Elicia Taylor

DAILY:

• Implemented a method of reviewing task lists and organizing work according to an 80/20 split. Focused on completing the top 20% of tasks before moving on to less critical ones.
• Efficiently inputted new leads into the CRM database
• Maintained accurate and up-to-date records by efficiently inputting data into company database.
• Issued referral certificates
• Ensured regular input of all activities into CRM
• Provided comprehensive research for the sales team
• Managed customer inquiries through handling of inbound overflow calls
• Prepared sales paperwork for Underwriting submission
• Effectively communicated with Vendors to gather data on approved accounts
• Processed payments for equipment purchases
• Created demo accounts for an e-commerce platform as needed.
• Repeat/Referral Business Activity on Pace With Personal Growth Plan.
• Demonstrated commitment to self-improvement by actively seeking opportunities for development.

WEEKLY:

• Contributed to TMC meetings by attending and actively participating in assigned sessions of Team, Sales EOS, and Service EOS.
• Prepared and organized sales reports for regular team meetings.
• Prepared Merchant Courtesy Calls.
• Tracked and monitored sales measurables to measure progress and identify areas for self-improvement.

MONTHLY:

• Contributed to the Sales department by assisting with tasks and projects
• Completed Personal Assessment and reviewed Personal Growth Plan at TMC
• Reviewed Master Project Board for potential tasks to assist with.

QUARTERLY:

• Engaged in comprehensive self-assessment and collaborated with supervisor to devise an individual growth plan

DAILY:

• Ensured timely shipping of terminal paper orders to merchants.
• Performed downloads and testing of credit card processing terminals.
• Organized and readied equipment for shipping.
• Assisted in creating a well-organized workspace
• Managed daily correspondence through email communication
• Carried out various projects as necessary.
• Processed outbound merchant statements.

WEEKLY:

• Participated in TMC team meeting.
• Attended service team meeting.