Geri Smith Email & Phone Number

Hamilton, Ontario, Canada

Collaborating with Development staff in utilizing research, data tools, and best practices to proactively engage with donors/prospects. Principal user/administrator, oversee donor database including all gift processing, donation reports for financial reconciliation, administration and management of records, including defining best practices, policies and procedures.

Hamilton, Ontario, Canada

Serving as the principal user/administrator, to oversee the donor database including all gift processing, creating donation reports for financial reconciliation of all monthly donations, administration and management of records, including defining best practices, policies and procedures. General administration support.

Hamilton, Ontario

Neighbour to Neighbour is a non-profit organization assisting individuals and families, unemployed and under-employed, with numerous programs & services.

Ontario, Canada

Provide detailed reporting for the EMC on-line support site. Create and provide dashboards and analytics for key stakeholders. Work directly with Program Manager and Sales team to facilitate Elite Customers access to customized portal. Provide expertise on geo-mapping tool to assess service requests and severity. Ensure customer satisfaction through timely response and 24-hour turn-around on information access requests.

Ontario, Canada

Managed program activities involved in providing superior Advanced Services programs to our customer base. Ensure that the full scope of service programs is launched post-sale and that EMC provides the highest level of quality in all aspects of service delivery. Track contractual obligations, monitor billing accuracy, and oversee service delivery standards. Frequently review, assess and create processes for service delivery and seek opportunities for continuous improvement.Key Responsibilities:• Created/maintained account database with key information for “paid for services.” • Assessed, recommended and created new processes and procedures.• Validated new and renewal bookings. • Perform deal validation for revenue recognition and reconciliation. • Maintaining all records and agreements inclusive of potential dollar targets. • Administered a master account allocation/capacity charts. • Evaluate paid for services programs and develop the respective processes and procedures. • Guide individuals through the quote, book, bill, and redirect of funds and entitlement processes.• Created and ran ad hoc reports based on specific management needs and requests.

Ontario, Canada

LEGATO SYSTEMS, (Legato was acquired by EMC in 2003) Commenced employment with Legato and retained by the acquiring company, EMC, in order to continue as part of Premium Value Added Services with mandate to provide superior service to key corporate customers. Responsible for post sales hand off of worldwide Authorized Technical Support Provider contracts and maintained account database containing key information. Reviewed contract details, term dates, provided information to the Inside Sales team for renewals. Ensured Technical Support Account Manager assignment. Maintained account allocation/capacity list. Created monthly contractual activity report for Partners as well as ad hoc reports based on specific management requests.

Ontario, Canada

Created and maintained worldwide account database with key information for new “paid-for service” program. Reviewed contracts, term dates, renewal identification and provided updates to Inside Sales team for service renewal. Administered Premium Support Account Manager account allocation/capacity. Created ad hoc reports based on specific management requests.