Lori Upton Email & Phone Number

Los Angeles, California, United States

Rentals of Audio & Video Equipment for the Entertainment Industry and/or personal use.

Burbank

Oversaw daily activities for department-wide management, supervising large Sales Representative team, spearheading integrity-driven governance to boost performance and establish excellent work ethic. Carried out various administrative duties, updating and filing all reports and mailed requests, applying various software programs, including DataQuick, Farms 2.0, Title Point, and MS Office Suite (Excel, Word, Outlook). Captured detailed data to aid creation of marketing content to penetrate new markets and engage prospective clients. Directed resources, ordering all new departmental supplies and office equipment. Packaged all marketing books and labels earmarked for client distribution.Aided administration with full ownership of customer relations, ensuring service excellence and best practices. Performed range of office related duties including interfacing with clients, answering phones, replenishing supplies, managing office inventory, and overseeing filing. Guided 35 sales representatives, instructing on how to develop new leads for respective Real Estate agents, Mortgage, and Escrow companies.Delivered training sessions to all new sales representatives as well as respective assistants, to improve procedural competency, detailing creation of “Farm Package”.Achieved multiple awards, transforming average department in best performing sector to be voted as best department for multiple consecutive years, attaining best in industry status.Generated innovative marketing tools by researching new ideas and trends, suggestions, and recommendations.Boosted timetable and productivity, enhancing product output from days to hours.

Santa Clarita

Supported VP with administration while assisting Sales Department in establishing account payment terms. Conducted reviews of all sales orders to assure accuracy. Organized travel arrangements for all employees. Coordinated and supervised all company collection and credit functions covering evaluation and approval of credit applications, outlining credit limits, processing cash, check, and credit cards, as well as collecting funds. Steered relationship management, interfacing with all customers and account holders, along with directing negotiations, and fund collections.Slashed credit from over $100K to under $20K, leveraging prior job role expertise.Liaised with industry managers within Reimer Group as company representative at annual out-of-state conferences and seminars, sharing and reviewing information on accounts to improve services and processes.Formulated and updated all invoicing, with preparation and upkeep of sales and inventory reports, mailing associated statements to dealers and customers.

Montrose

Fulfilled comprehensive role, comprising updating daily calendar, itineraries, and appointments, making travel arrangements for all company attendees. Captured data for monthly commission reports, using MS Excel, preparing all forecast, target accounts, and sales report information. Directed office management, typing all correspondence, receiving, and logging all orders, overseeing filing and messaging center.Enhanced customer service by supporting inside sales, following up on client orders with quotes and samples. Bolstered administration in aiding owners of sales representative company, within electrical component sector.Assisted completion of multiple special projects.Coordinated presentations and company attendance at various marquee trade shows and exhibits, distributing trade show information with special mailing broadcasts.