Cassandre Saint Louis

Cassandre Saint Louis Email and Phone Number

Sales Operations | Fintech | Insights & Strategy @ BHG Financial
Cassandre Saint Louis's Location
Miami, Florida, United States, United States
Cassandre Saint Louis's Contact Details

Cassandre Saint Louis work email

Cassandre Saint Louis personal email

n/a
About Cassandre Saint Louis

Experienced Client Relations with a demonstrated history of working in the financial services industry. Skilled in Research, Nonprofit Organizations, Event Planning, Strategic Planning, and Healthcare. Strong information technology professional graduated from Barry University.

Cassandre Saint Louis's Current Company Details
BHG Financial

Bhg Financial

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Sales Operations | Fintech | Insights & Strategy
Cassandre Saint Louis Work Experience Details
  • Bhg Financial
    Operations Enablement Manager
    Bhg Financial Jan 2023 - Present
    Florida, United States
    As a Sales Operations Enablement Manager, I focus on identifying ways to simplify sales processes, often through automation, creating and implementing new technology and overseeing the sales team.I oversee the Sales Operations Service Desk that mainly focuses on problem resolution for the Sales Team and serve as direct resource for questions and system related issues.- Developing and implementing sales processes for sales teams, specialists and other representatives- Create Salesforce Dashboards for pipeline management- Researching and analyzing data to create sales forecasts- Strategize on Leads and Application Management - Collaborating with other departments and upper management to identify business goals- Work with Product managers and Developers to launch new initiatives- Oversee the Sales Operations ticketing system- Recruiting, hiring and training sales representatives- Identifying customers and sales opportunities by analyzing sales data and consumer trends- Creating and managing automation tools to increase sales process efficiency- Implementing and manage CRM tools to maximize opportunities and customer relationships
  • Bhg Financial
    Production Manager
    Bhg Financial Jan 2022 - Jan 2023
    As a Production Manager, I have lead a Team responsible for system and lead relation issues. The Team handles up to 3,000 issues per month and does so by working with the Leads Management and System Support TeamDeveloping and implementing sales processes for sales teams, specialists and other representatives- Researching and analyzing data to create sales forecasts- Strategize on Leads and Application Management - Collaborating with other departments and upper management to identify business goals- Work with Product managers and Developers to launch new initiatives- Oversee the Sales Operations ticketing system- Creating and managing automation tools to increase sales process efficiency- Implementing and manage CRM tools to maximize opportunities and customer relationships
  • Bhg Financial
    Lead Production Assistant
    Bhg Financial May 2021 - Jan 2022
    As Lead Production Assistant, I oversee a Team of associates working on pipeline reviews for the Sales and Closing Team- Assist with Daily Pipeline management for Sales- Support with Approval and Retention Assignment- Assist with sales/closing routing- Monitor the compliance and reporting for maintaining CRM data- Monitor activity reports, productivity, and productivity of the inside sales team- Assist users by researching and answering questions troubleshooting problems to support the CORE SALES team
  • Bhg Financial
    Sr Production Assistant
    Bhg Financial Sep 2020 - May 2021
    In my role as a Sr Production Assistant, I continued to work along side the VP of Production to ensure smooth operation of the Sales Team.- Work closely with Sales Production Manager and Assistant production manager to ensure objectives and initiatives are assigned and tracked to completion- Assist with sales/closing routing- Monitor the compliance and reporting for maintaining CRM data- Monitor activity reports, productivity, and productivity of the inside sales team- Assist users by researching and answering questions troubleshooting problems to support the CORE SALES team
  • Bhg Financial
    Jr Production Assistant
    Bhg Financial Jul 2019 - Sep 2020
    As a Jr Production Assistant, I focused on Salesforce Pipeline management and reviewing the Sales Representatives communication with the customers and ensuring that all leads are being contacted promptly.- Work closely with Sales Production Manager's and Assistant Production Manager's to ensure objectives and initiatives are assigned and tracked to completion- Assist with pipeline management accurate reporting- Monitor the compliance and reporting for maintaining CRM data- Monitor activity, processes and productivity of the inside sales team
  • City Of Miami
    Court Interpreter
    City Of Miami Feb 2017 - Jun 2019
    Miami/Fort Lauderdale Area
    As a Court Interpreter, I served as a conduit between Haitian-Creole/French speakers and English-speaking officials in legal forums.Specialty includes:- Commissioner meetings- Code Violations- Civil Proceedings- Criminal Proceedings- Resolving conflict interpretation
  • Barry University
    Administrative Project Manager
    Barry University Aug 2015 - May 2019
    As an Administrative Project Manager, I was responsible for scheduling meetings, recording decisions, and breaking projects into manageable tasks- Working with the planning committee on Barry's yearly largest events (Earth Day, Founders Week)- Create and update workflows- Conduct risk analyses- Prepare and provide documentation to internal teams and key stakeholders- Order resources, like equipment and software- Retrieve necessary information (e.g. user/client requirements and relevant case studies)- Track expenses and predict future costs- Monitor project progress and address potential issues- Coordinate quality controls to ensure deliverables meet requirements- Measure and report on project performance- Act as the point of contact for all participants
  • Barry University
    Philanthropy Manager
    Barry University Aug 2015 - May 2016
    As a Philanthropy Manager at Barry University, I was responsible for planning, coordinating and implementing a diversified fundraising plan that energizes individual, foundation and business donors- Calling potential donors and requesting donations for up to $10,000 for the University- Work with Director of Communications to plan multi-channeled donor communications thatinspire donor engagement and support- Develop and manage fundraising budget- Prepare regular reports on the progress and success of fundraising activities- Liaison to Board Philanthropy Committee- Oversee the ongoing development and maintenance of fundraising-related systems includingbut not limited to donor management, research, gift processing andrecognition
  • National Alliance For The Advancement Of Haitian Professionals (Naahp)
    Director Of Student Development
    National Alliance For The Advancement Of Haitian Professionals (Naahp) Dec 2016 - Aug 2017
    As the Director of Development, I planned and implemented a development and fundraising program to provide for the short- and long-term needs of the organization- Focus on the recruiting and development of Student Members in the Organization- Sets annual monetary goals and budgets according to short- and long-term goals- Establishes fundraising objectives for the organization, setting one year, five year, and longer-term goals.- Maintains a list of potential financial donors including corporations, foundations, and individuals.- Develop programs that will benefit Student Members- Encourage networking of Student with professionals in their field
  • National Alliance For The Advancement Of Haitian Professionals (Naahp)
    Membership Coordinator
    National Alliance For The Advancement Of Haitian Professionals (Naahp) Jun 2016 - Dec 2016
    As the Membership Coordinator, I assisted with the flow of new membership and member retention. Share strategic vision and contributes to the overall growth from a purposeful perspective in the day-to-day operations.- Assist with all formal and marketing communications between The Seagate and its current members.- Maintain and organize member files and updates as needed and organizes audits in the off-season- Assist in the execution of membership program, including new member acquisition, retention, benefit delivery, service and communications- Own the Member portal, app and calendar. Ensures all information is up to date consistently- Own the online Member directory and constantly ensures all information is correctly synced from internal database- Assist with liaising with graphic designer for all member event marketing

Cassandre Saint Louis Skills

Microsoft Office Leadership Public Speaking Healthcare Nonprofit Organizations Event Planning Trilangual Research Strategic Planning Innovative

Cassandre Saint Louis Education Details

Frequently Asked Questions about Cassandre Saint Louis

What company does Cassandre Saint Louis work for?

Cassandre Saint Louis works for Bhg Financial

What is Cassandre Saint Louis's role at the current company?

Cassandre Saint Louis's current role is Sales Operations | Fintech | Insights & Strategy.

What is Cassandre Saint Louis's email address?

Cassandre Saint Louis's email address is cl****@****inc.com

What schools did Cassandre Saint Louis attend?

Cassandre Saint Louis attended Harvard Business School, Barry University.

What skills is Cassandre Saint Louis known for?

Cassandre Saint Louis has skills like Microsoft Office, Leadership, Public Speaking, Healthcare, Nonprofit Organizations, Event Planning, Trilangual, Research, Strategic Planning, Innovative.

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