- Manage a team of estimators, providing guidance and support to ensure accurate and timely project cost estimates.- Review and analyze project specifications, blueprints, and other documentation to determine material and labor requirements.- Collaborate with sales and project management teams to gather necessary information for estimating.- Develop and maintain a comprehensive cost database for materials, labor, and equipment.- Prepare detailed and competitive project bids and proposals in alignment with company pricing strategies.- Work with senior leadership team on process improvement projects- Work with National Sales Group and Project Services Group to remove points of friction and streamline workflows to increase sales productivity- Salesforce Admin

- Implement new CRM fields to streamline sales pipeline and allow for better data tracking- Collaborate on projects designed to drive operational efficiency - Assist with development, implementation and management of new Bid & Lead Generation Processes- Qualify inbound project requests to fully understand scope, budget and timeline for their projects- Qualify bid opportunities and internally track information on bids we will participate in- Educate prospects on our processes and timelines to ensure successful hand-off to the sales team- Ensure successful follow through of sales cycle by maintaining accurate activity and lead qualification information in CRM - Build awareness on high priority bids/projects- Interact with prospects via telephone and email with high attention to detail- Consistently achieve qualified opportunity quotas to ensure territory revenue objectives- Develop and execute on a strong prospecting plan of attack, including email and call scripts- Prepare work to be estimated by gathering proposals, specifications, and other documents - Obtain quotes from suppliers and contractors in required timeframes- Assemble all bid documents and quotes to be submitted and reviews with sales rep prior to deadlines- Establish and maintain relationships with vendors, contractors and architects - Examine architectural plans and drawings to understand the overall project scope- Maintain thorough records of all project documentation including, estimates, vendor quotes, project drawings, and specifications- Present detailed project and bid information to individual sales reps and Project Services Group

- Prospect and generate new business opportunities by researching potential clients- Qualify leads and conduct initial outreach to potential clients via phone & email, to schedule meetings for territory reps- Manage and maintain a pipeline of leads and opportunities using a CRM system

- RADrabbit Team Member

- Manage outbound email campaign project - Develop and execute email marketing campaign using Hubspot - Collaborate with Marketing Manager to create engaging email content - Analyze and report on key campaign metrics using Hubspot reporting and analytic tools

*** West Corporation changed to Salelytics in May 2019 ***

- Developed a streamlined process for setting up multi-currency accounts for Canadian merchants- Created SOP for Multi-Currency Specialist & High Potential Activation Specialist positions- Quality checked documents to ensure accuracy for applications - Produced a 400% increase in number of accounts set up monthly - Worked with merchants that have the highest potential American Express charge volume (yearly charge volume of $2.5 million and above)- Proficiently used CRM programs such as MS3, Salesforce and OnContact to track and manage sales opportunities- Consult with A-level and C-level executives to present solutions to increase their business goals by partnering with American Express

- Execute outbound sales strategies to generate new business opportunities- Research and identify potential clients to understand business needs and pain points- Conduct cold calls and consult with key decision-makers about the benefits of accepting American Express as a payment form- Maintain accurate records of all customer interactions and opportunites in Salesforce CRM system

- Responsible for highest spend accounts for American Express- Consistently top-ranking in customer satisfaction survey results and accounts saved- Consult with A-level and C-level executives to present solutions to increase their business goals by partnering with American Express

- Coached and mentored new hires.- Created SOP and training aides- Coordinated daily contests to help employee engagement, boost team morale, and drive results.- Consistently delivered model calls used for training, coaching, development. Used as best practices for Vice Presidents.- Identified opportunity and created solution for quality reports to ensure greater level of detail around areas of individual and team performance opportunities.

- Ranked in the top 5% on critical performance metrics including customer save/retention and customer surveys.- Consult with A-level and C-level executives to present solutions to increase their business goals by partnering with American Express - Inbound sales support fielding 60+ calls per day, addressing urgent concerns and providing prompst resolutions