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Planner Analyst Scheduler CRM Executive Administrative Assistant

Location:
Yorba Linda, California, United States
Posted:
May 19, 2017

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DANIELLE M. HORSTMAN

Yorba Linda, CA *****

Phone: (714) ***-****

Email: ac0d6f@r.postjobfree.com

I answered RFP, RFQ, and RMA for broad range of customers that included Aerospace, Government, FDA, and other clientele, by generating customized formal quotes and responses for technical-application specific requests.

My expert experience with tracking WO status throughout the production cycle to determine the corrective course of action as issues develop, and experience with internal/external product ordering through ERP system for fulfillment, restocking, and replenishment requisitions, technical receipt of goods processing, stock inventory transfers, daily/weekly inventory monitoring and clean up support, allowed me to excel in the manufacturing and production industry. I adhered to all best business practices, and MilSpecs regulations. My excellence with document management includes MSDS, TDS, ISO & FDA compliance, contracts, repositories, and ability to provide non-classified documents to customers.

My expert analysis and forecasting of existing customers’ after-market spending trends to target customer RRR campaign, using several database platforms, then proactively make recommendations to management and/or take direct actions to capture lost or at risk sales to achieve company goals and customer satisfaction, resulted in consistent annual wins. I managed ad-hoc reporting requests from a variety of reporting sources to accomplish service metrics and goals.

Further experience includes contract administration, sales, and complex customer billing: such as negotiated payments, progressive payments, monthly/quarterly billing, and down-payments terms. My exceptional team collaboration with departments including Procurement Specialist, MRP & ERP Planners, Customer Service, Technical and Sales Teams, in conjunction with a thorough understanding of priorities, and knowledge of component requirements to meet the on-time production schedule, in order to achieve needs and end user requirements, demonstrates my superior SCM skills. My background encompasses over 18 years of experience providing personalized service to Top- Level Executive Management: scheduling, coordinating corporate conferences and events, coordinating travel accommodations, managing client appointments, maintaining multiple calendars, and working as high level executive office administrator; including account administration support with management of new and existing customer accounts in SalesForce and SAP. I have tremendous proven Division Planner skills maintaining over 95% successful service metric, successfully trained my replacements, in addition to staying on-board for utilization as back up support. I have many years of experience with Lean Management Reporting for CRM analysis of service metrics to identify and resolve root issues, exceed customer satisfaction and improve customer service. Additional reasons I am a superior candidate include: excellent group organization, employee supervision, customer service skills, plus outstanding written and oral communication skills. I have a well-developed understanding of organizational strategies, with a proven execution of processes to help meet corporate objectives. I am highly skilled at managing multiple projects, changing priorities, multi- tasking, and work well under pressure.

I am proficient in Microsoft Office 2013 and XP, Windows, Word, Excel, Outlook, Power Point, SAP Production, CRM, SalesForce, Cognos, Act Database, Oracle, Adobe, SnagIt, Six Sigma Methodology, QuickBooks, Fast Pay, Appraisers Toolbox, Apex, Access, DOS`, Business Objects, and EDMS.

Account Management

Computer Proficient – Excel, Outlook,

Word, SAP

Creative Problem Solving

Customer Satisfaction

Project Management

Reporting

Accounts Payable/Receivable

SUMMARY

SKILLS

CSCMP SCPRO FUNDAMENTALS CERTIFICATION: SUPPLY MANAGEMENT & PROCUREMENT 2017 LINCS: Long Beach City College, Long Beach, CA, USA CSCMP SCPRO FUNDAMENTALS CERTIFICATION: MANUFACTURING & SERVICE OPERATIONS 2017 LINCS: Long Beach City College, Long Beach, CA, USA CSCMP SCPRO FUNDAMENTALS CERTIFICATION: DEMAND PLANNING 2016 LINCS: Long Beach City College, Long Beach, CA, USA ASSOCIATE OF ARTS: BUSINESS MANAGEMENT

Fullerton Jr College. Fullerton, CA USA

CERTIFICATE: ADVANCED MICROSOFT EXCEL 2012

Fullerton Jr College, Fullerton, CA, USA

Esperanza High School, Anaheim, CA, USA 1993

Exceeded all ascribed corporate goals consistently every year, which earned added responsibilities and promotions.

Excellent lean management reporting skills lead to annual consecutive wins for the CRM Team in developing strategies to help improve efficiency and retain valuable customer relationships.

Valued resource to customers and end users, in solving complex issues, while streamlining business processes to minimize end user production downtime, and improve competences. BECKMAN COULTER

Brea, CA

Business/Reporting Analyst 9/2016 to 12/2016

Manage and develop sophisticated Microsoft Access database utilized to edit order data to appropriately pay sales representatives incentive compensation. Provide analytical and information systems support to the department by gathering, documenting processes and analyzing sales information to be used to process incentive compensation on a monthly basis. Process ad-hoc queries to analyze sales operation data and create reporting using various business tools. Manage the monthly hierarchy, positions, people movements, commission payments and reports. Perform monthly audits of all sales compensation payments. QTC – A LOCKHEED MARTIN COMPANY

Diamond Bar, CA

Provider Network Developer 07/2016

Contacted Health providers for the Federal Occupation Health (FOH) Department to negotiate fees for a one time Medical Evaluation Agreement (MEA) in order to provide testing for our Strategic Services Agencies.

One time agreements included both Repeat SAS, and Initial SAS. Average closure goal for this position is 5 - 7 MEA per week, putting me at 125% of goal upon departure of position. MARKEM-IMAJE

Irvine, CA

CRM Inside Sales/Division Planner 03/2007 to 02/2016

Presented the best value of goods and services, at the best price to meet the needs of every customer.

EDUCATION AND TRAINING

ACCOMPLISHMENTS

EXPERIENCE

Data analysis using several platforms including SalesForce, Cognos, and SAP, to determine localized marketing campaigns for existing customers; then proactively work with customers to retain, recover, and rescue after-market sales. This earned the company several MM dollars of increased annual revenue, consistently year after year, in support of operational objectives.

Generated customized formal quotes and responses to RFP and RFQ, for application specific orders

Made recommendations to management and take direct actions to capture lost or at-risk sales.

Built strong lasting customer relations through outreach calls, client visits, promotional product and marketing kits, with exemplary customer service.

Worked daily with Top Level Management, customers, OEMs, Key Accounts, and collaborated closely with internal departments.

Complete customer support of CRM, from initial customer prospect, to conversion of customer, point of order, through progression of supply chain, to end user, followed by after sales outreach to exceed customer satisfaction regarding customer service and product related issues.

Account administration support with implementation of new customer accounts and changes to existing customer accounts, such as mergers and acquisitions in SalesForce and SAP.

Service & Extended Warranty contract entry, sales, billing.

Internal and external orders of components and consumables, for fulfillment, restocking and replenishment requisitions.

Equipment installation base management to assist corporate and division level management with accuracy of capital equipment inventory at customer sites, using data collected from field service audits, sales engineer audits, management findings, OEM sales, and ISTA orders.

Schedule technical field service visits, equipment installations, customer trainings, and Preventative Maintenance contract visits.

Technical receipt of goods processing, and stock inventory transfers.

Daily/weekly inventory monitoring and clean up support.

Lean Management Reporting for analysis of service metrics to identify and resolve root issues, exceed customer satisfaction and improve field service completion visits. Administrative Assistant

Schedule, coordinate corporate conferences and events, coordinate travel accommodations, manage client appointments; maintain multiple calendars, answered multi-line switchboard.

Customer billing with specialized negotiated payment structures such as: progressive payments, monthly/quarterly billing, down-payments, etc. on capital equipment orders, and contracts. Database management for daily technical service history from field technician's service reports.

Capital Equipment ordering and support. Basic administrative and office duties. GREENWOOD & HALL / NEW WORLD MORTGAGE

Santa Ana, CA

Associate Account Executive 06/2003 to 02/2007

Accounts payable and receivable.

Daily bank deposits.

Maintain QuickBooks Accounts.

Managed and audited monthly invoicing to clients.

Pre-screened applicants and participated in interview panels with department managers.

Human Resources Assistance: managed new hire on-boarding process.

Benefits administrator for: enrollment, change of status, and termination of employees' medical, dental, 401K, disability, and COBRA insurance.

Matched employee contribution and paid employer matches to employees’ 401K accounts.

Paid the companies 401K premiums using FastPay.

Reported monthly activity to HR Director.

Coordinated payroll administration with HR Director.

Helped develop and maintain employee master schedule.

Quality assurance control: contacted random clients on a weekly basis to ensure that our service standards meet their expectations.

Administrative Assistant

Schedule, coordinate corporate conferences and events, coordinate travel accommodations, manage client appointments; maintain multiple calendars, answered multi-line switchboard, basic administrative and office duties.

Exemplary customer relation skills, with near ten years of proven customer retention and satisfaction in the manufacturing industry.

Outstanding organizational skills with the ability to prioritize and execute multi-task management, while performing two roles simultaneously resulting in maximization of the customer's full CRM experience.

Computer proficient in: Microsoft Office, Windows, Word 2013, Excel 2013, Outlook 2013, Power Point 2013, SAP Production, CRM, SalesForce, Oracle, Cognos, Act Database, QuickBooks, Appraisers Toolbox, Apex, Access, DOS`, Business Objects, OBI, EDMS, Lean Management, and Six-Sigma

Council of Supply Chain Management Professionals (CSCMP), certified by Rick D. Blasgen, CSCMP, President and Chief Executive Officer

Horseback riding, hiking, kayaking, camping, cruises, zip lining, traveling, museums, historical points of interest, movies, spending time with family including my dog, supporting nature conservation, amusement parks, concerts, sewing and crafting, friends, and having fun! SKILLS

CERTIFICATIONS

INTERESTS



Contact this candidate