ACCOMPLISHMENTS
Increased efficiency
Developed a customer onboarding process for our Sales, Account Manager, and Operations teams that increased efficiency by 50%.
Maximized Resources
Implemented Sertifi to allow customers to fill/sign PDFs via email streaming, which was a cumbersome process. We cut out the need to download, print, sign, scan, and email back.
Works ACROSS the ORGANIZATION to bring results
Saved Operation's 240 hours of work annually by implementing cost-saving initiatives that combined three systems and six reports into one system and two reports. Averting an hour of work daily for the Operations department.
Constant Improvement
Used SurveyMonkey to design links for the Sales Team to automatically create Accounts/Contacts/Opportunities in Salesforce, saving an average of 20% on data entry and errors. Making it easier to do business with the company.