• Spearhead the development, maintenance, and execution of standardized business operations procedures, enhancing reporting efficiency and accuracy for tracking customer acquisition targets.• Collaborate closely with the business development team to establish and enforce pipeline management and reporting protocols, ensuring alignment with organizational sales operations objectives.• Facilitated strategic sessions with senior leadership to curate content for enterprise-wide… Show more • Spearhead the development, maintenance, and execution of standardized business operations procedures, enhancing reporting efficiency and accuracy for tracking customer acquisition targets.• Collaborate closely with the business development team to establish and enforce pipeline management and reporting protocols, ensuring alignment with organizational sales operations objectives.• Facilitated strategic sessions with senior leadership to curate content for enterprise-wide communications, delivering timely updates on vital operational initiatives and corrective measures taken to maintain trajectory towards organizational goals. Show less

• Analysis, reporting, and communication of key financial, operational, sales, and performance related KPIs used to manage the organization's strategic goals• Oversight of monthly, quarterly, and ad-hoc reporting packages and presentations for regular senior leadership strategy reviews• Development, management and oversight of processes designed to help meet organizational objectives and compliance measures • Drive continuous improvement and innovation in reporting and… Show more • Analysis, reporting, and communication of key financial, operational, sales, and performance related KPIs used to manage the organization's strategic goals• Oversight of monthly, quarterly, and ad-hoc reporting packages and presentations for regular senior leadership strategy reviews• Development, management and oversight of processes designed to help meet organizational objectives and compliance measures • Drive continuous improvement and innovation in reporting and communication processes• Project management responsibilities in a matrix organization• Owner of business operations procedural documents and library Show less

• Senior Business Analyst, focused on developing requirements, online marketing utilization programs and strategy for customer facing insurance related sales and self service websites and mobile platforms for retail and group customers in the financial services industry. • Due diligence on vendors and third party service providers.

• Managed programs to increase the effectiveness, efficiency, and financial results of relationships with MetLife’s 15 largest IT vendors with $1+ billion in annual spend. • Documented standard procedures for adherence to operations guidelines focusing on KPI measurement, corrective action implementation, and continuous process improvements.

• Conceptualized, managed, and implemented programs to leverage internal and external data used to drive accountability of National Accounts sales strategies and sales objectives.• Key contributor to Strategic Global Account Management Program which created a platform for Account Executives in different organizations with different agendas and strategies to cross sell, maximize revenue growth, and increase customer satisfaction and retention rates.• Analyzed Fortune 100 and 500… Show more • Conceptualized, managed, and implemented programs to leverage internal and external data used to drive accountability of National Accounts sales strategies and sales objectives.• Key contributor to Strategic Global Account Management Program which created a platform for Account Executives in different organizations with different agendas and strategies to cross sell, maximize revenue growth, and increase customer satisfaction and retention rates.• Analyzed Fortune 100 and 500 customer relationships and presented results to Office of the Chairman, CEO and President of US Business and National Accounts Senior Management in preparation for customer meetings. • Worked towards annual enterprise goals of increasing face to face sales time for Account Executives by finding operational efficiencies to better utilize their time. • Performed product manager duties to improve usability and utilization of proprietary CRM tool. Provided CRM training as well as regulatory and compliance training and guidance for licensed account executives. • Supported annual sales forecasting initiatives as well as sales compensation and recognition programs. • Supported projects to migrate proprietary CRM data to Salesforce.com Supervised several Sales Operations team members. Show less

• Managed budget, strategy, development, planning and communication efforts for business intelligence reporting website, CRM website, and insurance product enrollment website targeting Fortune 1,000 customers, internal users, and third party administrators. • Managed new product release and development schedules. Created sales training materials and developed product feature roadmaps to meet evolving customer expectations.

• In collaboration with Project Management Office, developed proprietary online bill payment tool and managed all incoming requests for enhancements from Sales Operations and Business Operations teams.• Assisted on special projects for senior leadership to support sales growth, and drive operational efficiencies.

• Served as liaison between sales and development as well as with internal and external customers to define business needs for internet applications and software for mobile applications. • Performed competitive analysis and QA on products. Created product collateral and direct mail content for B2B and retail customers. Provided sales support and sales training to national sales force.

• Defined business requirements for Internet applications and services. • Partnered with Sales and Account Executives to train on product and service offerings. • Established processes and procedures for roll out of new website functionality and supporting sales collateral.

• Developed procedures for Sales Operations program to operationalize national model for pricing.• Supported strategic initiatives for Sales and Marketing teams• Developed sales training materials for National Sales Group, identified opportunities for promotions and developed promotional pricing as well as developing standard pricing models. • Performed analysis on existing inventory to identify opportunities for sales and other promotions.• Created reports… Show more • Developed procedures for Sales Operations program to operationalize national model for pricing.• Supported strategic initiatives for Sales and Marketing teams• Developed sales training materials for National Sales Group, identified opportunities for promotions and developed promotional pricing as well as developing standard pricing models. • Performed analysis on existing inventory to identify opportunities for sales and other promotions.• Created reports to support initiatives on sales forecasting. • Identified and executed against several opportunities to reduce overall expenses as they related to Sales and Marketing Operations cost centers. • Project manager for annual sales catalog and other marketing collateral. Show less