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Sarah Solís
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New Jersey, United States
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Order operations specialistSmartsheetJan 2023 - Current (3 years 8 months)Support all sales teams throughout the complete sales cycle to meet customer needs • Work within the Salesforce.com CRM & CPQ system to assist sales reps • Review contracts and order paperwork for completeness and accuracy • Create custom order forms and give guidance on complex deal structures and escalate specialized issues to appropriate partners for resolution and approval. • Quickly learn and master the quoting process Coordinate deal reviews with sales; support training, development, and compliance with operational policies. • Manage the daily deal approval process Work between the Finance, Legal, Professional Services, and Sales departments to ensure sales transactions are quick and efficient. • Identify areas for improvement in th- Senior Shipping and Delivery supportAmazonJan 2019 - Jan 2021 (2 years 1 month)Provide customers with an incredible package delivery experience through the last mile of the order. Monitoring efficient functioning of the assigned carriers and suggest and deploy improvements. Accumulate data from various sources and identify the relevant data out of it and present in a way that would help take action. Be organized, apt and prompt in notifying the situation and updating the same. Dive deep on operational issues root causes. Support the department checking the quality of the process of the scalation procedures. Escalate issues depending of the situation to the correct Amazon group to be able to resolve problems depending of the severity.
- Order Document Intake Analyst3MJan 2024 - Aug 2025 (1 year 8 months)Analyze and prioritize orders based on initial assessment of documentation and customer outreach. Conduct in depth review of clinical documentation (medical records, prescriptions, operative reports, history and physicals) based on billing criteria. Follow-up post delivery to obtain any additional documentation to support billing criteria. Prioritizes and executes based on customer and/or business urgency. Build support and maintain patient, physician, and third-party payer loyalty and to increase the number of orders through enhanced customer services, customer relationship management, and technology utilization. Provides a high level of customer service in a competitive market.