SARAH A ROSA
Boise,ID
Summary
Strategic thinker with technical expertise and a team leadership background to ensure successful execution in all things. 7+ years of collective experience in collaborating closely with cross-functional teams to drive CRM initiatives, both from a sales and data delivery perspective to uphold industry best practices. Excellent documentation, recordkeeping, and problem-solving abilities.
Overview
8
8
years of professional experience
Work History
Growth and Development Services Lead - Americas
Wood
03.2023 - Current
- Drive CRM best practices across the organization, including performance marketing.
- Spearhead strategies across various CRM maturity stages and consistently drive efficiencies and regional system customizations.
- Analyze and track CRM KPIs to unlock opportunities and present key drivers to senior management.
- Driving the creation and completion of client case studies and project profiles that are used in presentations and conferences, both internally and externally.
- Identify opportunities for improvement by streamlining processes or realigning strategies to better capture available opportunities.
- Organize research, analyze results via Dynamics 365 and Power BI, and prepare concise presentations for delivery to senior executives.
- Monthly meetings with Regional Directors and Senior Leadership regarding overall pipeline trends as well as forecasting.
- Hold weekly Lead Review Meetings to ensure the company strategy is aligned with winning and that the needed business units can provide resources for competitive opportunities with a projected revenue of over $250,000.
- Perform monthly audits to ensure our sales and commercial team are aligned.
- Develop reports and other tools within Power BI to deliver information enabling business users and leaders to make informed decisions.
- Improve business intelligence tools and systems to meet current and expected operations needs.
- Gather and model critical business data to forecast current quarter sales pipeline variables.
- Collect available company data to fully understand the current market landscape and direct the development of strategic solutions.
- Lead training and onboarding programs to assist new hires with CRM and Power BI, along with training on company sales expectations/targets.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance to all business units within WOOD.
- Passionate about learning and committed to continual improvement throughout the entire company.
- Working with the commercial to better align the sales team and to empower them with a strategy.
- Demonstrated strong organizational and time management skills while managing multiple projects, including POD AI contract management.
- Creating cadences to ensure we are optimizing the new tools we put into place, which has created overall efficiency and organization.
- Proved successful working within tight deadlines and a fast-paced environment.
Director of Technical Services
Primary Services
06.2022 - 03.2023
- Reported to the CEO directly.
- Managed a team of account managers and recruiters and implemented motivational strategies to increase overall performance and work quality.
- Driving the creation and completion of client case studies and project profiles that are used in client presentations.
- Projected sales targets for my team and identified clients with higher profitability.
- Created proposals and presentations to major Oil & Gas companies for numerous RFPs.
- Closed tough deals and complex sales using strong persuasion and negotiation skills.
- Mentored sales team in document management, CRM software, and contract negotiation.
- Recruited and hired talented sales and recruitment personnel to add depth and strength to both teams.
- Oversaw regional and local sales managers and staff, offering performance feedback.
- Delivered sales presentations quarterly to major Oil & Gas companies to highlight staffing capabilities and service benefits.
- Attended quarterly meetings with clients to receive feedback on overall progress.
- Reviewed operational metrics and sales data to inform sales strategy.
- Worked closely with all sales personnel to assist with routine sales and handle advanced issues.
- Promoted high-quality company image by demonstrating professionalism to both clients and colleagues.
- Developed and continually enhanced relationships with key accounts to maintain high visibility and increase market share.
LNG Team Manager
Airswift
08.2021 - 06.2022
- Built a team of zero to four and grew the LNG business in North America from a $500,000 business to a $4M business.
- Signed on 2 million-dollar clients along with managing my team and always achieving all KPIs from revenue to all contractor and client activity.
- Exceed revenue goals and KPIs individually as well as team KPIs each month.
- Doubled the book of business in terms of headcount growth and client contacts overall as a team.
- Led and presented to major Oil & Gas companies in the RFP process on numerous occasions.
- Networked with prospective clients to build company awareness and interest at multiple conferences, which opened the door to signing 3 new client MSAs.
- Implemented sales strategies for myself and my team to meet and exceed growth targets.
- Developed and implemented data-driven performance management system to improve individual and team performance.
- Negotiated with clients and legal teams on contract terms, pricing, and risk.
- Worked with immigration and global mobility to ensure our contractors were mobilized and client expectations were met.
LNG Business Development Manager
Airswift
01.2019 - 08.2021
- Fostered productive business relationships and promoted long-term growth opportunities.
- Increased company revenue through building relationships and building referral programs to boost client and contractor retention.
- Implemented innovative pricing models and revenue strategies, optimizing profitability and maximizing customer lifetime value.
- Brought on 7 new clients while maintaining and managing current clients' expectations and needs.
- Tracked new markets and recommended staffing plans to meet client project needs.
- Spearheaded strategic partnerships and alliances with non-traditional industry players, opening new avenues for business growth and diversification.
- Met and exceeded sales goals and key performance metrics through competitive pricing and value-based marketing efforts.
- Was promoted to bring on others to grow the LNG market due to the growth I created as a single contributor.
Client Services Manager
Airswift
10.2017 - 01.2019
- Established new business opportunities and maintained current business through relationship building.
- Developed trusting rapport with recurring clients to reinforce loyalty and encourage continued business.
- Managed, reviewed and delivered client solutions for all needs.
- Generated new clients through researching, cold calling and networking within defined Oil & Gas markets.
- Defined pricing strategies for assigned clients to maximize both Airswift and client revenues.
- Exceeded sales targets and doubled the book of business, which led to a promotion.
- Led client onboarding processes, ensuring smooth integration and satisfaction with services provided.
- Analyzed client feedback to drive process improvements and elevate overall customer experience.
- Coordinated cross-functional teams to resolve client issues promptly and efficiently.
- Established open lines of communication among team members through regular meetings that fostered collaboration towards shared goals.
Education
Bachelor of Arts (B.A.) - Strategic Communications
University of Houston
Houston, TXSkills
- Organizational Skills
- Contract negotiations
- CRM tracking
- Analyze trends
- Business planning and development
- Relationship building
- Business solutions development
- Policy and program development
- Solutions planning
- KPI tracking
Timeline
Growth and Development Services Lead - Americas
Wood
03.2023 - Current
Director of Technical Services
Primary Services
06.2022 - 03.2023
LNG Team Manager
Airswift
08.2021 - 06.2022
LNG Business Development Manager
Airswift
01.2019 - 08.2021
Client Services Manager
Airswift
10.2017 - 01.2019
Bachelor of Arts (B.A.) - Strategic Communications
University of Houston