Skills & Proficiencies

Skills

Product Configuration

As a sales engineer and having worked on client sites, I excel at product configuration. I enjoy working with customers and colleagues to create a perfectly tailored service that matches their brand, hierarchy, workflows, content and needs.

Example:

For the Enterprise Emex demonstration environment I created a complex global user hierarchy system with logins at different levels. This meant we could showcase access controls and data visibility. During the discovery process, I asked for an example of their hierarchy to recreate it on the demo environment.

Technical Consultancy

When connecting with stakeholders, I first assess their technical aptitude and business process maturity so we can discuss requirements at their level of understanding. I like to maintain a product and services encyclopedia that includes in depth technical knowledge, FAQs and industry best practices and news.

Example:

An enterprise client needed software with wider capacities than their existing system, when speaking to them we discussed how to integrate with their business tools, our capacity to replicate their processes and the future product offerings that would match their future process strategy goals. Stakeholders at a recently acquired subsidy highlighted in their feedback that they were moving away from paper trails and needed to catch up with the parent company processes. We reviewed the roll out to include a simplified version, adoption training and a timeline to scale.

Sales Accumen

Having worked in Sales as an Account Executive and Sales Associate I have a background in prospecting, value articulation, problem solving, objection handling, negotiation, and relationship building. These skills allow me to work effectively with sales colleagues to approach prospects as a team and provide selling opportunities.

Example:

I understand the importance of Sales representatives creating meaningful relationships with prospects, before demonstrations I discussed with sales staff questions we needed to ask and any particular interests of the prospect. This collaboration meant I could make opportunities for the sales person to connect, demonstrate their knowledge and build trust and the sales rep could step in to speak whilst I completed a technical aspect of the demonstration.

Writing, Editing and Proofreading

My academic background has made me a go-to person for documentation, communications and proofreading for all areas of business. In my main responsibilities I have completed tender documentation, written product guides and demo scripts and proofread email campaigns. Additionally I have embraced the opportunity to do project work standardizing email templates, writing data dictionaries and editing funding deck presentations.

Example:

During my introductory meeting with John Hodson from Bright Dynamics Recruitment, he requested my assistance rewriting his article on the Bright Dynamics Presales Hiring Survey.

Collaboration

Throughout my career I have collaborated with and lead cross-functional teams to understand clients' needs and goals, complete project work and tackle implementation. Working together brings different perspectives, methods and ideas to the table and fosters good communication between teams.

Example:

As the tender documentation lead for Emex, my job was to pool the knowledge and resources from departments and collate them into a single package. To do this we created a shared Q&A bank repository, a staggered completion process and prospect specific teams channels to keep up to date with tasks. Regular open communication between teams allowed us to proactively resolve issues, share ideas and delegate effectively.

Project Managing

I am skilled at planning and organizing projects. This includes identifying and managing the life cycle and methodology to be used, applying participatory design process, formulating the project team, and efficiently guiding the team through all phases until project completion.

Example:

Please view the Demo Sites Project page.

Training

My ability to articulate and translate complex topics and background in writing means I have often lead training exercises both internally and externally. I am a strong advocate for active learning and and create training material based around discussions, problem solving, case studies, role plays and other interactive methods. Onboarding material that engages the audience leads to better adoption and retention rates.

Example:

When product training sales staff, I set them up with an account on a demo environment and walked them through a tutorial. Once the tutorial was complete they were provided with a written guide for reference then asked to complete the process during the training and between training exercises, this training was provided as part of onboarding and refreshed regularly. As a result the sales staff were up to date on the product and had practical experience which improved their ability to answer prospect questions.

Proficiencies

Power Bi

Emex analytics used Power BI to create complex reports and dashboards for clients.

Sisense

A useful BI tool to help visualise customer data. I assisted in building and troubleshooting dashboards for prospects and clients.

Salesforce

I have used Salesforce as a account manager, bdr and a solutions consultant to manage prospect interactions, respond to tickets, triage bids and progress opportunities.

Jira

I have used Jira to raise issues and during my demo site overhaul to manage the project.

HTML

In my working life I have used HTML to be able to mark-up documents directly and in my personal life for blogs and sites.

Trello

As an expert in documentation, I have enjoyed using Notion to create internal product guides, task boards and collaborate with colleagues.

Figma

I have used Figma to give feedback on interface designs that were in development and to demonstrate them to stakeholders.

Moody's Analytics Passfort

Passfort is a software platform that allows you to perform KYC and AML checks including ID, address, sanction and company checks.

Azure Tech Stack

Both Emex and Paid operate on Azure tech stacks. As such, I have developed a working knowledge of azure architecture thanks to my work on tender documents and platform technical descriptions.

https://help.paid.co.uk/knowledge/paid-enterprise-platform-technical-description

Salesforce

At Emex I took on the role of Salesforce administrator learning the architecture and integrations needed to customize our environment. To support this I used Salesforce trailhead to learn new skills, explore the potential of the platform and utilize the community forums.

https://trailblazer.me/id/meganegolding

Hubspot

At Paid I got to grips with the live chats, inboxes, customer profiles, workflow automation and customer knowledge base.

Notion

As an expert in documentation, I have enjoyed using Notion to create internal product guides, task boards and collaborate with colleagues.

Google & Microsoft Workspace Product Suites

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Google Sites

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