
Timeline
About me
Membership Growth, Manager at Eclipse Foundation
Education

Algonquin college of applied arts and technology
-Investment funds canada -certificate
Algonquin college of applied arts and technology
-Customer Service, Marketing Skills, Personal Credit, Effective Supervision
Experience

Td
Jan 1980 - Jan 2002Manager customer service/team leader/ manager administration/manager personal creditControlled, monitored, and reported on the Branch budget for salaries, operating and maintenance expenditures and ensured the proper processing of related documentation. Monitored the processing, completion and submission of daily, weekly, monthly and quarterly financial reports for 32 branches within Ontario North and East Division.Identified marketing opportunities for follow up to meet sales portfolio targets. Supervised a client service staff of 45. Investigated and resolved customer complaintsHuman Resources: interviewed and completed hiring process of new employees.Evaluated and coordinated employee development and training.Provided support, motivation and guidance to staff and peersPrepared cases for litigation on behalf of the BankInterviewed clients seeking new or renewed credit products (mortgages, overdraft, credit lines and personal loans). Performed credit investigations.Negotiated with clients to schedule payments on overdue accounts. Show less

Public services and procurement canada | services publics et approvisionnement canada
Jan 2002 - Jan 2006Project manager - green citizenship special projects (contract)Coordinated and launched new programs within the National Capital areaProvided support and guidance to tenant organizations by providing education and planning sessions.Prepared and presented presentations to Executive Committees Monitored allocated budget expenditures for special projects as assignedWorked closely with internal Marketing and Communication branches to develop marketing materialsPromote new programs to Public Works and Government Services Canada employees and members of other Government departments by coordinating regular marketing activitiesIncreased employee awareness of National Client Service Teams Green Citizenship Program which resulted in an increase of participation by 100% Chaired regular team building meetings to exchange information on projects and keep initiatives on track.Plan and organize special events within the National Capital area such as Environment Week and Earth Day. Recruited no-cost individuals interested in entering or re-entering the federal workforce (up to 15).Day-to-day coaching of individuals wanting to re-enter the federal workforce including corrective actions, entrance and exit interviews and letters of references. Show less

Skywave mobile communications
Jan 2006 - Jan 2007Inside global sales representative• Implemented rules and definitions for lead scoring in SalesForce.com to streamline prospects.• Provided timely and accurate quotes by creating a new template with dropdown menus and auto calculate fields.• Supported the Finance team by explaining the credit terms to clients resulting in fewer customer credit issues. • Produced sales related reports for Sales management; tracking sales performance against pre-determined objectives, analyzing results and identify trends and issues. Show less

Trialstat
Jan 2007 - Jan 2008Sales operations manager• Optimized and Enhanced the use of SalesForce .com CRM within the Sales, Marketing and Professional Services Teams by implementing the Forecasting tool, automating Lead scoring, tracking outgoing contracts and amendments, tracking RFI’s and RFP’s, tracking Demos, developed a tracking system for a Discount Client Service Program, designed individual reports for the VP of Sales and the Sales Directors etc. • Monitored the sales pipeline for accuracy on a weekly basis and followed up with the Sales Directors• Qualified incoming leads prior to assigning to territory Sales Director, nurtured future prospects• Improved internal processes to support the Sales function, specifically to expedite proposals within 2-3 days a decrease of 150%• Prepared proposals for RFP requests and pricing quotes for RFI’s and coordinated delivery to the potential client• Provided input to various enterprise pricing models• Assisted in the development of new sales and marketing strategies to maximize growth and profitability. • Researched various published sources to create potential prospect lists for Territory Directors • Followed up with Sales Directors on the status of delivered proposals, open leads, incoming and outgoing contracts etc.• Produced procedure documents for sales team• Negotiated contracts for Sales i.e. CRM product to decrease overall cost by 25%• Provided administrative support to the Sales Group • Created a Sales resource folder in SharePoint Show less

Xandros corporation
Jan 2008 - Jan 2010Sales operations and marketing managerOptimized and Enhanced the use of SalesForce .com CRM within the Global Sales TeamDesigned individual reports for the CEO, COO and Global VP's of Sales. Provided ongoing CRM training to new and existing Sales Team membersMonitored the sales pipeline for accuracy on a weekly basis and followed up with the Sales and Executives TeamsWorked closely with the Global Sales VP's and Marketing Team to improve internal sales lead processes Assisted in the development of new sales and marketing strategies to maximize growth and profitability. Developed Internal Sales Process' for new products and delivered training to sales staffProduced procedure documents for sales team Show less

Eclipse foundation
Jan 2010 - nowMembership retention, Sales ( memberships, advertising inventory and hosted event sponsorship's) and training.
Membership Growth, Manager
Feb 2021 - nowInside Sales Manager
Jan 2010 - now
Licenses & Certifications
- View certificate

Hubspot sales software
Hubspot academyJun 2022 - View certificate

Inbound sales
Hubspot academyJun 2021 .webp)
Mutual funds of canada
The investment funds institute of canada (ific)
Volunteer Experience
Volunteer
Issued by Ottawa Children's Treatment Centre (OCTC) Foundation on Jan 1996
Associated with Perri LavergneVolunteer Coordinator
Issued by Hot 4R CP Kids on Jan 1998
Associated with Perri Lavergne
Languages
- enEnglish
- frFrench
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