Tiffany Patterson

Tiffany Patterson

Sales Support Specialist | CRM | Proposal & Contract Management | Sales Operations

NYC, United States

#OpenToWork

About

I am a Sales Admin professional with experience supporting AMER sales teams and partner programs in SaaS environments, currently working as a Sales Coordinator at Vonage since 2024. My work involves CRM administration using Salesforce and HubSpot, contract management through PandaDoc, and operational workflow coordination with Jira. I have supported sales enablement, compliance documentation, and cross-functional collaboration, working with tools like OneTrust, CFIUS compliance forms, and AI tools such as ChatGPT and Claude to enhance operational efficiency and deal readiness.

What I'm looking for

Super openminded, so hit me up with any projects you’d think I be a good fit for! More specially, looking to connect with fellow professionals, share insights, and explore exciting opportunities in sales operations or client success management.

Experience

Vonage

Sales Coordinator | Partner Operations

Jan 2024 – Present

● Provide admin & operational support to 20+ AMER sales representatives ● Manage Jira triage for the Deal Desk, handling 10–20 operational tickets per week and routing requests to appropriate teams. ● Maintain Salesforce CRM records for the Partner Team, ensuring lead tracking and opportunity data accuracy. ● Support ad‑hoc sales enablement requests including vendor security questionnaires, NDA submissions, and documentation requests. ● Process and maintain CFIUS compliance forms, partner contracts, and regulatory documentation. ● Submit and track OneTrust compliance requests for partner documentation and approvals. ● Collaborate with sales, legal, compliance, and partner teams to support deal readiness and operational efficiency.

SalesforceJiraCFIUS

Vonage

Uplifting Impact

Client Success Coordinator

Jan 2022 – Jan 2026

● Support client success and revenue operations for a consulting business generating $500K in annual revenue. ● Manage the full sales cycle from prospecting through contract execution. ● Maintain and update HubSpot CRM, managing leads, pipeline tracking, and client records. ● Create and manage client proposals and contracts using PandaDoc. ● Coordinate consulting engagements and speaking contracts through pipeline and contract management. ● Improve internal workflows for proposal creation, contract execution, and sales documentation. ● Contribute to sales pipeline organization and deal tracking to support revenue growth.

HubSpotPandaDocSales cycle management

Uplifting Impact

Viventium

Sales Coordinator

Jan 2022 – Jan 2024

● Coordinated onboarding and operational workflows for enterprise client accounts exceeding $200K in revenue. ● Supported sales pipeline operations while maintaining CRM data and documentation accuracy. ● Facilitated sales introduction meetings and coordinated onboarding expectations for new clients. ● Managed data migration and client setup workflows for new customer implementations. ● Utilized Salesforce Lightning to maintain client records, sales orders, and documentation. ● Collaborated with sales and operations teams to improve client onboarding efficiency.

Salesforce LightningData migrationClient onboarding

Viventium

Client Success & Operations Specialist

Jan 2021 – Jan 2022

● Supported leadership and client success teams by improving operational workflows. ● Built client relationships to enhance service delivery and satisfaction. ● Assisted with resource planning, operational reporting, and grant documentation. ● Helped streamline internal processes to improve operational efficiency.

Operational workflowsResource planningGrant documentation

MHM & Associates (Upwork)

Administrative Specialist | Assistant to CEO

Jan 2021 – Dec 2021

● Assisted in development of SOPs and internal operational documentation. ● Managed executive scheduling and calendar coordination. ● Supported client communications and administrative operations. ● Maintained secure credential and documentation systems.

SOP developmentSchedulingDocumentation systems

Lazetta & Associates (Upwork)

Education

Kingsborough Community College

Kingsborough Community College

Associate of Applied Science · Business Management

College of Staten Island

College of Staten Island

Associate of Science · Business Administration

Certifications

Atlassian - Jira Fundamentals Badge

Atlassian

2024 – No expiry

Google Project Management Certificate

Google

2022 – No expiry

Skills

ReportingClaudeChatGPTOutlookSlackGoogle WorkspaceCFIUSOneTrustZenDeskJiraPandaDocHubSpotSalesforce

Languages

English