Implementation Support

• May 2021 - Present

Sales & Invoicing Coordinator

• Nov 2017 - Sep 2019

In my time at Seatown Electric Heating and Air, I was responsible for processing sales from the initial estimate to completion, calculating commissions for payroll, and job costing, using ServiceTitan and QuickBooks. In conjunction with this, I also kept thorough sales logs for each technician; and eventually updated the format and formulas to minimize mistakes and track several key performance indicators. I also developed and created outward facing excel spreadsheets intended to display a variety of information, including Sales Goals, Total Sales, and overall company Closing Ratio. These spreadsheets were built to pull the necessary information from the sales logs, or a single intermediary file, thus preventing as much data degradation as possible. • Process invoices from sale to job completion, daily, using both ServiceTitan and QuickBooks. • Reconcile invoicing systems for consistency and financial accuracy. • Developed, created, and maintained dynamic Sales spreadsheets for all Technicians; used for tracking Average Ticket, Closing Ratio, and Job Costing by month and year. • Developed and built performance tracking matrices on multiple occasions, for display to entire company; updated daily. • Job costing upwards of 50 completed jobs, once every 2 weeks. Show less

Document Control Clerk

• Aug 2013 - Sep 2017

While working with Access Laser Company, I created, edited, maintained, and formatted manufacturing procedures, sometimes up to 150 per year, using the Microsoft Office Suite. I developed, and assisted others in developing, step by step instructions to standardize processes and documents; of which 80% were approved on first draft and the rest were approved with 3 or fewer drafts. I was also tasked with developing an Excel database, containing over 70 different simplified manufacturing processes that were then linked to an external format, which was used to track product creation each day. This project was completed in less than 1 month. Using a similar process I was able to develop an information sheet layout for company products in 3 hours; and then, in 1 week, develop a database that could auto-populate the sheet. • Created and maintained editable technical and general process forms. • Developed and executed training lesson plans in PowerPoint, with accompanying note cards, in 3 weeks. • Researched Safety Data Sheets based on products currently used by the company to create Safety Binders for easy access and laminated “Quick Access” points for most used products in different departments, in 1 month. • Created and formatted performance tracking matrices, in less than 2 weeks: self-updating key performance indicator graphs that were dynamically linked to a PowerPoint presentation • Maintained company document ISO compliance • Administrator for Oracle Product Lifecycle Management software performing back-end maintenance and form development. • Managed raw documents within the SolidWorks PDM Software • Organized a company picnic in less than 2 weeks while staying under a $500 budget. Created flyers to share information with employees. Show less

Data Entry Technician

• 2012 - 2013

Data entry, filing paperwork, and delivering paperwork to high security areas. Data entry, filing paperwork, and delivering paperwork to high security areas.

Cleaning Assistant

• Apr 2012 - Jul 2012

Cleaning personal residences (vacuuming, mopping, dusting, bathrooms, etc) Cleaning personal residences (vacuuming, mopping, dusting, bathrooms, etc)

Sales Associate

• Sep 2010 - Mar 2011

Jewelry sales, shoe sales, special orders, use of a multi-line phone, merchandising, lunch/break schedules, inventory counts and inventory control, customer service. Jewelry sales, shoe sales, special orders, use of a multi-line phone, merchandising, lunch/break schedules, inventory counts and inventory control, customer service.

Sales Associate

• May 2009 - Sep 2010

Merchandising, clothing sales, soliciting Kohls Charge Cards, cashiering, price changing, unloading trucks, customer service. Merchandising, clothing sales, soliciting Kohls Charge Cards, cashiering, price changing, unloading trucks, customer service.

Sales Associate

• Sep 2006 - May 2009

Merchandising, shoe sales, clothing sales, cashiering, floor recovery, customer service. Merchandising, shoe sales, clothing sales, cashiering, floor recovery, customer service.