Phyllis Bailey Email & Phone Number

United States

Greater San Diego Area

Quoting AnalystMMS Capital Contracting & Dispensing Business OperationsU.S. Commercial Operations

Sysco, Inc., Poway Ca

Receive customer orders via phone, fax, email and EDI, and enter into ERP systemPrepare price quotesCRM data entry and managementAssist sales executives with part number requestsManage backorder reportsSchedule meetings/appointmentsCreate filing systemsGenerate forms for credit and return material authorizationsRespond to customers as needed, via phone and emailGeneral phone and front desk coverage MS Word, Excel Outlook, Salesforce, MAS accounting system

Carlsbad, Ca

Awarded Most Valuable Team Player 2014 by the National Sales Team. Responsible for providing sales support to field sales representatives and customers. Work on items that are routine and complex. Provide support via phone to customers and sales representatives to process orders, answer general inquiries and problem solve. Process requests for quotes, orders, change orders and return merchandise authorizations. Coordinate and process invoices for all units sold according to established procedures, recognizing and acting to resolve discrepancies with sales representatives. Act as liaison with the Accounting Department, customers, sales reps and other departments. Complete product orders, update account maintenance and order status. Follow-up with customer and sales representative and update Sales Force and Great Plains systems. Quote sales information and product prices to customers and sales personnel. Assist with coordination of schedule for shipping equipment. Generate spreadsheet reports as requested by supervisor. Serves as back-up for Scheduling Coordinator and Receptionist. Creation and maintenance of department procedures manual and forms management. Assigned special projects. Prepare new customer packets. Proficient in SalesForce and Great Plains.

Train new Customer Service Reps Answer phones and reply to customer inquiriesWelcome visiting instructors and customersAssist new customers with sale of new program passesCollect past due paymentsAssist injured customers and fill our appropriate reportAssist with sound systemDaycare providerMaintain CSR scheduleMonthly mailings and reportsFacility cleaning and maintenance

Provided massage therapy services to patients in office and as a self-employed massage therapist

Coordinated department schedules and resources, travel and meeting arrangementsPrepared monthly travel expense reportsDaily interfacing and communication with internal departments, distributors, representatives, marketing and sales offices to collect and distribute information as needed Monitored information related to any shortage of parts, schedule impacts or resource issues. Processed all incoming EDI orders, change orders and errorsEnsured timely and accurate process of all sample requests, product requests, Return Merchandise Authorizations and bailment agreements to ensure proper and timely return of equipmentMaintained Distribution Sales Contracts, including scanning documents, correspondence and coordination with the Legal DepartmentCompiled of daily, weekly, and monthly reports to Director, Logistics Department, distributors and representatives. Establish and maintain customer files. Project research. Set up customer meetings