Summary
Overview
Work History
Education
Skills
Timeline
Generic

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, TX

Skills

  • 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

Similar Profiles

CREATE PROFILE
SARAH A ROSA