Heidi Swanson Email & Phone Number

Providence, Rhode Island, United States

Wakefield, Rhode Island, United States

· Assists members with all facets of service that the Credit Union offers.· Facilitates operational procedures that support Credit Union members and staff.· Provides information on all Credit Union products and services to members and potential members as appropriate.· Efficiently responds to member inquiries by understanding the issue, gathering information, and identifying their needs. Refers members to appropriate personnel if needed. Follows up, if… Show more · Assists members with all facets of service that the Credit Union offers.· Facilitates operational procedures that support Credit Union members and staff.· Provides information on all Credit Union products and services to members and potential members as appropriate.· Efficiently responds to member inquiries by understanding the issue, gathering information, and identifying their needs. Refers members to appropriate personnel if needed. Follows up, if necessary, to ensure any issues are resolved in a timely manner.· Maintains critical privacy of member account information, following all security procedures.· Stays up to date on Credit Union regulations, trainings, priorities, and products and services.· Assumes responsibility of fostering constructive working relationships with peers and management.· Assists with community networking and philanthropic events as needed. Show less

Coventry, Rhode Island, United States

· Provided customer service to clients from concept to completion of custom countertop projects.· Furnished clients with product knowledge of natural and manufactured stone, ensuring satisfaction with their choice.· Delivered excellent customer service that guaranteed proven ongoing sales and repeat customers.· Supported consistent communication with fabrication, template and install teams to make sure that projects are completed in a timely and… Show more · Provided customer service to clients from concept to completion of custom countertop projects.· Furnished clients with product knowledge of natural and manufactured stone, ensuring satisfaction with their choice.· Delivered excellent customer service that guaranteed proven ongoing sales and repeat customers.· Supported consistent communication with fabrication, template and install teams to make sure that projects are completed in a timely and professional manner.· Achieved all financial goals on a monthly and quarterly basis. Contributed to organization goals.· Maintained quality service by establishing and enforcing organization standards.· Continued professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies. Show less

Warwick, Rhode Island

• Partnered with and supports in the development and strategic planning for Relay For Life Events and other ACS Events. Currently running six Relay For Life events in Rhode Island.• Utilized project management skills to provide training and direction to volunteers on fundraising events and keeps appropriate income and donor records for those events• Cultivated volunteer leadership as needed to identify and secure sponsorships; develop strategies and manage overall event details… Show more • Partnered with and supports in the development and strategic planning for Relay For Life Events and other ACS Events. Currently running six Relay For Life events in Rhode Island.• Utilized project management skills to provide training and direction to volunteers on fundraising events and keeps appropriate income and donor records for those events• Cultivated volunteer leadership as needed to identify and secure sponsorships; develop strategies and manage overall event details • Acted as a credible resource person able to represent and implement all aspects of American Cancer Society fundraising programs (event planning/implementation, cancer awareness, etc.).• Collaborated in a team effort to help achieve the goals of volunteer recruitment, advocacy, and income development, including interfacing health initiatives programs with local fundraising events. • Effectively promoted the American Cancer Society to community members, potential donors, and business partners within the region. • Established and supports collaborations, work site programs, and volunteer partnerships which further the fundraising goals of the Region, while preserving the identity and visibility of the American Cancer Society.• Submitted timely and accurate reports adhering to ACS reporting guidelines for fundraising event records, data, and information requests. Keeps appropriate and accurate event and volunteer records. • Adhered to Division fundraising and financial policies and procedures and ensures volunteer compliance. • Proactively and assertively addressed issues as they arise including problem solving and conflict management Show less

Providence, Rhode Island Area

• Assisted with facilitating donor, alumni, parent, student, and development events, including cultivation and recognition events for audiences varying from 40 – 2500, and outreach to Providence and Boston President's Councils for quarterly meeting planning • Coordination and direction of volunteers for large-scale events including facilitating on-site and off-site registrations for assigned events• On-campus event logistics management such as organizing catering orders, signage… Show more • Assisted with facilitating donor, alumni, parent, student, and development events, including cultivation and recognition events for audiences varying from 40 – 2500, and outreach to Providence and Boston President's Councils for quarterly meeting planning • Coordination and direction of volunteers for large-scale events including facilitating on-site and off-site registrations for assigned events• On-campus event logistics management such as organizing catering orders, signage production, furniture and linen rentals, event location set-up and break-down, custodial and audiovisual scheduling • Relationship cultivation with on- and off-campus partners, service providers, vendors, alumni, and donor prospects • Point of contact for event inquiries from the College community• Provided staffing assistance and representation at off-campus College-sponsored development events• Supported team and departmental goals by initiating, implementing and executing meeting schedules, minutes and resources. Instrumental in keeping meetings on time, on track and on agenda to maximize overall effectiveness for the completion of objectives. Show less

• Provided sales and service support to assigned accounts throughout the United States and Canada• Supported outside sales team by generating quotes for existing products• Managed product brochures, data sheets and the web site, to promote new products and to implement changes to existing products; maintained price lists by market segment, including weekly reviews for margin, accuracy, and availability• Managed press release program for Retail Automation segment • Performed… Show more • Provided sales and service support to assigned accounts throughout the United States and Canada• Supported outside sales team by generating quotes for existing products• Managed product brochures, data sheets and the web site, to promote new products and to implement changes to existing products; maintained price lists by market segment, including weekly reviews for margin, accuracy, and availability• Managed press release program for Retail Automation segment • Performed competitive analysis by product type, including price points, through web-based research Show less

· Developed professional rapport with students, preparing them for job search· Formed relationships with organizations to develop job opportunities for graduates · Provided placement assistance to graduates and monitored their progress · Conducted professional development training to students and graduates including resume writing and interviewing workshops monthly or as needed · Promoted school, programs, and students at job fairs, open houses, and other community events to… Show more · Developed professional rapport with students, preparing them for job search· Formed relationships with organizations to develop job opportunities for graduates · Provided placement assistance to graduates and monitored their progress · Conducted professional development training to students and graduates including resume writing and interviewing workshops monthly or as needed · Promoted school, programs, and students at job fairs, open houses, and other community events to establish a network base within the hiring community · Monitored and maintained placement goals based on established standards· Daily contact, motivation and follow up with graduates seeking employment· Assisted with the coordination of industry advisory board meetings twice a year· Marketing and cold calling to prospective employers Show less

October 2006- Enterprise Account Manager ISR- Eastern PennsylvaniaDecember 2008 American Power Conversion by Schneider Electric West Kingston, Rhode Island· Managed 75+ reseller accounts in Eastern PA.· Assisted with territory team’s goal of reaching $8.4 million in annual sales.· Drove, developed and maintained business relationships with enterprise level clients and key regional distributors.· Responsible for prospecting, opportunity identification, configuring… Show more October 2006- Enterprise Account Manager ISR- Eastern PennsylvaniaDecember 2008 American Power Conversion by Schneider Electric West Kingston, Rhode Island· Managed 75+ reseller accounts in Eastern PA.· Assisted with territory team’s goal of reaching $8.4 million in annual sales.· Drove, developed and maintained business relationships with enterprise level clients and key regional distributors.· Responsible for prospecting, opportunity identification, configuring solutions and creation of sales presentations.· Worked closely with Project Coordination to ensure seamless deployment of products and services.June 2006- Advanced Sales Development Team RepresentativeOctober 2006 American Power Conversion by Schneider Electric West Kingston, Rhode Island· Worked with mid-market and enterprise partners to build market awareness and develop new business opportunities.· Developed trusted advisor relationships with new and existing customers.· Supported pre and post-sales inquiries regarding solution development and technical product information.· Educated consumers and partners at numerous regional trade shows. December 2005- Customer Solutions Team Inside Representative June 2006 American Power Conversion by Schneider Electric West Kingston, Rhode Island· Assisted consumer and small business customers with pre- and post-sales support issues and product inquiries.· Engaged inbound phone customers to identify needs and match appropriate products and fulfillment channels with customer requirements.· Handled escalated customer service calls and resolved them in a timely manner.· Mentored new sales staff and delivered product related trainings on a monthly basis. Show less