Hi there! Let me get straight to the point and ask you to let go of the menial tasks that are holding your business back from growing.
Summary of Qualifications:
CRM MANAGEMENT: Proficient in managing and processing deals within CRM systems like Go High Level and Microsoft Dynamics 365 and Business Central.
DATA ACCURACY VERIFICATION: Skilled in checking data accuracy for orders and invoices.
PROJECT COORDINATION: Experienced in coordinating installations and managing the installation calendar to ensure smooth operations.
SUPPLIER COORDINATION: Ability to liaise with suppliers for timely delivery and issue resolution.
REGULATORY COMPLIANCE: Knowledgeable in processing energy retailer and network applications, ensuring all necessary permits are obtained.
TECHNICAL SUPPORT: Assisting customers with technical issues related to their systems.
REPORTING AND ANALYSIS: Proficient in analyzing sales reports and providing weekly updates on project progress to management.
SALES DOCUMENTATION: Experienced in processing sales quotes, orders, purchase orders, and invoices.
DATA MANAGEMENT: Skilled in data entry, data mining, and maintaining accurate records of sales data and correspondence.
APPOINTMENT SCHEDULING: Proficient in scheduling appointments and managing calendars for sales representatives.
Tool Proficiencies:
QuickBooks
Go High Level CRM
Microsoft Dynamic 365 CRM
Microsoft Dynamic 365 Business Central
Pylon Observer for Solar Energy System
Solar Energy Application Portals: Synergy, Western Power, Horizon Power, Ausgrid & Endeavour
Solar App Monitoring Platforms
Microsoft Teams, Outlook and Calendar
Microsoft Office 365 (Word/Excel/PowerPoint)
Zoom, Slacks WhatsApp,
Google Suite (Word/Slides/Sheet)
Google Calendar and Gmail
I take great pride in my work and maintain a high level of thoroughness, even when faced with tight deadlines. I eagerly anticipate the opportunity to assist you with your operations and administrative needs.
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 1 - 2 years
Experience: 1 - 2 years
Experience: 5 - 10 years
Experience: 5 - 10 years
Experience: 6 months - 1 year
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
SEE MORE REAL RESULTS“They are definitely a valuable part of your business for all kinds of reasons.”
- Steven Rapposelli
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