No (Birdy) Her Email & Phone Number

United States

Coordinate with Energy Advisors to ensure good organization of files, paperwork, and data entry as well as communication to the business contactsMaintain, update, and add entries to the program database accurately to complete project processing for approvals and payment. This may require contacting clients, and trade alliesAnswer phones and assist customers with understanding how to participate in programs, how to get project incentives, and coordinating paperwork/applicationsHelp maintain and update additional program support database (i.e. SharePoint) relating to project tracking and project assignmentsWork with program staff to streamline efficient workflowsProvide office management support including follow-up on issues relating to computers, printers and fax/copy machines, and maintain office supplies and equipment, ordering office supplies and other office logisticsMonitor activity to maintain contract and subcontract compliance including tracking of invoices and report submittalsCoordinate with program management on managing quality assurance and quality control of project documentation and processingAssist trade allies and customers to ensure they have the correct information and marketing materials to promote the energy efficiency incentivesTracking monthly and quarterly performance of teams, and goalsProvide assistance with customer service, scheduling and other issues as neededTranscribe data and compose and edit a variety of letters or memoranda

Columbus, Georgia, United States

•Provide weekly, monthly and quarterly reports using salesforce and excel (pivot tables, vlook, sumifs)•Review and validate third party data for accuracy and reporting to include measure engagements, enrollments, savings that help drive productivity or improve program management capabilities.•Research, document and provide resolutions for customer complaints. •Use external and internal knowledge and resources with available diagnostic tools to help troubleshoot reported issues. •Liaison with IT, Engineering, clients, and Information management teams to aid in system changes, enhancements, and data corrections. •Develop project timelines and manage to critical milestones to ensure on-time delivery. Report on in progress and upcoming tasks that follow the project timelines.•Liaison with other support departments, and potentially the client, to move projects and enhancements to completion.•Train additional staff personnel on reporting capabilities to broaden the regions reporting skills.

Charleston, South Carolina Metropolitan Area

Provided post launch support for online stores and online store programs. Contact person for high level escalations and call center agents needing assistance. Coordinated training to streamline customer support processes with team leads from the call centers, and program managers. • Managed and oversee day to day customer support needs, post program launch. • Provided leadership and guidance to call center and leads. • Managed online market stores, provide customer support via phone, email, and online chat. • Reviewed and handled customer escalations • Reviewed, processed and monitored sales orders from beginning to end. • Set up new customers in CRM System. • Worked directly with customers to troubleshoot, research, and resolve questions and issues. • Collaborated with other associates and resources required to resolve issues.• Managed special projects and programs as directed.• Collaborated with call center and internal online team on workflow process improvements and implementation. • Assisted customers with inquiries regarding pricing, stock availability, tracking, return authorizations and general customer requests.

Charleston, South Carolina Area

Provide outstanding support to Director of Online Store, Two Senior Sales Executives and one Sales Executive: Interact with customers, sales executives, and additional company personnel to provide and process information in response to customer orders, inquiries, concerns, and requests with regard to company products and services. Process sales orders through ERP System/CRM System Set up new customers and manage customer data in ERP system/CRM System Provide customer support via, email, phone and chat Oversee Sales orders from beginning to end Research carrier shipping issues and contact carriers, i.e. lost shipments, missing or damaged items in shipment, etc. Process and file claims for lost/damage freight Collaborate with sales executives to implement new workflow processesAssist customers with inquiries including pricing, stock availability, tracking orders, RMA’s and general customer service information Assist sales executives with processing paperwork for bids Download and process orders from client EDI websites Assist with other miscellaneous tasks as assigned by sales executives Help manage the general sales email account

Santa Clara

Prepare quotes based on established policies and procedures Partner with sales team to structure and review quotes, ensuring competitive and profitable pricing, as well as to create a compelling presentation package Make sure all received orders a “Finance-ready” Gather and organize data on current and historical customer deals/pricing, and then assist in assessing potential future pricing Collaborate with other business units including Sales Operations, Pricing Team, Finance, Professional Services, and Legal Create and manage the distribution of various Key Performance Indicators Actively contribute to the continuing improvement and refinement of Order Management operations and processes

Santa Clara

Prospect, qualify, and nurture leads generated from marketing programs via outbound calls and emailsCarry out various call campaigns to support integrated demand generation effortsDistribute qualified sales leads to appropriate sales groups and account ownersResponsible for achieving daily call and qualified lead volume targets Utilize Salesforce.com to maintain and update quality informationParticipate in trade shows and virtual webinars to answer questions Coordinate discovery and demo calls between prospects and Inside Sales Rep. Follow up/Revive lost opportunities

Santa Clara

Customer ServiceReceive inbound service requests via Customer Portal, email and telephoneEmploy excellent communication skills to fulfill liaison nature of position which led to development of cordial working relationships with internal executive staff as well as external vendors and clientsResolve all process oriented service requests such as invalid credentials, site accessibility, scan schedules, user issues, portal registration, or similar non-technical problem typesProvide user training for new users as required. Delivered training via Webex or similar remote toolAccount Management Support and managed 50 plus customer accountsCommunicate on a regular basis with points of contacts to ensure customer satisfaction; escalate any problems to management as neededSchedule customer calls to develop and improve customer relationshipsMaintain and documented customer interactions, next steps, and problem resolutionConduct periodic Health Checks with the customers using the Health Check process guidelinesWork with Sales and other departments to retain and resolve customer sales and servicesProactively engage with customer to make sure all customer needs are met, including any opportunities for up-sales that could better serve the customers’ business goals

Santa Clara

Technical Accounts Coordinator:Manage customer service request tickets for Five Technical Account Managers.Participate in weekly trouble ticket review calls with TAMs and Customers. Work directly with Account Managers, Sales teams, Contracts, and Threat research engineers to better resolve customer problems. Assist in preparation of monthly support plus account reporting.Assist in tracking customer site completions and communications using Salesforce.On-board new customer information and sites using Salesforce, Parature, and Sentinel. Remove, disable user customer accounts in Salesforce, Parature and Sentinel. Coordinate/Schedule special client calls, WebEx meetings for the TAM's. Generate Jira bug and enhancement reports for TAM's or Client as needed. Keep Salesforce up-to-date with customer and site-specific data.Generate and Distribute custom client reports.Coordinate TAM client site visits.Provide phone support for incoming customer account inquires. Ad hoc projects as required. Training Coordinator:Coordinate with customers and internal Sales representatives on training agenda, site, and materials.Coordinate with vendors regarding training materials, print, and shipping. Coordinate with VP of SCA and VP of Security Architecture as need for special training materials.Arrange any special needs, travel arrangements and scheduling with Customer and VP's as necessary. Administrative Support to Sr. Director of Customer SupportProvide calendering, reporting, and meeting notes as needed. Coordinate monthly department lunches and events. Update Customer Support policies and procedures as needed. Arrange and work with Vendors and HR on temporary assignments involving contractors. Gather weekly/monthly updates from Technical Account Managers for the TAM Flash, for company wide distribution.Draft and document Customer Support policies, procedures, and system training guides for new hire usage and review.Ad hoc projects as needed.

Santa Clara, Ca

Front Office Management duties: Reception, phones, mail, customer service for general inquires. Vendor relations: Property Management, third party supply vendors, and caterers.Coordinated & planned company team building events.Worked along side Office Manager to prepare for Board Meetings. Organized internal luncheons for CTO, Board Meetings, and different departments as needed. Purchasing of office supplies/office items and product research. Travel arrangements for CTO and other individuals as needed.Collect documentation and receipts for expense reports. Provided general support to Office Manager and Executives as needed.HR duties: New hire orientation, New hire file creation and other HR duties as assigned by HR Director.

Mountain View, Ca

• Moderated Google Maps’ local business listings, blacklisted non-compliant users, and alerted users of incorrect data when necessary• Collaborated with search quality managers in developing policy for both moderators and front end users• Evaluated the quality of Google Maps search data to ensure that users get the best quality search results• Spam identification

First point of contact for the learning center created to support displaced employees. Provided support to consultants and clients. Organized center events and coordinated coaching class for clients along with LHH consultants. Over saw all aspects of front desk responsibilities.

Clovis, Ca

Operated my own net-branch in the Fresno/Clovis area. Provided excellent real estate and home loans to clients, family and friends. Built relationships with real estate related vendors, banking account managers, and provided training to staff and clients.Provided loan officers and realtors within my office marketing materials via print outs and the internet to engage and farm qualified prospects.

Education record

Business Administration - Human Resources