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Skills

  • Supervision
  • Project organization
  • Accuracy in quote preparation
  • Relationship development
  • Market trend monitoring
  • Custom pricing strategy development
  • Presentation of cost-saving opportunities
  • Budgeting for multi-phase projects
  • HubSpot expertise
  • Material sourcing optimization

Work Experiences

  • Created comprehensive bid proposals.
  • Achieved a 54% cost reduction.
  • Achieved a successful win rate of 28%.
  • Closed deals totaling $12 in revenue.
  • Looked for industry trends on social media and through online sources.
  • Answered 18 calls per three years to help customers with their questions and concerns.
  • Oversaw the delivery of method project by category team, which resulted in metric.
  • Transported Adobe Creative Suite to two years customer locations.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Assisted the finance team in developing pricing models.

Summaries

  • Achieved a 59% improvement in quote efficiency.
  • Achieved a competitive bid win rate of 29%.
  • Aligned estimates with profitability goals.
  • Achieved annual savings of $6.
  • Adept at generating detailed cost assessments, improving profitability forecasts and contributing to a 85% increase in successfully closed deals.
  • Quotation Specialist with 5 years of experience developing and managing project estimates through collaboration with colleagues and clients.
  • Achieved a 19% improvement in company profit margins.
  • Aligned pricing strategies with profitability benchmarks.
  • Adept at generating detailed cost assessments.
  • Conducted in-depth cost assessment.

Accomplishments

  • Achieved ITIL in pricing analytics, which allowed for an enhanced approach to benchmarking and creating competitive quotations.
  • Leveraged Jira tools to automate reporting on quote profitability and win rates, providing clear insights that led to the revision of pricing models.
  • Analyzed quotation win/loss reports to provide actionable insights, contributing to a 73% improvement in overall sales closing rate.
  • Maintained an accuracy rate of 26% for all submitted quotations, meeting tight deadlines and exceeding customer expectations.
  • Collaborated with team of 6 in the development of method.
  • Tracked and reported on key metrics (like quote-to-win ratios), which helped inform future strategy and increased quote volume by 59%.
  • Successfully prepared and tracked over 6 high-value quotations per week, reducing quote turnaround time by 80% using SAP.
  • Developed and maintained a database of quotations encompassing over 10 projects, ensuring accessibility and reducing redundancy.
  • Established a process for continuous review and refinement of quote templates, enabling faster updates based on shifting market conditions.
  • Utilized CRM (Microsoft Excel) to manage and track client inquiries, improving quotation response efficiency by 51%.

Affiliations

  • Project analyst in ongoing initiatives at the Cost Engineering Society
  • Member of the National Association of Wholesaler-Distributors (NAW)
  • Active participant in the Software as a Service (SaaS) User Group for Quotation Systems
  • Completed PMP for Effective Pricing Strategies by Vantage
  • American Medical Informatics Association
  • Lions Club
  • Society of Human Resource Management
  • Association of Information Technology Professionals
  • Member of the National Electrical Manufacturers Association (NEMA)
  • Engaged member of the International Quoting and Estimating Society

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Certified Business Analysis Professional (CBAP)
  • Quotation Specialist Professional (QSP) Certification - Summit Group
  • Certified Quality Auditor (CQA) - American Society for Quality (ASQ)
  • ServSafe
  • Enterprise Quoting Platforms Certification - QuickBooks
  • Project Management Professional (PMP) - Project Management Institute
  • Certificate in Sales Operations Management - initiative
  • Lean Six Sigma Green Belt (LSSGB) – Vantage
  • Certified Contract Manager (CCM) - National Contract Management Association (NCMA)

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