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Work Background
Advantage SolutionsKey Account Support Specialist
Sep. 2024Pittsburgh, PaResearch and implement effective strategies for clients so they can meet business objectives, including revenue and market share objectives
Make recommendations for how clients can achieve financial targets
Analyze data to identify trends and recommend opportunities for improvement and reduce competitive threats
Develop and conduct negotiations to maximize profitability and maintain positive relationships
Build sales presentations for key clients and make client recommendations for customer presentations
Analyze performance metrics of assigned clients and make recommendations for improvement
Recommend ways to improve business margin for clients and recommend action plans
Strategize on how to maximize marketing spend to achieve client’s financial goals.
Review marketing schematics on behalf of customers, and coordinate closely with cross-functional stakeholders in our schematic, reset and retail departments
Drive cross-collaboration among all other internal teams
Analyze data reports to ensure financial performance meets forecasted targets
Drive alignment across KAMs, highlighting key opportunities and challenges and also suggesting resolutions to issues
Advantage SolutionsSenior Business Analyst
Aug. 2022 - Sep. 2024United States• Primary Client: J M Smucker; Retailer Responsibility: Giant Eagle/ASF, Weis/C&S, Wakefern, Price Chopper, SEG
• Utilizing various data systems, extracts raw data from reporting system and conducts an in-depth analysis of customer product flow. Consults with internal business partners or external clients to present data and recommends actions to assist the client with meeting business objectives.
• Extracts data from third-party market research resources, integrates with internal data and conducts trend analysis. Interprets results and presents recommendations to the business partner.
• Works closely with business partners to develop report specifications based on client needs.
• Manages ad hoc projects based on business partner or client requests.
• Pro-actively develops and delivers presentations as required by the client.
• Provides training and direction to lower-level Business Analysts.
• Provide weekly & monthly sales summaries based on POS data
• Administer the claims, deductions, and reconciliation process maintaining accurate records
• Assist with repayments, receivables, and collections. Process invoices and billing
• Providing Sales Team with accurate and timely promotional contracts
• Analyze data & translate it into actionable insights with the goal of driving sales • Run & Publish ADHOC reports as needed/requested
• Prepare presentations for buyer & vendor meetings
• Support sales team in completing analysis & inventory checks
Advantage Solutions: Sales, Marketing, TechnologyAssociate Business Development Manager
Sep. 2021 - Aug. 2022Pittsburgh, Pennsylvania, United StatesPrimary Clients: Smuckers, McCormick, Sahale, Marchuan, Harmless Harvest; Retailer Responsibility: CVS Team
• Partner with Business Development team to build sales presentations, new items, selling promotions, pricing, and planogram changes
• Prepare financial analysis for a period of statements; prepare reconciliations, schedules, and account analysis.
• Monitor spending plans to ensure that promotions are actualized, and all deductions have been received
• Research and report on factors influencing business performance.
• Ensure the use of Client’s promotional fund management system is clearly communicated to business partners.
• Clerical work and administrative support as requested by the BDM.
Advantage Solutions: Sales, Marketing, Technology (Advantage Consumer Healthcare)Senior Business Analyst
Mar. 2018 - Oct. 2021Greater Pittsburgh Area• Utilizing various data systems, extracts raw data from reporting system and conducts an in-depth analysis of customer product flow. Consults with internal business partners or external clients to present data and recommends actions to assist the client with meeting business objectives.
• Extracts data from third-party market research resources, integrates with internal data and conducts trend analysis. Interprets results and presents recommendations to the business partner.
• Works closely with business partners to develop report specifications based on client needs.
• Manages ad hoc projects based on business partner or client requests.
• Pro-actively develops and delivers presentations as required by the client.
• Provides training and direction to lower-level Business Analysts.
• Provide weekly & monthly sales summaries based on POS data
• Administer the claims, deductions, and reconciliation process maintaining accurate records
• Assist with repayments, receivables, and collections. Process invoices and billing
• Providing Sales Team with accurate and timely promotional contracts
• Analyze data & translate it into actionable insights with the goal of driving sales • Run & Publish ADHOC reports as needed/requested
• Prepare presentations for buyer & vendor meetings
• Support sales team in completing analysis & inventory checks
Weaver Homes Sales Assistant
Jul. 2017 - Jan. 2018Greater Pittsburgh Area• Operates Model home office for the Kennedy Highlands community; basic office tasks of filing, flyer creation, information packet assembly, upkeep of model home appearance
• Meet with perspective home buyers and assist with any questions/concerns while also showing Spec homes to those interested in buying
• Creating new incentives for new/current home owners in the community to encourage referrals and sales of remaining homes
• Set up potential buyers with appointments to meet with Real Estate Agent or Mortgage Representative for further consultation.
Acosta Sales and Marketing CoBusiness Manager Assistant
Mar. 2015 - Mar. 2018Greater Pittsburgh Area• Under direction of Business Manager will coordinate activities to meet administrative requirements of the client and assist in maintaining all relevant product data, planners and tracking systems • Update specific client reports such as distribution tracking, pricing reports, new item tracking, and special business initiative tracking.
• Involved in the implementation of the Event Scheduler technology to generate customer contracts and plan out the up and coming promotional year.
• Maintain claims dashboard within compliance standards to accurately audit billings and collections. • Currently the sole operator of the proprietary systems of iSales (Campbells & Coca Cola) and Vistex (Barilla), by creating, managing and satisfying payment events for all promotions given to Customer (Giant Eagle, Heinens, Marcs & Sherwood) • Assistant BDM for the Pfizer account, assisting in deal negotiations, contract creation and deduction satisfaction.
First Niagara BankSr. Teller / CSR / Teller Supervisor
Jul. 2014 - Mar. 2015Greater Pittsburgh Area• Processes bank transactions accurately and efficiently while educating clients on products/services and creating a referral when a potential opportunity has been identified.
• Demonstrate exceptional customer service behaviors to create advocacy and earn the right to expand relationships.
• Do what's best for the customer by promoting referrals to cross-functional business partners as appropriate.
• Be secondary to teller supervisor with maintaining branch regulations within compliance and audit procedures.
Huntington National BankTeller Supervisor
Jun. 2013 - Jul. 2014Greater Pittsburgh Area• Processes bank transactions accurately and efficiently while educating clients on products/services and creating a referral when a potential opportunity has been identified. • Prioritize and deploy the most efficient high impact sales activities to generate sales referrals and outcomes to reach goal
• May function in the only supervisory position between branch management and the Tellers.
• Responsible for the efficient operation of the branch by performing duties which may include scheduling, reporting, compliance, security, vault/ATM responsibilities, service, and management.
• Crucial to be up to date on compliance regulations and relay them doing trainings to related staff.
PNCSenior Teller
May. 2010 - Dec. 2013Greater Pittsburgh Area• Performed a set of regular procedures, as well as a variety of customer requests and transactions.
• Identified opportunities to refer to the sales partners within the branch.
• Maintain organized records of customer interactions for accurate follow up.
• Keep up to date on training of government regulations as well as bank products and policies.
• Proactively seek ways to develop and expand customer relationships in order to contribute towards the personal goals.
Kohl's Department StoresCustomer Service Representative
May. 2007 - Dec. 2013Greater Pittsburgh Area
• Adheres to the “Yes We Can” policy and efficiently resolves customer’s questions and requests. Supports fellow Associates through Yes We Can actions and behaviors.
• Answers incoming phone calls, transfers phone calls and uses paging system in a professional manner.
• Solicits and processes quick Kohl’s Charge applications.
Pitt Chemical & Sanitary Supply Co.Office Assistant / Store Front Assistant
May. 2007 - May. 2010Greater Pittsburgh Area• Daily duties of the office (order entry, filling, typing quotes, answering phones, etc.).
• Main source of assistance for Salesman with documentation, communications and scheduling
• Basic organization of products & work done in the showroom with direct customer contact.
• Constantly working with employees on updates to products & re-educating on basic processes.
• Assisting office manager with daily tasks, such as assessment awareness, auditing and meeting organization.
TGI FridaysLead Hostess / Server / Trainer
May. 2007 - May. 2009Greater Pittsburgh Area• Greeting incoming & departing guests while also seating them in the bar or dining area
• Answering phones while also taking To-Go orders for Bar staff
• Manage the flow of guests, providing accurate wait times to any guests incoming
• Onboarding & Training incoming hosts/hostesses • Build rapport and ensure an enjoyable, quality dining experience while serving • Ensure expedient service of food and beverages, expertly recommending and upselling items
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