Lisa Fitzgibbon
Sydney,NSW
Summary
Dynamic Global Sales Administrator with PortxGroup Australia, adept at optimizing logistics and enhancing customer satisfaction. Proven expertise in SAP administration and exceptional problem-solving skills, driving efficient order processing and delivery. Successfully managed high-volume workflows, ensuring on-time delivery and fostering cross-functional collaboration to meet organizational goals.
Overview
27
27
years of professional experience
Work History
GLOBAL SALES ADMINISTRATOR
PortxGroup Australia
01.2025 - Current
- Company Overview: Sales Admin manager for a Global Company in the Transport Industry specialising material handling equipment
- First point of contact for escalations for customer issues & problem solve any issues
- Supporting a national sales team bases in australia and Internationally (Supporting Australia , Asia , PNG and the South Pacific)
- Quality check all paperwork is correctly submitted by the sales team and ensure all documents are signed off by the relevant stakeholders before processing anything in the system
- Ensure all documents are saved and recorded in the necessary systems
- Placing any new factory orders with the production facility overseas and follow up ETA ‘s and other operational activities directly with the different stakeholders
- Liaising the delivery with the relevant deliver team in each location and keep the sales team updated with any delays and changes that may occur
- Invoicing customer for EOM Processing and ensuring payment is received before equipment is delivered to the customer
- Creating and modifying supplier purchase orders via Xero and SRM system
- Complete all End of Month reports for the Managing Director , open orders, sales results and what could not be achieved
- Reporting any details to the local and Global management team in the sales data as requested
- Completing any information from external auditors as required
- Administration of the 'Delivery Schedule'
- Work thorough any issues and shortages with the Service Manager
- This workflow is critical to keep customers informed to ensure any issues have a minimal impact
- Processes purchase orders, quotes, prices and arranges/monitors deliveries
- Ensure shipping and logistics information is updated regularly
- Liaise with outside organisations and factories and keeps them, and the sales team, up to date with developments in the sales process
- Facilitate weekly sales meetings
- Handles and follows up customer sales enquiries
- This is a very important role and very hands on which is key part of the business which entails dealing with all key stakeholders in the company, Warehousing, Service, Accounts, Demand Planning
- Manage the entire Sales – Delivery Process and liaise with other stakeholders to ensure on time delivery and customers and account managers are kept up to date
- Maintain equipment master information as required for the business
- Ensure the system is kept updated with current information and continue to ensure correct processes are completed
- Management of any 'Data' Projects to ensure correct information is kept for the business requirements
- Office Manager for the Sydney Office
- This is a very senior role with very high volume work and expectations from management and sales team, to ensure on time delivery and keeping up with customers expectations
- Any other tasks requested by the management team
- Maintaining and processing all functions in Salesforce/ Novo for the Oceania sales team
- Processing all Quotations for the sales team to be sent to the customer
- Including Tender Submissions
- Sales Admin manager for a Global Company in the Transport Industry specialising material handling equipment
National Sales Admin Manager
Kalmar Equipment
09.2021 - 01.2024
- Company Overview: National Sales Admin manager for a Global Company in the Transport Industry specialising material handling equipment
- First point of contact for escalations for customer issues & problem solve any issues
- Supporting a national sales team & New Zealand and managing the sales – delivery process
- Quality check all paperwork is correctly submitted by the sales team and ensure all documents are signed off by the relevant stakeholders before processing anything in the system
- Ensure all documents are saved and recorded in the necessary systems
- Placing any new factory orders with the production facility overseas and follow up ETA ‘s and other operational activities directly with the different stakeholders
- Liaising the delivery with the relevant deliver team in each location and keep the sales team updated with any delays and changes that may occur
- Raising sales orders & ensuring the correct sales operational process are followed in line with ISO 9001 via SAP System & Salesforce
- Invoicing very complex sales orders and keeping management updated or monthly figures
- Creating and modifying supplier purchase orders via SAP and SRM system
- Complete all End of Month reports for the General Manager, open orders, sales results and what could not be achieved
- Reporting any details to the local and Global management team in the sales data as requested
- Completing any information from external auditors as required
- Administration of the 'Delivery Schedule'
- Work thorough any issues and shortages with the Service Manager
- This workflow is critical to keep customers informed to ensure any issues have a minimal impact
- Processes purchase orders, quotes, prices and arranges/monitors deliveries
- Ensure shipping and logistics information is updated regularly
- Liaise with outside organisations and factories and keeps them, and the sales team, up to date with developments in the sales process
- Facilitate weekly sales meetings
- Handles and follows up customer sales enquiries
- This is a very complex role and very hands on which is key part of the business which entails dealing with all key stakeholders in the company, Warehousing, Service, Accounts, Demand Planning
- SAP Key User for the Sales Module & involved in all SAP process implementation projects or process improvements
- Manage the entire Sales – Delivery Process and liaise with other stakeholders to ensure on time delivery and customers and account managers are kept up to date
- Analyse and maintain SAP master information as required for the business
- Ensure SAP is kept updated with current information and continue to ensure correct processes are completed
- Management of any 'Data' Projects to ensure correct information is kept for the business requirements
- Completing all legal and contract documents to complete the settlement of the contract of the leasing equipment with the customer
- This includes approval for funding with the finance company and working with them on the specific documents to complete the loan
- Data analysis on specific tasks for management to present to Global board
- Facilities management of the NSW site in Sydney
- Management of one other Junior Admin Assistant & delegate work as required
- This is a very senior role with very high volume work and expectations from management and sales team, to ensure on time delivery and keeping up with customers expectations
- Any other tasks requested by the management team
- Maintaining and processing all functions in Salesforce for the Oceania sales team
- National Sales Admin manager for a Global Company in the Transport Industry specialising material handling equipment
CUSTOMER SERVICE MANAGER
Knorr Bremse Pty
10.2018 - 09.2021
- Company Overview: National customer service role for a large German company in the transport industry
- Managing two other customer service people based in the head office in Sydney
- Some of the task include management of customer calls, contacts & facilitate the sales operations process, and ensure the team follow the correct process in line with ISO 9001
- Customer back order review and liaise with purchasing team, operations & the account managers to ensure customer delivery is on time
- Where & if possible & expedite parts in conjunction with supply chain
- First point of contact for escalations for customer issues & problem solve any issues
- Management of the administration process for all warranty & all internal administration processes
- Supporting the national sales team (also NZ) and Administration of sales results and operation reports
- This is a very high-volume role and requires high level of detail and is key part of the business which entails dealing with all key stakeholders in the company
- Warehousing, engineering, production, finance, operations, sales, and supply chain
- Assisting accounts receivable department with outstanding issues and problem solve to ensure this does not delay payments
- Administration of the 'Production Meeting for Trailer Kits' and work thorough any shortages with operations team & purchasing team
- This information is critical to ensure customers and account managers are kept informed with any delays
- Any other requirements by management or Sales / Service team as requested
- Processing and management of customers with EDI order and complex management
- There is a high level of management of these processes to ensure on time delivery to avoid customer infractions
- I also manage & document our internal procedures, (LOP & WI) These are required for auditing and to ensure staff are following correct procedures and to assist in certain process methods
- As this is a senior role, it is a very hand on role and requires a self-driven and proactive person
- Management and Coordination of the DIFOT report and present results and workshop any areas of improvement with the management team
- SAP Key User for the Sales Module & involved in all SAP process & implementation of projects or process improvements
- Project Manager for the Implementation of EDI Software into SAP for a complex customer
- Our customer based is OE Manufacture, so any shortages can cause major issues with production and the business can or would receive infractions for any downtime which is very challenging at times
- This role reports directly to the General Manager and forms part of the management team
- National customer service role for a large German company in the transport industry
SALES PROJECT CO-ORDINATOR
Sigma Air Conditioning Ltd
09.2012 - 09.2018
- Company Overview: National Senior Sales Admin role for a large Air Conditioning Company in the Transport Industry
- Leading one other Sales Admin person based in QLD
- Supporting a national sales team (also based in other remote locations)
- Co-coordinating complex sales orders & ensuring the correct sales operational process are followed in line with ISO 9001, scheduling work for Techs, Co-ordination of upcoming work for service department, following up parts with suppliers, following up on progress of outstanding orders from different warehouse locations
- Processing and management of customers with EDI order and complex management
- There is a high level of management of these processes to ensure on time delivery to avoid customer infractions
- Processing supplier invoices for parts and sub-contracting labour via SRM system and ensure payments are processed within the payment terms
- Invoicing very complex orders (app 100 lines) creating and modifying supplier purchase orders
- Maintain and review monthly figures for management (WIP)
- Manage stock level for customer requirements
- Complete all End of Month reports for the General Manager, DIFOT, open orders, sales results and what could not be achieved
- Administration of the 'Delivery Achievement Meeting' and work thorough any shortages in with operations team
- This information is critical to keep customers informed and management team for sales outlook
- Any other requirements by management or Sales / Service team as requested
- This is a very complex role and very hands on which is key part of the business which entails dealing with all key stakeholders in the company, Warehousing, Service, Accounts, Demand Planning
- As this is a senior role it is a very hand on role and requires a self-driven person and proactive person
- SAP Key User for the Sales Module & involved in all SAP process implementation projects or process improvements
- This role reports directly to the General Manager and forms the management team
- National Senior Sales Admin role for a large Air Conditioning Company in the Transport Industry
TEAM LEADER
Johnson Controls
05.2010 - 09.2012
- Company Overview: A team leader role for the service department of a large Air-conditioning & controls company
- Leading a Team of three, and supporting 35 technicians, 4 Service Supervisors and Service Managers
- Co-ordination of service techs & allocating service calls, invoicing, costing, and quoting, processing all time sheets on a weekly basis, creating, updating, and receipting Purchase Orders
- Liaise with finance on issues with supplier invoices
- Assisting accounts receivable department with outstanding issues and problem solve to ensure this does not delay payments
- Creating and updating all preventive maintenance agreements for over 100 sites for NSW and ACT branch
- Scheduling maintenance liaise and co-ordination with building managers to grant site access, security access updated insurances, SWMS, ensuring that scheduled visits are done on time and completed in accordance with the agreement
- Invoicing all maintenance visits based on the frequency and making sure correct documents are either sent with invoice and correct purchase orders are received
- Updating customer's specific websites or database with the completion details on the frequency
- Update monthly PSA various spreadsheets are done for reporting and tracking of maintenance schedule
- Chasing up Sub-contractors’ various documents to ensure we can close off the maintenance in the correct month
- Analyse & reconcile various reports for management (including how each contract made or lose money), chase up Technicians or Supervisor for paperwork for feedback incomplete issues
- Assist the project management team with processing all tasks
- Tracking of ARTIC records (Quality Auditing purpose) usage of all refrigerant used in the field
- A team leader role for the service department of a large Air-conditioning & controls company
TEAM LEADER
Wedderburn Scales
11.2007 - 03.2010
- Company Overview: A head office based operational centre on a national basis
- Supervising staff of eight, we take service calls on a national basis from the largest supermarkets chains and other retail customers in the country and liaise with the interstate branches ensuring these are attending to at the highest priority (SLA)
- We also do all administration processing of paperwork such as invoicing, service contracts, payroll, making sure tech have logged off calls in a timely manner, attending supermarket maintenance visits and updating system to ensure accurate information in entered on the database, liaising with all internal staff and customers on a daily basis
- Daily, weekly, and monthly reporting, making sure all the branches make the SLA – as per agreement
- Quality Assurance of all staff to ensure all data entry is to 100% as per the customer's requirements, assisting with Account Management and dealing with escalations form external and internal customers on a daily basis, and taking part in On – Call – when we change over to after hours mode any other duties as required from the National Operations Manager
- A head office based operational centre on a national basis
SENIOR ACCOUNTS ASSISTANT/SUPERVISOR
Wedderburn Scales
04.2000 - 06.2006
- Company Overview: An Accounts position, which entails processing branch disbursements, invoice payment, reconciliation of monthly accounts
- Processing branch disbursements, invoice payment, reconciliation of monthly accounts, weekly and monthly cheque runs, Cheque signatory
- Bank reconciliations, of the main Sydney account and branch accounts
- Handling everything to do with international accounts – arranging T/T, LC's, exchange rate…
- Processing of sales order/credits for our sales staff in Sydney and Canberra
- Accounts Disbursement, Invoice processing, monthly, weekly & Branch cheque runs, banking, petty cash, bank recs
- AP & AR, invoicing and taking AP & AR phone inquiries
- Reception Relief telephone & Reception cover
- Administration Sales Support
- Sales Order Invoicing and general administration duties
- An Accounts position, which entails processing branch disbursements, invoice payment, reconciliation of monthly accounts
SERVICE CALL CENTRE CLERK
Wedderburn Scales
02.1998 - 01.2000
- Company Overview: Based in a service department environment
- Received, logged, and processed service calls for Wedderburn Scales
- Senior Call Centre Clerk Received, logged & allocated service calls to technicians
- Checking & Costing Job Cards to be ready for invoicing
- Invoicing Service docket & sending out to customers
- Updating & Invoicing service contracts
- Processing service department time sheets
- Reception Relief telephone & reception cover
- Administration Typing, filing and data entry, which includes processing of job card on our In-house system, invoicing on our In-house system & any other administration duties
- Based in a service department environment
Education
Emotional Intelligence Course - Introduction to Emotional Intelligence, Know your Emotions, Manage your emotions, Recognise emotions in others, Relate to others
01.2019
Project Management Fundamentals - Introduction to Project Management, The project life cycle, What is a Project?, Project purpose & objectives, Project Stakeholders, Project Scope, The Work breakdown structure, The Project Schedule
01.2018
Finance for Non-Finance Manager - Definitions, Languages for Finance, Financial Management Cycle, Finance Statements, Assumptions, Estimates & Disclosures
01.2017
Certificate IV in Front line Management - Work Priorities, Workplace Relationship, Promote Team Effectiveness, Financial Reporting, Monitor a Safe Workplace, Operational Planning, Addressing Customer Needs, Promote Product & Services, Show Leadership in the workplace
01.2011
Statement of Attainment in Accounts Receivable - Computer Operations in Data Retrievable, Finance Source Documents, Bookkeeping in Accounts Receivable, Bookkeeping – in General Ledger, Accounts Receivable – Computer operations, General Ledger – Computer Operations
01.2000
Skills
- Policy and procedure modification
- Database administration
- Account Updates
- Microsoft Outlook
- Microsoft Word
- Microsoft Excel
- Process improvement specialist
- Shipping
- Receiving
- Warehousing
- Exceptional interpersonal communication
- SAP
- ERP system knowledge
- Customer-focused
- Account management
- Administrative support
- Logistics policies and procedures
- Effective workflow management
- Adherence to high customer service standards
- Report Generation
- Customer service
- Problem solving strength
- Sales support
- Order processing
- Logistics coordination
- SAP administration
- Problem solving
- Project management
- Cross-functional collaboration
- Effective communication
- Data management
- Office management
- Contract negotiations
- Microsoft Office Suite
- Policy development
References
- Rob Greco, National Sales Manager, Sigma Air Conditioning, r.greco@sigma-hvac.com, 0455 036 445
- Robert Bonnefin, Business Development Manager, Knorr Bremse, 0411 167 164
Timeline
GLOBAL SALES ADMINISTRATOR
PortxGroup Australia
01.2025 - Current
National Sales Admin Manager
Kalmar Equipment
09.2021 - 01.2024
CUSTOMER SERVICE MANAGER
Knorr Bremse Pty
10.2018 - 09.2021
SALES PROJECT CO-ORDINATOR
Sigma Air Conditioning Ltd
09.2012 - 09.2018
TEAM LEADER
Johnson Controls
05.2010 - 09.2012
TEAM LEADER
Wedderburn Scales
11.2007 - 03.2010
SENIOR ACCOUNTS ASSISTANT/SUPERVISOR
Wedderburn Scales
04.2000 - 06.2006
SERVICE CALL CENTRE CLERK
Wedderburn Scales
02.1998 - 01.2000
Emotional Intelligence Course - Introduction to Emotional Intelligence, Know your Emotions, Manage your emotions, Recognise emotions in others, Relate to others
Project Management Fundamentals - Introduction to Project Management, The project life cycle, What is a Project?, Project purpose & objectives, Project Stakeholders, Project Scope, The Work breakdown structure, The Project Schedule
Finance for Non-Finance Manager - Definitions, Languages for Finance, Financial Management Cycle, Finance Statements, Assumptions, Estimates & Disclosures
Certificate IV in Front line Management - Work Priorities, Workplace Relationship, Promote Team Effectiveness, Financial Reporting, Monitor a Safe Workplace, Operational Planning, Addressing Customer Needs, Promote Product & Services, Show Leadership in the workplace
Statement of Attainment in Accounts Receivable - Computer Operations in Data Retrievable, Finance Source Documents, Bookkeeping in Accounts Receivable, Bookkeeping – in General Ledger, Accounts Receivable – Computer operations, General Ledger – Computer Operations
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