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Precision Cabinets and Design SourceAccount Manager Team Lead
Mar. 2024Pleasanton, California, United States
Precision Cabinets and Design SourceAccount Manager
Nov. 2021Pleasanton, California, United StatesTo promote company’s services, products: cabinets, appliances, countertops, flooring, through existing accounts and persist in acquiring potential new customers.
Account Manager to serve as a liaison to maintain existing relationships, generate more qualified business through existing house accounts and to generate New Business opportunities.
MN BuildersBusiness Development Manager
Dec. 2019 - Nov. 2021Oakland, California
Precision CabinetsBusiness Development Manager
Jan. 2019 - Dec. 2019San Francisco Bay Area• Target and convert new Contractors, Builders Architects, and Designers by building multiple relationships.
• Make 50 cold calls a day to prospective customers in order to generate new and existing business for the Sales Team of 10 Design Consultants
• Follow up on all types of leads generated from website, social media, referrals and phone calls • Network with contractors, builders, architects and designers through trade affiliations – approximately 2-4 a month
• Monthly and weekly reporting of main KPI is required including: 1st finalized client list with revenue for each account, Prospect/Customer report to measure size and change in prospects and clients counts, set the next month plan of Action, and report on previous months plan of action
• Support the Design center, 2 days a week, and 3 days a week at the secondary Showroom.
• Train and support New Sales Executives on Lead Generation
• Obtain contact information through various tools available (Websites, Construction Monitor, referrals, networking, etc).
• Support Sales Manager in updating CRM System –upfront Sales Process
• Marketing - Create opportunities and coordinate “Lunch and Learns” as well as Contractor Advisory Board meetings, maintain and update Lunch & Learn PowerPoint as a strategic selling point
• Send personalized mailers to generate interest on potential leads.
Precision CabinetsBusiness Development Specialist
Feb. 2017 - Dec. 2018Brentwood, California• Have a basic understanding of the construction processes and how cabinetry fits within the construction process in order to answer general questions.
• Conduct research and investigation into new Contractors, Builders, Architects and Designers. • Cold call prospective customers via telephone in order to qualify them as a sales lead
• Ask for referrals from all sources (prospects, clients, etc).
• Attempt to verify and update all contact information on file (includes email address, mailing address, current system in use, # of employees, shop type) on every call in order to enhance • Follow up calls on packets mailed.
• Working returned mail.
• Communicate leads to Sales Executives and follow-up with Sales Executives to ensure sales contact was made and opportunity was maximized.
Precision CabinetsAssistant Operations Manager
Aug. 2015 - Sep. 2016BrentwoodManage and schedule meetings for Sales Manager & President
Generate new development deals residential Builders that focuses on multi-family residential projects, Assist Project Managers on start up projects
Manage and organize all in house samples for Builders
Develop & maintain administrative processes within department
Monitor Customer Surveys
Model Home development
Develop & support Merchandising program
Bid support
Other Admin support to the Sales Manager and CEO when needed
Precision Cabinets & TrimBusiness Development Coordinator
Jul. 2007 - Aug. 2015•Perform administrative support to the President for a large custom cabinet manufacturing company. Coordinating and managing multiple projects, organizing meetings with future business partners
•Providing customer service for 8 Sales Executives. Building relationships with potential businesses in an efforts to promote a climate that facilitates sales for the Sales Department
•Managed and Supervised Receptionist, Sales & Marketing Assistant providing training at all times with areas that they may need improvement and within several other departments
•Back up support to Receptionist and Front Desk as needed
•Participate in special projects at the behest of Marketing Assistant and Director of Sales •Lead Generation - New Business from Residential Builders, Contractors, Designers and Architects in the Bay Area
•Identify and evaluate cross-marketing prospects, assisting with cross-marketing initiatives, and track success ratio
•Marketing support for potential Magazines advertisements, update social media such as Facebook, Houzz and LinkedIn. Scheduling Photo shoots with Builders
Club Resource GroupAdminstration
Aug. 2006 - Jul. 2007Tracy•Support Sales Representative, •Call current and future clients, •Process all paperwork in relation to future sales. Update sales software. •Maintain current paperwork for customers. •Create sale orders, quotes and purchase orders.
•Provide customer service support to clients on a day to day basis
•Provide back up to Receptionist support for current receptionist, during breaks and holidays. •Assist in the preparation of daily and monthly sales reports. •Provide customer service and support to associates.
•Have established a customer focused approach to work and developed great personal and interpersonal skills with customers and work colleagues alike.
Club Resource GroupSales Administrator / Receptionist
Aug. 2006 - Jul. 2007Support Sales Representative, Call current and future clients, Process all paperwork in relation to future sales. Update sales software. Maintain current paperwork for customers. Create sale orders, quotes and purchase orders.
Provide customer service support to clients on a day to day basis
Provide back up to Receptionist support for current receptionist, during breaks and holidays. Assist in the preparation of daily and monthly sales reports. Provide customer service and support to associates.
Have established a customer focused approach to work and developed great personal and interpersonal skills with customers and work colleagues alike.
North American Title Company, Escrow TrustAccounting Representative
Jan. 2006 - May. 2006Provide customer service to branch offices for adjustments, research and problem solving. Process daily (sending and receiving) escrow trust fund bank wires.
Daily and monthly cash reconciliation. Ensure accurate, timely and quick turnaround of active wires. Prepare daily and monthly reports summarizing fund activities. Review and evaluate overdraft status of escrow accounts.
Provide customer service and support to associates. Developed time management skills.
North American TitleEscrow Assistant
Jul. 2005 - Jul. 2006Walnut Creek•Process daily (sending and receiving) escrow trust fund bank wires.
•Daily and monthly cash reconciliation. Ensure accurate, timely and quick turnaround of active wires. •Prepare daily and monthly reports summarizing fund activities. Review and evaluate overdraft status of escrow accounts.
•Provide customer service and support to associates. Developed time management skills. Apr 2005 – Jan 2006 North American Title Company, HR/Benefits Representative •Provide support to HR department for all internal HR activities, from filing to preparing and collating documents for various functional leaders. •Conduct new hire orientations/processes all hire/benefits paperwork. Maintain all HR forms; hire and exist packets. Assembly/distribution of Orientation Packages. •Maintain personnel level personal files; submit approved HR forms to timekeeping and payroll. •Personnel Records Administration/Heavy filing.
•Provide customer service and support to associates.
•Administer a number of HR systems, such as Benefits, Leave of Absence, Workers Comp, auto Fleet and Safety and Security. •Assist in employee verification process and workers compensation process. •Responsible for running the front desk and maintaining telephone switchboard as back up to existing front desk personnel. •General office responsibilities/photocopying/phones, faxing, typing, internal meeting arrangements and mail /courier services administration. HRIS database records inputting, auditing, and report administration.
Temping positions includingReceptionist
Mar. 2005 - Mar. 2005Responsible for running the front desk and maintaining telephone switchboard.
Sainsbury's, LondonHR Assistant
Nov. 2002 - Dec. 2003Responsible for liaising with employees and dealing with all day-to-day requests.
Ensure completion of company termination processes for existing employees.
Provide assistance to HR Manager and store Manager for routine enquiries from typing correspondence, answering customer enquiries.
Plan-Net Services, LondonDeputy Head of Administration
Mar. 1999 - Nov. 2000Reformatting and editing of candidate resumes to existing Plan-Net format.
Typed letters and documents for consultants. Prepare invoices, statements, checks, packages and ordering office supplies.
Dealt with candidate queries and update their profiles.
Maintaining switchboard to supporting all business specific enquiries.
Responsible for liaising with clients and business contacts alike.
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