Meet Tricia Harris Jan PM

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Meet Tricia Harris Marketing ● Project Management ● Sales ● Customer Service Team Leadership ● P & L Responsibility

Transcript of Meet Tricia Harris Jan PM

Page 1: Meet Tricia Harris Jan PM

Meet Tricia HarrisMarketing ● Project Management ● Sales ● Customer Service

Team Leadership ● P & L Responsibility

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• P & L Responsibility• Led and collaborate with multiple departments to develop new product

proposals. • Present and persuade the Executive Committee to approve production

of new products.• Guide new and existing product development per customer needs.• Manage and troubleshoot product and customer issues.• Write and produce promotional materials and website copy.• Create and implement marketing plans.• Stay current on market trends including federal and state legislation in

order to anticipate change and meet legislative mandates.• Conduct competitive research and analysis.• Train sales and customer service on product benefits, features, and

value.

ASSOCIATE PRODUCT MANAGER

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• Coordinate with Marketing to plan lead capture for speaking events.• Implement marketing plans, direct mail campaigns, trade show events and

product marketing promotions.• Represent and deliver Marketing’s point of view at meetings concerning products

and policies.• Create and develop all aspects of promotional materials including writing copy,

specifying paper, managing designer, and obtaining manufacturing costs.• Manage publication of yearly Education Assessment Catalog.• Coordinate all aspects of national exhibits, conference events and other special

event marketing functions.• Create and manage timelines and budgets for multi-state seminars, virtual

seminars and table top trade shows.• Review and purchase mailing lists, coordinate design, print, and mail of direct-mail

campaigns.• Research and secure venues, arrange for appropriate catering and audiovisual

equipment, coordinated materials and appropriate staff for event.• Coordinate meetings to support the launch of new software products; an average

of 15 meetings per year for three years for an average of 350 guests per meeting.

MARKETING COORDINATOR

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• Contact and explore opportunities with cold leads.• Develop relationships and close warm leads. • Manage requests for speakers, negotiate fees, and close sale.• Accurately forecast opportunities.• Uncover and understand the customer’s decision making process.• Price international and domestic items ensuring timelines, price point,

and margin goals are met.

SALES

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• Perform research, discuss product solutions, and create delivery timelines.

• Draft pricing estimates, discussion documents and proposals. • Create PowerPoint slides and supporting promotional materials as

needed.• Research prospective businesses and clients. • Participate in and document C-suite sales calls in CRM. • Coordinate internal meetings and investigate non-standard solutions

as appropriate. • Manage RFI/RFP responses and initial roll-out plans. • Create and manage Non-Disclosure Agreements, Master Service

Agreements, and Initial Statements of Work. • Coordinate and co-lead the internal hand-off meeting to ensure the

successful hand off and implementation.

SALES SUPPORT

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• Maintain, and improve client relationships.• Identify additional sales opportunities an proposed solutions.• Request referrals and warm call new contacts within the client,

introducing them to our services and products.• Monitor client's organizational changes and initiatives.• Resolve client concerns and complaints.

ACCOUNT MANAGER

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• Manage open training sessions—P&L responsibilities.• Build and cultivate positive relationships with clients and

implementation teams.• Manage and communicate project timelines and important deadlines

to the client and internal teams--troubleshoot issues as required.• Follow up with event contact and facilitators to ensure all was well and

solicit testimonials when appropriate.• Spent 4 weeks in Guangzhou, China managing a critical project.• Work with client, China sourcing, testing, QC and India team to

develop new products and programs.• Track delivery and completion of pre-work, reports, and other

promised deliverables.• Produce invoices, contracts, provided invitations, confirmations,

product overviews, and other support materials as required.

PROJECT MANAGEMENT

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• Assist with the transition from Profit Maker to SAP.• Work with consultants to implement changes to SAP.• Identify requirements and specifications for a variety of configuration

changes to SAP.• Investigate reports of SAP issues and if necessary worked with

consultants to make appropriate changes. • Test and validate changes to SAP were safe to move to the live

system.• Perform basic configuration in SAP.• Work with SAP tables to pull custom reports.

OPERATIONS SPECIALIST

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• Create, provide, and present on-boarding materials to Revenue Storm employees in-person and via webinars.

• Develop curriculum and training materials for the SAP computer system.

• Plan, organize, and implement SAP training on-site and via webinars for Imagemark employees.

• Develop the Sales Center Training Binder.

TRAINING

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• Bachelor of Business, Western Illinois University• Speakers Academy, NSA-IL• College of DuPage, Continuing Education Courses

• Photoshop Pro I• HTML

EDUCATION

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• Most Valuable Team Player, Runner Up• Strategic Achievement Reward• Strategic Achievement Reward• Outstanding Team Player• Customer Service Representative of the Month• Customer Service Representative of the Month

HONORS

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• Salesforce.com• Microsoft ® Outlook, Word, Excel, and PowerPoint

COMPUTER COMPETENCIES

COMPUTER EXPERIENCE• SAP• Great Plaines• Lotus® Notes and 1-2-3

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IT WAS A PLEASURE TO MEET YOUEmail: [email protected]

Cell: 414.759.4154