Amberr Foreman Email & Phone Number

Springfield, Oh, Us

Customer Success and Onboarding, CRM expert, Data Analyst:• Manage the Success team’s responsibilities, processes, and priorities.• Prioritize and schedule customer onboarding requests.• Customer onboarding - CRM data migration and user onboarding: ~Create a detailed migration plan with firms ~Provide demo presentations of Wealthbox CRM features to add best practices and guidance which allows a more seamless transition for current processes as firms move into Wealthbox.• Continued support and relationships with enterprise customers.• Assist customer support team• Management of Help CenterWealthbox is a leading CRM software application that helps financial advisors manage their clients and collaborate as a team. Integrated with custodial platforms and complementary wealth-tech products, Wealthbox’s modern product design offers simplicity in the user experience that’s combined with powerful CRM features. Wealth management firms, advisor networks, and broker-dealers use Wealthbox to help them serve clients, streamline operations, and grow their businesses. Wealthbox is owned by Starburst Labs, Inc. Learn more at www.Wealthbox.com

Convert all paper ledgers to a smooth computerized systemReport financesManage the financesTrack employee files

CRM customization and training.Create and manage databases/spreadsheetsAnalyze and cleanse client dataCreate and/or update large cost sheetsCreate and manage e-marketing campaigns

CRM sales and customizationCreate and manage databases based on company criteria and needsAnalyze client marketing campaign data to report ROI

Analyzed raw data to create detailed sales reports. With the analyzed data, calculate sales rep commissions and bonuses based on goals. Assist sales executives with monthly, quarterly and annual goals, budgets and any other requested analysis. Worked with purchasing as well as quality control to assist with various analysis needs.

Wright Patterson Afb, Oh

Arrange temporary duty travel. Assist with all meeting presentations and any other office tasks.

Wright Patterson Afb, Oh

Arrange temporary duty travels for Wright Patterson AFB. Train new consultants.