Britney Forbes Email & Phone Number

Dallas, Texas, United States

Greater Chicago Area

Greater Chicago Area

Sales analytics: Analyze sales data to create actionable dashboards and reporting for sales leadership to optimize sales performance for a $70M business. Create a multi-tier business model to aide in the quarterly and annual tracking and reporting for the entire sales organization. Leverage Salesforce.com to: proactively support sales and finance leadership in making strategic company decisions, identify areas for improvement and create processes to facilitate best practice sharingCommission reporting/analysis: Manage and own the transition from manual reporting to automated Salesforce based software for commission tracking for 50 agencies across the US and Latin America. Become the Subject Matter Expert and create training documents for both internal and external users. Perform monthly analysis for each agency to determine territory health. Support leadership in developing company-wide agent strategy and developed tool to track progressPromotion/campaign management: Utilize sales data and knowledge of the market to create, document and manage company-wide promotions. Create messaging through Pardot, track performance through Salesforce and provide post mortem analytics to Sales leadership to determine ROI and overall success of each promotionTrade show management: Manage and track the budget and logistics for all company sponsored trade shows (10-15 per year) where Orion is able to showcase the latest technologies in the energy efficiency industry. Create analytics to determine show effectiveness; analyzing factors such as $ spent, contacts made, pipeline built and closed-won opportunities Territory reporting: Operationalize the process of remodeling our sales territories across the US, growing from 30 agencies to 50. Became Subject Matter Expert on mapping tools to effectively communicate territory changes both inside and outside of the organization

Greater Chicago Area

Commission reportingOwn Agent commission process wing to wing for 20+ agents. Serve as point of contact for internal/external commission related requests making sure to foster an effective relationship between Orion and the agentsRevenue ForecastingCreate and manage agent forecast model based on Distribution Sales strategy, targeting 20% revenue growth by FY 18. Model provides better overall PnL forecasting and visibility into territory productivitySales reportingPrepare and manage monthly Sales report for the Senior Leadership Team providing more visibility into performance of internal reps, agents and licensees and their performance vs. company targets Revenue trackingManage revenue tracking and reporting process for ~$70M of annual revenue to provide deal by deal visibility into how each Orion segment is tracking toward sales goals and analyst estimates and what is left to close. Serve as liaison between Sales, Finance and Accounting to ensure proper communication of any potential road blocks allowing for a more focused sales approach to meet targets

Chicago, Il

Strategic pricing analyticsLeveraged knowledge of business financials and customer data to serve as the main point of contact for Account Managers in developing strategic pricing for prospective customers on a $9.5B portfolioManaged pricing approvals for the Technology and Appliances vertical to ensure appropriate thresholds( Margin, Market Share, ROI) were met and value prop was considered in all pricingsFinancial tracking & reportingAssessing business needs, proactively created a top 25 strategic account package and presented key metrics to Senior Leadership Streamlining pricing processesCreated customer profitability reporting for 30,000 dealers/ 3,000 Manufacturers through Spotfire, allowing for increased controls, more detailed analytics, and timely reporting. As the Subject Matter Expert, led profitability training for the Sales, Finance and Marketing teamSimplified annual review process for the Risk team through leveraging the new profitability database, saving 5 hours per monthFinancial modelingLed creation of online pricing model; facilitated wing-to-wing process through management of team expectations, assessing business/customer needs, facilitating daily calls with IT to oversee development. Held on-site training for Sales and Finance team on new model

Norwalk, Ct

Human Resource SpecialistOwned the Fall recruiting process for ~50 new hires wing to wing, from planning and facilitating 2 day recruiting sessions to leading an extensive week long New Hire Orientation.Created and managed new finance- controllership rotational pilot for students with an accounting background to assist in building the controllership pipelineFinancial Planning and Analysis AnalystSupported the Transportation Finance team with volume and margin reporting for a $3.6B portfolio made up of an intricate mix of For Hire and Private Fleet. Analysis of Non Price Price through the tracking of late fees planned at $9.3MM in 2011.Assisted the finance risk team with reserve and asset quality reporting for ~$89B in financing receivablesControllership AnalystSubmitted weekly report to HQ detailing any losses or recoveries >$5MMAssisted KPMG to ensure SOX compliance through capturing key documents, and created process maps around key reporting processesSales/Pricing AnalystFacilitated sessions with the services teams to identify the largest cost savings opportunities for customers through implementation of fleet services ( i.e. Fuel, Maintenance, Accident) to align with Fleet pricing strategy to reach 61% services penetration with a $1.6M annual NI opportunity

Ann Arbor, Mi

Budget planningCreated and managed sales targets for each team member fostering employee growth while ensuring targets aligned with company sales goals and 11% customer conversion rate targetsGoal settingSet weekly sales targets for team members to ensure corporate goals were metExecutionLed the district in sales for consecutive periodsTraining and Development Facilitated employee/new hire training including Coaching and feedback to ensure client and business needs were met