* Certified Salesforce Administrator* Salesforce Trainer* Salesforce CPQ* Project Management* Sales Operations Management* Sales liaison with Marketing* Event Planning

* Customer Relationship Development* Contract liaison between customers and internal departments* Account Management in Salesforce* Sales Support

* Daily interaction with clients* Account management and maintenance* CRM* Project Management* Office management duties* Provide support to 3 Financial Advisors

Client Operations in the CFO Global Operations Department* Ensured timely identification and remediation of key risk items. * Ensured regulatory and policy compliance.* Managed client interactions.

* Received extensive training on Salesforce and trained internal team on Salesforce and reporting.* Provided administrative support to sales team.* Responsible for compiling and distributing company wide sales reports. * Acted as a liaison between client operations and sales team.* Planned business client events.

* Handled the banking needs of high net worth clients with care and discretion* Provided sales and administrative support to a team of client advisors* Assisted in the planning and organization of various client events* Ran banking transactions for clients

* Sold bank products and services to new and existing customers* Consistently met or exceeded sales goals* Initiated both real estate and non real estate loans* Organized and marketed special in branch promotions

* Trained in store employees and managers on Whirlpool products* Ensures products were set up according to plan-o-gram and were showroom ready* Planned and organized special training sessions for store associates

* Sell individual home sites in newly developing upscale community* Act as a facilitator between potential homeowners and community builders* Marketing responsibilities include:* Plan and coordinate sales events and lot owner events* Summer Social for lot owners* Fall Festival for potential buyers as well as the public* Community presentations to regional Real Estate offices* Develop and maintain priority customer database and communicate community information updates to these potential lot owners* Communicate personally with priority customers based on their personal needs* Assist community builders as needed with Marketing collateral* Update Marymont Springs website

* Support all departments with administrative needs* Responsible for first impression customer service* Assist Marketing department with operations, including mailings, collateral, and division events* Coordinate, order, and organize office supplies for Division office* Create and maintain contact lists and division calendars in Microsoft Outlook