Matthew Shepler Email & Phone Number

Boise, Idaho Area

I handled all Sales for the Professional Services team as well as project work and Client relationships. Projects ranged from data quality updates to full service Compass Sherpa CRM Administration. This would include user management, systems updates, data imports, bookmarking of documents for automation and more.

Boise, Idaho Area

Delivered New Hire Training and Certification for the Affordable Care Act. This included daily reports, classroom management, supervising 24 agents at a time (including payroll and disciplinary measures), and providing floor support as needed. Additional duties including Quality Initiatives, Coaching, and follow-up training as needed.