Harrison Vaughn Email & Phone Number

Lehi, Utah, United States

Lehi, Utah, United States

• Consult clients on their current operational processes and recommend changes based on desired outcomes
• Became subject matter expert on AI chatbot product and was involved in strategic planning and execution of product roll out across Entrata and numerous client portfolios
• Successfully implemented strategic client portfolio worth 1.6 million in annual contract value
• Designed commission/upselling plan to encourage consultants to upsell clients and increase contract value

Remote

• Rebuilt invoicing process to be more efficient and automated enabling real time financial audits
• Created integration between partner’s and Bright Planet Solar’s CRM allowing for direct utility bill uploading
• Build workflows within CRM to further automate mundane processes and lower front line work load
• Maintain and edit automated proposal emails written in HTML
• Write python scripts to true up various excel sheets and google drive folders

American Fork, Utah

• Worked closely with funding partners to ensure customer projects get funded and stay on track
• Kept organized and up-to-date records of 30-60 accounts simultaneously
• Coordinated with internal teams to push accounts from Initial Qualification to Project Complete
• Reviewed all accounts and followed up with internal teams and funding partners to resolve issues

• Encouraged positive relationships with external dealers and partners
• Kept accounts up-to-date in Salesforce CRM
• Learned valuable over-the-phone customer service skills

• Assigned tasks and ensured the team met deadlines
• Analyzed processes and developed new process flows and procedures
• Handled all team escalations and worked with different departments to find solutions
• Trained replacement team of 4 employees

• Managed Order Management Team of 3 employees by dividing tasks and auditing accuracy
• Handled all team escalations and answered or found answers to all questions
• Created training material

• Managed 50-70 residential solar accounts, taking accounts from Initial Qualification to Project Complete
• Coordinated with customers, salespeople, and installers
• Learned to de-escalate situations involving angry customers
• Gained valuable knowledge about the solar industry

Bachelor Of Science - Bs, Marketing

Associate Of Science - As, Business Management