Alison Daniel Email & Phone Number

Remote

• Creating and Maintaining a Central Sharepoint Location access site for Power BI Report Users• Investigating General & Row Level Security Group Emails for use with Sharepoint Site• Granting access requests, General and Row Level Security for Power BI Reports• Audit checks on report usage • Setting up Quick User Guides for Power BI Reports• Project Investigations and Estimating time for Project & Completion dates• Raising Purchase Orders• Good communication and time management skills

Swansea, United Kingdom

Supporting the sales team and provide an important link between the salesperson and the client. My work includes processing all sales-related paperwork and arranging appointments for salespeople to visit new and established customers. My responsibilities include dealing with quotations and monitoring ongoing orders, meet Service Level Agreements, updating procedures, Analysing and Identifying Improvements in systems, and to Comply with all the Company ISO Standards. I am efficient and adaptable with good all-round abilities, including a working knowledge of Excel, Microsoft Office, Databases and reporting. I have excellent customer service and organisation skills. I travel for work to offices on occasions and also work remotely from home. • Monitor and highlight Salesforce opportunity hygiene (e.g. Quote expiry, Close date, Forecast category NB/EB, U4 Company, Start date)• Be responsible for data quality; accounts, contacts, hierarchy• Support account creation, updates, moves• Attend EB forecast calls• Help sales with complex CPQ configuration and quotes• 1st line CPQ support for sales (super users)• Escalation route for CPQ to 2nd line support• Track and escalate CPQ approvals• Create PSA quotes for US, UK, Benelux• Support sales to co-ordinate contract preparation• Identify potential revenue issues (eg carve outs)• Organise and document bid/no-bid calls• Identify and prevent potential booking issues before a deal is Closed Won• Organise counter signature on contracts• Escalate and help resolve booking issues• Organise and document win/loss reviews• Understand products and configs • Understand tools (Salesforce, CPQ, Closeplan, Lattice etc)• Understand comp rules• Sales on-boarding buddy• Attend local sales meetings• Identify best practice and process improvements, share and document• Identify sales knowledge gaps in tools and process and request appropriate training• Backup cross regions• Buddy with vertical sales ops

Swansea, United Kingdom

My Job duties would be to Create and assist with Preparation and submissions of Tenders, for completion by the Sales Managers and Pre Sales. Maintain and update the Company Information. Create Sales Quotes, and process the Orders and monitor/PM ongoing orders, assist the relevant Sales Team with the G Cloud systems, and to follow compliance of the ISO procedures and meet the service Level Agreements. Ongoing updates on the Companies dedicated system.Ability to work under pressure and remain calm, multi tasking and prioritising of the workload is a large and essential part of the job role, with Strong attention to detail and accuracy.Good communication with colleagues and customers to meet the required deadlines.

Swansea, United Kingdom

My job role was answering the telephones. Taking payments, entering customers account details onto the computer. Creating and completing spreadsheets and formulas. Monthly invoicing and general office duties.

Swansea

Updating mobile records and customers talk time, and payments. Completing customers queries, faulty handsets, and itemised billing. Maintaining day-to-day duties for clerks in the administration team. Purchase Invoices and petty cash. Organising the smooth running of the retail department and warehouse, purchase orders, and stock takes. Maintaining records with despatch details, and sales figures are correct. The computer packages used were Microsoft word, excel, access, and their own dedicated system.

Port Talbot

Responsibilities included dealing with sales enquiries and lead-times, despatch noted and carriers, account and credit notes, sales order intakes and sales invoices, creating new information screens and reports. General office duties.

Port Talbot

My duties included answering main switchboard, typing letters, minutes, drafts and finance records. COSHH Regulations files, training, wages, banking and general office duties.

Rsa Business Adminisitration, Legal Administrative Assistant/Secretary, Level Three

Level Three Communicating systems, researching & retrieving information, reception, arranging travel, preparing & producing documents.

Rsa, Rsa Business Administration, Level Two

Activities and Societies: Level Two Creating and maintaining business relationships, providing information to customer/clients, storing.

London Chamber Of Commerce, Business Administrtation, Level One

Activities and Societies: WJEC Pitman Typing Stage Two Part OneFiling, communicating information, data processing, processing petty cash.

High School, Typing Skills

Activities and Societies: WJEC Keyboard Skills Elementary Typing