Lee G.

Experience

• 

  Constellation

  Jan 2009 - Jan 2014

  Associate, Transaction Management

   Senior member for the Customer Retention group of Transaction Management. Responsible for the processes of validating switching customers, calculating early termination costs and invoicing customers who have broken their contract. First level of support for Access database that was developed to monitor all early termination penalty activity. Subject matter expert for residential matters for Transaction Management group. Developed knowledge for EDI file mock-up procedures to help with system enhancements and new automated processes. Was the team lead for the Residential sub-group of Transaction Management. This involved managing all normal TM processes (enrollments, drops, changes, etc.) and also included the development, system testing and implementation of new processes and automation efforts. Helped develop and grow the system that supported the Residential/Mass Market group, allowing scalability while the customer base grew over 200% during my supervision.  Accountable for transactions for the CA region during the Siebel conversion including enrollments/drops, billing errors, meter role management using ECIMS, and coordinating phone line issues with the three utilities. Processed and corrected billing errors via SMIS and ECIMS for the TX region, including submission of bulk insert MarkeTrak issues. Cleared contract errors from the TX region using SMIS. Audited and submitted amendments for the NE region using SMIS. Worked accounts through the IAS process for the TX region including submission of MarkeTrak issues, ERCOT research and SMIS activities. Show less

• 

  Medivators, a Cantel Medical Company

  Jan 2014 - Jan 2018

   Provide data and analysis via Excel and Xactly to define and measure sales growth programs.  Provide support for monthly administration of Sales Compensation Programs, including effective understanding and use of all aspects of the Xactly system.  Provide primary support of Sales Compensation Plan planning and administration as it pertains to acquiring, validating, and modeling data needed calculate monthly sales compensation and annual planning.  Support annual AOP process by providing validated data as requested.  Maintain performance metrics, management reports, statistical data, text and graphics in Excel, Xactly, COGNOS.  Assist in the development and implementation of a framework for Global reporting through salesforce.com, COGNOS / TM1, M2K, and SAP system dashboards.  Assist with analysis and decision support tools that drive sales growth, and improved price realization. Show less  Created and developed multiple Excel templates for use by Sales/Marketing/Compliance/internal customers that improve turnaround time, efficiency, homogeny between departments, quick margin analysis along with safeguards to allow for different access level users to utilize the same template across differing business functions.o Equipment Placement Program template: Program designed to assist sales representatives with converting customers from a single aspect of the business to full circle customers, under contract to maintain the customer/company relationship and foster purchasing habitso Custom Kit Configurator: Tool designed to assist Sales and manufacturing operations, along with forecasting to improve turnaround time on custom products from a lead time of 2-3 weeks to 2-3 days. Designed to be able to export pricing agreements for customers to sign, upload template for loading into business specific data warehouses and able to have margins adjusted based on updated targets from Finance and higher level management.o Business Plan: Template to allow for sales representatives to manage their workload and forecast, track current status with multiple customers, project sales vs. quota and submit reports based on the data to management for review and Sales Operations for forecasting purposes. Worked closely with Directors of Strategic Accounts to further expand and improve reporting processes in order to better track performance by high-value customers and customer groups. Trained and presented on multiple tools and projects in person to groups of employees (25-50) at national level training meetings. Training was  Coordinated with Marketing teams to present data relating to potential and executed acquisitions. Worked with senior level management to maintain and update 5-year business plan. Designed ad-hoc reports for senior level sales personnel using SQL Server reporting tools, customizing further as necessary dependent on request Show less

  • Commercial Operations Analyst

    Jan 2017 - Jan 2018

  • Sales Operations Analyst

    Jan 2014 - Jan 2017
• 

  Venterra Realty

  Jan 2019 - Mar 2020

  Financial Analyst
• 

  Conexus MedStaff

  Mar 2020 - Dec 2023

  Business Operations Analyst
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  Self-employed

  Dec 2023 - now

  Consultant