Kimberly Schmitt Email and Phone Number

Generate regular and ad hoc sales reports, providing insights to managementAutomate processes formerly worked through Excel into python codeMigrate data from one CRM to another efficiently, accurately, and effectively to allow sales teams to utilize both data setsManage Lead queues within Salesforce with regards to headcount, pilot distributions, and department rankingsMaintain database accuracy, integrity, and cleanlinessProvide cross-training for team and department… Show more Generate regular and ad hoc sales reports, providing insights to managementAutomate processes formerly worked through Excel into python codeMigrate data from one CRM to another efficiently, accurately, and effectively to allow sales teams to utilize both data setsManage Lead queues within Salesforce with regards to headcount, pilot distributions, and department rankingsMaintain database accuracy, integrity, and cleanlinessProvide cross-training for team and department members on key processes to ensure smooth transitions during peak workload periods and to allow all team members to take uninterrupted PTO Show less

Develop and maintain custom report types, custom reports, and dashboards in Salesforce CRM to assist sales teams in day-to-day monthly operations becoming team’s point person for multiple departmentsBuilt all new reporting and dashboards for a sales department reorganization and provided training to sales management and reps that eased the transitionProvided multi-department sales overview with one day or less delivery for new directorsMonthly Reconciliation of sales data through… Show more Develop and maintain custom report types, custom reports, and dashboards in Salesforce CRM to assist sales teams in day-to-day monthly operations becoming team’s point person for multiple departmentsBuilt all new reporting and dashboards for a sales department reorganization and provided training to sales management and reps that eased the transitionProvided multi-department sales overview with one day or less delivery for new directorsMonthly Reconciliation of sales data through CRM reportingDeveloped and maintained reporting for Applied Business Intelligence projects including pricing analysis, territory targeting, and Green Thunder Show less

• Perform monthly quality assurance reviews for 240 sales reps in the Traditional Ad Sales department• Review outgoing emails and calls for adherence to Angie’s List Sales Policy and core values• Meet with sales teams and managers to update on changes to policies and to coach on selling within guidelines• Coach reps on how to stay within Policy requirements and maintain sales goals simultaneously • Upsert Captain – acting liaison between QA and Cloud Ops departments, completing… Show more • Perform monthly quality assurance reviews for 240 sales reps in the Traditional Ad Sales department• Review outgoing emails and calls for adherence to Angie’s List Sales Policy and core values• Meet with sales teams and managers to update on changes to policies and to coach on selling within guidelines• Coach reps on how to stay within Policy requirements and maintain sales goals simultaneously • Upsert Captain – acting liaison between QA and Cloud Ops departments, completing monthly data pulls and formatting to upsert standards in Salesforce• Assist with rewrites to draft emails and proposals to stay compliant while upholding their sales voice and strategies• Building a database of successful calls and power statements from sales reps to offer additional coaching • Present to new hires for the sales department to train on QA standards and conduct refreshers for teams as needed Show less

• Provided general support for all sales verticals via cases in Salesforce that included outlook/phone syncing, background check issues, activating/deactivating employee profiles, and troubleshooting general Salesforce and ALTools issues• Analyzed commissions reports for discrepancies, reporting needed changes to Accounting• Conduct daily background check reviews and corresponded with external vendors to reconcile issues and decrease the number ‘stuck’• Created a detailed Case… Show more • Provided general support for all sales verticals via cases in Salesforce that included outlook/phone syncing, background check issues, activating/deactivating employee profiles, and troubleshooting general Salesforce and ALTools issues• Analyzed commissions reports for discrepancies, reporting needed changes to Accounting• Conduct daily background check reviews and corresponded with external vendors to reconcile issues and decrease the number ‘stuck’• Created a detailed Case Manual on how to conduct basic cases and required reports that increase efficiency and decreased overall case completion time• Assisted IT with updating new phone settings for local employees to decrease case submissions• Reviewed weekly timesheet submissions by Traditional Ad Sales department for accuracy Show less

Generate detailed analysis, reports and solutions for on campus process audit findings;Perform routine assurance measures on all campus divisions, including but not limited to Retention, Career Services, Classroom Maintenance, Campus Academics and Admissions;Develop and present solutions to problem areas that are discovered in information gathering and analysis process;Travel to campuses to support the individual departments and the campus as a whole as necessary to ensure proper… Show more Generate detailed analysis, reports and solutions for on campus process audit findings;Perform routine assurance measures on all campus divisions, including but not limited to Retention, Career Services, Classroom Maintenance, Campus Academics and Admissions;Develop and present solutions to problem areas that are discovered in information gathering and analysis process;Travel to campuses to support the individual departments and the campus as a whole as necessary to ensure proper student service and compliance;Travel to campuses to conduct site audits and support the campus departments in preparation for accreditation and agency visits Show less

Arrange travel itineraries for executives and guests of VEC,Organize and schedule meetings/conference calls,Track and order office supplies on a weekly basis,Answer and screen phone calls,Collect mail on a daily basis,Track daily and weekly reports for CEO,Maintain scheduling, cleaning, and meeting set-up for all conference rooms,Process new Academy leads in CampusVue including mailings, emails, and scheduling future correspondence, Process student registrations… Show more Arrange travel itineraries for executives and guests of VEC,Organize and schedule meetings/conference calls,Track and order office supplies on a weekly basis,Answer and screen phone calls,Collect mail on a daily basis,Track daily and weekly reports for CEO,Maintain scheduling, cleaning, and meeting set-up for all conference rooms,Process new Academy leads in CampusVue including mailings, emails, and scheduling future correspondence, Process student registrations in CampusVue including enrollments, class scheduling, billing, and completion status,Ad hoc projects to assist other departments (ex: entering IPED data, compiling student and faculty survey data) Show less

Provide general clerical and administrative work including answering phones, ordering supplies,Prepare and complete pre- and post- meeting policy processing,Aid in preparing annual review appointments for producers,Maintain all quote and sales trackers to present at weekly sales meetings,Keep customer accounts up to date with contact information; detailed comments on billing, policy changes, and correspondence; and e-filingsSet appointments for all producers in office