Meet Tricia Harris
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Transcript of Meet Tricia Harris
Meet Tricia HarrisSales ● Marketing ● Project Management ● Customer Service
Team Leadership ● P & L Responsibility
• 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
• 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
• Maintain, and improve client relationships.
• Identified additional sales opportunities an proposed solutions.
• Request referrals and warm call new contacts within the client, introducing them to
our services and products.
• Proactively monitored the client's organizational changes and initiatives.
• Resolve client concerns and complaints.
ACCOUNT MANAGER
• 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 issues.
• Write and produce promotional materials and website copy.
• Create and implement marketing plans.
• Stayed abreast of market trends including federal and state legislation in order to
anticipate change and meet legislative mandates.
• Conduct competitive research and analysis.
• Managed customer issues.
• Train sales and customer service on product benefits and features.
ASSOCIATE PRODUCT MANAGER
• 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
• 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.
• Followed 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.
• Produced invoices, contracts, provided invitations, confirmations, product
overviews, and other support materials as required.
PROJECT MANAGEMENT
• Assisted with the transition from Profit Maker to SAP.
• Worked with consultants to implement changes to SAP.
• Identified requirements and specifications for a variety of configuration changes to
SAP.
• Investigated reports of SAP issues and if necessary worked with consultants to
make appropriate changes.
• Tested and validated changes to SAP were safe to move to the live system.
• Performed basic configuration in SAP.
• Worked with SAP tables to pull custom reports.
OPERATIONS SPECIALIST
• Create, provide, and present on-boarding materials to Revenue Storm employees in-
person and via webinars.
• Developed curriculum and training materials for the SAP computer system.
• Planned, organized, and implemented SAP training on-site and via webinars for
Imagemark employees.
• Developed the Sales Center Training Binder.
TRAINING
• Most Valuable Team Player, Runner Up – 2013
• Strategic Achievement Reward – September 1998
• Strategic Achievement Reward – March 1998
• Outstanding Team Player – 1994
• Customer Service Representative of the Month – December 1992
• Customer Service Representative of the Month – October 1992
HONORS
• Salesforce.com
• Microsoft ® Outlook, Word, Excel, and PowerPoint
COMPUTER COMPETENCIES
COMPUTER EXPERIENCE
• SAP
• Great Plaines
• Lotus® Notes and 1-2-3