Donna Perry Email & Phone Number

Phoenix, Arizona Area

Chandler, AZ

• Collaborate with local and remote teams to complete migration of a Lotus Notes knowledge base to Salesforce Knowledge platform. Responsible for reviewing and editing articles in the existing system for content, clarity.
• Required file conversions, data transfers, scripted upload processes and project tracking accomplished using Excel, Word, SharePoint, Visio, NitroPro, Adobe and Eclipse IDE.

Chandler, AZ

• As a support specialist my objectives are to ensure that customers have systems that run smoothly. I assist clients in a variety of areas:
• Provide customers with expert advice and consultative support with technical issues for PowerSchool SIS and related technology products used to manage school processes, student data, and to connect 3rd-party education.
• Troubleshoot, diagnose and resolve product issues and usage questions to ensure the success of day-to-day operations for customers.
• Manage product implementations, enhancements and upgrades on a diverse set of operating environments including mobile platforms.
• Document and log support issues and subsequent resolution using Salesforce CRM.

Chandler, AZ

• Conduct outreach call campaigns to new merchants in order to provide education on payment processing with PayPal and effective utilization of target features of merchant account.
• Encourage merchants to incorporate PayPal selling tools for their websites and assist them with backend integration of shopping carts.
• Outbound consultations to verify account configuration and to provide guidance on features, including financial products, service levels and payment processing.
• Document all aspects of the outreach process using internal and external tools.
• Communicate with management to ensure successful implementation of each marketing campaign.
• Participate in collaborative training and education opportunities with peers to enhance product knowledge, including development of team best practices for current and future marketing initiatives.

Chandler, AZ

• Support and troubleshoot product issues including payment processing, transaction analysis, financial activity and assessment reporting, and use of website integration tools.
• When required, implement escalation procedures with either Product Engineering or Risk Assessment teams.
• Utilize internal tools to investigate accounts, transaction logs, bank accounts, proprietary financial products and other customer specific information to resolve support issues.
• Discuss PayPal risk policies with merchants. Review the dispute and chargeback process and show merchants how to mitigate their exposure.

Gilbert, Arizona

• Developed quality one-to-one relationships with clients by providing a direct point of contact for banking and brokerage services.
• Processed all phases of account activity ensuring accuracy and confidentiality.
• Effectively employed account tools, marketing campaigns and research in both pre-sale and post-sale stages including direct mail campaigns, seminars and systematic contact activity.
• Ensured branch office compliance with FINRA and SEC rules, regulations, and policies.

Chandler, AZ

• Managed high-level administrative support for both Principal and staff.
• Responsible for front-office and back-office operations including Information Technology, Human Resources, Project Accounting and Contract Administration.
• Reduced expenses by identifying areas of redundant spending and developing cost-effective procurement strategies with vendors and service providers.
• Conducted license management reviews for Professional Engineers (PE) to ensure staff engineers were legally certified to provide engineering services.

Phoenix, AZ

• Provided both administrative and project support for Principal of architectural design firm.
• Developed standards to improve customer relations management during project life cycle in order to streamline project management and reduce overhead.
• Coordinated tasks and responsibilities for multiple design projects with principal, designers and sub-contractors to ensure contract requirements were met.
• Responsible for brand development, website and collateral materials.

Bs, Information Technology

As, Media/Communications