Sara Sheelit Email & Phone Number

Orange County, California, United States

I have been in the technology industry for years and wanted to offer customers and teammates something new. I co-founded Kindly Loans with two specific interests in mind 1) serve our clients better 2) serve our teammates better.SERVE OUR CLIENTS BETTER:⟹ Elevating our clients by providing cutting edge mortgage options⟹ Increase the customer experience ⟹.

Orange County, California Area

• Sought out as an expert, working directly with clients in a trusted advisory role to bring emerging strategies to life, further shaping our client's evolution from strategy visions to realization.
• Identifying market trends, forecasts patterns, competitor analysis and formulating cohesive strategies. Execution of present and long-term road maps and key performance indicators.
• A Salesforce.com Senior Manager works with C-level executives and management to fully utilize the program by bridging the strategy gaps between Digital, Sales, Products, Finance, IT and Marketing Departments.
• Delivered multi-million-dollar programs under budget, applying a contagious passion for relationship building, aligning teams for business transformation. Leveraging stakeholder relationships, managing key.
• As an Engagement Lead & Technical Architect I participate in many aspects of the field, including business process development, project management, testing, deployments, troubleshooting, quality assurance, training.

Orange County, California Area

Orange County, California Area

Irvine, CA

• Implemented Salesforce, ensured direct CRM and ROI correlation by designing revenue generating processes
• Implemented multifaceted integrations with accounting, resource planning, HCAM, CTI, and ERP systems
• Designed customer success analytics based on end user adoption, performance and increased revenue
• Created a Learning Management System for internal and external resources with educational tracks based on job functions, user specific direction and modalities

Laguna Hills, CA

• Implementing Salesforce.com technology and software for client and vendor relationship management. Maintaining and expanding for CSI's growing business needs. Email marketing, organizing financial data, new market.
• Established in 1972,
• 750+ employees
• One of the largest privately-held independent leasing companies in the world
• Member of the Equipment Leasing and Finance Association (ELFA) and the Association of Service and Computer Dealers International (ASCDI)Specialties: Analytics, simplify business processes, finance, investments.Sales &.
• Redesigned and implemented Salesforce to align to the company’s strategic vision

Assist and provide marketing support to the Western Region manager and senior account executives; coordinate and support personnel work; assist with PowerPoint presentations and project management; coordinate conference rooms and event space; assemble sales proposals; perform data entry. Marketing Research: Conduct all major research projects on.

Brand development, website traffic growth, web site marketing and advertising. Developed marketing strategy and statistics systems. I took care of all the credit card processing, billing, invoicing, monthly statements, inventory plus over see the shipping and receiving department. Updating all of the office equipment. Developed the website and catalog as.

Bachelors Of Arts, Business Finance

Activities and Societies: CSUF Finance AssociationFinancial Analysis for Investors and Lenders, Global Finances, Global Economics.

Agri, Sciences