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Elena Marquez
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Details
Activity
Notes6
Email35
EM
Name
Elena Marquez
Title
Director of Operations
Company
Brightwater Plumbing & Heating
Department
Field Operations
Owner
PN
Priya Nair
Stage
Customer
Lead Source
Partner referral
Type
Decision maker
Lead Score
712 ▲ 15 this week
LinkedIn URL
linkedin.com/in/elena-marquez-ops
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Email
elena.marquez@brightwaterph.com PRIMARY
Phone
🇺🇸 +1 (415) 555-0142 PRIMARY
🇺🇸 +1 (415) 555-0178 · dispatch desk
Fax
🇺🇸 +1 (415) 555-0199 PRIMARY
About
Runs dispatch and field operations across three Bay Area branches (San Jose, Oakland, Santa Rosa). Rolling out contact center, SMS appointment reminders and an after-hours voice bot for 40 technicians. Prefers calls before 10am; loop in her dispatch lead Ravi on anything scheduling related.
Attribution First touch: Partner referral · Last touch: Pricing page
Activity Feed
AI Insights
TODAY
PN
Priya Nair9:12 AM
Elena confirmed the pilot starts with the San Jose branch: 12 dispatch seats first, the other two branches in November.
MO
Marcus Oyelaran9:20 AM
Perfect. I'll send the porting LOA today. @Priya Nair do we have their latest carrier invoice?
PN
Priya Nair9:24 AM
Uploaded to Files. They are month-to-month, so no early termination fee to worry about.
(edited)
AI
AIAPP10:02 AM
Agreement “MSA · Brightwater Plumbing & Heating” sent for signature.
MSA · Brightwater Plumbing & Heating
Agreement sent for signature
View document
Agreement opened by Elena Marquez.
MSA · Brightwater Plumbing & Heating
Opened by Elena Marquez · 10:31 AM
View document
Agreement fully signed.
MSA · Brightwater Plumbing & Heating
Agreement fully signed · 10:48 AM
View document
MO
Marcus Oyelaran10:52 AM
Signed in under an hour 🎉 Kickoff is booked for Tuesday at 10am.
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