Lifestyle

Skate

Surf

Skateboarding

Family

Arts

Movies

Key Accounts/Project Manager

Project Management

I'm a dedicated leader with lifelong exposure and experience in an office/warehouse environment through our family business.  For the last 9 years, I've been working within a tight team with various responsibilities including warehouse operations, inventory, sales, customer service, revenue forecasting, and more with the last 6 years being focusing on revenue as the Director of Sales.

When I'm not working, I stay active by skateboarding with my kids.  I'm most passionate about art, movies, skateboarding, and my kids. My top priority is taking care of my two kids and being part of a team that will allow me to support them and be able to set them up for the future.

•	Revenue Forecasting - Generate sales forecasting for each key account and overall with monthly and annual revenue goals based on the previous year and current trends.
•	Project Pipeline – Create reporting for current projects in development and submitted quotes to better manage company workflow and prioritize projects.
•	Open Sales Order Report - Generate and translate the open sales order report with weekly reporting to the team, review against the monthly and annual revenue forecast to manage workflow and identify top priorities for operations and at-risk orders.
•	Project Management and Customer Service – Working with top accounts and boutique clients managing engineering files, quotes, multiple vendors, project timelines, and all other client needs.
•	Customer Relationship Management – Organizing all leads and customer data, onboarding new key accounts 
•	Procurement – Producing purchase orders for specific jobs or stock orders and reviewing with operations to ensure accuracy and confirm production timelines
•	Product Development – Working with design department and customer to finalize equipment product designs and obtain samples for approval
•	Organization of customer accounts and project folders within company database
•	Supporting the operations team and warehouse – Inventory control, receiving containers


Find out detailed information about Jon Takata, Key Accounts/Project Manager in Lake Forest, CA

Jon Takata: Key Accounts/Project Manager in Lake Forest, CA

Jon Takata