REGIONAL SALES COORDINATOR
MERIDIAN ONECAP/ CREDIT UNION 2022- Present
- I exceed sales targets, surpassing quota by over 2 million per month by effectively processing and assisting digital deals in a timely manner
- Maintain a healthy relationship with brokers by communicating relevant information and working cross-functionally to resolve issues with sales transactions and RFPs
- Effectively support sales with the quote process by conducting relevant product research, asset comparisons, credit-checks, and by contacting brokers for quote updates
- Manage customer setup in the CRM system, create/ prepare materials for presentations
CUSTOMER SERVICE LEASE ADMINISTRATOR/ FINANCE ADMINISTRATOR
SCOTIABANK, CANADIAN DEALER LEASE SERVICES INC 2016- 2022
- Successfully built a department of 8 people from the ground up, including all processes/ procedures, onboarding, and training
- Improved communication between depts. through effective inbox management, concise prompt email replies, document review, and work delegation
- Processed lease assignments reducing processing time for new assignees by 60 minutes
- Coordinated employee incentive events, sourced vendors, negotiated prices implemented using zoom and mail chimp for up to 50 people
- Managed internal communications for executives/ managers, by creating: templates/presentations, and facilitated by using Bamboo HR notifications
- Coordinated meetings, processed: cheques/ vehicle ownership reports/ invoices
- Reduced monthly mailing costs by $1000 through the implementation of e-billing resulting in a refinement of outbound mail and postage meter report
EVENT MARKETING TEAM LEAD - CONTRACT
MOSAIC SALES SOLUTIONS 2015 – 2016
- Successfully soft-launched: Apple Pay and Toronto Star Touch App campaigns for Apple, American Express, and The Toronto Star by leading in-field consumer research
- Effectively gained consumer insight for Apple Pay while providing sales leads for Amex by collecting personal data
- Led consumer activations and engagements for thousands of people for the Toronto Star Touch App resulting in a deeper understanding of the consumers’ user journey
- Led in-person brand promotion, team management/ schedules, and supervised contest incentives program, weekly forecasting, and event execution for Toronto Auto Show, Canada Blooms, One-of-a-Kind Show, Toronto Sportsmen’s Show, Raptors and Leaf’s Games
MARKETING ASSISTANT
CASTOOL TOOLING SYSTEMS 2013 -2014
- Analyzed sales reports by identifying gaps in revenue and entered sales data into Sage
- Improved communication for the marketing team, by acting as a liaison for graphic design and marketing manager for all event and promotional materials
- Managed and coordinated choosing designs for promotions, trade show booth layout, event registrations, and employee incentive events