Heidi Yates Email & Phone Number

United States

Mason, Ohio, United States

Mason, Oh

• Manage presell invoices through their life cycle, ensure accurate payment and generate debit or credit invoices as appropriate• Process in a timely manner EFT payments via Fintech and checks/cash for bank deposits• Generate and mail/email monthly AR statements to customers. Contact customers with overdue invoices; develop payment plans, determine when to suspend further deliveries, report to state licensing agencies as necessary• Manage physical warehouse inventory count. Implemented protocols resulting in improved accuracy. Investigate discrepancies in inventory and alert portfolio managers• Review aging reports and make recommendations on products to close out or discount• Oversee order processing, fulfillment, quality control, delivery route preparation• Handle incoming phone calls and emails from sales reps and customers

Cincinnati, Ohio

• Checked in patients arriving for mental health appointments, collected and processed payments • Answered incoming phone calls, relayed detailed messages between patients and doctor, scheduled appointments• Reconciled end of day financials and prepared bank deposits.• Contacted insurance companies and pharmacies regarding patient prescriptions.

Carlton, Oregon

• Created wine and food centered business catering to visitors of Oregon’s Willamette Valley. • Managed all aspects of business, including daily operations, guest relations, marketing and accounting with Quickbooks• Oversaw multiple renovation projects from concept through completion. • Contracted and worked with vendor to develop website allowing for online bookings and enhanced search engine optimization. • Built relationships with local businesses to grow business and enhance guest experiences.

Carlton, Oregon

• Launched and managed daily operations of business for winery direct sales and compliance reporting.• Worked with vendor for creation of e-commerce website and managed web content upon completion. • Scheduled and conducted presentations to prospective clients. • Researched compliance requirements for each state, compiled and submitted materials to obtain licenses. Granted licenses for direct shipping to 34 states.• Completed detailed compliance reports on monthly schedule, remitted sales and excise taxes.• Developed reports to track monthly sales for clients and processed payments.

Carlton, Oregon

• Managed daily operations of tasting room, including inventory oversight, ordering and receiving of merchandise and processing of invoices. • Hired, trained, and managed eight part-time employees with a focus on customer service skills.• Organized biannual open house weekends attracting 5000+ attendees per event. Responsible for print advertising, creating sales booklets, scheduling staff, obtaining inventory, overseeing operations during event and reconciling sales.• Led team in planning and conducting winemaker dinners, revamped format which increased attendance and revenue. • Tracked weekly sales and generated invoices for contracted wineries.

United States And Canada

• Travelled with husband and two dogs in RV exploring, learning and creating life memories.• Planned for 10 months prior to departure, developed schedule and process for selling home, resigning from jobs and sorting personal belongings for sale, storage or to take along.• Determined budget and methods to control costs.• Identified risks and planned responses.• Gained new insights into problem solving, flexibility, acceptance and setting priorities.

Alexandria, Virginia

• Sales Rep of the Year 2004, Top 3 in sales volume 2005 with over $1M in gross sales.• Developed and managed diverse territory with approximately 120 clients made up of restaurants, hotels and retail shops. • Built relationships which allowed sales goals to be consistently reached or exceeded.• Presented portfolio of international and domestic brands, evaluated current products carried by clients and made recommendations for changes.• Planned and oversaw events including wine dinners and public tastings.• Resolved problems involving delivery, invoicing, and damages.

Chantilly, Va

• Sourced and screened candidates for positions in construction accounting.• Conducted office interviews and presented job offers to qualified candidates.

Washington D.C. Metro Area

• Managed travel agency contract handling 10,000 students on an annual basis enrolled in international exchange program.• Hired and supervised over 50 seasonal college-aged staff. Planned and oversaw annual training event.• Communicated critical information in a timely and diplomatic manner to U.S. and overseas offices.• Adhered to strict production schedules for mailing materials, booking airline reservations and issuing tickets.• Resolved problems related to flight delays or cancellations, missed connections and security concerns.