Van B. Email & Phone Number

Fort Worth, Tx, Us

Irving, Tx

Dallas, Tx

•Contribute to concurrent projects with sales, product/engineering, finance, analytics, marketing, and editorial teams to support strategic initiatives and continual process improvement.•Managed post-sales customer onboarding process, ensuring smooth transitions and customer satisfaction.•Acted as a primary point of contact for customers, handling inquiries related to shipping, freight quotes, delivery, and training.•Collaborated with cross-functional teams, including Sales, Operations, and Training, to deliver seamless and exceptional customer experience.•Implemented new strategies for post-sales support, streamlining process flow and enhancing efficiency.•Develop data visualization to help executive stakeholders and upper management understand performance and make key business decisions.•Forecasted the Sales Team’s quarterly quotas in Salesforce.•Managed all of the company’s inventory as well as our partners’ inventory.•Created all reporting and dashboards in Salesforce for the Sales Team.•Performs daily operation audits and assists with special projects and reviews to determine the reliability, accuracy, and completeness on orders.

Chicago, Illinois, United States

•Proactively identify, scope, plan, recommend, and implement process changes that support our lead management strategy for local sales teams•Lead with a data-first approach by analyzing the success of key projects and recommending improvements against performance metrics.•Contribute to the development and application of lead prioritization algorithm that drives our lead allocation tools for sales in concert with strategic supply goals•Analyzing lead pool trends to ensure optimal sales headcount alignment, and lead prioritization for our local, and franchise sales teams•Working cross functionally with operations, merchant marketing, and finance to optimize our warm lead funnel through our inbound sales rep, and merchant self-service channels•Lead and contribute to concurrent projects with sales, product/engineering, finance, analytics, marketing, and editorial teams to support strategic initiatives and continual process improvement•Design communication and training strategies for process changes, including identifying the appropriate learning process, timing, execution, and delivery.•Develop data visualization to help executive stakeholders understand performance and make key business decisions.

Chicago, Illinois

•Build high-level analysis of trends from sales teams to monitor behavior and present to business leaders.•Recommend operation changes and new tools to better support streamlined tracking to identify fraud.•Coordinate with Sales Operations and Sales teams to maintain thorough knowledge of operational changes that will impact tracking abilities.•Daily audits of Intraday assignment failures, monitoring for potential Intraday bugs/defects, and escalating to the appropriate team.•Design communication and training strategies to ensure awareness and proper protocol among sales team.•Tests associated to internal project work, actively participate in project meetings to provide testing status, and report any missing or incomplete capabilities that are identified.•Improve engagement profitability and understand fundamental risk management.•Monitor KPIs and business drivers, highlighting trends and investigating underlying causes of discrepancies.

Fort Worth, Texas

•Keen eye for detail within the sales operations department.•Advanced administrative skills within Salesforce.•Preparing, validating, and auditing payroll, invoices, and expense files for Dell & Samsung campaigns.•Create job automations, reports, charts, and tables on financial information, while doing studies on past, future, and comparative performance.•Analyze sales reports for accuracy and or discrepancies prior to distribution.•Courteously responding to internal inquiries.•Worked with managers to assist in the development and maintenance of infrastructure for new and existing accounts.•Did auditing that processes, inspect, and validate field rep activity; time, mileage, route, sales, and compliance in a high-volume, fast-paced, environment.•Worked collaboratively with the client account team to develop account plans and strategies.

Irving, Texas, United States

•Provide solutions for the financial needs of clients.•Meet the financial needs of clients including opening deposit accounts, originating loans, negotiation with underwriters, closing loans, quality assurance, negotiating with processors for clerical errors, finding opportunity for investments, and cross selling customer opportunities into new solutions.•Cross train to work the teller line and process transactions when needed.•Adhered to bank and legal guidelines for reporting, loan approvals and money handling.•Complied with security procedures and protocols when opening and closing bank vault.•Educated customers on options for managing financial transactions by leveraging technology, tools and resources.

Arlington, Texas, United States

Dallas/Fort Worth Area