Samantha L.

• Receiving new opportunities and creating records in our CRM software to track and manage those opportunities • Scheduling and confirming web meetings and in person meetings • Completing account research and analysis • Creating presentations in Word, Excel, and other applications • Ordering and maintaining office supplies • Sending thank you notes and other correspondence to clients • Assisting with client service tasks associated with project management and billing and repair escalation • Documenting meetings and other communication • Answering phones and directing all incoming calls to appropriate parties promptly and efficiently • Assisting with various tasks and errands including some personal errands from time to time • Assisting with some financial reporting and basic auditing • Assisting with other special projects and various other tasks