Jessica Zobel Email & Phone Number

Bozeman, Mt, Us

Bozeman, Montana, United States

Bozeman, Montana

Bozeman, Mt

Coordinate within internal departments including, but not limited to, Sales, Legal, Business Operations, Accounting, and Hosting Operations to structure, quality control, and draft contracts for Oracle cloud products. Interpret agreements and monitor contracts and business terms to mitigate Oracle’s risk. Liaise between consultants, credit, license, tax, business practices, revenue accounting, and external customers to resolve contractual business issues. Analyze deals for compliance and input quality issues. Provide guidance to sales. Manage multiple tasks, confidential information, and high volume workload within time critical deadlines. Efficiency in Microsoft Word, Outlook Excel, as well as company specific software and operating systems including Q, CPQ, WebQuote, DAS, Contracts Repository, OIP, SPM

Responsible for assisting a financial representative in opening and submitting applications for life and disability insurance, utilizing company software to generate illustrations and other client presentation materials, opening investment accounts including SIMPLE, SEP, Traditional, Individual/Joint IRAs for businesses and individuals, as well as 529 and UTMA accounts for minors, data input, managing calendars, phoning, and scheduling appointments.

Responsible for managing the hardware department including: ordering products, inventory management, organization, back-stock, special orders, customer relations, and assisting in the design process and selection for closets and other organizational spaces.

Bozeman, Mt

Responsible for creating, editing, and publishing technical reports for clients, as well as a part of a multiple state call campaign to schedule home wildfire assessments.

Bachelor Of Arts (B.A.), English Literature

Education record