Bill Notbohm Email & Phone Number

Milwaukee, Wi, Us

Richmond, Virginia, United States

New York, New York, United States

In my role as the Senior Manager of Sales Operations for the Clinical Partnership Team, I specialize in optimizing sales strategies and operational efficiencies by leveraging a range of business intelligence tools. I initiated the development of a lead management process within the CRM, automating lead tracking to enhance the sales team's performance. This innovation resulted in a streamlined workflow, leading to a 300% increase in accounts created and a 175% increase in contacts generated.Additionally, I orchestrated the creation of visually engaging dashboards to capture essential team Key Performance Indicators (KPIs), enabling intuitive visual management practices. These dashboards not only facilitated comprehensive performance tracking but also fostered improved decision-making across cross-functional teams.Engaged across various committees such as CRM, PAC (Performance Analysis Committee), Marketing, and management, I offer invaluable insights into sales processes and operational mechanisms. Serving as the primary subject matter expert, I drive the management and achievement of OKR goals, ensuring continuous enhancements that fortify sales and operations within the clinical partnership team, while positively influencing cross-functional teams throughout the organization.

Lake Zurich, Illinois, United States

As the Sales Operations Manager for outsourced sales development, I managed the onboarding and data specialists. My focus on high-converting lead generation, precise targeting, and lead management optimized processes, resulted in the generation of high-converting leads. I provided comprehensive reports, tracked sales metrics, and provided actionable insights. Assisting with the management of client accounts and enhancing business development team productivity through scheduling strategies to maximize efficiencies.

Milwaukee, Wi

Upon assuming responsibility for the Sales Operations department, I played a transformative role in enhancing tools for both the Corporate and Field Sales Teams, leveraging platforms like Definitive Healthcare, MS Dynamics, and Qlik Reporting. My approach prioritized data-driven methodologies and sales enablement techniques, which realigned the Sales Team towards effective territory management. This encompassed the establishment of target accounts, GPOs, and National providers to broaden territorial reach, reduce travel costs, and drive revenue expansion. Overseeing the development and optimization of functionalities within the MS Dynamics CRM, I enhanced areas including contacts, leads, sales, and marketing campaigns. Collaborating with HR and Finance, I crafted annual sales compensation structures and devised targeted quarterly and monthly incentive programs, aligning incentives with sales objectives for key products. Additionally, as a core member of the Leadership Team, I fostered cross-departmental partnerships to champion company values, strategies, product launches, marketing campaigns, and community initiatives.

Hartland, Wi

Managed personnel and operations for National Accounts as well as partnered with Account Executives to create and execute the growth plans for our key customers. Coordinated efforts to support and improve the sales activities for products sold to key identified National Accounts. Served as representative for Commercial Sales and National Accounts on system integrations such as Salesforce.com, Infor enterprise software, and other software-based growth initiatives. Assisted with the management and execution of GPO's, RFQ’s (Requests for Quotes) and RFI’s (Request For Information) to support Commercial Sales in addition to providing reporting and coaching support for Inside Sales.

Greater Milwaukee Area

Main function was to ensure trade spend budget was optimized while monitoring the ROI. Collaborated with sales, promotion marketing and finance to align the trade spend investment and maximize potential return. This included analysis of deals entered through trade management software and review to ensure accuracy of future promotions. This role involved 80% strategy and tactics, 20% analytic working with several data and measurement companies such as Nielsen, IRI, Retail Link, etc. Also responsible for Sales forecast analysis to maintain a methodical sales forecasting process (Sales, Inventory & Operations Planning development) applying direct input from sales and marketing along with general economic drivers and optimizing scheduled promotions. This led to improved product availability while minimizing forecast error and inventory investment.

Brookfield, Wi

I was directly accountable for delivering time-sensitive sales support and providing crucial assistance with quotations for field-based Sales Territory Managers. This involved aiding the sales team in navigating contract and pricing negotiations by offering strategic approaches for discussions with customers. My responsibilities extended to reviewing and analyzing customer Requests for Proposal (RFP) and Requests for Information (RFI), along with the completion and submission of RFP/RFI response documents. I conducted margin analyses and approved pricing, ensuring accuracy and compliance in received orders and agreements. Processing and submitting orders for fulfillment, analyzing and reporting sales data, and extending support for the development, negotiation, and ongoing management of quotations, contracts, service agreements, and leasing agreements were also part of my remit. Engaging directly with customers, including C-level management, legal and finance representatives, Honeywell HomMed Executive Management, field-based Territory Managers, and multiple internal departments like Legal, Finance, Customer Service, Shipping, Risk Management, Marketing, Clinical Services, and Engineering were regular facets of my role.

Wauwatosa, Wi

As a member of the Bostik Customer Service organization, collaborated with Sales and Marketing to support the development and implementation of long-term strategy, process, and systems to identify and measure components of total cost to serve. Performed routine margin and pricing analysis to support key business initiatives, evaluate the effectiveness of price change, and monitor for price/margin erosion; assisted sales and product management teams in developing and implementing solutions. Took initiative in identifying and resolving issues with pricing and margin, including review of supply chain-related cost components. Executed price changes related to Sales and purchase Agreements, market price increases, promotions, and special quotes: validated quotations for accuracy, profitability, consistency, and effectiveness of customer price communication. Provided training to Customer Service team members maintaining customer-specific price records, and oversight on any manual or Customer special pricing. Searched for, developed, and implemented cost-saving measures to support growth in profit/revenue, support Management System focus on continuous process improvement, and any other assigned initiative to meet divisional goals and objectives.

As a member of the Services Risk organization, ensured pricing policies were consistent with business objectives, were legally and GAAP compliant, and were communicated and enforced across all regions. Executed pricing policies and provide financial analysis for more robust deal decisions and predictability focusing on obtaining targeted margins.

Work directly with Service Sales, Marketing and Risk departments to develop offering and pricing solutions for both GE and multivendor service opportunities. Quotes include both diagnostic imaging equipment and biomedical devices ranging from MR, CT, Nuclear Medicine, and X-ray to non-consumable clinical equipment. Recognized as subject matter expert on Support Central workflows and facilitator of team website community.

Managed commercial financial transactions through the wing-to-wing process. Job responsibilities included: Auditing of pricing, documentation of contracts, corporate legal name verification, ensuring first UCC lien position on all assets, financed equipment cost properly supported, collateral requirements are met, and that transactions booked and funded in a timely manner.

Ensured accurate mobile diagnostic revenue streams and service delivery for field teams throughout the U.S. Responsible for the timely processing of service contracts, contract addendums, and installed base change requests. This position functioned in a team environment, communicating constantly with zone management as well as field sales and service operations.