Mary Potter Email and Phone Number
With over two decades of professional experience, I am deeply committed to fostering client satisfaction and community support at Global Equity Organization. My journey has been driven by a passion for creating positive customer experiences and a dedication to understanding the intricacies of technical operations. At Global Equity Organization, my mission aligns with our collective goal to celebrate creativity, innovation and effectiveness in the share plan industry.In my current role as Manager, Community Support and Technical Operations, I lead with a customer-centric approach, ensuring that clients receive the highest level of service. Previously, at Pathable, I successfully managed up to 35 accounts, advocating for clients and maintaining strong relationships to secure an outstanding client retention rate. My ability to partner with cross-functional teams, coupled with a knack for preempting challenges, has been instrumental in delivering seamless event experiences and fostering enduring client partnerships.
Global Equity Organization
View- Website:
- globalequity.org
- Employees:
- 33
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Manager, Community Support And Technical OperationsGlobal Equity Organization Jun 2022 - PresentPacific Northwest
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Client Happiness ManagerPathable Jun 2020 - May 2022Portland, Oregon, United StatesPrimary point of contact and advocate for clients producing virtual, hybrid, and in-person events. Imanage and own up to 35 accounts at a time, becoming their advisor and guide. I also partner with post-sales team to ensure that client expectations are being met, and mitigating issues and problems before launch. Foster ongoing relationships with current and past clients to ensure retention. Provide feedback to client and product teams regarding software performance and escalate day-of site issues.Can claim the highest client retention rate, in addition to being the most requested Client Happiness Manager. -
Event Registration ManagerAwe Jan 2017 - Jun 2020Portland, Oregon, United StatesSure, here is the text in the past tense:As Registration Manager for AWE, I was responsible for the management of the AWE online ticketing process in addition to the on-site badging and lead retrieval management. This included working closely with registration service providers to provide a seamless experience for registrants both online and on-site, managing registration inquiries/refunds/discount codes, providing international travelers with "letters of invitation" if needed, working closely with on-site badging, lead retrieval, and session scanning vendors to ensure a smooth registration experience on-site, and providing weekly registration reports. Registration Management included determining on-site staffing needs (based on prior events and projected growth) and contracting with local staffing companies on behalf of AWE. In addition to Registration Management, I also helped with hotel room block management and pre-event Volunteer Communication. -
Sales Support SpecialistInfocus Aug 2016 - Dec 2016Tigard, Oregon, United StatesAs the sales support specialist, I was responsible for disseminating price exceptions to distributors for quotes, distributing product registration approvals to regional sales managers, and source and ship equipment for sales demos and evaluations. -
Events Manager And Administrative SpecialistInfocus Sep 2012 - Aug 2016Tigard, Oregon, United StatesManage and direct every aspect of internal, sales, roadshows and large corporate events, including;• Booth space, furnishings, utilities, labor and catering• Secure venues• Contract negotiation and execution• Establish and manage vendor services and relationships• Create and manage team meetings and deliverables• Social media promotion• Establish and maintain budgets, and report final budget figures to finance post-event• Obtain ROI reports from CRM and sales resources to determine if an event should be done again• Determine equipment requirements and arrange delivery and pickup• Create agendas, timelines, and presentations for customers and staff to keep them up-to-date on event progress• Create signage for events when needed
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Marketing & Customer Relations Manager, 1St Level It SupportIntabyte Llc Dec 2010 - Mar 2012Portland, Oregon Metropolitan Areansured brand integrity and consistency, while deploying new strategies to increase the visibility of services that increased customer base. Endeavored to create 100% customer satisfaction by maintaining open channels of communication, follow-up, and consistent after care when needed. Provided 1st level IT support for call-in services, providing remote solutions to the most frequent computer issues, and scheduling on site support when needed. -
Sales Support CoordinatorGreater Giving Jun 2008 - Aug 2010Tigard, Oregon, United StatesPlanned and coordinated regional seminars for 15 salespeople across the US. Researched and booked venues, coordinated catering, negotiated and maintained vendor contracts. Managed and tracked company collateral, worked with Director of Marketing and Director of Sales on regional programs and budgets, and coordinated the logistical details of our annual sales meeting. Supported Director of Marketing as needed.• Decreased average event cost from 1500.00 to 500.00 in 6 months• Put event processes in place for hitch-proof events• Assigned as team leader for new web content development in 2010 -
Front Desk Administrator/Sales Support AdminstratorEnsequence Mar 2004 - May 2008Portland, Oregon, United StatesManaged the front desk from 2004-2007. Responsibilities included creating a fun and warm atmosphere for employees and visitors, greeting clients and guests with professionalism and hospitality, maintaining office inventory and machines, and keeping up the overall appearance of the office. Promoted to Sales and Services in 2007, supported the SVP of Sales and Operations as well as the Technical and Creative services teams.• Organized the company mailroom. Improved inventory tracking, accuracy in budgeting, and employee ease in finding needed supplies.• Assisted Marketing and Communications manager for creating system for shipping tradeshow materials for domestic and international events• Assisted with the increase of adoption rate of new CRM software(Salesforce.com) from 60% to 95%• Appointed as the in-house Salesforce.com trainer• Created customized applications and modules within Salesforce.com as specified by users and then trained on the new modules. -
Office ManagerPortland Festival Ballet Apr 2002 - Feb 2004Portland, Oregon, United StatesOversaw day-to-day operations, including new student sign-up, invoicing, payroll, and helping with semi-annual performance material. -
InstructorCity Of Portland - Parks And Recreation Mar 2002 - Aug 2003Portland, Oregon, United StatesCreate and teach dance classes, as well as teach established classes for infant to school aged children. Taught at Southwest Community Center, Laurelhurst Studio, Montavilla Community Center and Matt Dishman Community Center.
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Adjunct InstructorPortland Community College Jan 2002 - Dec 2002Hillsboro, Oregon, United StatesHelp develop internal apprenticeship for Tri-met employees and manage program. dentify needs of apprenticeship- Identify courses that fit Tri-Met's need and suggest courses for development- Attend meetings to discuss certification requirements and make recommendations to Tri-Met staff to comply with state apprenticeship statutes -
Office ManagerGrace Church Portland Mar 2001 - Apr 2002Portland, Oregon Metropolitan Area- Answer phones and greet guests- Support Senior and Assistant Pastor- Produce weekly bulletins and service programs- Process payroll, accounts payable and account receivable- Manage office supplies -
Apprenticeship CoordinatorPacific Northwest Chapter Associated Builders Contractors Apr 1997 - Sep 2000Tigard, Oregon, United StatesManaged 5 state approved apprenticeship programs with 500 apprentices and120 employers. Acted as committee meeting facilitator, liaison between state agencies and committee, and made recommendations for advancement in the programs based on performance and fulfillment of requirements. • Partnered in the creation of Jet database to track hours for the apprentices and oversaw the transition of all records into the new database.• Recognized as having the fewest apprentice cancellations in the state 3years in a row • Chosen by Independent Electrical Contractors of Oregon to take over the administration of 275 apprentices and 50 employers in 2 programs.
Mary Potter Education Details
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Social Sciences
Frequently Asked Questions about Mary Potter
What company does Mary Potter work for?
Mary Potter works for Global Equity Organization
What is Mary Potter's role at the current company?
Mary Potter's current role is Manager, Community Support and Technical Operations | Managing Community Relationships, Providing Technical Support.
What schools did Mary Potter attend?
Mary Potter attended Corban University.
Who are Mary Potter's colleagues?
Mary Potter's colleagues are Jessica Eichmann, Regino Ariston, Gabbi Stopp Fge Fcg, Tom Paleka, Fge, David Edwards, Adebowale Olufemi Adebiyi, Luiz Fernando Goedert Leite.
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Mary Potter
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Mary Potter
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