Samantha Bird Email & Phone Number

Anoka, MN, US

Ramsey, MN

United States

• Administered and maintained Salesforce Enterprise Lightning instance for 45 users, ensuring correct user access and functionality based on role, profile, and responsibilities
• Built custom objects, fields, record types, support processes, flows, rules, and dependencies to align with business processes and goals as well as enhance the user experience and deepen customer relationships
• Created and customized 200+ reports and 41 dashboards, leveraging app exchange packages and report types to measure KPI’s for revenue teams
• Collaborated 1:1 and with cross-functional teams to observe and document business processes, pain points, and feature requests; prioritized and translated to Salesforce solutions
• Identified key customer data elements and data cleansing activities using appexchange reporting packages, data quality reports, and data exports/imports ensuring data quality and consistency. Over 17000 data points.
• Trained and supported users by creating: clear processes, training and reference documents, Teams chat to communicate changes, issues, and gather feedback, and monthly open mic sessions to review features and answer.

Brooklyn Park, MN

Project Manager for three major improvement processes all involving Salesforce customization, design, and implementation in Sales and Service CloudReturns Process Overhaul  Collaborated with external partners to modernize and optimize the entire returns process by designing and overseeing case object improvements like flow optimization, case stage.

Ramsey, MN

• Processed Sales Orders as submitted by the Account Managers and Inside Sales team
• Checked for accuracy in client information, pricing, items, addresses and shipping information
• Processed pre-payments (CC / PayPal) when required
• Scheduled shipping as directed by the customer PO or the sales rep
• Invoiced shipped orders (as needed)
• Helped discover reasons for missed shipments as part of Complete to Promise meetings

Elk River, Minnesota, United States

• Entered all new jobs submitted by Account Managers
• Purchased all needed equipment and hardware
• Maintained accurate and up-to-date acknowledgements & lead times
• Updated pricing as needed and communicated with Service Department and Sales Department on discrepancies or delays
• Worked with Service Manager on any scheduling or job issues. Tracked and coordinated the timing of deliveries for jobs so that equipment was not held in-house for long periods of time
• Processed new client credit applications. Designed welcome package email and mailer

Nowthen, MN

• Responsible for developing and implementing an electronic inspection process through a software called Safe Door. Reviewed and distributed completed inspection reports to the correct Account Manager for presentation to.
• Updated and created new website pages. Created blogs for monthly emailers to clients. Utilized WordPress, Yoast, and other SEO tools
• Researched, recommended, and implemented Method CRM including QuickBooks integration mapping, design, documentation, and trainin.Supervised customizations of CRM to fit the business model and desired look and function.
• Created and presented all repair and replacement quotes for USPS sites when the job would exceed the allotted dollar amount for approval through the Facilities Maintenance Department with an approximate 95% approval rate
• Instrumental in implementation of new software program in September 2018. Developed procedures for use in software. Created procedure for iPad setup for technicians. Collaborated with Upper Management in process.
• Responsible for weekly, monthly, quarterly, and annual sales reports for Owner and Sales Manager

Anoka, MN

• I was the Education Administrator twice in my 18-year career at Central Power Distributors, once from 2002-2005 and then again starting in 2010 through my departure in 2018
• Planned, scheduled, and organized in-person & virtual annual service dealer update training sessions for 1800+ authorized dealers
• Collaborated with in-house trainers to enhance manufacturer provided materials and executed changes for presentation
• Created an education brochure using PPT and PDF with program synopsis, schedule, and pre-registration form
• Worked with the IT department to create online registrations utilizing the customer portal to accurately register individual technicians as well as dealerships
• Setup and administered webinars using WebEx, created recordings for our website

Anoka, MN

• Created and oversaw the execution of call campaigns to 6000+ customers promoting our products and programs
• Managed my own customer base, promoting products and specials
• Equipment sales specialist
• Handled escalated customer service situations
• Coordinated, created, and implemented sales programs with the Director of Sales & Marketing
• Responsible for all initial dealer communication of programs, monthly newsletters, and specials (email, fax, and mail) in coordination with Territory Managers

Anoka, MN

Answered incoming calls from customers for parts lookup, order placement, order inquiries, general customer service, and provided light technical assistance