Heidi Guevara

Optimizes processes to improve operational efficiency and enhance team productivity. Maintains pipeline of all active projects while identifying bottlenecks in the sales cycle and providing actionable recommendations to boost conversion rates. Manages and optimizes CRM systems, ensuring accurate data entry, reporting, and team training on best practices. Supports cross-functional teams with pipeline audits, commission assistance, dealer escalations, and integration with partner platforms to streamline workflows and improve data flow across departments.

Managed dealer relationships while leading a team of project managers to ensure projects stayed on track and met quality standards. Resolved dealer escalations and implemented solutions to maintain strong partner satisfaction. Led training sessions for internal and external teams on proposal tools, software, and best practices to improve efficiency and consistency across the organization.

Built and maintained strong relationships with dealers by aligning with services, managing partner contracts, and sales pipelines to ensure seamless collaboration. Developed and executed account plans to align partner objectives with company offerings, maintaining high levels of partner satisfaction.

Oversaw planning and execution of projects while managing administrative staff. Maintained daily communication with partner relations and install teams, providing updates and guidance throughout the lifecycle of projects. Ensured milestones were met and projects were delivered on time and to standard.

Communicated daily with partner relations to ensure project progression and quality. Tracked pipelines, tasks, resources, schedules, costs, and contingencies to keep projects on track and meet objectives.

Handled daily clerical tasks, including client communication, project review, and support with payroll and invoicing. Assisted with scheduling meetings and appointments, maintained organized records, and ensured smooth office operations.