Anna Elzner Email & Phone Number

Houston, Texas

Serve as the administrator for Dynamics 365 CRM (i.e. creating users, test and deploy changes, create system dashboards and support data downloads and uploads). Serve as administrator for Qvidian Automation Proposal Software (i.e. create users, update roles, testing ,updating/formatting content). Generate proposal numbers and enter opportunities into Dynamics 365 CRM and Oracle ERP Systems. Manage client RFQs to ensure complete and timely delivery. Format proposals received from Estimating for distribution and approval. Create reports from CRM/Qvidian for forecasting purposes.

Houston, Tx

Manage $50M+ RFP process, including identification of deliverables, entry of all related documents into Salesforce database, client communication, assignment of tender leads for bids, and coordination of estimators across diverse business units. Establish Proposal Approval Summary (PAS) and monitor accountability tracking. Serve as Salesforce program administer for sixteen-member sales team and ensure all final proposals are complete and delivered.Key Accomplishments:• Coordinate project resources and documentation for deadline-driven RFPs; credited for creating proposal and PAS templates, completing extra deliverables including safety questionnaires, vendor setups, management of special customer requests, formatting and finalizing proposals, and on-time delivery by email, Hot Shot, or FedEx.• Prepare Salesforce reporting and ensure accuracy of product and revenue data, while simultaneously performing user maintenance, migration, and clean-up procedures. • Manage 22 Salesforce licenses and profiles; trained 10 new Salesforce users to enhance team productivity.• Leverage comprehensive administrative skills to develop sales presentations, event planning and set-up, invoice processing, SharePoint system management, and vessel tracking.

Texas

The Woodlands, Tx

Provided administrative and business support to $10M sales office. Planned and coordinated trade shows, facilitated travel accommodations, and created tracking spreadsheets and sales promotional material. Managed Outlook calendars, processed timesheets, and generated MicroStrategy reports tracking sales reporting daily. Served as first point-of-contact to general public and efficiently handled phone and email inquiries.Key Accomplishments:• Developed Excel macro to reduce application processing time, adopted for company use nationwide.• Conceptualized and implemented interactive quote sheet to facilitate information sharing between affinity partners and sales team. • Established sales material tracking system to increase inventory accuracy resulting in a reduction of promotional costs.• Instrumental as Project Lead on multiple root cause analytical projects driving positive results.• Recipient of Administrative Assistant of the Year recognition, for two consecutive years.

Montgomery County, Tx

Provided support to the Director of Administration, Sales Managers and Land Consultants in the South Texas division of a large land development company.• Query building to extract data from STARS (Sales Tracking and Reporting System) for reporting, compliance and planning purposes.• Planned and coordinated events for sales promotions for South Texas Communities including marketing materials, vendor registration, setup and facilitation on event day.• Assisted the Marketing department in conducting mail-outs and e-blasts countrywide.• Weekly reconciliation of data entered to ensure accuracy.• Recruited, trained and supervised up to five STARS Administrators.• Trained Land Consultants in the use of Saleslogix and SharePoint.

Houston, Texas Area

Managed wide-range of office support activities, including Accounts Payable/Accounts Receivable and invoice processing. Accessed creative skills to design and develop marketing materials. Quickly mastered tasks to enhance team performance.Key Accomplishment:• Established reputation for resourcefulness; authored standard operating procedures (SOPs) manual to facilitate USDA inspections ensuring regulatory compliance.

The Woodlands, Tx

Provided administrative support to the Director of Property Management.• Processed lease agreements and modifications for approval and execution.• Monitored all agreements for compliance to terms and conditions.• Scheduled and administered periodic maintenance and repairs on remote network locations.• Created, documented and updated department databases using Access for tracking lease agreements and maintenance on all network locations.