Charlotte Morgan

Area Sales Executive - Jan 2026 to Present

• January 2026 - Promotion to Area Sales Executive
• **Maternity Leave**

Territory Sales Executive- Aug 2023 - Jan 2026 ·

Achievements 2025:

• January- 524% of target
• February - Special Nomination within the Central Sales Team - 334% of target.
• March - Top Sales Executive of the Month
• April - Special Nomination award - billing 423% of target
• May - 240% target
• June: Top Sales Executive of the Month Top premium performance of the Month - 298% of target.
• Top Sales Executive of Q2 - 222% central sales team.
• Top Sales Executive for Q2 - National Sales Award.
• July - Top Sales Executive of the Month
• August - Top Out of Home performance

Achievements 2024:

• Received an 'Amazing Award' within the first 6 months of working for the business.
• Special Nomination within the Central Sales Team for February 2024 - billing 333% or target.
• Top International Performance for March 2024 - billing 1,591% of target.
• Top Sales Executive of the Month within the Central Sales team August 2024.

• Key Skills and Job role:
• Identifying and developing a ‘personal prospect funnel’ sufficient in size to fund both DPD & DPD Local new business targets as laid down in the company’s strategic plan.
• Monitoring performance of new customers to ensure they trade to an agreed profile. Agree and deliver action plans if variances occur.
• Identifying and pursuing regular trading opportunities on a daily and weekly basis.
• Achieving productivity targets. 8-12 brand new prospect visits each week
• Achieving all portfolio product targets as laid down by the company.
• Obtaining all the correct documentation required to process a credit facility to ISO standard.
• High levels of integrity and empathy.
• Ability to manage own time effectively to meet targets and deadlines.
• Ability to adapt own style to suit the needs of internal and external customers.
• Effective problem resolution and objection handling skills.
• Having the ability to work under pressure and demonstrate a positive, enthusiastic and resilient approach .
• A great team player demonstrating the core DPD DNA values
• Worked closely with management to develop effective sales strategies and plans.
• Built strong relations with key stakeholders, fostering long-term partnerships and collaboration.
• Achieved regional sales targets through proactive customer engagement.
• Liaised with other departments, ensuring seamless service delivery to customers.
• Delivered presentations, resulting in increased product understanding and interest among potential clients.
• Developed tailored solutions to meet individual client needs and preferences.
• Assessed competitor activities for gaining a competitive advantage.
• Drove revenue growth by identifying and capitalising on new business opportunities.
• Negotiated contracts, securing advantageous terms for the company.
• Increased customer satisfaction by providing excellent after-sales support services.
• Built long-term relationships with customers and generated referrals from existing clients.
• Achieved and exceeded sales targets in line with client growth across all products and services.
• Generated new leads and opportunities to maximise revenue.

• Managing a portfolio of 3 largely renowned National Retail Accounts : Asda, Starbucks and Amazon Fresh.
• Building and maintaining customer relationships on assigned accounts.
• Developing and identifying new business opportunities and growth.
• Direct responsibility for top line performance of customers.
• Direct responsibility for customer relationships.
• Building the annual business plans for customers and growing the 5 year vision
• UK customer business performance.
• Inputting in the customer sales forecast LE process.
• Ensuring all forecast and figures are submitted accurately and on time for the LE process.
• Excellent communication, negotiation, commercial and financial skills.
• Collaborated closely with other departments to deliver integrated solutions.
• Addressed customer complaints promptly, ensuring high levels of customer satisfaction.
• Facilitated productive meetings with key stakeholders, driving collaborative decision-making.
• Achieved higher client satisfaction with personalised account management strategies.

• Managing a portfolio of 5 largely renowned National Retail Accounts.
• Managing a portfolio of 10 Key Regional Accounts. -Responsible for handling/managing the companies National Accounts, with a view to maximise performance, revenue and identify cross sale opportunities and new product developments.
• Analysing and evaluating customer P&L’s, volume sales, demands and usage on their account.
• Ensuring that each account achieves maximum potential sales, profitability and quality standards by working to strict KPIs and national budget patterns.
• Managed sales negotiations leading to increased annual revenue.
• Proactively growing current business portfolios and seeking further business opportunities with new potential customers.
• Conducting and holding regular meetings and business reviews with clients; providing plans, forecasts, NPDs and analysis on performance.
• Building strong rapport to ensure trust and satisfaction with each client.
• Creating and managing Cutter guides, Pack copy's, Critical paths and Business Awards.
• Conducting regular market reviews to keep up to date with new market developments and competitor offerings.
• Analyzing and evaluating packaging, palletization, production and logistic efficiencies with a view to maximize profitability and sustainability.
• Addressed customer complaints promptly, ensuring high levels of customer satisfaction.
• Collaborated closely with other departments to deliver integrated solutions.
• Tailored pricing models for competitive market positioning.

• .Responsible for ensuring that the production of the product is run smoothly, efficiently and effectively to meet requirements and targets set.
• Accountable for working individually and as a team to ensure all KPI’s and high results are met for the shift.
• Increased team cohesion by implementing regular feedback sessions.
• Encouraged open communication, fostering a positive work culture.
• Ensured adherence to company policy by all team members, maintaining professionalism at all times.
• Trained on a variety of technical operating machines; Batchers & Wrappers, Strayfield, CKF, Celox and Kappas.
• A qualified trainer to train operatives on machinery - practical and theoretical assessments.
• Responsible for Office Adhoc duties; Emails, Excel, Redzone analysis, CRM, Audit reports, stock reports, shift reports, factory reports, Placing orders.
• Attending, analysing and presenting in Weekly Operations Report and Daily Operations Report.
• Responsible for assisting to lead a team of 20 operatives.
• Responsible for successful factory start up and shutdown.
• Ensuring that individually and as a team we are compliant with all legal requirements, policies and procedures, health and safety, environmental and human resources.
• Conducting and efficiently completing all quality and legal control checks, keeping to a clean as you go policy and ensuring that we are compliant.
• Good time keeping, organisational, analytical, problem solving and technical skills to ensure difficult technical challenges are solved within a quick time frame, yet to a safe standard.
• Physically demanding position: walking 20,000-30,000 steps and lifting up to 30kg a shift.
• Work a 24/7 shift pattern; 12 hour Nightshift, Dayshift and weekends.

• Implemented customer retention strategies, fostered strong relationships.
• Conducted regular business reviews, identified areas for improvement.
• Liaising directly with clients and key account holders of NEXT.
• .Maintaining the CRM system and online portal. .Coordinating supply of stock.
• Generating and approving Artwork designs. .Assisting that the account achieves maximum potential sales, profitability and quality standards.
• Working to strict KPIs and global budget patterns. .Excellent verbal and written communication skills.
• An ability to work to tight deadlines.
• Proofing account outputs. .Strong Outlook, Microsoft Office and Excel skills due to creating reports reflecting on performance statistics, sales and issues.
• Strong communication skills with clients and all departments within SML.
• Strengthened key client relationships by developing tailored account strategies.

• Analysing existing Small Business Merchant profiles with a view to liaise and negotiate merchant transaction rates in order to retain custom. .
• Analysing Small Business Merchant profiles with a view to benefit, support, advise and aid growth of their business. .
• The ability to identify, maximize and generate cross sale opportunities on Barclaycard products with existing merchants to maintain custom.
• Handling/ resolving customer queries and complaints to excellent service standards and service levels. .Adhering to financial service regulation, company compliance and working to performance metrics.
• The ability to represent Barclaycards values and reputation to maintain custom. .Collating information and processing negotiated opportunities.
• Communicating with existing customers via telephone, written and electronic mail. .Responsible for private and confidential client information and company information.
• Trained on CRM, BOC and Sales force software. .Utilising analytical skills to maximise customer opportunities.
• Excellent time management and organisational skills to ensure that all task’s and KPI’s set for the department and personal targets are accomplished to a high standard.

• Responsible for the growth of the business and continuous return of new, old and regular customers, within 3 years the business grew exponentially - starting with 0 customers to having over 3,000 Registered customers with 91 5* Reviews via the business Facebook page.
• Within my first year of managing at The SunShack, The SunShack was awarded ‘Best New Business of The Year’ at ‘The Corby Business Awards’. Responsible for the overall management of the shop floor, staff, staff training, stock control, team updates, shop changes and daily cash and audit reconciliation. The ability to work within fast paced environment and a fast paced turn over, in our busiest season we intake around 150 – 200 customers a day.
• Developed a continuous proactive mentally in order to help maintain and bring more customer inflow and ensuring the customer always leaves satisfied.
• The ability to collate stats/information on a business and generate them into new targets or business ideas in order to benefit a businesses development effectively and positively. Responsible for the organization/development of our social media platforms, advertising and promotional offers.
• Each of our advertisement posts reach around 10,000 – 15,000 people within the local area and in turn this helps to generate new custom to join and old custom to return to The SunShack client base.
• Good time management, organizational and communication skills to ensure that the shop floor is run smoothly, effectively and professionally at all times and always providing the highest standard of customer service.
• The ability to adapt myself to difficult and challenging situations in a tactful and sensitive manner -overall always ensuring that the customer is always leaving the shop pleased with our service.
• The SunShack has always been renowned by it's custom for creating a vibrant, lively and welcoming atmosphere - which you can see by the 5* reviews via the business facebook page.
• Developed engaging online content for improved customer interaction.