Kari Friedmann Email & Phone Number

Florida, United States

- Responsible for managing user support for Dynamics 365 Sales (CRM) and RSM Client Portal, as well as providing in-depth knowledge of the CRM system. - Evaluate business processes against the standard functionality for CRM and RSM Client Portal, maximizing the efficiency, adoption, and onboarding to improve the user experience. - Conduct product and user research to supply recommendations on existing user interface design, including identifying process improvement opportunities and communicating suggestions with the appropriate teams.- Participate as a key member in CRM Resource Center and RSM Client Portal site development and maintenance based on user feedback.- Provide guidance, based on user feedback, around Onboarding and Adoption training materials- Assist in managing the Growth Support team by providing user support, guidance, and expertise.

- Support the Data Operations team's ability to operate as a data-driven organization by maintaining the integrity and performance of our customer information.- Manage various support channels for the Data Operations team and CRM Product team.- Provide various data services across the Communications, Marketing, and Growth organization, including campaign setup, marketing list generation, lead creation, and follow-up activity generation. - Perform regular data audits and work closely with the Data Operations team to address any gaps identified.- Seek data quality feedback from users to ensure a continuous focus on data quality improvements.

- Assisting the National Data Team to complete various data quality projects. - Responsible for managing the inflow and accuracy of data to CRM.

Duluth, Minnesota, United States

- Responsible for qualifying incoming calls and assisting customers with scheduling sales and service appointments using various software systems.- Used strong product knowledge and problem-solving skills to assist customers with their concerns.- Completed outbound calls to ensure customer satisfaction and consistent feedback loops. - Assisted in hiring and training new employees on phone etiquette, customer satisfaction, and company systems.

Duluth, Minnesota, United States

- Ensure prompt and courteous service to all customers.- Manage cash drawer, ensuring all proper receipts and documentation are maintained.- Lead a staff of 15 - 20 people.- Assisted in creating and managing yearly and monthly budgets.- Prepared various weekly and monthly reports for management and owners.- Implemented a Point of Sales System, which increased merchandise sales by 10% per year.