Trisha Dawson
Cumming
Summary
Sales Operations Director with experience in the healthcare and FinTech industries. Proven leadership abilities within sale operations. Expert in managing CRM data, increasing employee productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures and employee talent.
Overview
9
9
years of professional experience
Work History
Sales Operations Director
AccessDx Laboratory
02.2022 - Current
- Managed Salesforce CRM for sales and account management teams
- Integrated Salesforce’s Pardot, Sales Engagement, and RingCentral for sales and marketing teams
- Took lead on hiring and managing new Sales Development team of5 employees
- Created metrics based on call volume, leads created and converted opportunities for entire sales team
- Contract management for entire company using Conga, Adobe Sign and ConvergePoint
- Managed new client contracts, amendments, and employee onboarding documents
- Streamlined onboarding process for new hires by coordinating with different teams and conducting training on our systems (Salesforce, PowerBI, Sharepoint, Expensify)
- Collaborated with marketing team to create campaigns for sales teams
- Created marketing collateral for SDRs to use within Sales Engagement tool
- Distributed lead lists from Mailchimp of open and clicks from email campaigns
- Built commission reporting tool within PowerBI for tracking quarterly bonuses for the AVPs
- Worked closely with the data team to create forecast reports for executives to view molecular testing
- Managed the Account Management team with8 employees reporting to me
- Helped streamline the post-sale process by organizing travels for Account Management team for molecular collections in long-term care facilities
Senior Regional Support Specialist
Press Ganey (SPH Analytics)
02.2021 - 02.2022
- Assisted Account Executives with their pipelines within Salesforce by helping to manage their opportunities and create forecast reports for executive team
- Successfully managed over100 Aetna custom projects by overseeing the PO and contract creation, working with internal teams to process SOWs, and communicating with Aetna executives
- Improved the regulatory SOW creation process and contraction execution for Molina Healthcare and AmeriHealth Caritas
- Collaborated with Press Ganey Salesforce administrators on building out and integrating SPH Analytics Salesforce instance into PG’s instance after acquisition
- Frequently demonstrated and trained on the RFP and SOW prepping and opportunity creation within Salesforce
Business Development Representative
Veeam Software
03.2020 - 01.2021
- First BDR for Veeam Software and was responsible for creating metrics and training new hires on Sales Engagement within Salesforce
- Onboarded20 new account and30 renewals through successful networking strategies and marketing approaches
- Developed business pipeline using cold and warm techniques
B2B Specialist
Priority Payment Systems
03.2019 - 03.2020
- Worked closely with GE Healthcare suppliers by helping their executive teams manage buyer contracts within American Express’ Buyer Initiated Payments portal
- Main point of contact for healthcare suppliers to receive their BIP contracts from hospitals nationwide
- Collaborated with American Express’ and Mastercard rate analysis teams to determine best supplier rates based on industry
- Piloted Salesforce Lightening for BIP and Merchant Finance teams within American Express
Rate Analyst
Priority Payment Systems
01.2016 - 03.2019
- Successfully analyzed over1000 enterprise statements yearly for major American Express customers in the retail, sports, and entertainment industries
- Frequently collaborated with American Express Account Managers to present rate date to executive teams to win new business
- Trained B2B Specialists for Mastercard and American Express on how to understand merchant statements
- Collaborated with data teams on enhancing the rate analysis tools we used within PowerBI and Excel to expedite and automate the analysis process
Education
Bachelor of Science - Applied Psychology
Kennesaw State University
12.2019
Skills
- Operational excellence
- Staff management
- Standard operating procedures
- Staff training and development
- Maintaining compliance
- Coordinating schedules
- Business process reengineering
- Overseeing training
- Recruiting employees
- Cost reduction
- Strategic planning and execution
- Document management
- Salesforce customization
Timeline
Sales Operations Director
AccessDx Laboratory
02.2022 - Current
Senior Regional Support Specialist
Press Ganey (SPH Analytics)
02.2021 - 02.2022
Business Development Representative
Veeam Software
03.2020 - 01.2021
B2B Specialist
Priority Payment Systems
03.2019 - 03.2020
Rate Analyst
Priority Payment Systems
01.2016 - 03.2019
Bachelor of Science - Applied Psychology
Kennesaw State University
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