Debbie Roehl, Cmp Email and Phone Number
Ellijay, GA, US
Debbie Roehl, Cmp's Location
Ellijay, Georgia, United States, United States
Debbie Roehl, Cmp's Contact Details
Debbie Roehl, Cmp work email
- Valid
- Valid
- Valid
- Valid
Debbie Roehl, Cmp personal email
n/a
Debbie Roehl, Cmp phone numbers
About Debbie Roehl, Cmp
Senior Executive Assistant to C Level Executives, Certified Meeting ProfessionalAn organized, detail-oriented professional whose diverse background spans administrative management in executive environments including software development, healthcare, SaaS, manufacturing, financial services, and sales. A flexible leader, team player, and goal-driven individual. AREAS OF EXPERTISE / Executive - C Level Support, Meeting Event Planning, Project Management, Communications / Investor Relations / Customer Service / Legal Specialties: Budgeting, org. charts, conferences, contract management, customer relations, financial, recruiting, investor relations, leadership training, legal, management, marketing, meeting facilitation, Microsoft office, notary public, organizational skills, payroll processing, HR, presentation skills, press releases, research, sales, sales forecasting, sales management, scheduling, shipping, trade shows, SLACK, Google Suite Platform, Microsoft Suite Platform
Debbie Roehl, Cmp's Current Company Details
Salesforce
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Executive Assistant, Certified Meeting Professional
Ellijay, GA, US
- Website:
- salesforce.com
- Employees:
- 83776
Debbie Roehl, Cmp Work Experience Details
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Executive Assistant, Certified Meeting ProfessionalSalesforceEllijay, Ga, Us
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Executive AssistantSalesforce May 2024 - PresentSan Francisco, California, UsProvide support to Senior VP Commerce Customer Support, VP Tableau Customer Support, and VP Mulesoft Customer Support. Exercises confidentiality, tact, and diplomacy in SaaS environment. Communicate directives and information from executives to managers, and others in the organization, and follows up on the status of assignments. Maintains files, records, calendars, and budget information; arranges business travel, coordinates meeting arrangements, and tracks expenses. Participates in the development and implementation of administrative standards, policies, and practices for the organization. Google Suite Platform, Slack, Concur, Workday, Trailblazer. Mentor to peers. 3x Trailhead. Salesforce AI Associate Certified.
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Senior Executive Assistant, Certified Meeting ProfessionalNet Health May 2023 - May 2024Pittsburgh, Pa, UsProvide support to Business Unit President, Chief Customer Officer, Sr. VP Revenue and Sr. VP Marketing exercising confidentiality, tact, and diplomacy in SaaS environment. Communicate directives and information from executives to managers, and others in the organization, and follows up on the status of assignments. Maintains files, records, calendars, and budget information; arranges business travel, coordinates meeting arrangements, and tracks expenses. Participates in the development and implementation of administrative standards, policies, and practices for the organization.• Departmental liaison with employees across all departments, levels, and locations as well as external contacts• Aggregate, organize and track content such as meeting agendas, historical documents, presentations, and spreadsheets• Provide a wide range of administrative support and assistance including strategic calendar management; vetting, prioritizing, and arranging meetings• Support organizational team with coordination and logistic planning for any projects or departmental meetings. Project lead for Annual Sales and Marketing Meeting, President's Club Trips, and Customer Conferences• Attend in-person or virtual select meetings and prepares relevant materials• Exercise discretion and judgment while handling confidential and proprietary matters• Handle requests from internal and external stakeholders — answering inquiries, resolving problems, and making appropriate referrals• Take meeting notes and provide communication summaries of meetings and processes • Prepare travel arrangements and submit expense reports; track departmental budgets for team and • Follow-through on projects to successful completion, working with key stakeholders to identify deliverables and incorporate timelines • Track hiring budget and provide hiring status updates from Recruiting and/or Managers -
Senior Executive Assistant To President, Vp Global Sales, Vp Marketing & Certified Meeting PlannerCae Jan 2016 - May 2023Montréal, Québec, CaProvided direct support to President, Vice President Global Sales & Vice President Marketing as well as planned and managed corporate meetings and conferences. Provided administrative and professional support to President and Executive Leadership Team.- Managed calendar, coordinated meetings/conference calls ensuring all required information is available via WebEx, Teams, Zoom- Effectively communicated and interacted with executive management / staff at all levels in North America and worldwide offices.- Communicated with various internal departments to coordinate projects and activities as well as liaised with external parties in administrative matters- Reliably performed a wide range of administrative and general support duties of a responsible and confidential nature- Coordinated and booked travel arrangements both domestic/international- Processed expense reports - Prepared materials for executive presentations and/or reports, composed correspondence both internal/external- Certified Meeting Professional (CMP) Designation - sourced and contracted conference venues in United States and International markets, project lead for annual HPSN World Conference, organize meeting logistics for strategy meetings, annual sales meetings, President's Club Annual trip- Coordinated quarterly Town Hall Meetings for Sarasota, Montreal, and worldwide locations- Managed Community Service Programs - Managed Employee Engagement Internal Programs- Managed direct report staff in delegation of assignments -
Executive Assistant To PresidentDirect Energy Jun 2013 - Jan 2016Houston, Texas, UsProvided direct support to President of Direct Energy Services; wholly-owned by Centrica UK . - Effectively communicated and interacted with executive management / staff at all levels in North America / UK offices- Communicated with various internal departments to coordinate projects and/or activities as well as liaise with external parties in administrative matters- Reliably performed a wide range of administrative and general support duties of a responsible and confidential nature- Prepared and formatted materials for executive presentations and/or reports, compose correspondence both internal/external, expense reporting- Managed the calendar, arrange and plan meetings and/or conference calls ensuring that all information/material is available- Managed email activity for President including priority assessment- Arranged travel both domestic and international- Prepared expense reports- Reconciled monthly credit cards statements- Tracked and monitored weekly team schedules- Coordinated weekly team meetings, agenda management, pre-read distribution, action items- Planned offsite leadership conferences, strategy meetings, sales meetings- Selected venues, negotiated contracts- Selected menus, reviewed and approved Banquet Event Orders- Sent out invitations and follow-up announcements- Booked and managed hotel reservations closely monitoring cut-off dates as well as attrition- Ordered trophies, awards, and promotional items for attendee welcome bags - Created name tags, tent cards, and seating assignments for participants- Attended all conferences to assist with on-site organization/delegation/time keeping -
Executive Assistant -- Evp S&M, Vp Sales, Legal Dept.Boar'S Head Provisions Jul 2011 - May 2013Sarasota, Fl, UsProvided administrative support in fast paced environment to Executive Vice President Sales and Marketing, Vice President of Distributor Sales, and General Counsel• Arranged detailed travel itineraries for executives• Scheduled meetings via Outlook calendar• Prepared executive presentations in Power Point for internal and external retailer meetings• Served as liaison between sales force and executives as well as distributor and retail partners• Attended and took minutes at sales and marketing meetings• Screened telephone calls and email messages for executives and respond as appropriate• Prepared monthly expense reports and monitored expenses against budget• Initiated process to stream line tasks in Legal and Sales and Marketing Departmentso Implemented and monitored system for tracking interim service accounts for Distributorso Implemented annual contract tracking system and monitored on monthly basis• Processed contracts for General Counsel o Reviewed contract negotiations and vendor agreements• Provided background research for General Counsel in relation to Trade Marks and other subject matter as directed in relation to protecting the Brand• Recruited Company Distributors • Mapped competitor store locations utilizing ArcView GIS Desktop Mapping program -
Executive Assistant To President & CeoPgt Industries Feb 2006 - Nov 2009N. Venice, Fl, UsManage calendar of the CEO/CFO/EVP and independently schedule appointments. Compile and provide background information in preparation for meetingsDirect preparation of records such as agenda, notices, minutes, and resolutions for executive and managerial meetingsLiaison between President, CFO, and Board of Directors in setting up quarterly Board of Directors' Meetings and Audit Committee MeetingsAssist with generation of Board of Director presentations, investor presentations, and Town Hall meetingsLiaison between CFO and investment firms; coordinate conference calls, arrange facility visits and distribute requested financial dataCoordinate quarterly earnings conference calls with outside vendorDistribute quarterly press releases to Nasdaq announcing company earningsMaintain investor relations contact data via Nasdaq Pinpoint Intelligence ProgramScreen incoming calls and correspondence to Executive Team and respond independently when possibleIntercept dealer, customer, and/or employee complaints and assist in resolutionParticipate in interviewing, hiring, training, and review process of subordinatesAct as custodian and maintain sensitive and confidential documents and records Conduct research as needed by Executives for a project or legal matterArrange programs, events, or conferences Arrange complex and detailed travel plans and itineraries Maintain and update organizational charts for various departments
Debbie Roehl, Cmp Skills
Management
Leadership
Training
Budgets
Customer Service
Human Resources
Marketing
Sales
Forecasting
Event Planning
Analysis
Microsoft Office
Recruiting
Administration
Cross Functional Team Leadership
Invoicing
Payroll
Program Management
Accounts Receivable
Accounts Payable
Budgeting
Strategic Planning
Team Building
Debbie Roehl, Cmp Education Details
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Eckerd CollegeBusiness Management -
The Berkeley SchoolGeneral
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Hawthorne HighAnd Related Support Services
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Eckerd CollegeGeneral
Frequently Asked Questions about Debbie Roehl, Cmp
What company does Debbie Roehl, Cmp work for?
Debbie Roehl, Cmp works for Salesforce
What is Debbie Roehl, Cmp's role at the current company?
Debbie Roehl, Cmp's current role is Executive Assistant, Certified Meeting Professional.
What is Debbie Roehl, Cmp's email address?
Debbie Roehl, Cmp's email address is de****@****cae.com
What is Debbie Roehl, Cmp's direct phone number?
Debbie Roehl, Cmp's direct phone number is +194158*****
What schools did Debbie Roehl, Cmp attend?
Debbie Roehl, Cmp attended Eckerd College, The Berkeley School, Hawthorne High, Eckerd College.
What are some of Debbie Roehl, Cmp's interests?
Debbie Roehl, Cmp has interest in Health.
What skills is Debbie Roehl, Cmp known for?
Debbie Roehl, Cmp has skills like Management, Leadership, Training, Budgets, Customer Service, Human Resources, Marketing, Sales, Forecasting, Event Planning, Analysis, Microsoft Office.
Who are Debbie Roehl, Cmp's colleagues?
Debbie Roehl, Cmp's colleagues are Pooja Karan, Pak Fong, Analise Neumore, Dana Grice, Ankit Walia, Junko Kano, David Gold.
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