Kathleen Roth Email and Phone Number

• Office manager for Solana Beach sales and marketing office for startup of new product line.• Operations: Manage revenue process from receipt of order through fulfillment to invoicing.• Business Support & Reporting: Provide sales and customer data to internal customers; manage internal revenue and invoice processes; provide support for sales team.• Marketing Support: Provide logistics support for marketing events (Interbike, Outdoor Demo, Sea Otter Classic, Quick 'n Dirty local races) as well as managing booth at events.

• CBest-certified teacher for elementary grades.• Assignments included both short and long term periods.

• Coordinated on-line SFDC training sessions between sales regions and trainers.• First point of contact for setup of Salesforce.com for 500+ users within 7 business units.• Created users and territories within SFDC.• First point of contact for user and data issues.• Scrubbed incoming hospital and medical facility info from the business units into SFDC.• Completed monthly SOX audit of users in financial system.

• Responsible for annual territory realignment utilizing ZS Maps/Javelin software.• Collaborated with 20+ regional managers for optimization of each sales territory for 2 business units; provided preliminary and final maps, account listings, and other metrics. Required analytical & organizational skills to create territories that could produce comparable variable compensation for sales consultants as well as administrative skills to ‘package’ data for management use. Updated 75+ territories for each business unit.• Provided sales reporting information through extraction of data warehouse and commission information.• Wrote extensive procedures for entire territory alignment process as well as timeline for seven month project. • Sales Operations point of contact for alignment issues.• SME for SAP and Business Warehouse.• Created and executed SAP validation test scripts.• Gatekeeper for security requests of numerous applications.

• Retail sales of home decorator fabrics and custom furniture.• Provided estimates for window coverings and furniture.• Provided customers with fabric, furniture, and design advice.• Cross-sold in-home design service.

• Created monthly and YTD sales analysis for VP Sales. Analysis included data pulled from various departments and data sources to form a cohesive presentation. Utilized both PowerPoint and Excel.• Created monthly and YTD budget analysis for VP Sales.• Ranked 7 sales groups on a monthly and YTD basis, including President’s Club, culminating with annual sales meeting and awards presentation. • Created PowerPoint presentations for recognition banquets, assisted with award speech writing and music selection, and organized back-stage activities to assure consistency, confidentiality, and a smoothly run stage presentation.• Experienced with sales meeting preparation (destination services, R&R activities, menu planning) and ensuring positive experience for attendees. Streamlined awards distribution, reducing labor, time, inventory, and expense.• Developed and presented report information to new sales force members, resulting in improved knowledge of their target market, current sales, and understanding of the report flow. • Subject matter expert for customer set-up, commissions, and reporting in SAP and data warehouse.• Maintained inventory for demo and evaluation instruments as well as tracking evaluations.