Heather Peter Email & Phone Number

Williams, Ca, Us

Williams, Ca, Us

Manage day-to-day operations of the branch, ensuring compliance with all applicable laws and regulations. Ability to manage multiple priorities in a deadline driven environment.Assist audit team in yearly branch office auditing.Organize schedules and appointments as needed for clients, vendors and product partners.Process incoming/outgoing deposits and other electronic transactions, wires, rollovers, etc.Implement new tools and systems to maintain client contacts and increase branch efficiencies.Actively listen for situations in the clients lives that may indicate a need for additional services.Driving marketing activities such as planning and executing events. Holds position as Branch Office Administrator Service Advocate for Region 41.

Maintain regular telephone and emailed contact with prospect and current customers for work installationManage any incoming calls to book estimates with designer/estimator, answer any questions regarding our servicesFollow up with past customers to ensure work was satisfactory Coordinate with a crew of fourteen workers on the daily tasks, job installation and duties to be done as well as work to be repairedRequest balances from customers upon completion of jobsInvoicingMaintain customer files with updated information on work to be performed Maintain a calendar for estimates and job installation

Santa Ana, Ca

Develop marketing strategies for clientsUnique campaigns developed using avenues/products such as newspaper display advertisements, online campaigns, PPC, SEO, direct mail, social media, targeted publications and moreAnalyzing campaign performanceCompleted regular reporting within CRM systemMaintain regular personal and telephone contact with accounts for ad scheduling and copy changesIdentify new leads, cold callingImplementing new sales services and campaignsCustomer support, conduct client interviews, create and deliver custom presentations

Colusa, Ca

Recipient of the May 2009 Hot Shot award for excellence in the workplaceInside and outside salesPart of a three person team and one of three subsidiaries that maintained budget for the year with trends to post another 10% increase for the next yearMaintain regular personal and telephone contact with assigned accounts for ad scheduling and copy changesIdentify new leads, cold callingImplementing new sales services and campaigns to clientsCustomer support, conduct client interviews, create and deliver custom presentationsManagement in multiple CRM'sResolve customer issues in a timely and professional mannerRan office and worked with public in helping with legal documents, classified advertising, new subscriptions and more.