Serena Fox, Mba Email & Phone Number

Overland Park, Kansas, United States

Overland Park, Kansas, United States

• Coordinated final preparation and successful launch of new credit application process with Formsite integration and Salesforce automation.
• Completed monthly ROI reporting for various marketing campaigns.
• Prepared and uploaded weekly reporting into Salesforce.
• Continued knowledge transfer to vendors and staff regarding sales processes and procedures and Salesforce structures, including objects, flows, and formula fields.

Overland Park, KS

• Oversaw transfer from Classic to Lightning version of Salesforce after one month on the job. This consisted of creating and implementing new sales processes, training and coaching the sales team on Lightning best.
• Worked with all departments to create and maintain dashboards for Account Management, Inside Sales, Outside Sales, Enterprise Management, and Quarterly Pipelines.
• Successfully implemented the automation of distributing web leads, including finding and using an app that distributes based on reps currently logged into Salesforce, forwarding a notification to the rep and managers.
• Managed relationship with marketing vendor MVF, including dispute and refund follow ups, resulting in $5000+ in recouped revenue.
• Developed and maintained analysis reporting, including Web ROI, MVF ROI, New Deal Pricing and Sales Rep Scoring.
• Prioritized and championed Salesforce data integrity, utilizing Duplicate Rules and the Cloudingo app, and cultivating lead scrubbing activities across the Sales department.

Lenexa, Kansas, United States

• Complete and return merchant savings analysis within half a business day of receiving request. Provide ongoing coaching and training to other Sales Support staff regarding savings analysis.
• Ensure accuracy of data in Copilot billing system and Salesforce CRM for monthly approvals and activations by the 20th of the following month. This is achieved by pulling reporting from Tableau and Salesforce, auditing.
• Assist Sales Support Team in scrubbing and distributing leads, opportunities, and retention cases, received via phone and email.

Kansas City, Missouri Area

• Screen and respond to roughly 10 phone calls and 50+ emails per day for sales leads and retention cases; scrub leads and cases for potential duplicates in Salesforce and Copilot systems; build approximately 20 leads.
• Complete an average of 3 merchant savings analyses per day by means of Excel spreadsheet templates, utilizing in-depth knowledge of solutions available to identify and calculate savings to be had, to obtain new.
• As the senior Sales Support Specialist, work in collaboration with and provide leadership to other team members to resolve issues in a timely, professional manner, escalating critical issues to management as needed.
• Scrub lead lists from partners against current Salesforce data, format list of new data, and upload into Salesforce.
• Provide ongoing training and assistance to new Support Specialists and those learning how to complete merchant savings analysis; check teammates’ work for quality assurance and provide feedback as appropriate.

Overland Park, KS

• Assigned to sales team consisting of 6 Sales Consultants, owning the account activation process from onboarding to the first $50 worth of funded transactions, averaging 50 activations per month.
• Provided detailed quality control by ensuring accounts were accurately boarded according to specific merchant needs.
• Verified that integration and software orders and tickets were completed and accurate and tracked the progression of equipment orders and escalations as needed.
• Educated merchants over the phone on how to use CardPointe virtual terminal to process transactions, manage account specifications, and generate reports; assisted with software integration set-up and installation of.
• Provided feedback to internal departments, resulting in updates and improvements.
• Activated an average of 90% of approved accounts, resulting in faster revenue acquiring, longer merchant retention and increased merchant to merchant referrals.

Overland Park, KS

• Provided wide-ranging support for 4 Business Development Managers, answering questions on the boarding process, providing statistics on existing accounts and supporting application packet creation.
• Directed on average 40 new accounts per month through the onboarding process while guiding merchants through the initial account setup.
• Managed a portfolio consisting of 1,000+ existing merchant accounts, researching transactions, completing account changes, and troubleshooting processing issues, and providing analysis on billing statements and.
• Utilized 10 different systems on a daily basis including Salesforce, ClientLine, Copilot, Re$ource Online, Merchant Manager, Marathon Gateway, #Slack, CardPointe, and MSA.

Kansas City, Missouri Area

• Provided comprehensive administrative support for 6 Directors, compiling/distributing monthly reports, gathering data from multiple sources, calculating percentages and ratios, and tabulating district scores and.
• Leveraged skill with pivot tables and statistical formulas in Excel to successfully automate reporting efforts.
• Correctly entered registration in ScoutNet, covered the switchboard, prepared check registers and supported efforts related to bulk mailings and data entry.
• Designed and created flyers, postcards, and signage used for recruitment, fundraising events, and communications.
• Commanded trust and respect of coworkers and executives, resulting in being promoted to a management role with responsibility for 2 administrative staff members.

Overland Park, KS

• Executed a variety of assignments in the fields of office administration, analysis, data entry, distribution and registration for a variety of clients.
• Recognized by supervisors for beating project deadlines while surpassing expectations in terms of accuracy, which resulted in requests for return assignments.

Overland Park, KS

• Delivered managed services for multiple key accounts, leading in terms of order entry, customer support, sales to employees, and mass upgrade implementations.
• Successfully balanced highly detailed order accuracy with providing exceptional levels of service with heavy customer interaction to drive increases in satisfaction and loyalty.

Overland Park, KS

• Provided wide-ranging support for a team of 10 Indirect Account Executives servicing local, regional, and national 3rd party retailers in the Kansas City, Wichita, St. Louis, Mid-Missouri, Des Moines, and Omaha areas.
• Correctly activated accounts, programmed devices, maintained records of demo phones and 3rd party employee plans, serviced customers, and built presentations.

Kansas City, Missouri Area

• Led day-to-day account maintenance for targeted accounts including account reviews, billing analysis, recommendations for plan changes and equipment upgrades, and reconfigurations of customer products and services.

Kansas City, Missouri Area

• Provided administrative support to 2 Logistics Directors.
• Coordinated travel arrangements, prepared invoices and expense reports, arranged staff meetings and conference rooms, ordered supplies, answered incoming calls, facilitated proper routing of new hire paperwork.

Kansas City, Missouri Area

• Coordinated enrollments for Train-the-Trainer classes, entered attendance, utilized Training Server software to fulfill corporate and field requests for tracking and reporting, maintained course evaluation files.

Master Of Business Administration - Mba, Business

Bachelor Of Arts - Ba, Music

Activities and Societies: Alpha Psi OmegaGraduated Cum Laude, Member of Alpha Psi Omega

Scene Study, Acting For The Camera

Voiceover

Vocal Performance