Heather Jacoby Email & Phone Number

Plano, Texas, United States

- Provide quoting requests accurately and promptly.- Monitor and enforce CRM, SteelBrick, and CPQ data integrity in support of the overall salesprocess.- Provide order tracking, asset verification and deal registration reviews.- Partner with channel partners, deals desk, sales professionals, channel selling team, and salesoperations to provide support for new deals, as well as existing quotes.- Answer pre- and post-sales questions from distributors, value added resellers, MSPs, andinternal sales teams for the federal, enterprise, strategic, SLED markets.- Managed relationships with stakeholders from Arrow Electronics, immixGroup, IngramMicro, Carahsoft, Presido, and World Wide Technology, among others to facilitating smoothcommunication and issue resolution.- Respond quickly and professionally to Account Manager calls and e-mails within the definedService Level Agreements.- Assisted with quoting for Cloud Marketplace - AWS, Azure, GPC- Support with short and long term marketing promotions.- Create and manage training documentation.- Work with internal sales team to educate on program guidelines and to guarantee deals aremoving forward by applying quote benefits.- Expediting requests and escalating outstanding scenarios with the leadership as needed.- Provided training, guidance and support to new team members, fostering a collaborativelearning environment.- Conducted User Acceptance Testing (UAT) to verify that software aligned with businessrequirements and fulfilled user expectations.- Generated and analyzed Salesforce reports for the District Sales Manager, focusing onregional quoting data to inform strategic decision-making.- Provided insights and recommendations based on reporting trends to enhance salesperformance and forecasting accuracy.

Bridgewater, New Jersey, United States

- Provide accurate price quotes and assist with proposals.- Collaborate with field account managers, vendor/manufacturer partners, professionalservices, and project teams to deliver superior results.- Order placement and processing.- Maintain positive vendor relationships and understand vendor trends, strategies, anddistribution issues.- Respond quickly and professionally to customer e-mails and calls within the definedcustomer Service Level Agreements and assist in resolving client issues to ensure maximumsatisfaction.- Optimized customer service by swiftly addressing inquiries within SLAs, resolving issues toensure client satisfaction and retention.

Hackettstown, New Jersey, United States

- Provided Installation Qualification Operation Qualification documentation for Johnson andJohnson Worldwide Operations- Attention to details wherein cross-checked databases to ensure accuracy across the Johnsonand Johnson database systems.- Developing and Implementing templates wherein the company used as evidence of workingdevices.- Providing responses to client emails, resolving critical issues, and complying with clientrequests.- Update configuration items, add configuration items, and remove configuration items.- Assist in closing opened Change Controls after devices have been qualified including,providing evidence devices are implemented and qualified, researching any issues in whichprevented installation and qualification, and providing updates when devices are notinstalled or qualified.

Somerville, New Jersey, United States

- Provided first-line technical support for staff, addressing hardware and software issues in atimely manner.- Assisted users in troubleshooting and resolving common technical problems, ensuringminimal disruption to operations.- Maintained accurate documentation of support requests and solutions in the ticketingsystem.- Collaborated with IT teams to escalate complex issues, facilitating swift resolutions.- Conducted training sessions for staff on new software and system updates to enhance userproficiency.- Organized and filed documents to maintain efficient record-keeping and accessibility.- Processed incoming orders promptly, ensuring smooth operations and customersatisfaction.- Provided support to Sales Managers in bid preparation and documentation of completedhardware deployments, enhancing proposal accuracy and project visibility.