sales administration processes, ensuring they align with business objectives and support the sales team effectively. Assist with client interactions in support of operations, including but not limited to quoting of post-contract services,handling confirmations and client status updates
Facilitate the complete onboarding process for new clients, including ensuring seamless access to company software, facilitating enquiries, providing demos, kick off calls and uploading client data. Maintain and store client records and contracts in various internal and external software. Play a key role in setting up client and internal SOP’s and onboarding workflows. Assist with project intake and receiving incoming client calls regarding service needs and coordinating with dispatch team Enhance operational efficiency within the sales department by implementing streamlined process workflows such as coordinating contract requests and facilitating delivery. Lead team of client services coordinators in varied tasks, provide training and guidance on established workflows and procedures while providing assistance on company software and client onboarding. Collaborate with varied departments to gather company information including employee counts, certifications, company overviews, financial documentation for client vendor portals, while also managing several vendor platforms. Update and manage client databases using CRM management software and internal software to track sales and foster client development. Prepare weekly and quarterly reports, utilizing Key Performance Indicators (KPIs) to evaluate and improve overall client support performance. Lead executive team in RFP proposals by coordinating kick off calls, gathering required documentation from various department heads and drafting final submittals.
Handled processing of incoming orders and organizing of tasks. Provided and processed licensing for customers. Daily email communications with customers, internal staff. Facilitated logistics for on-site training presentations Set up meetings with customers and internal, remote and international staff Processed reports for various customers Attended client kick off meeting and provided Project Managers with documentation, project status, client communications, action item follow ups Updated project deliverables in company software
Executed the processing and delivery of digital content using various means of file sharing software such as Workflow Manager, Aspera. Ingested heavy incoming content on a daily basis using Alias, Alias Web, while seeing that they followed delivery specifications. Adapted to many changes within the company and handled heavy email communication with varied persons across the regions.
Composed and coordinated the airing of graphics during live newscasts and studio shows using iNews, chyron equipment.