Devon Saris Email & Phone Number

United States

Responsible for the growth and adoption of accounts, particularly those in budgeting, forecasting, and client advisory service spaces, to ensure renewal and ongoing success with services. As the product subject matter expert, I support the sales team identifying opportunities, provide a positive customer experience post sales, and have a strong focus on post-sale growth initiatives to recognize broader adoption and build brand recognition for CPA.com and our preferred partners.

Ann Arbor, Mi

-Collaborated with departments on issues pertaining to customer accounts and inventory-Maintained customer relationships-Confirmed, monitored, and compiled documentation for customer orders-Managed and communicated sample updates to sales members-Verified all shipping documents and ensure all customer requirements are met as written on the purchase order-Managed databases and spreadsheets for Materials Requirements Planning (MRP)-Reviewed pending orders and specific customers requests to ensure excellent customer service and customer experience

Authored detailed proposals and associated $1M budgets, driving adoption of Almac’s pharmaceutical and manufacturing services to key client stakeholders. Collaborated with cross-functional teams to liaise with over 30 representatives across 10-15 high-value client accounts, educating on technical components of Almac’s clinical trial packages. Cultivated relationships with multinational corporations in the health sector, representing voice of end users for designing and scoping package requirements.● Spearheaded focus group to align workflows, bringing together Business Development and Project Services divisions in order to improve internal collaboration and communication.● Created and led exploratory workshop on client satisfaction, deriving customer experience insights from cross-functional qualitative input.

Detroit, Michigan

Through customer profiling, segmenting, and qualitative direct research, identified and delivered appropriate loan product matches for clients. Developed all supplementary analysis, reporting, and necessary documentation for service delivery. ● Voted by peers to join Quicken’s Leadership Development Program. Working alongside Directors in this role, mentored 10 and oversaw region of over 100 loan originators. ● Achieved Top 5 ranking among more than 100 peers for lead-to-credit conversion key performance indicator. Led entire region in prospects converted for month of September 2016, averaging 79 per day compared to company target of 30.● 5-time Regional Champion (of 100 competitors) and 1-time National Champion (of 1200 competitors) in Quicken’s monthly company-wide onstage sales persuasion competition.

Director-selected as one of two Emerging Market Associates to set vision and strategy for national market outreach tactics of innovative cloud-based tax and accounting new product launch, executing presentation delivery at industry trade shows. Educated small and medium sized firm clients on enhanced value of a new platform via phone, e-mail, and live demonstrations. Designed research on customer capture strategy, recruiting four firms per month.

Ann Arbor, Mi

As cross-functional team member, collaborated with executives, led journey mapping sessions, and consulted 3rd party marketers to evaluate quantitative data and improve customer surveys. Gathered user behavior insights from data and launched new client experience processes with Tax & Accounting division.

Ann Arbor, Mi

Orchestrated targeted advertising and marketing campaigns, formulating data driven sales analyses to drive new business as well as promote upsell to existing clients. Collaborated with internal tax and accounting resources to incorporate continuous improvement in outreach. Guided clients through change management. Promoted Thomson Reuters brand and services at numerous trade shows and career fairs.● Generated $375K of new customer business over tenure.● Mentored new hires and company interns, providing direction and training around sales skills, communication tactics, and prospect qualification processes.

Ann Arbor, Mi

Consultative sales training focused on firm retention and VoC feedback loops to enhance services. Reached 30 firms/day to facilitate positive client experiences around forthcoming software updates.