Amy Pope
Wylie,TX
Summary
Adept at leveraging CRM software and a goal-oriented mindset, I significantly enhanced client engagement and streamlined order-to-invoice processes at Comm-Fit. My knack for effective communication and problem-solving fostered strong relationships, driving customer satisfaction and compliance efficiency. I excel in multitasking and prioritizing tasks, consistently meeting tight deadlines.
Overview
5
5
years of professional experience
Work History
Executive Sale Assistant
Comm-Fit
10.2019 - Current
Maintaine customer data in Odoo. Utilize Odoo to create quote.
Create binder presentations aligning with quote specifications and sales rep preferences.
When contracts are received, assure terms and quote requirements are aligned before sending to signer. After all parties have signed gather information for order processing and enter in system. Assure billing is set up for easy order to invoice prosses.
Account Receivable: Send invoices according to client preferences. Maintain multiple billing sites. Follow up on past due invoices. Vendor Cafe, OPS Merchant, Coupa and Corrigo.
Compliance: Maintain multiple compliance sites. RealPage, Netvendor, Ebix and mycoi.
Work with insurance agency with requirements.
Communication: Maintain good relationships with Sales Reps. Coordinate with clients when needed. Follow up on all outstanding quotes or bids.
Education
North Garland High School
Garland, TexasSkills
- Goal-oriented mindset
- Effective negotiation
- Cross-selling techniques
- CRM software proficiency
- Customer engagement
- Teamwork
- Teamwork and collaboration
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Reliability
- Excellent communication
- Customer satisfaction
- Organizational skills
- Team collaboration
- Active listening
- Effective communication
- Relationship building
- Task prioritization
- Self motivation
- Interpersonal skills
- Goal setting
- Professionalism
- Interpersonal communication
- Time management abilities
- Continuous improvement
- Professional demeanor
- Order processing
- Problem-solving aptitude
- Pricing strategy
- Account management
- Staff training and motivation
- Team member motivation
Timeline
Executive Sale Assistant
Comm-Fit
10.2019 - Current
North Garland High School