Keila Morais Email & Phone Number

Houston, Texas, United States

Houston, Texas, United States

Manage project for CRM (Salesforce) development and integration to fit stakeholder and customer needs.Complete User Acceptance Testing of CRM.Create, improve, and maintain reports and dashboards.Partake in business development by performing data collection, analysis, and pipeline management.Execute presentations to internal and external stakeholders.Complete proposal, LOI and contract coordination. Process and deliver executed contracts into the deal execution environment.Assist sales by organizing and timely responding to internal and external requests. Communicate with internal and external deal stakeholders.Provide support to Vice President of Sales and Strategy.Develop and document processes and procedures for Sales team.Assist billing projects by providing requirements.

The Woodlands, Texas, United States

Facilitate daily operations for Lone Star College COVID contact tracing, including monitoring, data entry and research.Record maintenance and management for all reported, assigned cases.Maintain current knowledge base of assigned area and acts as a point of contact for internal and external customers.Conduct intake for reported exposures and suspected and confirmed infectious disease cases.Coordinate infectious disease cases, as assigned, including evaluation and documentation.Participate with entering and tracking department data, infectious disease cases, and other records.Maintain current knowledge base of assigned scope of work (LSC RtB Protocols, Texas Department of StateHealth Services, and CDC Guidelines).Assist with state compliance reporting.Ensure collection of information is in accordance with local data privacy and confidentiality standards.

Houston, Texas, United States

Responsible for supporting the implementation and administration of the company’s health & safety policies, standards, and safety management initiatives. Monitor and advise on company safety policies, procedures, and programs to safeguard personnel and property. Supports initiatives of the Health & Safety Manager. Conduct field observations and compliance assessments aimed at identifying potential risks and compliance with the Ricoh corporate safe policies and provide follow up to the appropriate operating units. Conduct Loss Prevention Observations at the rate prescribed by the client. Coach front-line employees on behavior-based safety process and drive employee participation. Participate in root cause analysis and review of all incidents/potential incidents with management and within risk department. Assist operational leaders to identify and resolve safety issues and comply with OSHA regulations. Develop content and conduct employee safety meetings as well as client meetings.

Spring, Tx

Manage daily collection of various data points including but not limited to: space occupancy and pilot group usage.Entry of collected data into central source.Creation and ongoing maintenance of excel report which houses space usage data, reports, and visual graphs.Prepare and provide usage space reporting to global real estate and facilities management team.Prepare data analysis such as calculating usage percentages, identifying trends and changes.Ad hoc reporting, as requested by global real estate and facilities management team.Create and provide tool used to reconcile resident occupancy on monthly basis or as requested.Provide customer service to internal customers in the areas of Tenant Services and site administration.Daily interface with all levels of business unit personnel determining requirements and mobilizing internal and external resources accordingly.Maintain strong client relationship by assisting residents with workspace requests.

The Woodlands, Texas, United States

Manage daily collection of various data points including but not limited to: space occupancy and pilot group usage.Entry of collected data into central source.Creation and ongoing maintenance of excel report which houses space usage data, reports, and visual graphs.Prepare and provide usage space reporting to global real estate and facilities management team.Prepare data analysis such as calculating usage percentages, identifying trends and changes.Ad hoc reporting, as requested by global real estate and facilities management team.Create and provide tool used to reconcile resident occupancy on monthly basis or as requested.Provide customer service to internal customers in the areas of Tenant Services and site administration.Daily interface with all levels of business unit personnel determining requirements and mobilizing internal and external resources accordingly.Maintain strong client relationship by assisting residents with workspace requests.

Houston, Texas, United States

Functioned as a Commercial Account Manager; Lead point of contact for all assigned accounts, managing day to day business.Business liaison between business and clients of key commercial accounts.Maintain a strong client relationship, ensuring contractual obligations are achieved.Answer all incoming customer inquiries and ensure response or follow up is delivered within SLA times.Process Add and/or Delete addendums to client contracts via Salesforce.Track and verify market transactions.Confirm all workflows reach enrollments accurately.Perform bill validations and audits.Facilitate communication with internal functional groups.Identify new business opportunities among existing customers.Assess utility requirements and accuracy of data completeness.Responsible for creation and ongoing development of business processes.Oversee implementation of contract requirements for assigned projects.Participate in creation test cases and execution of user acceptance testing.

Houston, Texas, United States

Effectively sell and cross sell products to customers.Clarify customer requirements, probe for and confirm understanding of requirements or problem.Meet customer requirements through first contact resolution.Confirm customer understanding of the solution and provide additional customer education as needed.Prepare complete and accurate work and update customer file.Communicate effectively with individuals/teams in the program to ensure high quality and timely expedition of customer requests.Sell new services and retain existing services.