Nicole Blair

• Serve as a trusted advisor and provide guidance to Global Sales Team
• Support sales activity and enablement through the order fulfillment cycle
• Complete opportunity approvals, verification, and quality assurance
• Identify and communicate errors and deficiencies for resolution
• Facilitated smooth transitions during mergers or acquisitions by working closely with integration teams, resulting in minimal disruption to ongoing operations
• Collaborated with cross-functional teams such as Sales and Legal Teams to support and manage opportunities through the sales processes.
• Implemented best-practices and standardization of processes leveraging efficiency and scalability
• Assisted in the design of effective sales training programs that contributed to higher win rates for the team.
• Boosted sales efficiency by streamlining processes and implementing data-driven strategies.
• Developed written documents and delivered onboarding training to new hires.

• Support a team of up to 10 Sales and Account Executives by ensuring client contentment, establishing internal process within our CRM system and encouraging continued growth using the Angus suite of products
• Maintain and oversee CRM database and necessary improvements to streamline process, increase efficiency and drive better business performance
• Create and maintain process documents for CRM database process to scale and sustain improvements
• Monitor and assist with troubleshooting CRM system with Database Developer
• Process all Certificate of Insurance requests for clients and creating Account Management Initiatives in CRM system for tracking purposes

Key Achievements

• Develop new internal process and facilitated client deactivation requests through CRM system
• Communicate with clients and process a high volume of inbound sales requests to support the Sales Team
• Create an onboarding CRM training program for new employees
• Trained team members in proper data entry and contract execution within available electronic tools and platforms, demonstrating streamlined sales practices.
• Host regular CRM training sessions for existing employees to expand their knowledge and skills, communicate recent updates, overall increasing productivity and employee morale
• Worked closely with sales management to inspect sales process quality, identify bottlenecks & inconsistencies and prioritize opportunities for improvement.

• Manage accounts and support sales and account management/executive team of ten on projects, data mining, and data entry
• Provide administrative support for clients; prepare and submit sales proposals; and produce, distribute, and track sales quotations
• Create, update, and maintain customer files and accounts; interact with clients to retrieve required documentation; and research information and data entry.

• Direct and support sales and account management/retention team of ten on projects, data mining, and data entry
• Provide registration and administrative support for clients; prepare and submit sales proposals; and produce, distribute, and track sales quotations
• Create, update, and maintain customer files and accounts; interact with clients to retrieve required documentation; and research information and data entry
• Handle monthly team meetings and deliver data reports from CRM system.

• Executed research, validation, and data analysis to pinpoint statistics and client information in a large database
• Created market benchmarking services for clients; orchestrated market research to discover potential sales opportunities; and coordinated with implementation and client support teams to advise clients on setup processes for new systems
• Key Achievements:
• Increased customer loyalty through improved services shaped to client’s needs
• Engineered an automated performance report generated to optimize client’s proprietary system.