Briana Whitmore Lloyd Email & Phone Number

San Ramon, CA, US

San Ramon, CA, US

• Managed calendars for each program, and rotation of guest speakers, faculty, break out activities, and coaches within each daily session (20-40 coaches per session, 3-4 faculty per day)
• Owned the coordination and logistics for onboarding 50-100 new hires each month, delivering 25+ programs annually with a 4.5/5 rating
• Owned process for crisis management in response to last minute faculty and coach cancellations during active training sessions, including problem solving and troubleshooting
• Sourced subject matter experts by leveraging various communication vehicles (email, Slack, phone, and registration forms), to present during live sessions
• Lead content and delivery prep sessions for coaches and faculty (Sales Reps to Executive VP’s)
• Reviewed and modified training presentation decks for data accuracy and consistency

San Francisco, California, US

• Maintains daily registration of Sales Leaders in AMER, APAC, and LATAM into leadership training sessions
• Scrubs multiple channels for sourcing participants including direct email, Org62 reporting, and Workday reports
• Manages reschedules and SVP approvals for registrants outside of 90 in role days
• Manages tracking process for Fast Ramp trial completion using Einstein Analytics and running queries
• Sends progress reports to all Fast Ramp participants to provide transparency on trial completion
• Creates and manages membership of each cohorts Chatter group

Milpitas, CA, US

• Responsible for opening office daily and activating phone system
• Monitored, routed, and consulted 100+ phone calls daily to appropriate recipients
• Distributed and processed incoming contracts, invoices, change orders, preliminary notices, plans and warranties
• Scheduled meetings and conference rooms for CEO, CFO, PM’s, Engineers, and Architects via Outlook
• Processed all outgoing USPS, UPS, GSO and Fed-Ex packages to architects, subcontractors, and legal offices
• Managed weekly distribution of payroll and supplies to all 4 satellite offices in California and Nevada

San Francisco, CA, US

• Navigated heavily through Salesforce CRM creating and closing cases, issuing reprints, filing technical tasks and solving customer inquiries via E-mail, Phone, and Chat
• Upgraded customer shipping methods, issued credits and refunds and order notes via Minted Back Office
• Assisted customers with designing products on Minted website to ensure highest level of customer service
• Communicated with various printing and shipping facilities to confirm progression of customers orders
• Submitted special requests on behalf of customers who desired customized Minted products

San Francisco, California, US

• Triaged approximately 50 incoming calls per day and warmly greeted incoming clients and partners
• Managed calendar for ten different conference rooms daily to ensure that there was no conflict in meeting space
• Coordinated ground travel and courier service for contractors and executives flying in for meetings
• Stocked and cleaned executive kitchen and reception area in order to maintain an orderly, professional space and ensure that executives were well stocked with anything they might need
• Sorted and distributed incoming mail and processed packages in mail room, and supported mail and operations team by ordering supplies

San Francisco, California, US

• Created 1,000+ reports and dashboards using Salesforce CRM to help teams track customer analytics
• Scheduled 100+ meetings globally and composed 1000+ mass email survey using MS Outlook
• Converted 1,500+ leads into opportunities using Salesforce CRM to help teams track customer analytics
• Developed FAQ spreadsheet using MS Excel to track questions and use as a test resource for account executives
• Organized 1,000+ promotional gifts by region (i.e. postcards, posters, and balls) to be shipped to commercial sales employees globally
• Consolidated and formatted documents using MS Word intended for team members examination

Information Technology

Information Technology