Fatema Gholam
Fresno
Summary
Detail focused professional with experience in B2B communications and data management. Expertise in CRM management and data analysis. Proven track record in lead generation, automation, and performance reporting, contributing to enhanced operational efficiency.
Overview
11
11
years of professional experience
4
4
Certifications
Work History
Executive Assistant to Executive Director
Sunrun
Fresno
01.2023 - Current
- Managed B2B communications to source leads and cultivate partnerships for growth.
- Maintained data cleanliness by deduping (qualifying) leads, contacts, and accounts.
- Built and implemented new CRM tools for better data management.
- Generated daily, weekly and monthly reports to track performance metrics such as gross margin, conversion rate.
- Automated lead generation for executives' sales teams, ensuring consistent lead flow.
- Established vendor and supplier relationships to fulfill organizational requirements.
- Provided guidance to internal staff across all levels as necessary.
- Created PowerPoint presentations for monthly divisional meetings with executives.
- Organized meetings and prepared agendas, ensuring readiness of all materials.
Sales Operations Specialist
Utility Guides
Los Angeles
05.2020 - 01.2023
- Built and implemented new CRM tools for better data management.
- Analyzed sales data to identify trends and opportunities for growth.
- Generated reports on daily, weekly, monthly basis that track performance metrics such as gross margin, conversion rate.
- Managed the marketing team and call center representatives to ensure consistent, quality leads.
- Assisted in developing training materials for new sales team members.
- Maintained data cleanliness by deduping leads, contacts and accounts.
- Developed and maintained a comprehensive database of customer accounts and sales performance.
Call Center Team Lead
Automated Health Systems Inc.
Springfield
06.2015 - 09.2018
- Supervised daily operations of call center team, ensuring efficient service delivery.
- Trained and mentored new team members on procedures and customer service techniques.
- Resolved escalated customer issues through effective communication and problem-solving.
- Coordinated scheduling and shift assignments to optimize workforce coverage.
- Monitored incoming calls, emails, and chat messages for quality assurance.
- Provided coaching and guidance on customer service skills to enhance team performance.
Education
Some College (No Degree) - Business Management
American International College
Springfield, Massachusetts, MASkills
- CRM management
- Lead generation
- Data analysis
- Lead generation automation
- Performance reporting
- Vendor relations
- Customer relationship management
- Attention to detail
- Calendar management
- Customer Service-oriented
- Bookkeeping
- Filing and data archiving
Certification
Microsoft office specialist Excel associate
Timeline
Executive Assistant to Executive Director
Sunrun
01.2023 - Current
Sales Operations Specialist
Utility Guides
05.2020 - 01.2023
Call Center Team Lead
Automated Health Systems Inc.
06.2015 - 09.2018
Some College (No Degree) - Business Management
American International College