Worked to place nurses and allied healthcare professionals in contract travel assignments. Regularly achieved or exceeded monthly placement goals. Communicated with candidates through a variety of channels including phone calls, text messages, emails, and a variety of online platforms and social media. Identified qualified candidates for specific positions and vetted required skills, experience, licensing, and certification for each. Negotiated pay and other items with each candidate. Documented all interactions in system of record.

The Client Executive is responsible for developing and implementing territory sales strategy for their assigned sales territory, Identifying and developing new business opportunities via cold-calling, marketing activities, professional introductions, social media activity, and other lead-generation activities, providing accurate revenue forecasts to management, maintaining expertise of InfoDNA solution components and their individual and collective business benefits, communicating the InfoDNA solution value proposition to prospective and existing clients, working with executive team to develop sales campaigns, recording activities in CRM system, achieving territory revenue goals, and other sales activities.Developed and executed territory sales strategy across multiple accounts.Achieving territory revenue goals on a quarterly and annual basis.Identified and developed new business opportunities via cold-calling, marketing activities, professional introductions, social media activity, and other lead-generation activity.Provided accurate revenue forecasts to management.Maintained expertise of InfoDNA solution components and their business benefits.Communicated InfoDNA solution benefits and business value to prospective clients.Worked with executive team to develop sales campaigns to generate new business opportunities.Qualify prospective opportunities per sales plan, budget, and decision-making.Deliver customer presentationsRespond to RFIs, RFQs, and RFPs.

Responsible for pre-sales engineering, implementation, maintenance, and troubleshooting of enterprise document imaging, workflow, business process and case management, business intelligence and data analytics, data integration, automatic document classification, separation, and data extraction.Tasked with forecasting and delivering upon revenue plan for territory or named account(s),Created deep ongoing relationships at multiple levels of customer organizations.Represented the customer’s interests internally, regularly driving product enhancements to meet customer needs while balancing employer’s interests with those of the end-user.Managed internal resource investments to improve win probability.Maintained expertise across a variety of industries including banking & financial services, logistics, insurance, manufacturing, energy, and others.Assessed business process structure, identified pain points and inefficiencies, and recommend improvements via process automation and redesign using Kofax imaging, workflow, business process and case management, and other solutions. Designed and implemented custom solutions based on requirements gathering and customer process analysis. Provided architecture recommendations for proposed solutions.Worked with sales team to demonstrate software solutions to end users and to create proposals and documentation. Designed and implemented enterprise imaging and workflow systems for Fortune 100 companies.Acted as subject matter expert and mentor to less-experienced peers.Responded to RFIs and RFPs in a professional and timely manner.Advised and trained resellers, business partners, and system integrators on sales, demonstration, and implementation techniques and best practices..Led and participated in Proofs-of-Concept in order to demonstrate solution viability and satisfy customer requirements. Strove to get the “Technical Win” in every sales opportunity and to achieve Trusted Advisor status at enterprise customers.

Sales Engineer duties at Captiva were similar to those described above for a similar role at Kofax.

Responsibilities in the Technical Support department included providing phone, email, and onsite support to customers using Captiva’s software products. Duties included answering customer questions; software testing and troubleshooting, duplicating customer issues, providing patches and hot-fixes to customers; and working closely with Engineering and SQA to escalate and prioritize software problems for resolution.