Jannette Buchanan

Experience

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  MySoftware Inc (now operated by Avantquest Software)

  Nov 1991 - Jan 1997

  Selected to manage vendor relationships and effectiveness as sales/service functions moved to an outsource model to manage increasing activity involving software registration, direct mail/advertising related orders, forms business, and Internet sales. Trained vendor sales and service representatives on products, promotions, and expectations to assure quality and consistency. Created spiffs and contests to motivate additional sales.• Managed development of new partnerships and activities and served as primary contact for day-to-day operational and reporting issues for outsource relationships. Show less Hired as Technical Support Representative (1991-1992.) After 11 months, promoted to key leadership role to build and manage sales effort that delivered as much as 30% of corporate revenues. Hired, trained and supervised telesales staff, managing operation to ensure highest levels of quality service while effectively controlling associated costs. Defined sales objectives and goals, and created policies and procedures to ensure superior customer service.• Analyzed constantly changing business demands and adjusted processes accordingly.• Reduced departmental turnover by supporting, motivating and encouraging staff in demanding environment, building positive and cohesive team that could handle challenges.• Managed product inventory for more than 100 items.• Managed check-printing subsidiary that delivered more than $500K in annual revenue.• Reduced bad debt by 85%. Show less

  • Outsource Services Manager

    Jan 1996 - Jan 1997

  • Telesales Manager (1992-1996)

    Nov 1991 - Jan 1996
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  BroadVision, Inc

  Jan 1997 - Sept 2006

  Appointed as the first member of the Oracle Project Accounting Team formed as part of a strategic effort to centralize and manage operations for the consulting business, which contributes 25% of total revenues. Ensure the delivery of consulting revenue through the accurate and timely processing of resource and revenue data in accordance with contracted agreements. Provide ongoing reporting and analysis to senior management to facilitate informed decision making. Work with account managers worldwide on issues related to project specifics, client requirements, internal requirements, and revenue requirements. Analyze existing operations for opportunities for process improvement, striving to maintain a best practices approach in all practices.• Consolidate and analyze weekly worldwide consulting forecast used by senior management for strategic planning. Manage all resources, materials and information required to provide a secure audit trail.• Led development of operational policies and procedures for consulting organization, facilitated rollout and training worldwide. • Key contributor to successful Oracle Project Accounting implementation. Led end-user testing to ensure operational compliance and organizational readiness. Created user guides for consultants, managers, and administrators. Developed and published employee handbook for consultants. Invited to President’s Club (a distinction normally reserved for top revenue producers) in 2001 for these efforts. Show less Selected to provide critical support for the establishment and operation of new Business Development organization. Liaison between field representatives, directors, and marketing manager.• Qualified leads throughout Southeast and Central regions through inbound/outbound calling, Web inquiries, direct mail, trade show and other events. Developed and implemented targeted campaigns.• Drove effective use of new sales force automation system by educating field reps on functionality and benefits and providing their feedback to IT for phase two development. Served as Team Lead for creating reports, queries, letters and other processes within system.• Created the strategies and processes that enabled the growth of software license revenue from $8M to $19M over this period. Show less Recruited for expertise in managing field operations as company’s first telemarketer in support of US sales team, delivering key lead generation, qualification, and account development services. Primary point of contact with field sales and marketing teams, working closely to advance business development and sales. Key contributor to strategic planning and program execution.• Utilized broad range of techniques, including cold calling, research, and direct mail to uncover opportunities. Provided targeted follow up on leads from trade shows, speaking engagements, and other marketing activities.• Created first prospects database and lead tracking system. Produced bi-weekly reporting and analysis.• Established successful telemarketing operational guidelines, delivering strong results that led to expansion of individual efforts into a team of six telemarketers.• Instrumental in establishing processes that supported revenue expansion from $3M to $8M in 15 months. Show less

  • Operations Manager (1999-2006)

    Feb 1999 - Sept 2006

  • Territory Manager

    Mar 1998 - Feb 1999

  • Telemarketing Manager (1997-1998)

    Jan 1997 - Mar 1998
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  Cardica, Inc.

  Sept 2006 - Jul 2016

  Sales Operations & Support, Customer Service

  Critical and enduring member of sales organization. Responsible for all aspects of order processing, revenue recognition & SOX compliance, customer account administration, financial transparency reporting, group purchasing organization administration, execute contracts and new vendor processing. Oversee lead generation and revenue producing initiatives, provide ongoing reporting and analysis to senior management. Partner with all departments to optimize revenue, inventory management, sales and product forecasting. Maintain quality and regulatory compliance of marketing materials, product distribution and communications. Optimize sales operations and implement and administrate sales tools and processes.• Salesforce.com – Own the implementation & administration to provide visibility into the sales pipeline, track leads and reporting of sales activities. Defined initial specifications, created custom dashboards and reports, provided all training to sales team and internal users.• Plan and execute all aspects of trade show participation from registration, logistics, allocating resources, on-site support, event management and post show analysis.• Support new product launch through European trial and launch, distributor and customer acquisition, sales representative training, marketing material development, US launch, KOL (key opinion leader) programs, and inventory balancing. • Implemented and administered automated expense reporting system for use by all company employees and contractors.• Created sales representative and distributor education materials and facilitated the in-service program. Provided a comprehensive binder of sales tools, marketing materials catalog, clinical & surgeon training documents and clinical support. Show less

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  JCB Operations

  Aug 2016 - Jan 2020

  Self Employed

  Hired by companies AesDex LLC, Laurimed LLC and others to perform tasks such as:Track progress and confirm product returns/disposal for recalled products.Update medical partner databases.Revise Orders/Customer Service procedures documentation.

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  Anne Griffith Tax & Financial

  Jan 2020 - Apr 2023

  Office Associate

  2020-2022 – In-personManaged office and supported the tax preparers; Greet clients, answer phones, initiate and return emails, manage calendars and track tax return status, educate clients on using document portal, ensure existence of documentation support, maintain tax return process flow and confirm signature capture. Active in-home office at which no day was the same especially during Covid. Had to remain flexible and understanding.2022-2023 – RemoteAfter moving to Idaho and through encouragement from the tax preparers, spent the remainder of 2022 attending classes and taking the three required IRS Enrolled Agent tests. Passed all tests on first attempt. Officially became an enrolled agent in time for the 2023 tax season. Continued to work remotely assisting as needed and additionally doing input for the tax preparers. Show less

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  Middleton Accounting & Tax Service

  Oct 2022 - Aug 2023

  Tax Preparer and Front Desk Management

  Hired in October to manage front desk and train for tax preparation season. Maintained a dual role of tax preparer and front desk manager from Jan – April. Was asked to stay on after tax season to cover front desk and payroll/bookkeeping duties.

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  ECEPTS

  Oct 2023 - now

  Data Coordinator

  Manage the collection, analysis, and reporting of data related to the organization’s operations, apprenticeship program, and grants management. Enter, monitor, and track apprentice data with the CA Division of Apprenticeship Standards (DAS) and US Department of Labor (USDOL) systems to ensure timely compliance around registration of apprenticeships, enrollment of apprentices and employers, confirmation of training partners, collection of demographic data, etc. Update ECEPTS and DOL Salesforce systems with information obtained from outreach efforts, webinars, conferences, and other events, ensuring that records are up-to-date and reflective of the most current information. Support the COO and Operations Director in tracking grant deliverables, due dates, invoicing, timelines, and other requirements for grants and subgrants. Show less