Amanda R. Email & Phone Number

Portland, Or, Us

Administer the SugarCRM platform, managing system configurations, user training, and implementing enhancements to streamline sales processes and improve user experience. Ensure the accuracy, consistency, and integrity of sales data. Perform analysis of sales trends, forecasting, and performance against KPIs to deliver actionable insights that drive strategic decisions.Develop dashboards and reports to support data-driven decision-making for sales leadership and cross-functional teams, while responding to ad-hoc data requests and emerging business needs.Partner with Sales, Marketing, and Operations teams to optimize workflows, identify bottlenecks, and implement innovative solutions. Provide strategic guidance and training to enhance CRM adoption and system functionality.

Managed projects with 15+ Departments of Education, overseeing custom reporting requests, data crosswalks, information dissemination to internal teams, creation of district-facing testing guidance, and reporting quality assurance.Oversaw NWEA’s Linking Study program, working closely with psychometrics, sales, marketing, and leadership teams to recruit district participants, collect data, develop and distribute study results. Led efforts to improve sales enablement tools and activities, including the development of project initiation and management procedures, and the creation and maintenance of sales key insights lists.Analyzed sales data and designed Salesforce reports/dashboards for PA leadership.I began in this role at NWEA, which was acquired by Houghton Mifflin Harcourt in 2023.

Coordinate with customer-facing teams to develop collateral and training materials, including datasheets, testimonial videos, and event promotional assets. Establish art direction, build storyboards, and create After Effects video templates for our in-house video projects.Manage the design and content coordination for regular customer assets, like our monthly newsletter.

Led the development of the RFPIO webinar program and maintained program ownership, formalizing the registration process, promotional strategy and design, and overall production.Coordinated with sales and trade show hosts to sponsor virtual events, identify speaking opportunities, and market our presence.Designed and managed our customer newsletter and event promotional emails, using Pardot to create templates, build content, compile and assign lists, and schedule sends.

Portland, Oregon Area

Managed the GamEffective platform by setting and auditing KPI data delivery processes, holding regular platform strategy meetings with stakeholders, and crafting content plans.Headed the launch of the support training and mentoring program and assisted with a number of projects surrounding the support department's onboarding training initiative.

Optimized the support department's reporting process using Salesforce and Tableau, working closely with our business analyst to develop an automated reporting system.Coordinated with our Salesforce developers and support managers to implement improvements within our Salesforce instance. Managed the GamEffective platform implementation into the support department to give support engineers a platform to foster KPI improvement and team-building opportunities.

Lead the Career Development student team within the Career Ambassador program. Conducted weekly meetings and met with the director regularly to discuss developments and goals.Worked primarily with the LCB Job Shadow program to review student applications to the program and maintain the extensive job shadow database. Analyzed large quantities of historical job shadow program and alumni data to give valuable information to the business advising and curriculum programs.

Underwent professional training by business advisorsAssisted business students with class selections, graduation requirements/checks, and four-year class scheduling plans. Connected students with tutoring programs and opportunities for involvement around campus.Upheld policies under FERPATrained new peer advisors and assisted in the execution of training materials.

Created SOPs on data transfers for Marketo Community Customer accounts Reviewed Support Innovation Service Request cases in Salesforce and lead the meetings regarding them.Communicated throughout the support department to improve case fields in the Salesforce instance Worked to restructure the Support space in Jive by recategorizing all uploaded documents and building out a new space with the innovations team.Met weekly with Support Leadership to evaluate categories listed in each case type within Salesforce.