To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Motivated individual with experience in customer service and sales. Skilled in building relationships and understanding customer needs. Results-oriented worker that engages with colleagues and customers to help establish rapport. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
20
20
years of professional experience
Work History
Account Executive Fire & Life Safety
Convergint Technologies
07.2021 - 09.2023
Fire & Life Safety
Selling of core business integrated solutions for service and installation projects including building strategic accounts and cross-selling
Evaluate and target potential customer opportunities within the marketplace
Development and implement of sales marketing strategies to penetrate multiple vertical markets
Focus on building relationships with consultants, key owners and building managers, contractors, and Convergint’s vendor partners to develop new business
Translate a wide variety of customer needs / requirements to detailed customized proposals, solutions or services and project plans
Collaboration with estimating and operations teams to prepare detailed cost estimates for suggested solutions
Review scope of work, electrical drawings and specifications, terms and conditions in customer contracts including cost control, delivery fulfillment, and quality of service and other customer requirements as they arise
Document and communicate clear project requirements to the execution team and the wider organization as required (pre-bid review, estimates, legal, risks and hand-over documentation.)
Identify potential project risks and develop/implement strategies to minimize impact and control deviations from estimated costs and project deadlines
Proactively communicate project schedules, project change proposals and related project activities on a regular basis with customer and seek to continuously improve customer satisfaction.
Inside Sales Support
Troy Life & Fire Safety Ltd
01.2019 - 07.2021
Enter sales quotes (TQT) into system for processing by Owen Sound
Interact with Owen Sound Team to acquire shop drawings, riser diagrams, catalogue sheets and other materials for submittal packages
Liaise with Owen Sound for change orders and PO’s for projects
Coordinate delivery dates for materials
Coordinate with distributors on material orders and projects
Interact with local coordinators for technicians to perform programming and verifications of systems projects
Liaise with Owen Sound for change order to release programming/VI dollars to the fire service team upon project completions
Create work orders and PO’s for fire service renovation projects
Coordinate scheduling of contractors and engineers for reno projects
Interact with local coordinators to schedule technicians to perform programming and verification of reno projects
Notify billings person upon completion of reno projects and system sales creating change orders
Create quotes for parts
Produce Fire Alarm deficiency quotes
Billing Administrator
Troy Life & Fire Safety Ltd
01.2019 - 01.2021
Provide timely invoicing for Fire Alarm & Sprinkler services
Review, preparation and uploading of service reports and certificates for clients
File Maintenance - Organize and maintain all business-related files, including electronic and hard copy (filing, sorting, copying, scanning and classifying)
Assist customers with all invoicing and credit concerns
Ensure monthly and yearly billing targets are met
Contract Administrator
Pepsico Beverages Canada
01.2017 - 01.2019
Previous)
Provide timely invoicing for Fire Alarm & Sprinkler services
Review, preparation and uploading of service reports and certificates for clients
File Maintenance - Organize and maintain all business-related files, including electronic and hard copy (filing, sorting, copying, scanning and classifying)
Assist customers with all invoicing and credit concerns
Ensure monthly and yearly billing targets are met, Provide administrative support to Director of Retail and Key Account Managers
Coordinate the administration and management of Retail Contracts for Western Canada to ensure payments are processed by tight deadlines
Process large number of invoices on strict deadlines
Manage, and facilitate Western Canada's Marketing and ticket budget
Proficiency in a multitude of systems created by PepsiCo to manage Contracts, Suppliers, Deductions, Cheque Creation & Voids, Journal Entries, etc
Support in creating presentation materials (PowerPoint) as required
Process travel and AMEX/VISA expenses
Organize meetings and travel arrangements
Assist in Location Specific initiatives and work with the Retail Analyst when required
Provide administrative support including running reports, filing and general accounting needs as required
Reception relief as required
Corporate Office Administrative Assistant
Absolute Completion Technologies
01.2016 - 01.2017
File Maintenance - Organize and maintain all business-related files, including electronic and hard copy (filing, sorting, copying, scanning and classifying)
Expense Reports – Prepare expense reports in a timely manner for the corporate office
Meetings – Schedule/arrange on-site and off-site meetings, appointments, conference calls, and logistical set-up for these meetings, including providing assistance to set-up and run audio-visual equipment
Prepare agendas & presentations, compile, and transcribe minutes of meetings
Catering/Reservations/Social Functions – Prepare, coordinate and make reservations as required, including social functions such as team building or staff parties
Mail - Coordinate the flow of mail, email, faxes, and incoming/outgoing couriers
Technical Support – Troubleshoot and maintain phones, fax, server, scanner, and photocopier
Liaise with the companies outsourced IT company in order to ensure IT needs are being met
Office Supplies/Business Cards – Order, receive, and organize supplies and business cards
Data entry – Input data into company ERP system and specific administrative programs, e.g
Accounting, information databases, spreadsheets
Set up record management systems, specific databases, or spreadsheets
Prepare complex records using various applications within formats for transferring into clearly defined categories
Banking – Prepare deposit slips and take deposits and payments to the bank as required
Administrative Support Assistant
ScotiaMcLeod
01.2014 - 01.2016
Ensure a high level of non-trade client service by:
Acting as a receptionist by answering phones and greeting clients
Arranging client meetings including venues, preparing printed materials and handling schedule changes
Processing client requests, deposits, withdrawals, requests for tax receipts and account reporting
Responding to client inquiries and issues in a timely, responsive matter and escalating to advisor when appropriate
Provide administrative support by:
Processing client account documentation
Ordering marketing materials
Following up on outstanding documentation for restricted accounts
Ensuring all client interaction is accurately documented
Gathering deferred sales charge (DSC) information
Ensuring adherence of all regulator rules as it relates to client accounts and related documentation
Following up with clients on missing documentation required as per the industry regulatory requirements
Senior On site Services Specialist & Receptionist
Ricoh Canada, McLeod Law LLP
01.2013 - 01.2014
Sorting and distribution of mail and office supplies, including interoffice, couriers and overnight mail
Delivery of mail and printing projects throughout the customers site
Coordinating and preparing projects for printing, including electronic file conversion, document scanning and enhancement from start to delivery
Download jobs from email or print queue, sizing, reproducing, sorting and finishing
Establishing and maintaining quality controls to ensure work accuracy
Responding to first level phone calls from end users of equipment to determine the problem, clear paper jams, run test copies and determine status of machines
Provide scheduled trips to all machines to conduct cleaning of glass, toner replacement, stocking paper and general cleanness of workspace
Running reports
Keeping logs of downtime, repairs and meter charges of all copiers/printers on site
Daily reception duties of answering phones, greeting customers, set-up and cleaning of boardrooms
Logging of all incoming couriers as well as arranging all outgoing couriers
Handling of all incoming and outgoing petty cash
Arrangement of catering for office/client meetings
Fire Alarms Clerk
Superior Safety Inc
01.2004 - 01.2010
Scheduling of annual fire alarm inspections for all fire alarm technicians
Creating annual and monthly packing slips
Updating alarm reports, billing, and filling on a daily basis
Maintaining a large customers database on a daily basis
Creating informational binders for all critical clientele
Reception relief on a daily basis and holidays
Experience using Syspro, Excel, Word, and Email
Serving all customers in a prompt and courteous manner