Project Manager

* Sole support representative within EBS Sales, responsible for the overall management of Salesforce.com as a tool as well as for all high level projects.
* Facilitating and implementing changes and enhancements to Salesforce to suit the needs of the business.
* Administrative support - setting up new users, etc.
* Responsible for reporting at all levels to work towards action plans around improving the utilisation and data management of SFDC.
* General day to day support of the system.
* Engaging with users globally as the first point of contact.

Main Responsibilities:

    • Responsible for maintaining CRM and Qlikview records and ensuring internal compliance
    • Responsible for understanding client sign-off processes and adapting and aligning internal processes to ensure smooth running of each account from a commercial admin perspective
    • Create, send off and follow up Statements of Work.
    • Sales reporting and data analytics using Qlikview.
    • Manage and produce RAG status on commercials and compliance
    • First point of contact for on-site consultants regarding relevant Project Codes on timesheet system, monthly timesheet submission and assignment queries
    • Responsible for liaising with Finance and Business Managers to submit invoices and chase debt
    • Provide up to date information to Finance around the Sales pipeline for forecasting purposes using data from CRM and Qlikview.
    • Produce monthly Sales report using Qlikview dashboards and CRM.
    • Create and validate monthly forecasts and project budgets
    • Keep Engagement Governance Framework up to date
    • Ensure that roll-off dates are communicated regularly and highlighted in good time for the Delivery Lead to manage
    • Budget management
    • Margin tracking
    • Monthly reconciliation of timesheets
    • Maintaining Deutshe Bank dashboard within Qlikview highlighting up to date sales figures.
    • Responsible for submission of our Quarterly Vendor Compliance reports to Deutsche Bank.
    • On boarding consultants for up-coming / current Projects

Summary:
    • Understanding different sales / commission models globally. Differentiating the territory account management of different regions.
    • Global collaboration with all back office functions and departments for pre-entitlement issues.
    • Co-ordination of sales organisation with relevant business departments to ensure clear communication and business success; e.g. Finance, IT, Finance Commissions.
    • Presenting and training internally and externally on the business model and system tools changes globally, across the EMEA region to both internal and external clients.
    • Facilitate the provision of adequate sales reporting to the field to ensure the business has information at their disposal to make decisions which maximise opportunities and reduce time taken away from their prime selling function.
    • Collation and management of reports and analysis due to sales cycle process or channel process.
    • Driving business initiatives using analytics and trending regionally.
    • Developing and presenting proposals for senior management globally.
Main Responsibilities and projects:
    • Responsible for managing a team within of 6 EMEA who support internal and external customers to help resolve their issues and ensure open cases are escalated globally, accordingly until closed.
    • Ensuring all team members are fully trained and up to date on the roll out of new products as well as systematic changes.
    • Managing temps taken on to support my team with the new changes within the organisation.
    • On-going analysis of existing systems in the sales organisation to reduce administrative time and effort and maximise productivity efficiency. Troubleshooting existing processes when things go wrong.
    • Providing the communication between the sales organisation and:
        ◦ Management – Reporting of sales figures
        ◦ IT – working with IT to develop new systems and maintain existing systems
        ◦ Subscription Management – providing the conduct between order entry and the field to ensure the seamless processing of orders.
    • Liaising very closely with the Global FP&A team to ensure the integrity of all commissioning across all routes to market.
    • Took ownership of understanding our customer's within Operations by compiling a online internal survey and carrying out one to one interviews of the Sales team to obtain an overall understanding on what effects their time efficiency and productivity, as well as what frustrations they have. Used this to then analyse and prepare a propose of suggested changes for senior management.
    • Ongoing support for the Lead Management team, constantly looking into how the process is working, proposing again what can be enhanced then once approved globally, implementing these changes. Carrying out regular analysis on overall data from various routes into Lead Management.
Sales Reporting:
    • Creation of dashboards
    • Providing clear visibility of forecast revenue / pipeline
    • Creating user-friendly sales figure reports for the field in coordination on data issues by finance.
    • Working with counterparts to ensure accurate, regular and relevant reports to all sales managers to drive revenue and enhance our competitive position.

    • Dedicated Bus Ops resource for key accounts (BG, BAA, EMEA, Network Rail, HMRC)
    • Providing monthly financial status reports to key customers
    • Liaising with CMA Solutions Principles – ensuring that correct detail on paperwork is submitted in-order to process booking.
    • First point of contact for project set-up queries / requests for employees of CMA consultancy team (43 consultants).
    • Training off-shore and temp staff on systems and ensuring they are aware of out internal procedures.
    • Overseeing fulfilment of consulting resource requests