Sales Operations Project Management

Kelsey Sloan

Sales & Marketing Operations Professional

Pompano Beach, FL

I am open to a role that will bring the next chapter of growth in the direction I am looking to accelerate my career.

Authorized to work in the US for any employer

Work Experience

Sales Operations Specialist

phData

March 2023 to Present

Managing sales operations, Salesforce administration, and Hubspot marketing. Including: implementing CRM process improvements, database organization and cleanup, creating multiple channels of CRM automations for the Marketing and Sales teams.

Sales Operations and CRM Manager

Arch Amenities Group

August 2022 to January 2023

Architected, implemented, and project managed the roll out of the new HubSpot CRM system across all business functions (including finance, sales, marketing, and legal), led the team in API integrations with the new HubSpot instance, implemented multiple marketing systems including proposal software and project management & quote generation software, audited all sales and marketing processes and created a comprehensive plan of recommendations to improve business efficiency Sales Optimization Manager

Finance of America Companies

June 2021 to July 2022

Responsible for Sales Optimization Specialist, worked with sales and business leaders to strategize the best ways to make the company more efficient, managed new CRM rollout project, implemented referral program, managed CRM alongside Director and VP of Sales Optimization, analyzed marketing and brand campaigns to optimize spend and impact, part of the leadership team that built and implemented a company wide CRM & telephony migration

Sales Optimization Specialist

Finance of America Companies

March 2021 to June 2021

Supported the sales optimization manager in managing the CRM, created a process for responding to customer NPS surveys, initiated creation of new reporting and dashboards, presented optimization ideas to sales and business leaders

Outlined and implemented the launch of new NPS program for the USA team Medical Device Sales Representative

1st Class Medical

October 2020 to January 2021

Managed customer relationships while fostering new accounts, upselling, training new hires, and administrating the internal HubSpot CRM

IT Project Manager, Sales Enablement

G4S

March 2019 to October 2020

Created, managed, and implemented projects related to sales generation and company education in North and South America, informed and involved stakeholders and project teams on developing projects and information updates, created and executed presentations and project update communications, presented at leadership conferences and assisted in the planning and execution of such conferences

• Managed a team of 15 people and multiple HR and Sales related projects simultaneously while keeping to budget and timelines

Regional Sales Operations Manager, North America

G4S

June 2017 to March 2019

Managed the Salesforce CRM platform for all business units, created reports, analyzed data, generated outputs using Salesforce information, maintained system and data integrity, created and executed presentations and trainings regarding Salesforce for all users, presented at leadership conferences on the roll out plans for new updates in Salesforce, managed and responded to any CRM related help tickets, planned and hosted sales training seminars in multiple cities across the USA, constructed and distributed recurrent internal email campaigns

• Solely managed 600+ Salesforce users spanning North and South America

• Managed the roll out of 3 separate training plans on new standard procedures and Salesforce implementation updates

• Organized a multi-city sales training conference that spanned the course of 2 months in 7 cities and presented a 2-hour Salesforce training session in 5 of those cities Sales & Marketing Communications Analyst

G4S

May 2016 to June 2017

Assisted the Regional Sales Operations Director with managing the Salesforce CRM platform for all business units, trained users on how to use Salesforce, gathered miscellaneous financial reports for the ROD and prepared reports for executives, constructed and distributed region-wide internal communications

• Managed and trained 600+ Salesforce users across North and South Americas Sales Operations & Communications Intern

G4S

September 2015 to May 2016

Assisted the Regional Sales Operations Director with managing the Salesforce CRM platform for all business units, gathered miscellaneous financial reports for the ROD, assisted in launching the Satmetrix CEM for the North American region, conducted reports on our top customers globally for the President and CEO

• Created a comprehensive, global report on the Fortune 500, denoting which of the 500 we were doing business with, what kind of business, and in what countries – this included all subsidiaries and was compiled over the course of 3 months – the results gave indication what companies we were missing business with and where we could further build the portfolios with companies we already were doing business with

Sales Team Lead

The Vitamin Shoppe

October 2013 to September 2015

Worked one-on-one with customers to come up with the best solutions for their retail needs, operated cash registers and assisted in counting and maintaining balanced money drawers

• Completed in-depth training on the products we sold, what nutritional values they had, and what products would best fit the health needs of customers – completed all 3 levels of certification Shift Leader

Gap Inc.

August 2010 to December 2012

Worked one-on-one with customers to come up with the best solutions for their retail needs, operated cash registers and assisted in counting and maintaining balanced money drawers

• While on shift, would manage the Baby Gap portion of the store on my own and handle all returns, credit card applications, customer complaints, etc. Lead Sales Associate

Chico's FAS

July 2010 to December 2012

Worked one-on-one with customers to come up with the best solutions for their retail needs, managed other Sales Associates and assisted and guided them with their sales, operated cash registers and counted and maintained balanced money drawers

• After only a few months of employment, was promoted and became the youngest manager in the store Education

Bachelor's degree, Magna Cum Laude in Communications Florida Atlantic University - Boca Raton, FL

August 2013 to May 2016

Associate in Arts (AA) Highest Honors in Liberal Arts & Sciences Tarrant County College

September 2010 to December 2012

Dual Enrollment (Senior Year of High School) in English Georgia Perimeter College

August 2009 to May 2010

Skills

• Project management

• System administration

• B2B sales

• Retail sales

• B2B marketing

• Email marketing

• Content strategy

• CRM software

• Conversion optimization

• Google Suite

• Microsoft Office

• Writing skills

• Creative writing

• Digital marketing

• Business analysis

• IT project management

• Analytics

• Marketing Automation

• HubSpot

• User Interface (UI)

• Salesforce (9 years)

• Copywriting

• Content Development

• Salesforce Sales Cloud (9 years)

Languages

• English - Fluent

Links

http://www.linkedin.com/in/kelseysg

Awards

Marty S. Diplomacy Scholarship

April 2016

Funded the training and travel costs necessary to participate in the Model United Nations competition in NYC on behalf of FAU.

Certifications and Licenses

Certified Consultative Seller

June 2017 to Present

Granted by Richardson (previously Sales Performance international) Assessments

Sales skills — Proficient

July 2023

Influencing and negotiating with customers

Full results: Proficient

Written communication — Proficient

July 2023

Best practices for writing, including grammar, style, clarity, and brevity Full results: Proficient

Analyzing data — Proficient

July 2023

Interpreting and producing graphs, identifying trends, and drawing justifiable conclusions from data Full results: Proficient

Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.

Groups

VP of FAU Honors College Spanish Club

November 2013 to May 2014

Leukemia & Lymphoma Society - Light the Night Walk Corporate Sponsor July 2015 to November 2017

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