Velma Maguire
Oakley,CA
Summary
Experienced and professional individual actively seeking a challenging position within a stable company that offers ample opportunities for growth. Possessing a strong sense of dedication, loyalty, and enthusiasm, bringing a valuable set of skills to the table. Ultimate goal is to contribute to the employer's success while advancing professional development in this role.
Overview
19
19
years of professional experience
Work History
Office Manager (part Time)
AAAA Quality Garage Door Co
12.2014 - Current
- Responsible for day to day office operations including customer invoicing, accounts receivable, direct customer contact as needed both via phone and email including but not limited to property management companies, real estate agents/brokers, contractors as well as homeowners
- Daily bookkeeping responsibilities include working with online spreadsheets and database, entering transactions into Intuit QuickBooks confirming the accuracy of data entered and reconciling discrepancies, reconciliation are all debt monies
- Responsibilities for Fictitious Business Name Filing, business tax report and preparation
- Work directly with accountant for business tax related issues
- Submit proposals to General Contractors for their projects.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
- Identified and communicated customer needs to supply chain capacity and quality teams.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
- Assisted in organizing and overseeing assignments to drive operational excellence.
Customer Order Specialist
Carl Zeiss Meditec
02.2006 - 09.2014
- Company Overview: Dublin CA
- Responsible for reviewing, validating and processing new incoming orders via distributor partnership, approved third party vendors, and direct customers via phone, fax and/or email
- Verified all terms and conditions, promotional discounts, as well as national buying group discounts as deemed appropriate
- Worked with the Contracts Administrator to ensure the terms and conditions of the customer's purchase orders are within agreement
- Worked with the Finance Department to validate customer's credit status and special payment terms should the purchase order exceed net 30 payment terms and established credit limits for new customers
- Responsible for coordinating the pick-up of used / trade in equipment to be returned to Zeiss Certified
- Responsible for all order entry processing of all new and approved orders via SAP CRM and ERP database including validation and confirming the receipt of approved sales quotes and creating with reference to pull the sales quote in the existing ERP database
- Overseen the progress of the new order from the entry of the order, following up on the progress of the order through the international manufacturer, reviewed status of import through local importer and carrier service to confirm the receipt of the new product to prepare for shipment
- Coordinated shipment and delivery of the microscope with local distributors, sales representatives and / or customers direct by scheduling delivery through local carrier service and installation with our direct field service engineers, should the microscope be a wall or ceiling mounted system
- Responsible for invoicing upon receipt of signed proof of delivery of product and or confirmed installation of equipment via our SAP CRM database or via confirming email from the local field service engineer should the report not be available within a timely manner
- Responsible for any Credit Memos, Debit Memos, and Return Authorizations as approved by management and or Chief Financial Officer Pricing Matrix and its approval tier
- Dublin CA
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
- Kept detailed records of daily activities through online customer database.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Achieved or exceeded company-defined sales quotas.
- Recorded accurate and efficient records in customer database.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Contributed to team objectives in fast-paced environment.
- Attended monthly sales meetings and quarterly sales trainings.
Education
High School Diploma -
Pioneer High School
San Jose, CA01.1989
Skills
- SAP
- Experience with RMAs and Credit
- MS Excel
- Data entry
- Customer Order Specialist
Timeline
Office Manager (part Time)
AAAA Quality Garage Door Co
12.2014 - Current
Customer Order Specialist
Carl Zeiss Meditec
02.2006 - 09.2014
High School Diploma -
Pioneer High School
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