Donna Ford is a Segment Operations Manager and sales liaison to a global provider of content-enabled workflow solutions designed for the Large Law Legal and Law School markets. My team provides actionable intelligence, statistical analysis and professional sales admin support for a Legal Market Area which encompasses 400+ Large Law firms, a Law School Market which supports 230 Law Schools and the respective sales professionals within these two markets . My role involves interaction with… Show more Donna Ford is a Segment Operations Manager and sales liaison to a global provider of content-enabled workflow solutions designed for the Large Law Legal and Law School markets. My team provides actionable intelligence, statistical analysis and professional sales admin support for a Legal Market Area which encompasses 400+ Large Law firms, a Law School Market which supports 230 Law Schools and the respective sales professionals within these two markets . My role involves interaction with numerous internal departments to execute day-to-day operations, identifies financial trends/ issues and opportunities for the Market Area VP in order to improve and increase productivity, increase profitability, and stimulate growth. I'm a People Leader of 17 Sales Support Administrators and 2 Data Consultants, where my concentrated focus is to mentoring, performance management and career development. Show less

Provide consistent and high quality data gathering, report composition/structure and analysis.Assists with the creation of standardized reports and procedures; meet demanding deadlines, analyzing critical sales metrics, providing insight to aid with business decisions and identifying areas of growth and/or risk. Identified financial trends, challenges and opportunities for the US Legal Markets Market Area Vice President in order to improve and increase productivity, increase profitability… Show more Provide consistent and high quality data gathering, report composition/structure and analysis.Assists with the creation of standardized reports and procedures; meet demanding deadlines, analyzing critical sales metrics, providing insight to aid with business decisions and identifying areas of growth and/or risk. Identified financial trends, challenges and opportunities for the US Legal Markets Market Area Vice President in order to improve and increase productivity, increase profitability and stimulate growth. Show less

People Manager for 4 Sales Operations Administrators/ Senior Administrative Assistant teams – providing supervision, mentoring, training and back-up coverage as needed.Provided consistent and high quality data gathering, report composition/structure and analysis.Assistance with the creation of standardized reports and procedures; meet demanding deadlines, analyzing critical sales metrics, providing insight to aid with business decisions and identifying areas of growth and/or risk.… Show more People Manager for 4 Sales Operations Administrators/ Senior Administrative Assistant teams – providing supervision, mentoring, training and back-up coverage as needed.Provided consistent and high quality data gathering, report composition/structure and analysis.Assistance with the creation of standardized reports and procedures; meet demanding deadlines, analyzing critical sales metrics, providing insight to aid with business decisions and identifying areas of growth and/or risk. Identified financial trends, issues and opportunities for the US Legal Markets Market Area Vice President in order to improve and increase productivity, increase profitability and stimulate growth. Show less

Demonstrated ability to improve procedures, meet demanding deadlines, and compile and maintain statistical analysis (e.g. weekly “flash” forecasting report, enhanced client Business Reviews, region dashboard, dollars in play modules, etc.) to identify trends, issues and opportunitiesServed as a liaison between all impacted internal departments (i.e. Market Planning, Fulfillment, Pricing, etc.) and the sales team to ensure proper and timely communication, contract processing and reporting

Worked in a fast-paced high sales environmentSupported 3 Financial Advisors and a Regional Sales ManagerProcessed stock, mutual funds and option orders

Responsible for transfer of investment customers stocks & bonds from one financial institution to The Acacia Group. Ensuring all required legal documentation was properly executed and submitted to the depository. Monitored account activity to verify transfer orders were accurately submitted and tracked. Reconciled security unit positions with internal and external counter parties.

Assistant Paralegal•Reviewed trusts, divorce decrees, death certificates, etc. to approve brokerage account transactions New Accounts Controller•Created brokerage accounts for new clients•Requested necessary legal documentation for joint tenants and custodial accounts