Heather Jackman Email & Phone Number
Who is Heather Jackman? Overview
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Heather Jackman is listed as Private Client Associate at Janney Montgomery Scott at Janney Montgomery Scott LLC, a company with 2171 employees, based in Bel Air, Maryland, United States. AeroLeads shows a matched LinkedIn profile for Heather Jackman.
Heather Jackman previously worked as Private Client Associate at Janney Montgomery Scott Llc and Rebates Analyst at Tessco Technologies. Heather Jackman holds Bachelor Of Science - Bs, Psychology from Towson University.
Email format at Janney Montgomery Scott LLC
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About Heather Jackman
Sales Support Team Member and Mentor with agility in meeting high volume demand delivering accurate order entry and valued customer interfacing Experienced Sales Support and Customer Service professional with a strong track record of meeting customer satisfaction requirements and team/company performance expectations. Rapid learner of new systems and processes, including SAP and Salesforce. Trainer and mentor for new hires and current employees. Valued team member who consistently goes above and beyond to support others and achieve team success. Expertise includes:SAP entries and reporting | Rebate Management in Salesforce | SAP Trainer and MentorTeamwork and Collaboration | Customer and Vendor Relations New Hire Training | Rebate Reporting |Problem Resolution |Sales quotations and ordering
Heather Jackman's current company
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Heather Jackman work experience
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Rebates Analyst
- Promoted to this position focused on completion of manual rebate cases for deal eligible orders totaling approximately $3M in revenue for the fiscal year.
- Achieved rebate credit targets from 12 key customers amounting to approximately $4M in revenue over the fiscal year.
- Delivered weekly reports on delinquent payments. Contacted vendors to determine payment status improving timeliness of payments and leading to improved compliance at that stage of the process.
- Audited… Show more Promoted to this position focused on completion of manual rebate cases for deal eligible orders totaling approximately $3M in revenue for the fiscal year.
- Audited rebate reports reconciling accuracy of claims and entering into S4 driving greater accuracy and reaching settlement goals.
- Requested by Controller to support a project addressing multiple negative profit orders. Generated reports in HANA to identify negative bookings and shipped orders while collaborating with internal functions to resolve.
Sales Support Representative
- Promoted to this position within one year.
- Processed a high volume of sales orders for a variety of accounts. Became well versed in utilizing Salesforce Lightning CRM to deliver efficient and timely case management.
- Selected as a Trainer for SAP S4 implementation. Delivered classroom training to employees and new hires. Sessions were recorded to provide ongoing support and follow up.
- Developed a spreadsheet for the Sales Director tracking sales orders over $15k that was used… Show more Promoted to this position within one year.
- Developed a spreadsheet for the Sales Director tracking sales orders over $15k that was used to identify and reduce order entry errors.
- Volunteered to take on additional caseload to support other team members during periods of higher volume in the queue.
Customer Service Representative
- Supported customer service team in handling approximately 40 weekly calls for pre and post sales inquiries.
- Assisted sales team by taking Salesforce cases and calls for quote and order entry. Delivered consistently accurate results that supported sales team goals.
- Handled Ventev charging device warranty calls to process replacements and support customer satisfaction goals.
- Resolved pre and post order issues such as delayed shipments, expediting requests to replace damaged or… Show more
- Resolved pre and post order issues such as delayed shipments, expediting requests to replace damaged or lost products to support customer requirements. Show less
Colleagues at Janney Montgomery Scott LLC
Other employees you can reach at janney.com. View company contacts for 2171 employees →
Joe Mcdonald, Crps®, Aif®, Cpfa®
Colleague at Janney Montgomery Scott Llc
Philadelphia, Pennsylvania, United States, United States
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GN
Greg Nappo Cfp®
Colleague at Janney Montgomery Scott Llc
Madison, Connecticut, United States, United States
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DW
Don White
Colleague at Janney Montgomery Scott Llc
Fairfield, Connecticut, United States, United States
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KH
Kito Hammond
Colleague at Janney Montgomery Scott Llc
Abington, Pennsylvania, United States, United States
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KD
Katie Dunmire, Crpc
Colleague at Janney Montgomery Scott Llc
Greensboro--Winston-Salem--High Point Area, United States
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JM
Jeramy May
Colleague at Janney Montgomery Scott Llc
Columbus, Ohio, United States, United States
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SB
Salvatore Bottone
Colleague at Janney Montgomery Scott Llc
Cary, North Carolina, United States, United States
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MO
Michael O'Mara
Colleague at Janney Montgomery Scott Llc
Miami-Fort Lauderdale Area, United States
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AL
Alex Letizia
Colleague at Janney Montgomery Scott Llc
Greater Pittsburgh Region, United States
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JS
Joseph Snouffer, Cfp®, Cpwa®
Colleague at Janney Montgomery Scott Llc
Towson, Maryland, United States, United States
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Heather Jackman education
Bachelor Of Science - Bs, Psychology
Associate Of Arts - Aa, Psychology
Frequently asked questions about Heather Jackman
Quick answers generated from the profile data available on this page.
What company does Heather Jackman work for?
Heather Jackman works for Janney Montgomery Scott LLC.
What is Heather Jackman's role at Janney Montgomery Scott LLC?
Heather Jackman is listed as Private Client Associate at Janney Montgomery Scott at Janney Montgomery Scott LLC.
Where is Heather Jackman based?
Heather Jackman is based in Bel Air, Maryland, United States while working with Janney Montgomery Scott LLC.
What companies has Heather Jackman worked for?
Heather Jackman has worked for Janney Montgomery Scott Llc and Tessco Technologies.
Who are Heather Jackman's colleagues at Janney Montgomery Scott LLC?
Heather Jackman's colleagues at Janney Montgomery Scott LLC include Joe Mcdonald, Crps®, Aif®, Cpfa®, Greg Nappo Cfp®, Don White, Kito Hammond, and Katie Dunmire, Crpc.
How can I contact Heather Jackman?
You can use AeroLeads to view verified contact signals for Heather Jackman at Janney Montgomery Scott LLC, including work email, phone, and LinkedIn data when available.
What schools did Heather Jackman attend?
Heather Jackman holds Bachelor Of Science - Bs, Psychology from Towson University.
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