Andrea Hart Email & Phone Number

Vancouver, Washington, United States

Associate Sales Engineer position includes all responsibilities of the Senior Sales Administrator position

Vancouver, Washington, United States

Took on the role of an Associate Sales Engineer (without the title), Dec 2023 - PresentGenerate sales quotes / submit RFQ requestsNegotiate pricing and deadlinesIndependently manage my own customer accounts and bring in new customersCollaborate with Quality, Production and Sales to resolve quality issuesSubmit required monthly Sales Engineer reports (mid-month, MSP, Final Estimate and End of Month)Negotiate drawing specifications with production and customerTravel to attend sales meetings and customer meetingsAttend and work trade shows for networking and lead generationProvide administrative support to the Sr. Regional Sales Manager and sales teamManage sales team’s bookings/shipments to meet booking/shipment goals and milestones for Master PlanAdvise sales team on their own mid-month reporting and setting MSP forecasts Generate and actively manage open order reports for sales teamManage incoming customer inquiries, orders, requests, provide timely delivery confirmations and updated delivery statusEfficiently and accurately process all Sales OrdersDevelop relationships with production and sales engineers to provide accurate information to each department and the customerManage Accounts Receivables / past due accountsTrain, lead and advise new and existing sales administrators

Vancouver, Washington, United States

Portland, Or

Provide support to the CEO, COO, VP of Business Development and Sales TeamImprove, manage and maintain the efficiency of the departmental flowImprove, monitor & manage overall workflow and efficiency during Sales Lead Tracking, Sales Proposal, Transition of Sale from Proposal to Contract, Transition of documented Sale workflow.Manage schedules for the CEO, COO and VP of Business DevelopmentManage, book and attend annual trade showsCreate annual budget documentation and report findings to COOResponsible for user interface problem solving and troubleshooting of CRM SoftwareMeet with upper management to ensure compliance with sales proceduresManage expenses/receipts company-wide & allocate to proper categoriesManage Accounts Receivables, create invoices, handle past due accountsProcess All Sales OrdersOrder & Track New Equipment (from order to site arrival)Schedule Installations Coordinate travel arrangements for CEO

Vancouver, Wa

Key Job Responsibilities: General support to the President, Vice President and Sales Director Preparation of client-specific contract agreements and addendums for new and existing clients Management of Departmental Flow Tracking and processing of sales documentation Co-Management of sales and marketing materials Co-Management of accounting processes including: accounts receivables, accounts payable, credit/debit memos Personnel Development for cross training of new employees on accounting processes Personnel Mentoring on Microsoft Excel competency Lead communications with both potential clients (initial contact) and clients who want to disconnect service (retention contact) Development and organization of new client files Management of client documentationProficient in: Accounting software (Business Works) Microsoft Office (Excel, Word, Powerpoint, Outlook, Publisher)

Medford, Oregon Area

Co-management of training departmentLed training and development of new CRM/LSMS TrainersDeveloped training program and materials for CRM Software (sales processes)Managed on-site and remote training of dealerships on CRM (80+ stores across U.S.)Developed compliance and sales reports for daily sales/prospect/serviceEnsured Senior Management and Sales compliance with sales proceduresResponsible for user interface problem solving and troubleshooting of CRM Software

Medford, Oregon Area

Responsible for all hiring/exit procedures at the Redding Chevrolet and Toyota dealerships including: hiring administration budget; recruiting; candidate interviews; administration of qualification assessments; benefits program, diversity training, exit interviews

Medford, Or

Responsible for general office duties: customer service; phonesManaged LSMS Software; a specialty software used to assist sales representatives

Redding, California Area

Key Job Responsibilities: customer service; phones; appointment scheduling; client chart organization; client billing and payment; insurance company billing & problem resolution

Aa, Business Administration

Activities and Societies: SoccerStudied Business Administration

Emphasis In Advanced Business Coursework

Studied Business Administration