Lisa Daniel Email & Phone Number

Tampa, Fl

● Work with the Revenue Operations team to coordinate day-to-day activities that lead tothe completion of projects and tasks.● Monitor, enrich, and drive a high degree of data integrity across Salesforce CRM andconnected platforms, ensuring that we make key business decisions with confidence.● Provide business intelligence research to support the revenue team; identifying anddistributing list sources to the new business sales team, and other related projects.● Assist in the implementation and execution of revenue activities; identify systems and/orprocedural flaws and recommend improvements and modifications; execute on proposalsand methods for increasing the efficiency and effectiveness of activities.● Assists in development and implementation of user-friendly analytical tools anddashboards to support Revenue Team (Sales, Marketing) functions as requested.● Manage the administrative aspects of royalty reporting● Manage all E-commerce transactions to ensure data is entered efficiently.

Tampa, Florida, United States

Responsible for the entire sales process of software specializing in content processing, conversion and automation solutions.• Present and articulate the value of Document Management tools and managing the various buckets of IT • Collaborate with the Account Executive Team, the Sales Engineering and Solutions Group and the Customer Success Team. • Consult with prospects to determine the best solutions for their specific needs.

Tampa, Florida, United States

Responsible for being the main point of contact for assigned merchants.• Communicate with clients to promote software, and to introduce and implement Sales and Marketing initiatives to drive business.• Track the sales volume• Address/resolve client issues and work to increase loyalty and retention.• Serve as a client advocate for problem resolution.• Assist with acquisition and/or onboarding of new clients to achieve desired results.• Responsible for timely documentation and updating of Application Manager Dashboard creating transparency of client contacts, discussions, resolutions, and plans.

Responsible for managing and growing key BG customer accounts by handling day to day operations and developing key customer relationships.• executing and maintaining company and client KPIs to maximize profitability• responsible for managing exceptions, resolving issues, and managing BG load board• knowledge of the domestic freight market including pricing knowledge to quote transactional, and long-term opportunities.

Riverview, Florida, United States

• Assist customers in queue-style, via livechat, and over the phone in high volume setting.• Manage customer relationships to ensure all team members achieve goals.• Quoting, booking, and tracking truckloads/less-than-truckloads countrywide, file claims, assist in rescues and expedited truck booking.• Manage small team of other Sales Support Representatives. Assign specific duties and tasks to produce the most efficient results in order to increase sales and customer satisfaction.• Train and monitor other SSR's throughout the day. Track individual and team numbers. Provide corresponding motivating feedback.

Bradenton, Florida, United States