Title: Sales Manager Job Summary Leads the sales and marketing functions, including strategic planning, budgeting, forecasting, and maintaining scalable processes that differentiate and highlight the value proposition from concept to execution for all business areas. Drives profitable revenue and market share growth through domestic and international marketing programs to email, print/digital, CMS, and social media platforms. This person is highly collaborative and works cross-functionally to devise campaigns that engage, inform, and motivate to raise brand awareness. Manages and coaches inside sales and outside sales teams. Sales Manager Self-Assessment: After taking the time to evaluate my performance, I would like to highlight a few of my best achievements from the past year. At the beginning of the period, I spearheaded the launch of our organization’s first sales industry research report. My promotional efforts helped secure a speaking engagement at two national sales conferences, which will help the company meet its annual objective of increasing industry exposure and promoting our customer value proposition. Additionally, I assisted in overhauling our website content with IT and helped procure a new data partner. As a result, our paid search efforts’ ROI has increased by 120% year over year and influenced $6 million in our latest service line sales. Because of this year’s marketing strategy’s ambitious nature, there were times when I pushed my team hard to perform at their best, put in extra hours, and deliver on highly demanding projects. While I would never compromise on my drive for results, I must take the time to give more thoughtful and considerate feedback to members of my team. This quarter, I noticed that I could have delegated and communicated strategic goals to our team better. Passing more projects to the outside sales team will help me become more efficient while also providing them more opportunities for skill-building and career development. Additionally, I believe meeting with the VP, call center, and sales team bi- weekly instead of monthly will help improve cross-department communication and ensure marketing campaigns are better aligned with overall company goals. By the end of next quarter, my goal is to improve my cross-cultural practices by taking an online training session. I’ve been working more closely with the call center team in the past few months and want to collaborate more effectively to understand and achieve our team goals.
Skill Level: Not Skilled:
Minimally Skilled:
Somewhat Skilled:
Skilled: Very Skilled:
Your level of experience demonstrating each competency
I have not learned this skill
I have little experience demonstrating this competency and need substantial direction to perform it effectively
I have some experience demonstrating this competency but still need guidance
I have a good amount of experience demonstrating this competency independently
I always demonstrate this competency and could provide guidance/ training to others
Leadership Skills ✔
Strategic Thinking Skills
✔
People Management Skills
✔
Change Management Skills
✔
Communication Skills
✔
Ethical Practice ✔
Tech Savvy /Computer Skills
✔
Fostering Teamwork
✔
Visioning ✔
Self-Awareness and Emotional Intelligence (EQ)
✔
Cross-Cultural Awareness
✔
Learning Agility ✔
Title: Accounting Manager Job Summary Manages accounting functions, including analyzing various accounting functions (A/R, A/P, cost, and accounting) to understand what makes clients profitable, ensures accurate transaction records, evaluates financial processing, and controls transaction processes. Manages sub-ledger agreements (inventory, AR, sales, COGS) to the general ledger and investigates and corrects any variances. This person sets the example of integrity, ensuring monies and assets are protected against unauthorized use or removal and loss due to a criminal act or breach of trust. Works cross-functionally, multitasks, problem solves, thinks of the big picture, and focuses on process improvements to improve efficiency and follow generally accepted accounting principles (GAAP). Coaches accounting associates and works with operating managers to ascertain their need for accounting data. Accounting Manager Self-Assessment: After taking the time to evaluate my performance, I would like to highlight a few of my best achievements from the past year. At the beginning of the period, I Initiated corrective actions for maintaining accounting records, improving record accuracy by 75%. The accounting team implemented an accounting records maintenance system, replacing the old, inefficient one. I spearheaded our organization’s new digital timekeeping system, replacing the outdated process and eliminating “paper” timekeeping. We continuously met audit standards this year, and this is for two years in a row, owing to exceptional account management skills. This quarter, I noticed that I have not been delegating enough work to other team members and have challenges communicating strategic goals to our team. Passing more projects to the accounting team will help me become more efficient while also providing them more opportunities for skill building and career development. By the end of next quarter, my goal is to streamline the accounting systems by implementing standard operating procedures for each subsystem. It is important not to build silos and understand the big picture and our team goals. I am working on transactional accounting improvement, but I also think a strategic approach is necessary. I have worked closely with the customer success coordinator/team leader, but I would like to address with top leadership the communication breakdown, the top-down approach, and ways to collaborate more frequently. I can offer my professional opinion on where best to align finance and accounting programs to the strategic plan and on building action plans to support overall business success.
Skill Level: Not Skilled:
Minimally Skilled:
Somewhat Skilled:
Skilled: Very Skilled:
Your level of experience demonstrating each competency
I have not learned this skill
I have little experience demonstrating this competency and need substantial direction to perform it effectively
I have some experience demonstrating this competency but still need guidance
I have a good amount of experience demonstrating this competency independently
I always demonstrate this competency and could provide guidance/ training to others
Leadership Skills ✔
Strategic Thinking Skills
✔
People Management Skills
✔
Change Management Skills
✔
Communication Skills
✔
Ethical Practice ✔
Tech Savvy /Computer Skills
✔
Fostering Teamwork
✔
Visioning ✔
Self-Awareness and Emotional Intelligence (EQ)
✔
Cross-Cultural Awareness
✔
Learning Agility ✔
