Ann Marie Mansfield

Managed SSA and Inside Sales teams

• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Excellent communication skills, both verbal and written.
• Successful SSA Amnesty Program to bring End Users current
• Improved information collected by CRM
• Implemented use of End User Form
• Improved communication between Operations, Sales and Sales support team
• Managed pricing changes and price lists
• Managed reseller onboarding
• Helped manage CRM
• Helped manage and Improved Technology Partner relationship

• Support Key Account Managers with creating KPI's to measure the the health of the relationship of the account.
• Manage requests from Key Accounts regarding NDA discussions, and other legal areas
• Assist with setting up and managing any accounts required by Key Accounts for sharing of information, invoices, PO's, etc.
• Create a dashboard tracking activity of the Key Accounts, YoY
• Work with Key Accounts to help foresee their projects so we could predict forecast for purchasing
• Manage Key Account managers back office support

• Work on comparing each company quote to invoice processes and select best to standardize on
• Document current processes for each company’s Order processing, RMA’s and invoicing workflows
• Identify areas that cross training can begin between company’s
• Attend leadership meetings
• Help make decisions working with the Director of Operations on improvements in workflows
• Identify training courses for employee growth.
• Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.

• Manage SSA's
• Improve SSA activity
• Provide reports to Sales
• Identify Resellers that were not communicating SSA expiration to customers
• Special Projects

• VOC advocate for Key Accounts Team and our Customers
• Initiate Help Desk for limited Key Accounts
• Key account qualification and management process
• Assist the field team managing issues and escalations that cross interdepartmental boundaries
• Manage communications and expectations with team and customer
• Design, Implement and Manage Dashboard
• Special Projects

• VOC advocate for Key Accounts Team and our Customers
• Initiate Help Desk for limited Key Accounts
• Key account qualification and management process
• Assist the field team managing issues and escalations that cross interdepartmental boundaries
• Manage communications and expectations with team and customer
• Design, Implement and Manage Dashboard
• Special Projects
• Inside Sales and Support Representative for AK, WA, OR and Western Canada

• Support of the sales organization by providing sales support to our Regional Sales Managers, resellers (VARs), end-users and A&E consultants.
• Work closely within assigned region(s), this includes:
• Providing quotes for product sales and system support agreements to VARs and Lenel field sales
• Direct selling of products to VARs, promoting new product introductions to Lenel’s customers
• Communicating updates and/or changes to products
• Responding to routine sales leads from internal or external sources.

• Provide world-class support to customers to fulfill their needs regarding Lenel products, services and customer processes.
• Effectively work with all internal and external Lenel customers assessing needs, aid and resolve problems in a timely manner.
• Train and mentor team and new employees.
• Manage and maintain phone and email queues
• Drive continuous improvement
• Maintain and update standard of work for Order Services including RMA processes.
• Helped to process map and document the move of RMA department within UTC, establishing new processes and updating internal and external customers.
• EDI processing and error corrections.
• Assisted in transition to new ERP system, cross training, and documentation of new processes.

• Provide world class customer support with report analysis, presentation preperation, supply chain analysis, and customer service.
• Review and analyze client data weekly for trends, issues and additional opportunities for freight cost savings.
• Review open client requests. Check status and ensure progress towards request closure and client satisfaction.
• Review carrier performance and client’s satisfaction with it.
• Conduct monthly client reviews.
• Review company tools and services available to their clients. Document which ones are being used, their satisfaction with them and demonstrate the newer tools that they’re not using (or ones that have just been made available).
• Attempt to sell client on new services and/or offer additional cost savings opportunities through cost analysis, if applicable.
• Create case studies highlighting client's use of the product/services for marketing and retention purpose.
• Cost minimization: Review opportunities for client to move to EDI. Investigate other ways to reduce operational cost while maintaining the same high level of service.

• Review and analyze client data weekly for trends, issues and additional opportunities for freight cost savings.
• Review open client requests. Check status and ensure progress towards request closure and client satisfaction. Review carrier performance and client’s satisfaction with carrier performance.
• Conduct monthly client reviews. Review company tools and services available to assigned clients. Document which tools are being used, the client’s satisfaction with the tools and demonstrate newer tools that the client may not be utilizing.
• Attempt to engage client on new services (organic revenue growth) and/or offer additional cost savings opportunities through cost analysis, if applicable.
• Create case studies highlighting a client's use of Transportation Insight’s products/services for marketing and retention purposes.
• Cost minimization: Review opportunities for an assigned client to move more cost attractive solutions, as well as, investigate additional ways in which a client may reduce their operational cost (while maintaining an equivalent or higher level of service).
• Perform all other tasks/functions as directed.

• Administrative and sales support
• Licensing backup
• Assist in other departments as needed
• Put together sales presentations
• Sales research
• Documented sales survey results.
• Created unique reporting to large client requesting tracking and trending of driver speeds and MPG performance.
• Ordered supplies for 22 locations.

• Scheduled trucked from Mexico and SEC's to various warehouse locations.
• Determined how many trucks were needed by using cubing.
• Backup support to co-workers.
• Greenbelt project to identify areas of cost reduction within intra-company shipments

• Process domestic and international freight bills
• Designed monthly "testing" to check knowledge of freight payment team (make sure everyone had consistent understanding).
• Made recommendations on improvements to the freight payment system.
• Worked closely with other departments to help ensure proper coding of freight invoices.