Geoff Heiser

Sales Representative

OneDigital Advanced Health

Jan 2025 - Current (1 year 7 months)

Operations Associate

bswift

Mar 2023 - Dec 2024 (1 year 10 months)

Analyst

bswift

May 2022 - Apr 2023 (1 year)

CRM Database Administration II

Abbott

Mar 2020 - May 2022 (2 years 3 months)

• Streamline and analyze data using Salesforce, Power BI, Excel and other CRM systems to provide insight on sales operations and performance • Support sales operations for Abbott BINAX NOW and ID NOW Covid-19 Test rollout using CRM database systems to ensure quality, accurate customer data and timely delivery • Provide data maintenance to support monthly sales tracings operations • Prepare government reporting for BINAX NOW and ID NOW Covid-19 Tests • Provide training, direction, quality review, and project coordination for team of contract employees Show less

Customer Relationship Management / Research Analyst

Synergy HealthFit, LLC

Jan 2017 - Mar 2020 (3 years 3 months)

• Created and updated Customer Relationship Management system for existing and potential clients to increase sales and client retention • Researched and reported on key trends influencing the health and wellness industry for social media content • Created custom online client workouts for remote training platform

D

Campaign Volunteer

Dold for Congress

May 2016 - Aug 2016 (4 months)

- Conducted voter outreach through phone banking, and canvassing, effectively communicating campaign platform and increasing voter engagement. - Maintained and updated voter database with outreach results to support targeted campaign strategies. - Assisted in organizing campaign events, including town halls and fundraisers, ensuring smooth logistics and constituent interaction.

I

Commercial Real Estate Sales Intern

Industrial Real Estate

May 2015 - Aug 2015 (4 months)

• Executed territorial sales strategy for the Vice President of the largest, private real estate firm in the Midwest • Performed sales canvassing and CRM database management to support business development for industrial sector • Incorporated communication strategies and techniques interacting with property managers while canvassing

Recruiting / Executive Search Intern

Kensington International

May 2014 - Aug 2014 (4 months)

• Built recruiting database of senior Human Resource professionals within Private Equity sector to boost sales and business development goals • Performed CRM updates and management on all candidates for sales and recruiting purposes • Analyzed and categorized targeted LinkedIn profiles on specific and ongoing searches to support direct research and name generation for Knowledge Manager

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