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.

- 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.

- 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.

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.