Dana B. Email & Phone Number

Calgary, Ab, Ca

Calgary, Alberta, Canada

Sales Administration and Executive Management Support (Ops, Marketing, Finance, CEO)- Interdepartmental Meeting Scheduling - Help coordinate the schedules and tasks of the different members of the Sales team. Internal relationship building with different departments within CBT to assist in building alignment throughout the organization.- Evolving/Maintaining Electronic Filing; Maintain file systems and database of sales records, ensuring customer information is transferred and saved in… Show more Sales Administration and Executive Management Support (Ops, Marketing, Finance, CEO)- Interdepartmental Meeting Scheduling - Help coordinate the schedules and tasks of the different members of the Sales team. Internal relationship building with different departments within CBT to assist in building alignment throughout the organization.- Evolving/Maintaining Electronic Filing; Maintain file systems and database of sales records, ensuring customer information is transferred and saved in proper inter-departmental files (jobs folder on server, confluence, Monday.com, etc.) Sales Funnel (Project Management)- Update CRM forecasting by reviewing current jobs in SmartPAD, jobs listed in Monday.com jobs schedule, and customer supplied frac schedules. - Weekly 1-1’s with all BD personnel to discuss Upcoming/outstanding quotes, issues on daily tickets, frac schedules, KO doc’s, sales events, assigned customer retention tasks/status, CRM, etc. - RFP/RFQ Preparation and Support. Moving MSA through CBT Organization Sales/Finance for prompt review. Quote preparation for Sales and PDF’ing final quote together for Sales submission.- Weekly 1-1’s OPS Coordinators Review (Jobs and Scheduling to build out alignment and ensure execution is setup correctly.- KO Document Review for Sales/OPS. Kick-off document preparation, transferring data from email communications from customer or from customer supplied frac schedule. Ensuring kick-off document is as complete as possible and uploading to Confluence for RTOC review and job setup.- Inputting and organizing information required to execute the SmartPAD™ deployment, ensuring the information is accurate and delivered on time.- Create new SmartPAD user requests, ensure they are assigned to jobs (current/historical), and send welcome/overview email to customer. - Ticket, Invoice, and Review. Ticket review 2x per week to ensure sales is aware of anything unusual such as large shipping charges, damages, etc. Show less

Calgary, Alberta, Canada

· Supports Inside Sales to keep orders up to date and accurate· Forecast current open orders· Coordinates with shipping and receiving to determine priorities and ensure that materials are shipped on time· Invoicing of all sales· Communicates expediting reports to clients· Creates sales reports for review with the department managers and operations team· General document control overflow· Confirming, coordinating and tracking ground, air, ocean shipments with… Show more · Supports Inside Sales to keep orders up to date and accurate· Forecast current open orders· Coordinates with shipping and receiving to determine priorities and ensure that materials are shipped on time· Invoicing of all sales· Communicates expediting reports to clients· Creates sales reports for review with the department managers and operations team· General document control overflow· Confirming, coordinating and tracking ground, air, ocean shipments with vendors/clients· Expediting, customs clearance resolution, and shipment tracking· Relaying information between the buyers / manufacturers and inside sales team to provide updated status of orders and other general expediting duties· Supports inside sales with investigation and resolution of customer complaints· Product returns management· Administrates vendor specific programs related to rebates and consignment Show less

Calgary, Canada Area

• Assist sales department with compiling data to complete and maintain all incoming and outgoing client requests• Handles internal documentation such as Master Service agreements, pricing documentation and presentations • Manages all document control systems to standardize and format outgoing documentation to customers.• Assists marketing and sales department with company functions such as corporate Christmas parties, customer appreciation events, corporate and client golf… Show more • Assist sales department with compiling data to complete and maintain all incoming and outgoing client requests• Handles internal documentation such as Master Service agreements, pricing documentation and presentations • Manages all document control systems to standardize and format outgoing documentation to customers.• Assists marketing and sales department with company functions such as corporate Christmas parties, customer appreciation events, corporate and client golf tournaments, stampede events and sporting events. • Internal contact for various departments within the company• Acts as a resource to customers, sales and operations during project operations Show less

Se Calgary

• Preparation of the accounts receivable report for company controller and executives• Invoiced clients for drilling services• Invoice submission and processing through various online invoicing programs initiated by clients such as Cortex and ADP Open Invoice• Basic understanding and knowledge of Great Plains system• Email and telephone contact with company clients providing customer services and support•• Data entry • Filing

Se Calgary

• Posted transactions originated by customers and management • Handled large sums of Canadian cash and coins as well as checks, money orders, bank drafts and foreign currencies• Maintained of bank custody, security and procedures • Prepared returns and reports, as requested from management, customers and other co-workers