Talitha Pugh Email & Phone Number

Assist CRM Manager in the operations of the document management process and the preparation and implementation of a centralized records management/document control plan for Service Agreements and All Vendor Contracts records throughout the office, Update pertinent client information in Salesforce from changes outlined in the service agreements , Scan documents and electronically file them when received as outlined in the Document Management Process SOP, Work with the , Information Technology… Show more Assist CRM Manager in the operations of the document management process and the preparation and implementation of a centralized records management/document control plan for Service Agreements and All Vendor Contracts records throughout the office, Update pertinent client information in Salesforce from changes outlined in the service agreements , Scan documents and electronically file them when received as outlined in the Document Management Process SOP, Work with the , Information Technology Department to maintain electronic records, Ensure that all templates are up-to-date and accurate, Conduct Quality assurance audits weekly to ensure that there if a fully executed service agreement for each Client and Vendor,Update and Maintain the Vendor and Client Agreement Contract Log, Generate reports on Service Agreements and Vendor Agreements Stats as needed. Run Vlookup, Data Loader Show less