Experience

Profit Recovery Partners

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Business Optimization Manager II

  • Aug 2023 - Present

• Business Optimization Manager I

  • Aug 2022 - Aug 2023



The Pacific Financial Group, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Client Services Associate

  • Sep 2021 - Aug 2022

  Designed, programmed, and implemented a digital adoption platform for key enterprise clients and independent users, which created a seamless user experience, optimized support efforts and tracked product consumption data analytics. • Launched digital adoption campaigns to measure performance and improve completion rates along with disseminating performance trends which resulted in a higher utilization rate of more than 30% in seven months • Created and applied tracking insight analytics to follow overall product and user engagement usage, which included, total and average # of user interactions, total unique users, single site visits (toping 3,000 sessions and over 850 unique users per month,) session duration breakdowns by minute and the efficiency of process completion based off the application adoption rate. • Worked with website development teams both onshore and offshore, using my data driven analytics, to uncover unintended points of friction before new releases to ensure a smooth and efficient work process to better the overall UIUX of RiskPro • Designed and administered a support center for onboarding new users, this included training videos, support documents, company news alerts product release notes and interactive tasks for each user to complete. • Organized weekly meetings with senior management to review business summary reports, analyzing product line performance, and evaluate possible new sales opportunities • Served as the liaison between clients, financial advisors, and custodians by facilitating the opening of new accounts, processing incoming transaction and general service requests and managing account resignations. • Upheld TPFG’s and Custodian-specific service task procedures to ensure all processes were accurate and executed in a timely manner to ensure there were no delays in client portfolio changes Show less



RiskPro® by ProTools, LLC.

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Client Support Analyst

  • Jul 2019 - Sep 2021



Caliente Southwest Grill

• United States
• Restaurants

• Restaurant Assistant Manager

  • Nov 2018 - Jul 2019

  Oversaw business operations to ensure all areas of client service are being met to uphold company standards and implementing course corrections when needed. Responsible for ensuring department is staffed accordingly, including posting schedules and selecting/ training new hires. • Hand-picked to deliver and serve catering for corporate events and private parties up to 500 people. • Created and proactively monitored FOH cleaning schedule by evaluating employee performance and auditing food and beverage numbers. • Created a digital incentive program for customers to promote sales, improve online ratings and increase social media presence. • Provided direct oversight to catering operations, including dining management, to strive for exceptional guest satisfaction. • Demonstrate superior service by improving relationships with guest by resolving complaints in a professional and timely manner. • Fostered open communication between team members and management. • Completed opening and closing procedures ensuring all tasks were executed and monitored in a report log for restaurant owner. Show less



Salon Lujon and Day Spa

• United States
• Consumer Services
• 1 - 100 Employee

• Scheduling Coordinator

  • Oct 2017 - Feb 2018

  Gained strong communication skills by greeting clients and interacting with work partners in person and online through email and instant messaging. Answered incoming calls, booked appointments, sent faxes, and documented hair products inventory using excel and other digital programs. Managed and amended schedules for over 50 coworkers using SI programming • Assigned to train and mentor incoming employees and aided them learn necessary job skills • Helped implement a new system to better record transactions, returns and discounts when customers bought hair products or hot tools • Helped arrange classification system to document weekly financial dues from all Hairstylists, Manicurists and Aestheticians; Making sure checks were on time and correct • Accurately processed data, validation, and transmission for weekly, semi – monthly payrolls Show less