Sharon Sims Email & Phone Number

Littleton, CO, US

United States

• Manage project lifecycle implementing new software and providing operational and administrative support for Financial Advisors and clients throughout the project.
• Manage project timeline and provide weekly updates with progress notes and paths to increase efficiency and drive.target completion date.
• Generate materials for meetings, respond to client requests, maintain active dialogue with client and meet their needs in a timely manner.
• Listen to customer concerns and detailed requests with inquisitive and engaged attention. Manage the distribution of client reports and create client tailored reports and legal documents as needed.
• Assist in collecting documentation and verifying accuracy for new accounts, service requests, compliance issues, invoicing, audits, and inquiries.

Littleton, Colorado, United States

• HVAC Project Manager dedicated to VRV/VRF systems and mini splits. Managed project support for sales engineers, construction managers, and field technicians.
• Successfully managed 40-50 projects concurrently with an average of 25% net profit through strategic organization and planning.
• Main point of contact for contractors and vendors throughout project phases including submittals, managing equipment, orders/lead time expectations, delivery deadlines, damaged equipment claims/resolutions, change.
• Managed and improved processes for VRV field team’s workflow coordinating all phases of project with efficiency while adapting to worksite obstacles.
• Scheduled site visits, installation/commissioning, construction management, and kick off meetings reducing project duration and piping errors by 40%.
• Reviewed mechanical plans/schedules, worked from engineering construction drawings, prepared proposals, spec. compliance submittals, RFI’s, and close out documents.

Littleton, Colorado

• Managed a talented team of 15-25 Apprentices, Journeymen, VRV Techs, Chiller Team, and BAS Techs.
• Communicated to team with clear and concise direction, job specific information required including schedule timeline, hours allotted to complete projects, overtime management, and travel.
• Created contract documents with a keen attention to detail, executed subcontracts and maintained a high standard of organization to coordinate and drive schedules with multiple trades.
• Provided equipment and labor quotes, managed complete lifecycle of service jobs, providing quality customer service at the initial request for quote through to the execution of the project and billing the customer.
• Closely managed various phases of work in progress, proactively planned schedules ahead and presented forecasted monthly revenue at monthly meetings with an average of 96% accuracy.
• Maintained knowledge of scope of work for multiple trades on projects to hold trades accountable.

Littleton, Colorado

• Identified practical marketing opportunities in local market and successfully established strong client base in new market.
• Cold calls on residents and schools established students for music lessons, developed strategies and executed advertising agenda, managed internet marketing, financial records, invoices, and schedules.
• Planned events, performances, and distributed information/invitations to the community growing the business into an elite music school with a wait list.
• Successfully tracked marketing project timelines, deliverables, costs, and budgets.
• Facilitated weekly staff meetings reviewing project and growth objectives and delegating tasks.
• Prepared comprehensive reports for company stakeholders, enhancing transparency and facilitating informed decision making.

Englewood, Colorado

* Increased revenue to optimize growth and doubled patient by 50%. * Point of contact for pharmaceutical accounts and vendors, managed relationships. * Implemented process improvement through development of operatives establishing strong relationships, rapport, and experiences.* Interfaced with clients to maintain expectations and enhance client.

Highlands Ranch, Colorado

Consistently broke sales records for number of new accounts created. Successfully marketed and sold music products and services. Produced creative marketing projects from the initial concept through design and implementation. Managed logistics and company records.

Altamonte Springs, Florida

Effectively solicited and negotiated sales contracts, confirmed new and repeat business through outside sales calls, telemarketing, referrals, tradeshows, sales missions, and internet prospecting. Executed prompt and competent follow-up on leads, implemented networking in order to maximize room revenue to meet and exceed individual and team revenue.