Andrea (Mcdaniel) Baez Email & Phone Number

Manassas, Virginia, United States

-Manage relationship and all day-to-day operations for a portfolio of eight existing clients, to include quoting sales opportunities, processing purchase orders, monitoring acquisition of IT hardware materials and production schedules to ensure timely order fulfillment, and initiating the shipment of finished goods to domestic and international customers -Collaborate with various departments within NCS, such as Product Management, Purchasing, Production, Quality, and Shipping, advocating for the needs of each customer-Generate weekly and monthly status reports for customers regarding open orders, shipments, and inventory; Lead weekly cadence calls with customers to review reports

-Manage a portfolio of 18 existing commercial clients to ensure successful adoption of purchased software and leverage relationships to expand usage of HCL’s software within the customer’s IT environment, generating $3M in net new revenue-Develop account plans by leveraging tools and resources such as LinkedIn, ZoomInfo, Google, company websites, and investor reports to identify clients’ IT initiatives and target appropriate contacts for additional sales opportunities-Serve as the “quarterback” within a matrix organization, which involved collaboration with reseller partners, marketing, proposal and legal teams, deal desk, technical advisors, and others to best serve customers’ needs-Assist with RFPs, sales presentations, vendor onboarding, negotiation of licensing and service agreements, and other contractual documents

Mclean, Va

-Responsible for the performance and productivity of two inside public sector sales teams that generated $200M in annual revenue, serving as the primary point of escalation for customer and vendor-related issues; successfully led teams to exceed quota in both FY18 and FY19-Responsible for complex deals, management of pipeline and deal registrations, partner onboarding, tracking shipments and order backlog, processing returns, and retrieving and analyzing partner metrics -Train and coach 11 direct reports on proper procedures for quoting, order processing, customer service, lead generation, and various sales activities-Utilize various reporting tools to manage workforce effectiveness, KPI metrics, forecasting, and sales performance-Responsible for HR activities to include hiring, promotions, terminations, transfers, performance reviews, compensation, and training

Mclean, Va

-Manage multiple client relationships, which represented $80M in annual gross revenue, and facilitated software sales to federal, state, and local government markets-Understand the market segment of each client and maintain knowledge of government IT trends, competitive landscape, and growth opportunities which led to exceeding quota in FY15, FY16, and FY17-Develop, present, and execute upon annual business plans and report progress through internal and external QBRs -Maintain expertise on public sector procurement processes including GWACs, cooperative purchasing agreements, RFP/RFQs, budget cycles, and leveraging teaming agreements

Mclean, Va

-Oversee all new license and first year maintenance sales, as well as professional services engagements for the leading time management provider in the federal government-Generate sales quotes, review scopes of work, manage sales pipelines, facilitate the procurement of orders, and review/negotiate government contracts-Develop and maintain relationships to increase business opportunities and resolve issues quickly

Fairfax, Va

-Develop and manage an active sales pipeline, conduct research on client organizations, utilize consultative sales strategies, prioritize clients’ needs, manage an existing portfolio of clients, and provide excellent service for all client interactions-Consult with C-Level executives to incorporate financial wellness programs into their employee benefits packages-Prepare and conduct onsite sales presentations to each commercial company’s employee base, ranging from five to several hundred employees-Provide training and develop sales strategies with key bank partners, including 31 retail branches and six commercial bankers, to increase sales activity and meet established goals-Maintain awareness of similar financial products offered by competitors in the market

Fairfax, Va

-Responsible for the overall financial performance of the branch and operating the branch within budget-Took one of the lowest performing branches in the region to a consistent Top 10 branch for both sales performance and operational excellence-Proactively initiate, develop, and manage long-term, profitable relationships with retail and small business clients, promoting traditional banking products, merchant services, payroll services, insurance, and numerous other lines of business -Provide effective, encouraging leadership to branch personnel to meet established sales goals-Responsible for staffing of branch team to include hiring, promotions, terminations, transfers, performance reviews, salary reviews, and training for 8 direct reports-Ensure that BB&T’s client service standards are met

Winston-Salem, North Carolina, United States

-Participated in a six-month immersed training program at BB&T University in Winston-Salem, NC which provided an in-depth study on BB&T culture, financial services, and leadership training

Vienna, Virginia, United States

-Serve as the initial contact for all branch clients and utilize a consultative approach to uncover financial needs and recommend banking solutions-Manage and strengthen existing client relationships by maintaining frequent contact, profiling for additional needs, providing routine maintenance, and offering problem resolution-Adhere to security guidelines, banking regulations, and internal control standards-Execute on BB&T’s client service standards

Bachelor Of Arts (B.A.)

Leadership Development Program, Retail Banking