Heidi Morris Email & Phone Number

San Antonio, Tx, Us

Amazon Seller Central/FBM/FBA/MCFShopify Plus - shipping pricing/timeframes, Shopify Flow, app integration, website changes, email automations, order issues, maintain product listings, address and oversee dev issues, returns/exchange process, chargebacksGorgias Ownership - contact us form, maintain FAQs, create and maintain macros, tags and rules as applicable, maintain cross-system integrationsSiena AI Ownership - implementation and continual maintenanceClinic Sample program - manage CRM, email automations, newsletters, create clinic specific brochures and inserts.Smartrr Ownership - add/remove products to subscription program, shipping/timelines, email automations, adjust subscription options to align with company goals and customer feedbackCollaborate with marketing on Klaviyo automations for subscribersManage CX Department - train and oversee new CX employees, continually review team responses and provide feedback on ways to improve, CX trainuals/looms up to date with new processes, improving current processes to maintain customer satisfaction Created Product ManualCreated CX ManualMerch product development and fulfillment - researched/tested product options, researched/tested print companies, worked with graphic design team to execute designs, assist with product development from the customer POV Cross-functional collaboration with marketing to ensure departments are aligned based on customer feedback - SMS, emails, discounts, etc.Review emails/texts prior to sending for any potential customerSmall Sales ClientsDonations - oversee donations to Mutual Aid DiabetesOrganize team events - find and book travel/lodging for employees attending, create itinerariesConference Exhibitor organization - booth design, company registration, organize and facilitate conference preparation meetings for team, oversee entire conference exhibition operations

Developed and communicated project goals, timelines, and budgets.Collaborated with clients to update and meet strict specifications and deadlines.Created and maintained comprehensive project documentation.Networked with external contractors to negotiate and attain the best deals and rates for assignments.Reported any discrepancies to superiors and implemented effective and timely solutions.Ensured permits and licenses were obtained and maintained in order.

Created digital and physical Operation and Maintenance manuals upon project completion.Prepared written estimates for clients based on labor, materials, equipment, and other expenses.Coordinated with suppliers and vendors to ensure our construction teams had the materials needed.Ensured all contracts, insurance policies, and change orders were executed and in good standing.Administered contracts from cradle-to-grave.

Educated customers about products and services offered by Capital GroupAssisted customers in trouble shooting any issues with their mutual fund accountsPerformed account transactions for Financial Advisors and Customers