Joanna Ptak
Sales Operations Support
Savannah,GA
Summary
Experienced Sales Operations Channel Representative and Customer Experience Leader with a proven track record of improving operational efficiency, optimizing sales processes, cultivating key client relationships, and delivering excellent customer service. Proficient in utilizing CRM and ERP platforms to streamline order processing, strengthen distributor partnerships, resolve complex service issues, and foster collaboration among departments.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Sales Operations Channel Support Representative
Fluke Europe BV
11.2017 - 06.2024
- Delivered technical and operational support to partners, end users and internal team members via telephone, emails and Teams
- Provided support to Sales Specialists by processing orders, establishing new accounts, and resolving customer issues
- Managed and optimized Salesforce and Oracle, ensuring clean, accurate, and structured data
- Managed daily order flow within assigned region, ensuring timely processing and fulfillment
- Managed status, issues, changes and risks for all owned processes on calls and emails in support of the Sales Operations Manager
- Led cross-functional team meetings and daily management reporting, optimizing order processing workflows by 15%
- Implemented Oracle and Salesforce workflows, reducing distributor query resolution time and automating VIP product activation
- Conducted over 50+ training sessions on new features and CRM best practices, increasing team efficiency by 90%
- Exceeded KPIs in customer satisfaction, RMA complain resolution, VIP product activation and service impact improvements
- Resolved customer inquiries by leveraging product knowledge and troubleshooting skills.
- Collaborated with cross-functional teams to enhance customer service processes and improve response times.
- Enhanced customer satisfaction by resolving technical issues and providing timely solutions.
Logistics Specialist
Fluke Europe BV
08.2014 - 11.2017
- Processed 500+ orders per month while ensuring 99% accuracy through rigorous quality control checks
- Streamlined order fulfilment processes and export documentation for non-EU shipments, ensuring 100% compliance with international customs regulations and dangerous goods protocols, minimizing shipment delays
- Developed and implemented comprehensive training programs for new logistics staff, enhancing team capabilities, improving onboarding efficiency and reducing processing errors
- Awarded the Inspire Awards for exceptional service quality and logistics process improvements
- Streamlined logistics processes to enhance operational efficiency and reduce turnaround times.
- Implemented best practices for inventory control, enhancing accuracy in stock management and reporting systems.
- Enhanced warehouse efficiency by redesigning layout, improving storage capacity, and implementing just-in-time inventory practices.
- Collaborated with cross-functional teams to identify opportunities for process improvements, increasing overall operational efficiency.
Education
Master of Arts - Applied Linguistics in French Language
University of Warsaw
09-2011
Bachelor of Arts - Teaching French As A Second Or Foreign Language
Nicolaus Copernicus University
01.2006
Skills
- Sales & Customer Relationship Management
- High-impact Sales Presentations B2B & B2C Sales Customer Relationship Management (CRM) VIP Client Management Customer Engagement Revenue Growth
- Operations & Logistics Optimization
- Order Management Inventory Control International Shipping Compliance Export Documentation Process Automation KPI Performance Tracking
- CRM & Data Management
- Salesforce Oracle Microsoft Office Suite Reporting & Data Analysis CRM Troubleshooting & Optimization
- Training & Leadership
- Cross-Functional Collaboration Staff Training & Development Team Leadership Problem-Solving
Certification
- Assistant-Secretarial Course with English Language, GoWork
- Techniques of Recruitment and Selection, Human Skills
- Oracle Customer Master, Fluke Europe B.V.
- Sales Force Administration, Fluke Europe B.V.
- Problem Solving Process, Fluke Europe B.V.
- Crucial Conversations Training, Fluke Europe B.V.
LANGUAGES
Polish (Native)
Native or Bilingual
English (Highly proficient)
Full Professional
French (Highly proficient)
Full Professional
Dutch (Novice)
Elementary
Spanish (Novice)
Elementary
Interests
- Sharing travel tips, recommendations, and insights with fellow enthusiasts
- I have a passion for photography and editing photos
- DIY and Home Improvement
- Gardening
- Mindfulness Practices
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimePart TimeContract WorkGig WorkWork Location
RemoteOn-SiteHybridImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursPersonal development programsWork from home optionPaid time off401k match4-day work weekPaid sick leaveTeam Building / Company RetreatsHealthcare benefitsTimeline
Sales Operations Channel Support Representative
Fluke Europe BV
11.2017 - 06.2024
Logistics Specialist
Fluke Europe BV
08.2014 - 11.2017
Master of Arts - Applied Linguistics in French Language
University of Warsaw
Bachelor of Arts - Teaching French As A Second Or Foreign Language
Nicolaus Copernicus University
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