Doreen Moritz Email & Phone Number

Woburn, Ma

Responsible for all facets of Sales administration, operations and support. - Catalog and post activity reports from field sales staff, - Customer Volume and forecast expectations and performance against it.- Strong/Weak assessment profiles of each customer on a quarterly basis, - Budgetary reports detailing actual progress to budget for Sales and Expenses. - Costing and Price Estimates for product and services.- Global Business Meeting arrangements and planning.- Develop and administer protocols to secure and maintain all confidential information.- Support and maintain integrity of customer database.- Establish Lead database inquiry tracking and assigning.- Order log analysis to support Sales and Operational Planning activities.- Maintain all travel and expense reporting.- Customer Relations for Voice of the Customer (VOC) survey analysis and follow up actions.

Waltham, Ma

- Extensive field sales support within a high-traffic environment,.- Prepared quotations and associated contracts for new purchases.- Worked with Vice President/Sales to select appropriate tradeshow participation and to coordinate the location and delivery of show booth, inventory and supplies needed.

Sales Operations Specialist - In this role the individual is the internal point of contact for the sales organization. The SOS is assigned multiple sales teams to support in all aspects of the order to cash flow. In order for a sales rep to have clear picture of their customer's footprint in a company; the SOS can run inventory reports, spend reports, and invoicing history. Also, upon request will pull scanned contracts from the database warehouse. The SOS works on quoting for customer purchases and submitting the order once compliant with the company's guidelines. The function also extends to working with all back office areas such as: Order Input, Accounts Receivable, Collections, Passwords, and Tech Support.All in all the SOS function is an advocate for their assigned sales teams.