Eric Urstad Email & Phone Number

Kirkland, Wa, Us

• Assessing the financial risk and health of a targeted, key suppliers• Strong understanding of financial statements including: Income, Balance, Cash Flow, and Bank• Vast application and understanding of financial, credit, and accounting practices/procedures• Use/creation/manipulation of Excel, MS Office, QuickBooks, etc. for financial and accounting purposes• Direct engagement with suppliers, procurement agents, and other facets of customer/supplier management

· Community event planning, coordinating, and implementation· Personal selling of membership packages· Direct engagement with customer/fan communication· Experience working with wide variety of coworkers in a team network

Walla Walla, Washington

• Interact with and advise business owners/hopefuls on procedures to reach goals• Brainstorm/problem solve with adviser on how to optimize clients' operations and goals• Be up to date with constantly evolving business practices• Research business models and investment practices• Update CRM and prepare client meeting logs

·Helped manage and organize inbound sales leads, leading to increase in inbound lead conversion·Extensive market research and lead generation in target industries, accumulating over 2000 leads·Database creation and management to establish lead lists and contact analysis·Worked directly with sales managers and business developer in lead generation and clientele management·Integrated and managed large portions of key data during CRM change·Helped facilitate and worked with sales and marketing team during CRM change·Experience with generation of marketing campaigns