Helps hire and trains, coaches, motivates and governs a 10-person sales team to: administer Salesforce leads, prospect, make sales presentations, close sales and provide exceptional customer service and satisfaction as the Preplanning Manager with Dignity Memorial. Facilitates a monthly sales meeting, creating the agenda. Educates staff about company policies and procedures, products, pricing, paperwork, sales guideline interpretation, terms, regulatory requirements, promotions and incentives. Supports staff members in becoming a licensed insurance agent to sell term life insurance; and addresses personnel issues including terminating a staff member. Identifies the marketing approach and tactics by Bay Area market segments.Evaluates sales team performance to ensure that monthly quotas are met. Helped the top producer increase sales by assisting him with marketing materials and event set-up.Acknowledged as a top Bay Area Sales Manager during July 2019 to December 2019, eclipsed the 2019 YE quota by 127.1%; and was ranked 31 out of 359 sales managers, exceeding quota 139.5%.

Selected a new cost-effective, cloud-based cemetery management system, PlotBox, to enhance record keeping for 1,700 niches at the St. Francis of Assisi Memorial Garden as the Memorial Garden Manager.Works with inscription, granite and photo tile vendors. By changing the inscription vendor, sped fulfillment time, boosting efficiency for the Memorial Garden and customer service for families. Schedules and sends invitations for St. Francis of Assisi bimonthly board meetings. Assembles the agenda and shares garden and sales updates. Carries out pre-meetings with families, encouraging them to make advance arrangements. Sold pre-planned arrangements to 150 new families since 2016. Manages and markets five annual educational workshops co-sponsored by The Ministry of Consolation & Grief and the Memorial Garden, each serving approximately 30 attendees. Pinpoints speakers and partners with Catholic Cemeteries’ outreach staff to coordinate the workshops. Orders inviting merchandise for the Memorial Garden and purchased garden statues. Utilized cold and warm calling, referrals and workshop attendee follow-up to drive multimillion dollar sales since 2016. Partners with families to identify needs and preferences and outline available options, products (e.g., urns, photo tiles) and associated costs. Plans, implements and directs services and arrangements, delivering seamless service to families. Arranges, promotes and executes Ministry of Consolation & Grief support groups held at the Memorial Garden; and organized 150 committal services. Sends invitations and orders hospitality for the annual All Souls Day Mass.

Solicited business while attending networking events and expos. Performed cold and warm calling and door-to-door outreach throughout the Bay Area. Delivered well received in home sales presentations and community seminars using corporate PowerPoint presentations and sales collateral. Partners with families to identify needs and preferences and outline available options, products and associated costs. Plans, implements and directs services and arrangements, delivering seamless service to families. Built strong relationships with prospective customers as a Preplanning Advisor and consultative sales representative. Using CRM software, logged prospects into the system and generated, tracked and followed up with leads. Recognized as the top sales producer for Q1 2013 ($110k in sales), February 2013 ($65k in sales) and April 2013 ($60k in sales).

Led organizational marketing by networking at local events, developing relationships with key referral sources and conducting community workshops and cold calling.Partners with families to identify needs and preferences and outline available options, products and associated costs. Implements and directs services and arrangements, delivering seamless service to families. After successfully marketing to a local pastor, held a parish workshop that yielded $21k in sales. Exceeded sales goals via upselling.

Led organizational marketing by networking at local events, developing relationships with key referral sources and conducting community workshops and cold calling. Exceeded sales goals via upselling. Partners with families to identify needs and preferences and outline available options, products and associated costs. Implements and directs services and arrangements. Recognized as one of the top salespersons during 2003 as the commissioned Pre-Need Counselor and salaried Family Service Counselor. Set up, managed and implemented four large annual events and monthly Masses. Events ranged in size from the 1,400-person Memorial Day event to the 400-person Day of the Dead event to the 40-person Flag Day event. Governing and scheduling an event team of 34 staff and volunteers: developed event costs; created and rolled out project plans; obtained permits; procured goods and services; negotiated vendor contracts; ensured that invoices were paid on time; promoted the events; distributed invitations and tallied responses; welcomed local dignitaries; and prepared written programs. At each event, passed out brochures to market services. Directed 24 annual educational workshops that served from 20 to 100+ attendees. Identified, arranged, paid and introduced presenters; prepared workshop fliers; wrote copy for the cemetery, parish and Catholic Scoop Web sites; and created a monthly advertisement for The Valley Catholic. Staffed a table at each workshop to distribute fliers and field questions. Generated sales by actively following up with attendees. Planned and launched marketing luncheons to thank referral sources and market to prospective customers. Oversaw the organization’s annual holiday party for a staff of 50. Selected and booked venues and catering, shared invitations and tracked attendance and decorated the venues.

Ran daily, confidential reports for the Accounting Department concerning staff and management earnings, stock options and taxes due using GENI, Citrix and UBS software as a Tax Associate. Processed compensation and tax documents for overseas senior executives. As an Administrative Assistant, prepared manager expense reports and organized travel. Established a workspace for each new hire. Coordinated department meetings and conference calls as an Administrative Assistant. Organized meetings using Microsoft Outlook, sent invitations to participants, booked conference rooms and ordered meals. Earned a certificate of recognition for excellent performance.

Managed and staffed out of state trade shows and conventions as an Inside Sales Representative for the manufacturing representative company. Reserved booths, hotels and airfare; and obtained product samples for booth display.Promoted 15 radio frequency microwave product lines as an Outside Sales Representative. Met with buyers to gauge interest in potential products to determine whether those products should be put into production. Provided product specifications, answered product questions and reviewed pricing. Edited sales collateral, researched leads and conducted cold calling.