Executive Assistant Vice President

MEGAN OPFERMAN, MBA

*********@*****.*** M: 412-***-**** www.linkedin.com/in/megan-opferman-bsba-mba

SKILLS

● Advanced in Smartsheet (Certified)

● Advanced in Microsoft Office Suite (Word, PowerPoint, Excel, Outlook/Outlook Calenar)

● Proficient in Salesforce

● Proficient in SharePoint

● Proficient in Customer Service, both written and verbal

● Proficient in Google Suite/ Google Calendar

● Organization and Detail Oriented/High-Level Multitasker (Proactive) WORK EXPERIENCE

ABM EMOBILITY USA, LLC February 2019-Present

-BUSINESS SUPPORT ANALYST/EXECUTIVE ASSISTANT TO SENIOR VICE PRESIDENT OF EMOBILITY JANUARY 2020-PRESENT

● Executive Assistant

o Calendar management of Senior Vice President in addition to calendar management of up to (7) seven team executives simultaneously

Created team meetings through Microsoft Teams and Zoom, recorded and transcribed meeting minutes as well as saved/housed them in the document archive

Originated archive as well as standardized the naming conventions o Assist with travel scheduling and coordinating with conference and event planners, schedule meetings with potential clients and booth time at important trade shows o Synchronize with talent acquisition and human resources to schedule interviews with potential new executive leaders and the SVP

o Drafted important team communications from SVP to the team as well as distributed communications out the team on behalf of the SVP

o Dictate confidential documentation needed for client senior leadership and prepare for ABM leadership approvals and signature

o Work with the leadership team to make sure all expense reports were submitted on time and remind their teams that travel expense reports were due at specific due dates o Lead monthly leadership team calls/Prepare slide decks for monthly leadership meetings; keep leaders accountable for having their information up to date o Create slide presentations for quarterly “All Hands” eMobility meetings (100+ attendees) o Administrator for SharePoint, creating SharePoint folder organization and formatting o Onboarding of new corporate employees and field techs; training of company software and ordering of equipment through company portal

o Managed training retreat organization including preparing materials (agenda, packet folders, retreat

“swag bags” etc), scheduling meals such as team dinners, and organized catering for the entire course of the training retreat

● Business Support

o Compliance Subject matter expert for monthly sales commissioning reports; works with sales representatives, finance and operations teams to cross-check that sales entries match between all platforms

o Partnered with the Learning and Development department to create an eMobility VPlaybook training program for sales representatives in different departments to sell eMobility services and products o New employee orientation; assisting new employees for all positions within eMobility with equipment ordering (all remote employees), system access, and training scheduling for their first two weeks o Creation and Management of training tracking sheets within Smartsheet o Collecting mandatory corporate training and mandatory safety training every month o Production of training materials focusing on electric vehicles (EVs), EV charging, and EV infrastructure/installation

o Engage with all charging manufacturers/vendors and software vendors; collect updated charger specifications (specs), adding items to the training file

-SALES SUPPORT SPECIALIST FEBRUARY 2019-JANUARY 2020

● Sales Support

o Subject Matter Expert in Salesforce; assisting the sales team in entering closed sales opportunities, creating reports and dashboards to provide to the higher-level executive team o Primary data entry individual for all dealership/Original Electronic Man opportunities and change orders o Data Analytics for current and future eMobility vertical markets o Scan Salesforce to confirm if clients are veteran or if prospective clients need new accounts made o Monitor new accounts, and pull reporting of new accounts for executive meetings o Training of Concur (Travel portal) and Chrome River (Expense Report portal)with new and experienced sales representatives.

o Support sales team with client reach outs and customer service initiatives o Facilitate bi-weekly sales team meetings; take meeting notes o Administrator for sales team weekly deal reviews

Schedule meetings/forwarded meeting invites to mandatory attendees

Manage the collection of sales deal PowerPoints/necessary information needed for reviews o Partner with the Deal Desk team to provide ABM EV charging information needed for proposal generation o Assistance with Request for Proposals(RFPs) and Request for Information (RFIs) for high-level clients

● Project Development/Management

o Manage the dealership program mailbox and email traffic from dealers and corporate client contacts o Educate dealers on specific pre-onsite consultation documentation that has to be collected o Collect/Evaluate pre-onsite consultation documentation and organize it in the correct dealer files o Communicate with the installation partner and confirm availability for onsite consultations and relay that availability to the dealers in order to schedule an onsite appointment o Compose calendar invites for the onsite consultations for all necessary parties o Partner with all project managers to make sure all dealership programs are running smoothly o Attend multiple virtual meetings both internally and externally with team members and clients to resolve issues and provide project updates

ELITE TRANSIT SOLUTIONS March 2018-January 2019

-PERFORMANCE IMPROVEMENT ANALYST

o Partner with Training Specialist to execute training of new employees, edit new hire training program manual to reflect updated company protocols, and develop training program around new company software. o Execute quality monitoring audits on all operations employees as well as create performance improvement plans for developing employees.

o Perform various evaluations for all staff members (60-day, 6-month, and yearly) o Implement corrective action plans for underperforming individuals and provide feedback to supervisors and operations managers for employee annual reviews

o Assist Operations managers with providing data for employees that would enhance promotion eligibility as well as provide proof needed for termination.

-QUALITY ASSURANCE ANALYST

o Point of contact for Elite customers, created customer scorecards for Elite Transit solutions. o Management and collection of all carrier’s worker's compensation paperwork o Data Entry and data collection

o Coaching Elite employees in terms of quality improvement and assurance o Implementation of strategies to help employees book and track loads more effectively o Assist the Carrier Relations Director with new carrier onboarding and setup process o Oversight of new and existing carriers to make sure all legal paperwork is valid o Collect liability and cargo insurance as well as tax paperwork (W9) and legal authorization paperwork from new and existing carriers

o Assisted Logistic Account Specialists with booking new carriers and ensuring quality carrier communication EDUCATION

CALIFORNIA UNIVERSITY OF PENNSYLVANIA

Master of Business Administration, Graduation: December 2017 CLARION UNIVERSITY OF PENNSYLVANIA

Bachelor of Science in Business Administration, Graduation: December 2016 Major(s): Marketing and Business Administration

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