Karina Kocot Email & Phone Number

New York, United States

• Collaborate cross-functionally with Sales, Accounting, Channel, and Legal departments on a daily basis to ensure seamless operations• Expertly create and configure quotes for product and renewal sales engagement activities, managing pricing, deal review, registrations, and related tasks• Serve as a trusted advisor and subject matter expert in ConnectWise/Salesforce, providing invaluable support to the entire sales team• Proactively monitor and manage all Renewal transactions well in advance (90 days) of their renewal date, based on prior deal closures• Drive revenue growth by identifying and capitalizing on upsell opportunities, working closely with Sales Teams• Foster and sustain strong relationships with channel and distribution partners, enhancing collaboration and results• Efficiently process and submit orders, with a focus on creating Sales Orders/Purchase Orders and meticulously tracking shipping, updating ConnectWise accordingly• Take ownership of sales activities associated with vendor partnerships, ensuring successful outcomes• Collaborate in the creation of renewal reports and prepare proposals as requested, contributing to data-driven decision-making.

Greater New York City Area

• Serve as a crucial liaison between prominent manufacturers and distribution partners, including Arrow, Ingram, TD Synnex, and more, facilitating seamless communication and collaboration• Expertly create quote configurations and meticulously oversee the processing and tracking of product sales and renewals across a diverse range of technology products, including Citrix, Dell/EMC, RSA, VMware, Veeam, Fortinet, CISCO, Nutanix, Microsoft, CrowdStrike, Rapid7, Varonis, and IGel• Lead the entire customer renewal process for the company, maintaining accurate forecasts from the initial quote creation to order processing, ensuring a smooth and uninterrupted service for clients. • Diligently submit deal registrations for all resellers, leveraging your negotiation skills to secure the best discounts from vendors, optimizing cost-efficiency for the organization• Maintain partner portal status to guarantee tier compliance and compile comprehensive reports for internal analysis, fostering data-driven decision-making. • Cultivate and nurture positive, long-standing relationships with Channel Managers and preferred partners, strengthening partnerships that are vital to the company's success. • Actively engage with the sales team to distribute workload effectively, optimizing turnaround times for quotes and configurations, and promoting a culture of teamwork and collaboration. • Play a pivotal role in providing internal training and facilitating knowledge transfer to sales team consultants and staff, enhancing their expertise and capabilities.

New York City

• Managed the business operations team for the NY/NJ Commercial region.• Consolidated, reconciled, and validated accuracy of weekly and monthly sales forecasts, bookings, and revenue reports for the Area Sales Manager. • Assisted team of analysts in processing, reviewing, and monitoring all sales order activities.• Managed all area expenses and identified saving opportunities, process improvements and efficiencies.• Assisted sales reps and managers to navigate within SFDC, Propel, DX, Channel Xpress, etc. to ensure opportunity data is complete and accurate.• Worked extended hours with Global Revenue Operations during quarter end close in a high-pressure environment to ensure all bookings were processed on time.

• Managed East Region quarterly sales revenue reports with revenues over $30 million.• Worked with customers to secure signed timesheets, Milestone Completion Forms, Project Change Requests, and other necessary documentation.• Worked closely with partner firms to ensure timely PO issuance and invoice payments, providing month and quarter end accruals.• Managed key project activities such as booking accuracy, resource utilization, and escalations.• Reviewed and approved legal documents including Professional Statement of Works (PSOW) and Project Change Requests (PCR), escalating all non-compliant documents for internal legal review.

• Provided customer service (real time phone support, onsite trainings) to clients and internal staff for all stocks, options, and commodity exchanges.• Troubleshooted software and found solutions for application problems (ie. content, data, and functionality).• Maintained logs and ensured inquiries were resolved in a timely manner.• Scheduled and facilitated communications with various departments and clients regarding new software applications and training within Thomson Financial.