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

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.
• 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.

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.