Download - Meet Tricia Harris

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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

• Bachelor of Business, Western Illinois University

• Speakers Academy, NSA-IL

EDUCATION

• 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

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

Cell: 414.759.4154