MAI ROY

• Maintain and organize proposal documentation including RFP/RFQ packages, quotations, and supporting documents to ensure accuracy and submission of readiness.
• Review RFP/RFQ packages, qualification documents, and client questionnaires to ensure all submission requirements are met.
• Coordinate with Sales and Operations to prepare pricing and service quotations for industrial service projects including overhaul, repair, and inspection of rotating equipment such as compressors and bearings.
• Monitor and management agreements by updating the list of agreements and monitoring deadlines, produces lists for sales team highlighting risky agreements (whose expiry date is running out).
• Review and summarize customer contracts, ensure specific requirements are.
• Coordinate with sales, operations, and technical teams to gather required information for proposal and quotation submission.
• Support Account Managers in both Canada and the USA with administrative tasks and document preparation.
• Maintain the integrity of data within CRM (Salesforce) system by overseeing the process for new account creation and ensuring proper validation of customer records through regular cleansing of outdated, duplicate and inaccurate information.
• Supported sales bidding activities by working with client ERP systems (SAP) to export, upload, and maintain required data during tender submission.
• Generate and analyze weekly sale performance reports and dashboard in Salesforce by consolidating data from multiple sources to deliver insights into the team’s sales funnel performance for management.

Highlighted:

• Designed and enhanced quote and RFP tracking tools to streamline outstanding RFPs, quotes, and related tasks, boosting team performance by up to 80%. The team consistently delivered bidding packages and quotations to clients on time.

• Establish and develop positive relationship with new customers & maintain good relationship with existing customers.
• Responsible in sales duty on IT hardware, Software and other products in IT technology.
• Coordinated with technical specialist to prepare solution proposals for IT infrastructure projects.
• Prepared pricing proposals and solution presentations to support customer decision making.
• Developed client proposal presentations by gathering technical input from engineering teams and translating solutions into clear business proposals.
• Stay up to date on industry trends, markets, and competitors.
• Act as a key coordinator and feedback channel to technical teams on fulfillment of sales contract and ensure smooth delivery to customers.
• Supply management with reports such as sales forecasts, pipeline update and sales activities progress.
• Provide basic product knowledge to customer.
• Expand knowledge by participating in training sessions and vendors programs.

• Managed incoming client calls, transferred calls to appropriate departments and answered client concerns.
• Used Microsoft office knowledge to create and update spreadsheets and presentations for weekly, and monthly to upper management.
• Managed contract for 50+ customers, including solving any related problems.
• Preparing document related with sales activities (Quotation, Contract, Proposal).
• Identify prospective vender: acquire to become partner as well as carry.
• Update records and enter customer information into CRM system.
• General assistance to manager and sales team including client surveying, database updating, proposal support, documentation back up and support, etc.

• Prepare sales document quotation, budgetary plan, payment schedules follow up delivery schedule with partner and end user.
• Share sale related information within a team and other department as appropriate.
• Search and update any new rules / laws which relate to contract.
• Review invoices and solve problems related to invoices.
• Coordinate with a global company for providing transaction contract.
• Create and implement sale action plans to drive the sale to meet the target.