Marilyn Peña Email & Phone Number

Ventura, Ca, Us

Loadsmart empowers carriers, warehouses, and shippers with cutting-edge logistics solutions. Key Responsibilities:✔️Successfully migrated 200+ clients to the Opendock Nova platform, emphasizing a vision for streamlined logistics, refined operational efficiency, and a unified scheduling experience for carriers and facilities✔️Designed and executed a comprehensive migration strategy from inception to completion, specializing in complex transitions with large enterprise customers✔️Championed customer communication, liaising with multiple stakeholders to ensure seamless project progression and 100% customer success✔️Played a consultative role in API integration projects, offering expertise and solutions to enhance platform capabilities and client satisfaction✔️Collaborated closely with sales, operations, and product teams translating feedback into product enhancements and strategies for optimal platform utilization

United States

Procore is the leading SaaS platform in the construction industry focused on connecting all stakeholders across the entire project lifecycle within the platform. Key Responsibilities:✔️ Implemented accounting integration software with Procore while troubleshooting support escalations and managing client accounts✔️ Owned second-tier support escalations including troubleshooting integration connectors and other element’s in the client’s production environment✔️ Utilized Postman and Boomi to setup the client connection with their accounting software and Procore’s ERP integration tool

Goleta, California

AppFolio is a SaaS company in the real estate industry focused on property managers to help them manage, market and grow their real estate portfolio effectively. Combining my talent in customer service and administration, I was hired as a Data Migration Specialist, concentrated on overseeing the complete data migration process of clients, from data collection, analysis to data processing. Through the results of my efforts in mastering the onboarding process, I was able to complete assigned tasks to meet client project deadlines, leading to consistently meeting the monthly goal of launching up to 10 clients live on the platform per month.Key Responsibilities:✔️ Utilized Salesforce CRM to input important information such as task completion, financials and next steps to ensure proper hand off of client to assigned Product Success Manager once the client is live✔️ Collaborated with internal sales and service teams to recommend best practices to manage client expectations and improve the client onboarding experience to increase client satisfaction ✔️ Performed ad hoc projects for existing clients when necessary such as special data migration projects of adding additional properties to the platform for current clients

Farmers Branch, Tx

Duraserv is a B2B service provider in the loading dock, door and equipment industry with multiple locations across the United States and Canada. As a Contract Administrator, I played a pivotal role in assisting in processing contract agreements, purchase orders and change orders for over 25 branches nationwide.Key Responsibilities:✔️ Organized and managed a data spreadsheet for all contract documents in Excel for easy retrieval and reporting✔️ Administered critical support to the sales team such as quick preparation of contracts and generating certificates of insurance to ensure vendor compliance ✔️ Provided exceptional customer service through detailed and timely responses via Email on multiple customer inquiries per day