M. Taylor Reeves Email & Phone Number

United States

United States

Lightning Experience Reports & Dashboards Specialist Administer report and dashboard visibility and access• Apply report types and fields• Design a record filtering strategy• Create and surface report charts and dashboards• Apply buckets, groups, and custom summary formulas• Create dashboard componentsCollaborated regularly with Directors and Regional Managers on projects, schedules, labor plans, and forecasting• Hosted and managed weekly cross functional team calls and check-ins for ongoing projects• Scope contract, customer expectations, install needs, billing setup and invoicing, etc. Develop an install plan for regional and independent accounts quickly and effectively.• Documented projects through milestones to completion and kept business informed as needed through weekly calls, status updates and monthly reporting, and CRM systems.• Driven a high level of communication with customers relative to install readiness and installation timelines (and centralized scheduling)• Driven internal install readiness through working with RT leaders, depot leadership teams, customer success specialist, etc. to continue company install plans• Risk mitigation – Initiate cross-departmental conversations when problems are on the horizon that my affect install/labor plan or result in negative financial or reputational consequences • Work with Sales and Operations Planning team and Dispatch Analyst to schedule installations• Work with other Project Managers to work out scheduling around National Account roll-outs for seamless installs for all customers.

United States

Engage and consult with simPRO clients in order to understand their business processes to meet training needs.Perform project management of implementations to ensure both timely delivery and that all phases and tasks meet client requirements.Provide onsite, face-to-face, group & online training to various levels of a business to suit differing job roles.Conduct post-implementation reviews to ensure system optimization and customer satisfaction.Ensure CRM is up-to-date with notes regarding communication with customers.Complete frequent travel to customer sites based on a minimum of 13 onsite utilization days per month requirement.Strong understanding of business workflows and processes through discovery.Strong conflict management and troubleshooting/problem-solving for each customer.High attention to detail regarding documentation and processes.QuickBooks Online/Desktop Integration setup along with other Accounting Software's

North America

Schedule/on-board all product including legacy. Provide small and large group roll out support and aid in installslowdown's or highly technical installs throughout North AmericaExtensive Travel within the North American region providing hardware installation and software training.Provide first line support to field employees within North America completing upgrades and new installs,includingRunning scripts to help collect pertinent dataData entry projectsActive responders for supportTroubleshooting complex upgrades and installsParticipate in ongoing field training with the Training Team via Peer to Peer programsSupport non-field base queues for upgrades, on-boarding and customer successSetup equipment for employee use, performing or ensuring proper installation of cables, operating systems, orappropriate software.Install and perform minor repairs to hardware, software, or peripheral equipment, following design orinstallation specifications.Configure and define parameters for installations or testing of local area network (LAN), wide area network(WAN), hubs, routers, switches, controllers, or related networking equipment. Installing and configuringwireless networking equipment.Develop training materials and procedures, or train users in the proper use of hardware or software.Present information using a variety of instructional techniques or formats, such as role playing, team exercises,group discussions, videos, or lectures.Design, plan, organize and direct orientation and training for employees

Colorado, West And Plain

Littleton, Colorado

Effectively train new clients to include proficiencies of payroll, accounts payable, inventory, and daily salesProvide owners and operators with the skills and systems to run their store in a profitable manner and increase the bottom line.Enhance client retention by developing tools to communicate client opportunities.

Greater Denver Area

Managed a $2.9 million annual budget with revenue growth of 8% over 15 months.Achieved highest employee retention rate in region.Strategically developed effective marketing plans to increase sales and profits while managing costs.

Gruene, Tx

Developed a lucrative annual food and beverage marketing plan and strict budget, maximizing profit.Organized special events in the restaurant including receptions, promotions, and corporate functions.Built connections with clientele resulting in positive changes based on customer feedback.