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Kathy
US-North Carolina-Raleigh/Durham-RTP
10+ yrs
No
Yes
Sales Plan Analyst
To build a strong, long lasting and trustworthy relationship with my future employer. Also, My 17 years of overall experience have afforded me a practical view of today’s market, complementing my work experience in overall; sales & marketing, data analysis, project administration, finance & budgeting and with proven leadership and responsibility skills.
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MPLOYMENT HISTORY
1/00 – 1/07: SAS Institute, Cary, NC
Sales Plan Analyst
Duties Included:
•Administering, analyzing, and providing financial reports on the sales compensation plan for the sales division
•Tracking sales credit in order to determine sales commission, compensation payout
•Analyzing the parameters of timeliness and specific amounts of sales credits
•Interacting with the sales management and sales staff to provide clarification and general understanding of the sales credit model and resolving reconciliation issues
•Meeting with sales managers and staff to assure compensation plan is administered as communicated by management
•Calculating monthly, quarterly and yearly commission/incentive award payments to account managers based on commission plan provisions
•Maintaining all related sales records as they relate to the daily sales activities, including executed contracts signed by customers, renewals, pending invoices and past due invoices
•Compiling, analyzing, tabulating, producing, comprehensive sales credit tracking reports for sales managers and account managers
•Reviewing commission payment reports for accuracy and completeness for payroll to process
•Performing staff support activities needed for the development, implementation, communication, and administration of sales commission or incentive programs, plans, policies and quotas
•Data validation and contract update
•Root cause analysis of particular customer issues
•Analysis and reporting of results achieved
•Analysis of large volumes of data for integrity, completion and reporting
•Identification and implementation of process and productivity improvements
•Reviewing financials based on monthly, quarterly and financial goals
Sales Development Specialist
Duties Included:
•Providing rapid, focused response to requests via sales processing email or phone
•Applying knowledge of SAS, solutions, technologies, and processes as well as marketing and competitive issues to contribute to quality of response to business requests
•Understanding and maintaining awareness of internal resources and tools including but not limited to MIA, SalesNet, eSTARS and other tools
•Keeping abreast of company pricing and licensing procedures
•Preparing standard quotations and contracts as needed
•Communicating with customers via correspondence and telephone on sales related activities
•Supporting the account team by gathering information from, or making requests of, other employees and/or customers
•Assisting with knowledge-sharing activities for account team, sales support personnel, and team members
•Performing ad-hoc reporting in support of the sales division
•Periodically perform quality checks with customers and partners to update internal database and identify any changes as needed
•Supporting team efforts by reporting on tasks performed, contributing information to internal web sites as well as other internal knowledge-sharing sources, and participating in proactive outreach to market team services
Office Administrator
Duties Included:
•Acting as department liaison and distributed appropriate information to communicate with staff
•Assisting in the preparation of special projects that required analysis of information, spreadsheet development, and/or compiling reports
•Administering, updating, and maintaining department application; assisting in the design of new systems; maintaining and updating documentation; analyzing reports and resolving discrepancies; modifying basic programs to extract data and/or create reports; using various software applications or packages and related hardware, such as video display terminal, PC, MAC, or workstation to complete projects
•Supervising a small group of support staff; training other support staff on company policies and procedures and on computer application; training and coaching new employees on basic office procedures
•Maintaining department statistical/budget information, including comparison of actual to budget and reason for major variances; reviewing expenses and verifying that charges are made to correct accounts and reconciling discrepancies.
5/98 – 12/99: NIEHS, RTP, NC
Project Coordinator
Duties Included:
•Creating and tracking schedules and timelines for meetings
•Assisting in budget preparation, tracking and cost estimates
•Database maintenance and data generation
•Protocol development
•Editing documents and Desktop publishing
•Preparing slides for board meetings and tracking projects
•Entering references from journals, books, & magazines into database
•Assisting in proposal preparation and submission
•Generating and editing monthly reports and study correspondence
2/97 – 5/98: Becton Dickinson Labware, Durham, NC
Project Assistant
Duties Included:
•Typing and revising all correspondences, reports, forms, and other documents as required by the Plant Manager, Engineers, Quality Assurance Personnel, and Production Personnel
•Creating and updating weekly quality charts and backorder reports
•Maintaining preventive maintenance and calibration programs on the MP2 system
•Assisting with the plant activities for employees
7/95 – 1/97: Healthcare Business Resources, Inc., Durham, NC
Project Analyst
Duties Included:
•Creating presentations and charts for the SVP of Marketing
•Typing proposals and contracts
•Working with the legal department on contracts and proposals
•Proofreading and revising documents
•Update customer data in Access
5/92 – 6/95: Motor and Equipment Manufacturers Association, RTP, NC
Group Coordinator
Duties Included:
•Coordinating the activities of eight segmented credit discussion groups
•Preparing customer credit reports for monthly meeting
•Keying in dollar figures to prepare reports for meetings
•Gathering information to update files
•Calling and reminding credit managers to send in information before deadlines
•Assisting the credit analysts with financial reports
01/90 – 5/92: Survey Research Associates, Inc., Durham, NC
Office Manager
Duties Included:
•Preparing quarterly and annual reports
•Preparing monthly disbursement reports
•Inventory tracking
•Data entry and bookkeeping
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