Morgan Lee

As sales coordinator, the main tasks involved creating quotes for clients for new system installations and other services provided. This role also involved creating and maintaining professional relationships with clients throughout the entire sales process. From helping clients, all the while maintaining a smooth workflow within the Lakeside sales team, this position allowed me to obtain great multitasking and communication skills. Here is a list of other duties and tasks maintained within this position as sales coordinator:

• Ordering and processing of Trane equipment for our clients and their new system installations.
• Learning Trane equipment model numbers and understanding the differences between them.
• Assisted with budgeting, forecasting and tracking of sales performance.
• Provided administrative support to the sales team including scheduling meetings, preparing presentations and managing email correspondence.
• Prepared monthly reports on sales activities, revenue, expenses, and other key metrics.
• Maintained an up-to-date database of prospective clients and their contact information.
• Created pricing strategies in line with company objectives while taking into account competitive pricing strategies.
• Generated leads through cold calling, networking, referrals and other methods.
• Performed follow-up calls with customers after each sale was completed.
• Analyzed customer feedback surveys to determine areas where improvements could be made in order to increase satisfaction levels.
• Assisted in developing new business proposals for potential customers.
• Managed client relationships by responding promptly to inquiries and addressing any issues that arose during the course of a sale.
• Collaborated with internal teams such as marketing, finance and operations departments in order to ensure successful execution of projects from start to finish.
• Provided assistance throughout the entire sales process from initial contact through post-sale follow-up activities.
• Delivered exemplary customer service and support by remaining poised in most stressful situations.
• Aided senior leadership during executive decision-making process, generating daily reports to recommend corrective actions and improvements.
• Reviewed operational records to prepare productivity reports and track customer volume and sales trends.
• Developed long-term partnerships with lucrative business customers.
• Developed key customer relationships to increase sales.

My current position in sales for Lee Paving Solutions consists of gathering prices and creating quotes for paving equipment and parts for clients. Here is a list of duties and tasks within this role:

• Maintain accurate records of customer interactions and transactions.
• Assist customers in selecting appropriate products or services for their needs.
• Collaborate with team members to develop effective sales plans.
• Monitored inventory levels and placed orders as needed.
• Coordinated delivery schedules with vendors for timely shipment of goods.
• Educated customers about products and services offered by the company.
• Developed pricing proposals tailored to individual client requirements.
• Developed key customer relationships to increase sales.
• Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
• Monitored customer order process and addressed customer issues.

• Assisted ophthalmologists with patient care and examinations, including taking medical histories and administering visual acuity tests.
• Performed diagnostic tests, such as tonometry and retinal photography.
• Ordered contact lenses, eyeglasses, and other optical supplies.
• Maintained accurate records of patient visits in electronic health record system.
• Instructed patients on proper use of topical medications prescribed by the ophthalmologist.
• Scheduled appointments with specialists when necessary for further evaluation or treatment.
• Assisted with billing processes for insurance companies and third-party payers.
• Provided support services to ensure smooth workflow within the office.
• Communicated effectively with patients regarding their diagnosis and treatment plan.
• Prepared patients and administered basic eye exam tests.
• Obtained and recorded patient medical history and operated ophthalmic equipment.
• Wrote, edited and filed patient medical records, maintaining confidentiality.