Associate, Sales Support Resume Samples

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T Pagac

Terrence

Pagac

320 May Common

Los Angeles

+1 (555) 403 8221

320 May Common

Los Angeles

Phone

p +1 (555) 403 8221

Experience Experience

Houston, TX

Associate, Sales Support

Houston, TX

Schaefer, Considine and Denesik

Houston, TX

Associate, Sales Support

Participate in the development of new policies and procedures related to increased quality and productivity, as well as, work environment
Work directly with BLM for billing reconciliation tasks and to resolve credit locks, and track credit applications as requested
Supports and promotes change management and/or departmental/enterprise initiatives to support brokerage business for Lincoln Financial Advisors
Creates presentations using PowerPoint, Word or another technology solution for onboarding new brokers
Identify opportunities to create efficiencies and lead projects to streamline/standardize processes
Work on translations assignments from English to French
Performs and delivers on routine brokerage assignments/projects

Los Angeles, CA

Sales Associate / Support

Los Angeles, CA

Gorczany, McCullough and Hilll

Los Angeles, CA

Sales Associate / Support

Performs audit and transfers of damaged and defective merchandise, completes re-tickets and charge sends according to Merchandise Handling Manual
Consistently treats all Gap customers and employees with respect and contributes to a positive work environment
Perform cash register functions
Fosters a safe working and shopping environment
Provide customer service throughout the store, including the sales floor, fitting room, and cash wrap
Assists in executing merchandise flow and product placement
Maximizes customer engagement by educating and utilizing all Omni-channels when interacting with customers

present

San Francisco, CA

Sales Support & Client Servicing Associate

San Francisco, CA

Altenwerth-Corkery

present

San Francisco, CA

Sales Support & Client Servicing Associate

present

Working with clients and internal functions such as compliance and marketing to produce client specific sales aids and marketing materials
Maintain, prepare and suggest improvements for Sales presentations
Update and development of all documents and reports to deliver periodically to key clients
Oversight and Management of the pipeline and meetings notes; ensuring updates are completed in a timely fashion
Working with internal functions such as investment division, compliance and marketing to produce client specific sales aids and materials
Updating and development of all documents and reports to deliver periodically to key clients
Looking for new contacts through Press, websites and networking people/associations in the industry

Education Education

Bachelor’s Degree in Business

Kennesaw State University

Bachelor’s Degree in Business

Skills Skills

Strong Microsoft Office skills are essential and experience using SAP is desirable
Excellent interpersonal and communication skills and a proven ability to develop long lasting relationships
Highly developed organisational and time management skills
A high level of problem solving ability
Superior attention to detail and accuracy
A strong customer service focus
Ability to contribute to a team environment where performance is measured
Technical and claims expertise
A flexible and mature approach is imperative

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15 Associate, Sales Support resume templates

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Trade Finance Sales Support to Corporate Coverage Associate Resume Examples & Samples

Client relationship management and transaction handling, fully covering for the Sales force when travelling or out of the office
Data Analysis/Reporting - Sourcing info from numerous systems/areas (internal and external) as and when required such as KYC related reports as well as scorecard review, revenue analysis and reporting
Complete sales training / presentation skills courses (including all other product and mandatory training)
Reviewing Cognos reports Monthly and on an adhoc basis – Top earning clients by country - Investigating missing revenue - Investigating unaccountable revenue
Liaising with Trade Marketing to keep a list of all trade related events Sales managers should be attending or at least be aware of – Check trade Publications, annual client events, events sponsored by JPM etc etc
Bachelor’s degree or equivalent required
Experience of working in an Investment Bank environment
Well developed interpersonal, communication, organizational, problem solving and project management skills
Position is for a highly proactive, motivated, self-starter individual who is comfortable with frequently changing priorities
Effective time management, organizational and planning skills

Sales Support Senior Associate Resume Examples & Samples

Prepare quotations per standard DSG guidelines and policies
Customer notification of pending expirations
Timely customer follow-up, as needed, for queries
Cancellation management
Invoicing of auto renew customers as appropriate
Routing of appropriate tasks to the renewal sales team
2+ years relevant experience. High school diploma or equivalent required. Associates degree, technical college or some college course work preferred
Robust knowledge and experience with Microsoft Office Suite and Outlook
Ability to catalog and explain issues simply and effectively, research and gather information, establish facts and draw valid conclusions based on the information available
Possess excellent interpersonal, verbal and written communications skills
The ability to effectively resolve customer inquiries in one-on-one or small group situations
Possess a strong orientation toward people coupled with the ability to listen and resolve issues to achieve customer satisfaction

Sales Support Senior Associate Resume Examples & Samples

Assist in the preparation of the Support Renewals daily reporting: open quotes, missed assets, bookings, and rep productivity
Prepare ad hoc reporting including expiry, end of life, indirect sales, sales bookings reports, and ad-hoc reporting as requested
Assist with quota setting
Maintain/enhance Support Renewal databases
Publish Support Renewal analytics on global departmental monitors
Respond to business owners needs for analytical information and assist or train as needed to understand the information
Effectively interacts and communicates with various levels of management in the Organization including senior executives
Presents information in professional format including reports and presentations; Promotes and maintains integrity through communication using appropriate language
Listens to and interprets needs of customers (management)

Sales Support & Client Servicing Associate Resume Examples & Samples

Proven support and client service experience, relationship management or retail sales experience, though exceptional candidates who can meet the requirements for this role may also be considered
Advanced windows-based software skills (Outlook, Word, Excel, PowerPoint)
Good organizational skills including the ability to handle and prioritize multiple assignments and conflicting deadlines
Must be comfortable accepting assignments from a variety of people
Experience working with database applications and creating data reports and/or analytical skills or experience would be an advantage
University undergraduate degree or equivalent qualification / equivalent experience - preferable but not required. Ideally Finance/Investment/Business related. Candidate must however be of graduate quality
University Masters / postgraduate degree or equivalent qualification / equivalent experience - preferred

Sales Support / Channel Sales Associate Resume Examples & Samples

Maximise the business relationships and drive efficient and profitable certification exam testing for the region
Ensuring that client and channel partner satisfaction levels are high, opportunities are known and issues are recognised
Sales administration support that is required to achieve the overall team’s targets
Effective and timely completion of requested progress reports as requested by the Channels Sales Manager
Previous sales support experience is required
Enthusiastic, energetic team player who has the ability to work on their own, whilst possessing the ability to seek assistance and/or escalate concerns when required
A positive attitude combining the ability to continually communicate in the most positive manner both internally and externally
International work experience and cultural awareness preferred
Additional language

Associate, Sales Support Resume Examples & Samples

Collaborate with internal groups to produce high quality marketing and client servicing presentation materials within tight timelines
Display ownership over sales support material content and effectively communicate content preference to stakeholders to ensure clear, informative and added-value messaging
Work on translations assignments from English to French
Respond to routine and ad hoc requests while meeting service level agreements and ensuring quality control and accuracy of outgoing material
Proactively seek opportunities to add value to existing sales support materials
Identify opportunities to create efficiencies and lead projects to streamline/standardize processes
Support, as required, for other client/sales activities at different stages of the pipeline
Successful candidates will be expected to develop an in depth understanding of investment management industry practices and policies and all of TDAM’s investment products
Advanced user in MS PowerPoint and Excel (including pivot tables, macros)
High proficiency in MS Word and Outlook, with ability to learn complex internal proprietary software programs
Have at least 3-5 years' experience in a sales support role/marketing role
Be fully bilingual (French and English) and exhibit strong interpersonal and communication skills (oral and written)
Ability to work in a fast paced environment, meet multiple deadlines and prioritize activities
Ability to work independently and in a team environment, on multiple tasks, providing assistance to sales professionals and guidance and direction to sales support staff
Exhibit strong critical thinking and problem-solving skills to solve sometimes unstructured and complex issues independently
Knowledge of the Canadian investment management and Canadian Pension industry is an asset

Sales Support & Client Servicing Associate Resume Examples & Samples

Prior experience in a similar role
Ideally a track record of operating within institutional / wealth management and strong drive, energy and determination to increase business opportunities in the German-speaking region
Broad knowledge of the investment & asset management industry in the German-speaking region
Strong ability to work across an organisation, building effective working relationships with colleagues
Good knowledge of financial markets, investment concepts, competitors and industry trends
Highly numerical with excellent attention to detail and accuracy
Able to work independently and exercise professional judgement
Excellent language skills – German native speaker level and fluent English language is essential
Excellent organisation and follow up skills and ability to meet internal/external demands and deadlines
Able to co-ordinate and work well within a team
University undergraduate degree or equivalent qualification - Preferable. Ideally Finance/Investment/Business related. Candidate must however be of graduate quality
University Masters / postgraduate degree or equivalent qualification - Preferable but not required
Other formal professional and / or technical qualifications / equivalent experience – Preferred. Candidates who are studying or intending to study for IMC or CFA (or other finance related professional qualifications) will be preferred

Sales Associate / Support Resume Examples & Samples

Consistently treats all Gap customers and employees with respect and contributes to a positive work environment
Promotes customer loyalty by educating customers about our” loyalty” programs
Maximizes customer engagement by educating and utilizing all Omni-channels when interacting with customers
Meets or exceed Company goals and standards of operation
Accountable to store goals and results
Upholds all Company policies as outlined in the Policy & Procedure guide, including Code of Business Conduct and the Employee Policy Guide
Collaborates with store team to develop innovative solutions to business needs
Flex between customer or support roles as needed by the business
Fosters a safe working and shopping environment
Provide customer service throughout the store, including the sales floor, fitting room, and cash wrap
Expert in product knowledge
Shares customer feedback with leadership team to improve the overall customer experience
Offers current style advice and is knowledgeable on trends
Utilizes social media and technology to promote an exciting and engaging shopping experience
Performs various product placement, replenishment and recovery tasks to maintain a visually appealing, easy shopping experience for our customers
Perform cash register functions
Meets or exceeds Company productivity standards for all operational processes: shipment processing, markdowns, merchandise signage, replenishment and recovery of salesfloor and stockroom
Executes Omni-Channel processes to ensure customer needs are met (i.e., SFS, RIS)
Executes shipment assembly line tasks to Company standard; flexes to all areas of the shipment line as needed
Supports execution of all shipment receiving and processing procedures to floor-ready standards
Assists in executing merchandise flow and product placement
Coordinates with leaders and fellow associates for the preparation and placement of merchandise
Identifies and communicates opportunities while replenishing size specific quantities throughout the store in response to sell-through
Performs audit and transfers of damaged and defective merchandise, completes re-tickets and charge sends according to Merchandise Handling Manual
Influences employees to support an operationally efficient and effective process driven environment
Previous customer service or retail experience preferred

Associate, Sales Support Resume Examples & Samples

Independently analyze and resolve mid to low level accounts receivable questions and issues
Assist in the search of available inventory
Meet or exceed individual productivity goals as set by the department
E.D. or High School equivalent is necessary

Sales Support System Associate Resume Examples & Samples

Interpret data, analyze results using statistical techniques and provide ongoing reports
Develop and implement data collection systems and other strategies that optimize statistical efficiency and data quality
Identify, analyze, and interpret trends or patterns in complex data sets
Work closely with management to prioritize business and information needs
Technical expertise regarding data models, database design development, data mining, segmentation techniques, and Visual Basic
Knowledge of statistics and experience using statistical packages analyzing large datasets (Excel, SPSS, SAS, etc.)
Ability to assume responsibility; function effectively in team environment or independently, with minimal supervision; ability to recognize a need and take ownership of completion
Demonstrate strong partnering skills with all levels of cast
Detail-oriented and organized with ability to multi task
Demonstrated ability to handle confidential and sensitive information
Previous experience within a Sales Department
Proven working experience as a data analyst, with data visualization tools such as Tableau
Must be flexible with hours and duties, able to shift priorities and change team dynamics
Demonstrated technical proficiency in Word, Excel, PPT, Prezi, Internet, Outlook, mobile devices, etc

Sales Support Senior Associate Resume Examples & Samples

Responsible for a wide range of policies and procedures that govern our workflow for taking and fulfilling orders for Dell Statistica
Responsible for entering and verifying orders by using industry standard tools such as Salesforce and Siebel Sales
Assist in the correct pricing and fulfillment of orders from our sales team globally
Responsible to investigate and resolve problems with discretion and independent judgment
Seek to improve processes and best practices to meet sales and customers’ needs

Sales Associate / Support Resume Examples & Samples

Displays a "customer is the priority" mindset at all times
Promotes customer loyalty by educating customers about our "loyalty" programs
Ability to model professional behavior, as outlined in the Code of Business Conduct, at all times
Ability to communicate effectively with peers, customers and management
Ability to follow written or verbal instruction
Ability to utilize retail technology

Sales Associate, Sales Support Resume Examples & Samples

Respond to both phone and email inquiries about Sun Life’s individual life and health products and processes from Third Party Advisors and Marketing Assistants
Partner with internal departments to provide process improvements, making Sun Life easy to do business with, part of the Company’s value proposition
Provide individual case support, once an application is received, with the goal of helping Advisors understand Sun Life processes and place new business
Maintain effective two-way communication with advisors, marketing associates and all field personnel to promote and enhance the sales experience
Maintain knowledge of our current and future product shelf as developed
Develop and maintain strong working relationships with advisors within our segmentation strategy which includes Strategic Partner Program
Regular contact with partners to educate them on our policies, procedures, resources, systems and products. This will maximize partners’ production and profitability
Participate in pre-launch sales initiatives to develop and create advisor and marketing assistants’ interest in our sales strategies. Drive post-launch follow-up to generate sales growth and increase market share
Execute an Onboarding Process for new Strategic Partner Marketing Associates outlining the benefits and how to leverage the program as well
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Sales Support & Client Servicing Associate Resume Examples & Samples

Developing expert knowledge and understanding of Russell’s different products and service propositions, from our different mix of businesses
Updating and development of all documents and reports to deliver periodically to key clients
Maintain, prepare and suggest improvements for Sales presentations
Run analysis on data in order to prepare materials and presentations for clients / prospects
Keep contacts with key clients and prospects in order to follow-up to specific requests
Pro-active attitude in bringing to our prospect market Russell’s latest thinking, capital knowledge, products and services
Ensure maintenance of a fresh and updated prospect list. Including Updating client and prospect data and records in CRM
Working with internal functions such as investment division, compliance and marketing to produce client specific sales aids and materials
Liaising with Product and Client Service on operational issues
Advanced windows-based software skills (PowerPoint, Excel, Outlook, Word)
Interest in financial markets and ability to represent it in documents for clients
1 to 5 years in the asset management industry (both sales experience as well as investment division experiences will be considered)
Candidates who are studying or intending to study for IMC or CFA (or other finance related professional qualifications) will be highly desirable

Sales Support Senior Associate Assistente de Suporte a Vendas Senior Resume Examples & Samples

Responsible for support GTM on Brazil and Account set alignment
Ability to manage conflict and deal with ambiguity
Should be power user of Excel, being able to solve doubts of all sales team
Sense of urgency and prioritization skills
Ability to build effective business relationships internally and externally
Strong analytical capabilities including report development and analysis
Undergraduate Degree (Or to be concluded at the end of year) in Business Administration, Business international relation, economics or Engineer
Previous background with planning activities
Fluency in English and desired Spanish

Buck-senior Associate, Sales Support Resume Examples & Samples

Strong interest in business development activities and strategic selling required
Proactive approach and focus on quality and continuous improvement required
Familiarity with CRMs, research and marketing tools: SFDC, Marketo, Hoover’s
Ability to prioritize multiple projects and ability to meet aggressive timelines/deadlines required
Individual meets/exceeds expectations set by managers
Takes sincere interest in professional and personal growth toward developing strong business acumen

Associate, Sales Support Resume Examples & Samples

Analyse claims to determine liability and minimise exposure to the company. Approve or reject claims based on this investigation and knowledge. This includes
Technical and claims expertise
A high level of problem solving ability
Superior attention to detail and accuracy
Excellent interpersonal and communication skills and a proven ability to develop long lasting relationships
Strong Microsoft Office skills are essential and experience using SAP is desirable
A flexible and mature approach is imperative

ICB Sales Support, MEA, Associate Resume Examples & Samples

Understands the MEA client service model and takes responsibility for delivering to a portfolio of clients a high quality service offering that is in line with the service model
Responsible for client and consultant queries, delegating to appropriate internal teams (including the Bureau), monitoring progress to resolution and ensuring that responses are timely and of a high quality
Partners with other internal areas of BlackRock, in particular, Client Operations and Portfolio Management Group, to achieve effective outcomes
Escalation/resolution point for outstanding servicing issues
Partners with Senior Relationship Manager to deepen relationship with field consultants
Gathers and passes on information from consultants and clients to support sales planning/lead generation
Demonstrated aptitude for building service oriented relationships and can effectively manage these in clients with assets up to £200M AUM
Exposure to liability driven investing and advising on risk management solutions for clients previously would be essential
Able to analyse client servicing needs and work with BlackRock teams to provide resolution
Strong results-focus and process skills
Strong project management skills including the ability to manage a full project lifecycle is essential
Excellent team player must have previous people management or mentoring skills
Holds the IMC Qualification and should be a CFA Level candidate or holder
Advanced technical skills, including a working knowledge of Bloomberg, Data stream or Fact Set would be essential
IMC essential with CFA Level 2 candidate or holder essential
Post graduate study preferred, ideally a Masters in Finance or Investments

Associate, Sales Support Resume Examples & Samples

Performs and delivers on routine brokerage assignments/projects
Conducts proactive outreach and marketing campaigns in conjunction with Regional Sales Directors (RSD)
Maintains and updates database (CRM)
Creates presentations using PowerPoint, Word or another technology solution for onboarding new brokers
Prepares and facilitates contracting, licensing and onboarding paperwork for new brokers
Runs product illustrations
Partners with internal stakeholders (i.e. Sales Authorization) to ensure all paperwork is appropriate for submission and in good order
Provides brokers with an overview of key stakeholders, systems, tools and trainings according to required onboarding checklist
Serves as a liaison for brokerage business with internal stakeholders including processing, new business, underwriting, contracting/licensing, compensation and marketing
Supports and promotes change management and/or departmental/enterprise initiatives to support brokerage business for Lincoln Financial Advisors
Maintains knowledge on current and emerging development/trends for brokerage
Coordinates ongoing training and communication with brokers
Directs policy holder inquiries to appropriate area
0-1 years’ experience in the financial services industry that directly aligns with the specific responsibilities desirable
A demonstrated track record of consistently meeting and/or exceeding performance expectations
Ability to interpret and apply common sense understanding to carry out a variety of instructions furnished in written, oral, or diagram form
Demonstrates ability to evaluate information and the implications of a course of action or solution
Ability to work with others in a team environment
Demonstrates the ability to use sound judgment and discretion regarding confidential information
Successfully completes regulatory and job training requirements
Demonstrates ability to work in a fast-paced environment
Demonstrates strong organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail
Demonstrates solid relationship management skills with internal and/or clients (e.g. management, peers, colleagues, customers, etc.)
Demonstrates strong written and verbal communication skills
Ability to read, analyze and interpret internal documents such as policy and procedures and standard operating procedures

Associate, Operations & Sales Support Resume Examples & Samples

Providing excellent customer service and support to the FAST panel of Brokers nationally (phone and e-mail queries)
Exceptional relationship and stakeholder management of a National portfolio of Finance Brokers
Daily collaboration with key stakeholder groups namely Broker Support Services, Platform Services, Advantedge Commissions and other support teams
Assisting our Portfolio Managers in coordinating regular Broker Personal Development Days nationally
Organise and prioritise workloads ensuring service standards are met, while working flexibly and supportively with colleagues
Contribute to and participate in the development of best practice solutions to increase efficiency and effectiveness across the Operations team

Business & Sales Support Summer Associate Resume Examples & Samples

Rising Junior or sophomore working toward a Bachelor’s degree in Finance, Marketing, Business, Economics, Math or related field
0 minimum GPA
Working business knowledge of the healthcare industry
Proficiency with Microsoft Access, Excel, and PowerPoint
Proficiency with analytics and data preferred
Highly developed decision-making and problem-solving skills
Ability to handle multiple assignments, projects and deliverables simultaneously with attention to detail

Senior Associate, Sales Support Resume Examples & Samples

A solid understanding of how to work productively within a corporate organization required
Knowledge of Human Resource (HR) business drivers and HR consulting/outsourcing preferred
Familiarity with MS Office Suite (including PowerPoint) required
Supporting the respective local sales executives and leaders to meet and exceed their quarterly and yearly booking and growth goals

National Accounts Sales Support Summer Associate Resume Examples & Samples

Ideal candidate will have completed 3 years towards a Bachelor’s degree (rising senior) in Business, Healthcare, or related fields
Strong analytical and strategic thinking skills
0 GPA preferred
Proficiency with Microsoft office software, especially Microsoft Word and Excel
Customer-centric

Sales Support Desk Associate Resume Examples & Samples

Field incoming calls from Financial Advisors by providing world-class level of service
Detail oriented with an ability to handle multiple priorities
Flexibility and adaptability with capacity to work efficiently under pressure
Ability to identify, manage and escalate issues to full resolution
The skill to effectively manage and prioritize multiple projects and tasks
Skill to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems
Ability to interact with all levels of internal and external resources, vendors as well as other departments
Solid verbal and written communication skills required to properly relay advice
Capability to work from home in support of Continuity of Business
1year or more of experience in Retirement Services or related industry preferred
Series 7 and 66 required or ability to pass exam within 180 days of hire date
Familiarity with Morgan Stanley infrastructure and the systems that support the business
Knowledge of Institutional Wealth Services products
Demonstrated experience working with Financial Advisors

Israel Sales Support & Sales Associate Resume Examples & Samples

Broad knowledge of the BlackRock business, and expertise of
Passive and active investment vehicle usage in the sector
Support local team: coordinate & organize meetings/conference calls with clients and prospects
Be responsible for collecting and sending materials prior to single meetings / calls and for doing all follow up post meeting (presentations, factsheets, ratings reports, questions)
Own the reporting agreement with clients in terms of regular delivery of prices, factsheets, monthly commentaries, holdings, asset allocations, customized & bespoke recurrent client reporting
Help prepare custom sales presentations (translate) & materials in local languages taking English materials from London and crafting into re-active responses to clients and pro-active messages
Leverage the organization as to effectively and efficiently support our clients’ request
Help and develop along with the local iShares and Retail sales teams client materials that can be used
Fluency in English and Hebrew is a must (written and spoken)
Experience in selling and managing relationships with clients; existing network with Israeli financial institutions is a plus
Organized and structured
Strong client service mind-set and looking to go the extra mile
High energy and motivated individual
Ability to represent BlackRock externally at client conferences/industry forums
Can explain complex financial strategies to all levels (from investment professionals to lay-people)

Sales Operations Support Associate Resume Examples & Samples

Handles phone calls for incoming customer requests
Handles order cancellations and transfers
Identifies and resolves customer order or billing requests and issues
Follows-up with customers to ensure that orders have been received
Prepares sales documentation
Responds to customer inquiries regarding delivery and expedition of orders
Processing of orders from sales associates and customers
Sending order acknowledgements
Responding to order status inquiries
Identifies and resolves customer problems
Obtains relevant information to resolve issues in compliance with order management processes
1 year of customer service experience
1 year of administrative experience
Must be detail oriented and extremely organized
Strong problem solving skills and can work in a fast- paced working environment
Strong Microsoft Office Suite experience - Outlook, Excel, PowerPoint, etc
Experience supporting a sales team
Hospitality industry experience
Restaurant industry experience
Point of Sale system experience

Sales Support & Client Servicing Associate Resume Examples & Samples

Knowledge and understanding of Russell’s different products and service propositions, from our different mix of businesses
Update and development of all documents and reports to deliver periodically to key clients
Prepare and suggest improvements for Sales and Reporting presentations

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