Support the leadership team with the development and operation of a framework for capacity planning, quota and target setting, forecasting, pipeline management, territory development, win/loss intelligence, compensation, productivity, attainment, and velocity.
May 04, 2020
Manage and oversee the operationalization of current contracts and amendments to ensure seamless execution and constant improvement of implementation playbooks, call center and claims department alignment, system configuration accuracy, standardized forms and training, provider awareness, ongoing vigilance leading the operations task force, etc.
May 17, 2020
Develop and maintain sales analytics reports and dashboards to provide actionable insights that support data-driven decision-making for the sales and executive leadership teams.
June 12, 2020
Demonstrated ability to analyze problems, probe facts, identify and question assumptions and find creative and effective solutions to meet business goals.
July 11, 2020
Lead change across the sales organization by improving directly owned processes and taking initiative to champion cross-functional opportunities.
August 03, 2020
Provide status updates, meeting minutes, issues logs and other appropriate communication to the client and/or project team to ensure that everyone involved is sufficiently informed of significant project developments in a timely manner.
August 23, 2020
Create, update, analyze, and distribute quarterly, monthly, and weekly sales reports (and/or) dashboards, including quota, activity tracking, bookings, pipeline, forecasts, etc to to allow for proactive management of key performance indicators, leads and customers.
September 02, 2020
Assist with review of CRM data, enforcement of policies, and works directly with Finance to ensure adequate reporting, approvals and accuracy of information, requiring monthly activity reporting and reconciliations.
September 16, 2020
Understanding of how tools/applications work together-where data is coming from, how the information connects to the overall sales process.
October 01, 2020
Builds and maintains Salesforce dashboards focused on pipeline, bookings, risk, attrition, account performance, and team member performance.
October 03, 2020