Van B. Email & Phone Number

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.

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

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.

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.

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.
• 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