SHANTAL A. THOMAS

Key Responsibilities,

• Strategic Leadership, Business Growth, Sales and Revenue Management, Training and Client Success, Operational and Financial Oversight, Team Leadership and Development.
• Develop and execute country-specific sales strategies aligned with global objectives
• Identify new business opportunities and partnerships to expand market presence.
• Analyze market trends, competitor activity, and customer needs to drive business decisions.
• Drive sales performance to achieve and exceed revenue targets.
• Develop and implement lead generation strategies to acquire corporate and individual clients.
• Build and maintain relationships with key decision-makers in target industries.
• Monitor sales pipeline, forecast revenue, and ensure profitability.
• Oversee the delivery of high-quality sales training programs.
• Ensure customer satisfaction and retention through exceptional service and value delivery.
• Work closely with trainers and facilitators to tailor programs to client needs.
• Manage budgets, P&L, and resource allocation to optimize profitability.
• Ensure compliance with local business regulations and company policies.
• Oversee office operations, technology, and logistics for smooth business operations.
• Recruit, train, and develop a high-performing sales and operations team.
• Set performance KPIs and provide coaching to drive productivity
• Foster a results-driven and customer-centric company culture.

• Strategized long-term business objectives by assessing customer feedback for direction on process improvements.
• Educated and counseled clients about insurance coverage differences and results of decisions to persuasively sell maximum coverage within budget.
• Prepared reports outlining sales performance metrics such as revenue generated by each product line or region.
• Maintained accurate records of client profiles, policy details, and payment histories.
• Researched and analyzed market trends, competitor offerings, and industry regulations.

• Strategic Sales Leadership and Execution
• Develop and execute a regional sales strategy to penetrate new markets and industries.
• Drive sales pipeline optimization, ensuring a steady flow of high-quality leads, and conversions.
• Align sales initiatives with corporate objectives, ensuring revenue and profitability targets are met.
• Work closely with marketing teams to enhance lead generation and branding efforts.
• Sales Process and Performance Optimization
• Track and analyze sales metrics, team dynamics, and deal progress to identify areas for improvement.
• Utilize CRM and sales automation tools to manage client interactions, forecast revenue, and improve efficiency.
• Conduct regular sales performance reviews, and recommend optimization strategies.
• Monitor competitor activity and industry trends to develop proactive sales approaches.
• Client Engagement and Relationship Management.
• Build and maintain long-term relationships with key clients and strategic partners.
• Research and identify new business opportunities to expand the customer base.
• Meet with potential clients to understand their IT solution needs, and offer tailored recommendations
• Provide pre-sales consulting, including product demonstrations, and proposal development.
• Ensure seamless after-sales support, coordinating with technical and customer success teams.
• Market Research and Continuous Learning
• Stay updated on emerging technology trends, market demands, and the competitive landscape.
• Research and analyze customer needs, translating insights into actionable sales strategies.
• Attend workshops, industry events, and training programs to enhance technical and professional expertise.
• Develop industry-specific knowledge to position IT solutions effectively.
• Build and maintain a professional network within the IT industry and across target sectors.
• Partner with internal teams (product, marketing, customer support) to ensure a cohesive client experience.
• Represent the company at industry conferences, trade shows, and networking events to promote brand visibility.

• Assists the CEO, COO, and Group COO in the administration of the HRM function within the Group of Companies, and relieves them of the routine responsibilities of the office.
• Ensures that all information related to all heads of department, including HR, is officially communicated to the heads of department as needed.
• Coordinates the planning and management of meetings, workshops, and conferences.
• Prepares and/or guides the preparation of complex correspondence, spreadsheets, reports, and other documents.
• Determines the need for, and prepares or oversees the requisition, receipt, storage, distribution, and maintenance of office supplies and equipment.
• Ensures and undertakes follow-up activities regarding the work program of the department and decisions taken at meetings.
• Manages and develops, and maintains the records management system for the departments.
• Receives and screens all incoming calls, visitors, and correspondence.
• Coordinate all travel arrangements for staff in the department.
• Compose and issues routine correspondence and prepare drafts of more complex correspondence for review by COO

• Acted as intermediaries between insurance companies and insurance buyers, including individuals and businesses.
• Advised customers on the insurance policies that best suit their needs.
• Seek and retain clients by explaining the types of coverage they may find helpful.
• Keeping abreast of the rates and policies that various insurers offer in order to effectively serve clients.
• Execute the sales process, which includes filling out and submitting applications, issuing quotes, maintaining client records, and preparing reports.
• In the event of a claim, provided help for their customers to file for, and receive, financial compensation for their loss.

• Create, plan, and develop strategies for the establishment of the Credit Union’s corporate image.
• Conceptualize, plan, and execute the Credit Union’s public education and communications activities.
• Articulates, communicates, and disseminates the Credit Union’s policy, procedural, and promotional positions to relevant stakeholders and the public interest
• Prepares reports, delivers presentations, and conducts technical studies on Public Relations and Communications.
• Cultivated positive relationships with credit union members through public relations campaigns.
• Conferred with production, graphic design and web-design personnel to coordinate production of corporate communications materials

• Provided support during negotiations to ensure that all parties involved understood their roles and responsibilities
• Assist in the coordination of committee meetings and conferences.
• Prepares agenda notes.
• Produces and maintains committee files.
• Takes notes, transcribes dictation, and records minutes during meetings.
• Developed and maintained relationships with key stakeholders in order to ensure that their needs were met in a timely manner.
• Conducted research into current market conditions and competitor activity; shared findings with relevant teams within the organization.