Alex Stitt Email & Phone Number

San Francisco, Ca, Us

Mountain View, California, Us

➢ Review, analyze and define process for incoming worldwide sales orders in SFDC to ensure compliance with order guidelines and company procedures➢ Ensure that orders are processed and expedited with accuracy➢ Manage relationships with Sales, DealDesk, Finance and Onboarding teams, etc. to resolve order issues➢ Provide support to the sales organization in terms of data requests for customer and order information➢ Understand and adhere to Accounting guidelines for order bookings➢ Reporting and analytics pertaining to order management➢ Develop/ document and own process improvement solutions to achieve company objectives➢ Perform month-end close tasks associated with bookings➢ Manages maintenance of the Sales Operations email queue to act as frontline support to our Sales teams➢ Drives Sales Operations projects as needed to support Sales and the organization's overall priorities for building scale into our systems and processes➢ Evaluates and implements ways to automate and improve current processes, tools and dashboards to drive Sales operational and productivity improvements➢ Analyze data and leverage insights to identify problems, effectively incorporates improvements and track success

New York, Ny, Us

Joined Merrill Lynch as a Wealth Management Client Associate to assist financial advisor teams with day-to-day business operations. SELECTED ACCOMPLISHMENTS➢ Interfaced with advisors and 100+ clients resolving needs for 2 wealth management groups➢ Communicated with clients to ensure various requests were delivered timely and accurately➢ Arranged client annual review meetings with financial advisors ➢ Assisted new associates with operational protocols➢ Led weekly team meetings providing progress on client requests

Valley Forge, Pa, Us

Hired at Vanguard as a Processing Associate and rapidly promoted to Processing Specialist. I was entrusted to fulfill client requests and completed over 1000 complex transactions. SELECTED ACCOMPLISHMENTS ➢ Led team huddles on a weekly basis➢ Reviewed goals and objectives to ensure team was up to date with the constant changes➢ Member of problem-solving group that addressed employee concerns and resolved issues➢ Identified, processed, and fulfilled change of ownership requests for clients➢ Analyzed detailed legal documents and affirmed they were in alignment with client requests➢ Received access to distribute change of ownership inquiries to team case owners ➢ Monitored the PAS queue to ensure tag-lines were routed to the correct database➢ Selected by management to assist international clients on asset and beneficiary tasks

Herndon, Va, Us

While interning at Blue Door Networks, I supported the senior executive team. SELECTED ACCOMPLISHMENTS➢ Inputted pricing, costs, and margins for our customer and partner contracts➢ Updated company PowerPoint presentation➢ Generated and submitted product quotes to customers➢ Participated in new and existing customer sales meetings with CTO and COO➢ Invited by the CEO to attend the PA Networks Annual Sales Conference ➢ Certified sales expert in Polycom, Extreme Networks, PA Networks, and ShoreTel products

Bachelor Of Science (Bs), Economics

Education record