Lisa Q.

Account Manager at GovDeals
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Location
Canandaigua, New York, United States, US

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Experience

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Account Manager
      • Jul 2021 - Present
    • United States
    • Mining
    • 100 - 200 Employee
    • Inside Sales Account Specialist
      • Nov 2020 - Jul 2021

      Focuse on selling into Aerospace, Automotive, Consumer, Energy and Industrial marketplaces. Provide a professional image of the company both verbally and in writing. Primary contact between the facility and customers in terms of actively contacting customer, quote generation, follow-up, order placement, expediting, and contractual negotiations. Determine the best way to go about servicing the customer and ensuring timely follow up to various inquiries, utilizing the resources around them as necessary. * Support customers through account management, business development, and new opportunities. The product sold is primarily permanent magnets and magnetic systems. * Ensuring accurate completion of quote requests in an expedient time frame. * Follow-up of quotes submitted to ensure Arnold Magnetic Technologies understands what is needed to win the business. * Manage customer requirements including portals, score cards, expedites, OTD, pull ins, push outs, etc. * Be the point person within the organization for designated customers and their portals. Facilitate training and roll out as required and appropriate. Create and manage work instructions for each portal. * Provide information by collecting, analyzing, and summarizing information; responding to requests. * Entering customer orders and communicating delivery schedules. Updating as required. * Maintain CRM system and files as appropriate, including detailed call reports. * Understanding drawings and qualifying requirements including all specifications on drawings. Communicate with customer to define at a high level the expectations and application needs. * Create and manage work instructions for customer portals as required for assigned accounts. Show less

    • Inside Sales Team Leader
      • Oct 2017 - Nov 2020

      • Provided exceptional customer service to foster client loyalty and satisfaction.• Mentored office employees on proper procedures and how to use ERP (Syteline), and CRM (Salesforce Professional) keeping operations consistent and efficient for maximum performance.• Maintained solid customer relationships for repeat business.• Achieved and exceeded sales goals for nine consecutive months in 2020.• Implemented new process & procedure to drive sales and improve overall revenue for company.• Provided training on CRM & ERP.• Championed company products and averaged a 12 % increase in quarterly revenue for 2020.• Led weekly team meetings for additional training and provide relevant information.• Reported sales data to upper management as directed.• Generated soft leads to sales team.• Worked closely with other departments to understand full scope of presetter sales and provide accurate information to customers.• Monitored sales processes to identify areas in need of improvement and implemented systems to rectify issues.• Streamlined processes for Inside Sales team to increase productivity and decrease closing time.• Sold over $400k in presetter service & parts during covid pandemic.• Tracked and forecast sales to senior management and collaborated to build effective team.• Managed CRM database, including troubleshooting, maintenance, updates and report generation.• Prospect and research new & existing customers.• Partnered with five Regional Sales Managers to follow up on existing projects/opportunities.• Quote presetter machine and service/parts to customers.• Proactively contact customer base to incrementally drive service/parts revenue.• Directly web traffic for machine, service and parts inquiries.• Prepared monthly Sales Commission for Director of Sales and Finance.• Set up new customers in ERP and obtain credit information from their bank and vendors. Show less

    • Inside Sales / Office Manager
      • May 2017 - Oct 2017

      • Created and updated physical and digital files to maintain current, accurate and compliant documentation.• Transferred and directed phone calls, guests and mail to correct staff members.• Mentored office employees on proper administrative procedures and use of ERP, keeping operations consistent and efficient for maximum performance.• Maintained confidential employee files.• Prepared monthly Sales Commission for Director of Sales and Finance.• Active participation in accounting audits when necessary.• Process daily billing.• Cash application (daily check deposits scanned to bank, credit card payments, wire payments).• Set up new customers in ERP and obtain credit information from their bank and vendors.• Perform customer collection activities as required to insure timely payments of receivable. Adjust customer accounts according to research completed.• Audit returned goods authorizations, sales order and invoices to ensure customer credit/debit is accurate.• Maintain digital customer database.• Petty cash maintenance and reconciliation.• UPS and FedEx online billing review and proper coding to GL accounts.• Process weekly payroll for all employees. Maintain employee profiles and run payroll reports as needed.• Supervise the process of matching vouchers payable with purchase orders and receipts. Work with purchasing and receiving departments when issues arise.• Process weekly check runs, wire payments expense report, miscellaneous account payable vouchers.• Maintain vouchers payable reporting on a timely and consistent basis. Reconcile related accounts payable accounts at month end. Show less

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