Joan Harrison Email & Phone Number

Prosper, Tx, Us

Richardson, Tx, Us

* Generated HVAC product quotes for National accounts for new construction and replacements via company ticketing system.*. Updated account tracking log for major account regarding sales orders.*. Researched orders for accounts in SAP system.*. Researched availability of product in distribution territories via SAP system.*. Responded to accounts via ticket system regarding inquiries about products.

Charlotte, North Carolina, Us

Converted Global sales data from previous system and uploaded to dataset within Power BI. Generated numerous KPI reports in Power BI showing monthly, quarterly and YTD quantitative information and comparisons. Set up subscriptions in Power BI in order to email weekly updates to various teams. Generated numerous adHoc reports for Marketing and Product Team. Created dashboards by Global regions. Seven years experience in Salesforce creating reports regarding pipeline, campaigns and other data per requests of management. Updated various field in Salesforce and performed data uploads.

Highly skilled with Microsoft Word, Excel (vLookups/Pivot tables), PowerPoint, Access (revenue data management), Outlook and Microsoft Teams Skilled with Salesforce.com. Generated many dashboards and graphs/reports based on product/territory for weekly or monthly email distribution. Trained in Tableau.Currently extract data and compile numerous from SFDC, Oracle and other internal systems. Consolidated data from several Distributor monthly POS reports and Oracle shipment data into Access Database and formatted for upload to shared site for EMEIA DB/E2OPEN. Data from various systems used to help VP analysis KPI/RPI revenue or product type sales for quota setting and/or territory reviews. Heavy focus on Channel Sales.Project team member responsible for reviewing data mapping setup and import of information into these databases and cleansing data. Created ad-hoc reports from these systems. Responsible for updating Salesforce regarding account ownership and so that Xactly commission assignments are correct. Responsible for Channel Reseller deal/account registration and conversion into Salesforce. Experienced with lead and various field data uploads and converting campaign leads to accounts and opportunities. Responsible for reviewing and auditing commission monthly data (over 100,000 lines) and statements via Xactly. Worked with commission team to confirm assignment logic was setup correctly in Xactly. Responsible for formatting all Distributor monthly reports for database upload to FileZilla for Xactly commission process assignment (US & Canada)

Proficient with Microsoft Word, Excel, PowerPoint, Access, outlook, Microsoft Teams, SKYPE, Pivot tables and vlookups. Proficient with salesforce.com

Office manager for Atlanta office. Extracted data from Peoplesoft HRIS and created statistical reports for Sr. HR Director regarding headcount and other HR tracking (IE, race). Updated organization charts. Arranged domestic/global travel arrangements for executive/directors. Processed i-Procurement requests and expense reports. Created PowerPoint presentations. Handled All logistics for offsite/internal meetings. Scheduled conference calls and booked conference rooms. Scheduled catering. Monitored VP budget regarding employee expense and notified VP of offenders. Approved expense reports for VP and Directors. Tracked trade show events and processed invoices. Ordered giveaways for trade shows. Created ad-hoc reports per request of VP from various systems.