Steven Davis Email & Phone Number

Canada

- Managing the accounts of Home Hardware, Staples, the Bay, NLI and some smaller independent retailers. - Developed annual sales plan for a portfolio of approximately $5 million in NSV volume, including revenue, trade investment and profit delivery by customer, and business subcategory.- Maintained accurate forecasts and promotional plans to support the annual sales plan - B&M and retail.ca accounts.- Developed a business plan congruent with the National Sales Strategy with an emphasis on joint value creation.- Execute annual sales plan with a focus on profitable sales opportunities, revenue management, customer retention and market penetration; develop strategies to differentiate and add value.- Secured new and existing product listings to optimize sales. - Achieve sales targets including revenue and activity; identify areas for business growth potential.- Project management as needed across functions internally and externally to enable growth and unlock value – Account and Enterprise.- Performed needs analysis, program and presentation development, sale and renewal with both established and prospective accounts.- Participate in the sales analytics process and methodology, creating reports as required. - Measure, monitor and manage overall plan effectiveness, and optimize initiatives as required.- Conduct appropriate analyses on an ongoing basis to determine opportunity areas and employ course correction initiatives where required. - Oversee sales support to retailers, maintaining an appropriate balance between responsiveness and quality/ cost of output.- Effectively manage trade spending and account forecasts working collaboratively with Finance and Supply Chain.- Performed the liaison of key business operational enhancements surrounding the CO2 cylinder credits and returns process for Home Hardware.

Mississauga, Ontario, Canada

Responsible for providing support for designated aggressive growth account teams in the Sales Organization through day-to-day administration related to pre- and post-sale activities.- Report generation and periodic basic analysis across several data sources for improved, efficient decision making.- Develop and maintain documentation of key contacts, product portfolio, store lists and planograms.- Support the designated sales team in driving the 4 P’s (Product, Price, Promotion & Placement) initiatives.- Coordinate sample requests: complete promotional forms as required and manage both advertising and promotional calendars.- Deduction specialist: Assist in deduction validation and processing.- Assist with preparation of internal and external customer requirements.- Work in conjunction with the Lead Sales Coordinator to ensure process continuity and consistency in common data/report flows.- Database management including but not limited to SPS, Retail Link, Toolbox, GS1, etc.)- Serve as primary point of contact for Customer Service and Finance when resolving issues.

Work From Home

- Minimize financial impact to the bank through effective claims adjudication and recovery efforts as applicable.- Maintain expert knowledge of all relevant departmental procedures to assist in the resolution of customer/partner concerns and minimize unnecessary customer/partner impacts.- Ensure adherence to defined business procedures and policies; exercising sound judgment that aligns with TD’s appetite for risk.

Milton, Ontario

- Extensive analysis of client investment portfolio, review and recommend tailored plans to maximize financial return - Management, tracking and forecasting of client’s monthly and annual financial goals and objectives- Work closely with Marketing and Sales teams to execute client incentive programs - Analyze large data sets to understand market trends and develop strategy for client’s investments - Improve and recommend strategies for increased profitability for client’s portfolio - Analyze Market risks & opportunities- Build client education & confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking

Engage customers in day to day advice needs, service transactions, digital education, and customer problem resolution related to banking solutions- Understand customer needs and guide customers to the right contact person for appropriate solutions while exercising good judgement in confidential matters- Build customer confidence on emerging digital banking trends by educating them on mobile, ATM, and online banking- Support the frontline staff with scheduled cash and non-cash transactions; resolve critical issues and report non-standard matters to management- Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence- Participate in the timely and accurate completion of business processes and procedures- Ensure prepared documentation is accurate, reflects business intentions, and is consistent with relevant regulations and TD's Code of Conduct and Ethics