Heather Baumann Mccarter Email & Phone Number

Greensboro Nc

* Work closely with the inside & outside sales team to coordinate and create solutions to satisfy customer's needs* Manage and initiate 14-day free trials, enter customer information into CRM* Run daily reports for the inside & outside sales teams* Answer customer service calls for pricing, order status, tracking information* Request proper documentation from Distributors & Re-sellers* Assist in tech support to help clean-up in HelpSpot * Forward sales inquires to Sales Department * Assist the AR department in past due payments* Update billing information, process past due amounts* Manage spreadsheets in excel for cancellations* Keep track of returns

Winston Salem Nc

* Assisted in researching open orders to confirm if they have been shipped or need to be shipped* Forwarded orders that have not shipped to customer service to process* Maintained and cleaned up receivables spreadsheets for major accounts* Researched payment history and updated reports* Processed orders and payments for New York VA eye glass orders

Greensboro, Nc

* Cold called business owners to set appointments for Regional Vice Presidents* Attended daily meetings to discuss goals for the day* Sent Outlook invites to business owners to confirm appointment set* Made 120+ outbound calls daily

Thomasville, Nc

* Outside final expense/life insurance sales* Called on leads to set appointments* Meet with potential clients, address their needs* Offer best possible rate from several different carriers* Close or follow up on the sale* Kept client's personal and payment information confidential and secure* Sent thank you cards after the sale

Greensboro, Nc

* Prioritized daily tasks, reviewed quote requests and sent quotes to the customer* Emailed follow-ups from previous quotes and entered orders* Answered an average of 75 calls per day* Addressed customer inquiries/solved problems * Provided tracking information for orders sent the prior business day* Trained new employees providing them with tools and system procedures* Assisted fellow teammates with resolutions to problems * Answered customers' questions regarding products, pricing and availability* Communicated optional add-on features to increase the sale* Maintained friendly and professional customer interactions at all times

Greensboro, Nc

* Kept clear and accurate records on pets food intake and medications* Coordinated with grooming technicians to guarantee owner satisfaction* Retained customers by calling and confirming appointments or reservations* Updated client records and added appointments to the company calendar

Farmingdale, Ny

* Managed accounts and fellow employees* Customer service calls and order entry* Interviewed potential employees

High School Diploma, General Studies, 12

Activities and Societies: 1988-1992 High school marching band (drummer), 1991-1992 Participated in a Project Adventure gym class. Course.

Sales/Customer Service

Completed a week long training in Somerset, NJ

Producer License, Final Expense