Sara Myers

Worked with Project Managers, Sales Team and customers to gain a thorough understanding of the scope and timeline of all projects assigned to PM's.

Provided support in the completion of and review of Project Material Submittals.

Assist Project Managers in gathering all information required to accurately purchase and procure materials.

Create and send Purchase Orders to Vendors.

Enter and submit Sales Orders for fulfillment.

Follow up with vendors and suppliers on issued purchase orders to manufacturer's and their representatives for Estimated Shipping Dates and ETA's as well as initiate returns, Reconsignments and any other logistics relation matters.

Ensure scope material is accurately received, stored and delivered.

Coordinate deliveries of material with customers.

Receive, gather and send all Proof of Delivery to customers.

• Set up driver's routes for deliveries to customers/project jobsites for accurate deliveries.
• Receive, gather and send all Proof of Delivery to customers
• Coordinate with customers on scheduled delivery dates
• Create Inbound shipments
• Quality Control check all sales orders and fulfillments for outbound shipments, making sure of accurate counts, quantities, and quality of material is leaving the warehouse (i.e matching product and quantity to Sales order)
• Create and write Sales Orders.
• Provide Cycle Counts and maintain inventory quantities and quality of materials in warehouse.

• Assisted and worked with AP, AR, Accounting, Sales Team, Operations, and Project Managers to help wherever needed.
• Greet visitors and relay messages.
• Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
• Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
• Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
• Ensured accurate record-keeping with diligent data entry and database management for vital company information.

• Receive and check in all parts, invoice all parts and Vendors, create labels for parts and deliver parts to the techs, process returns and create part return sheets, handle all credits for returns, calling vendors and sending sign sheets on parts returned to get credits back, process credits through Backtrax system, order parts

• Answered phones, scheduled customers, coordinated with Service Advisors, checked customers in and out, received and processed payments, maintain all Account Receivables and Account Payables for the shop, handle receipts and P-card logs, ordered all supplies, ordered and handles Team Engagement food and activities, organized front lobby and kept clean, searched and booked new cleaning crews and maintenance for shop, create shop tags for techs parts carts, maintain expense reports and AR reports daily

• Supported the fulfillment team by coordinating project implementation needs such as new store site scopes, equipment setup, equipment & tool verification and inventory
• Tech & Customer education and training to prep the site location prior to go-live dates
• Verified all equipment was on site and identified any missing equipment and/or tools
• Maintain accounts payable and accounts receivable, bill customers both residential and commercial, create estimates and invoices, receive and process check and credit card payments, manage installer schedules, data entry and day to day management of the office
• Handled all administrative matters including screening calls, managing calendars, planning meetings, making travel arrangements, composing documents and organizing office for efficiency

• Diligently and effectively maintained front office, answered phones, greeted guests and visitors.
• Show prospective customers the showroom thus implementing excellent customer service and sales.
• Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
• Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
• Streamlined office operations by implementing efficient filing systems and organizational strategies.
• Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.