Experience

ePayResources

• United States
• Banking
• 1 - 100 Employee

• Manager, Events and Office Administration

  • Feb 2023 - Present

  Dallas, Texas, United States Administration: *Manage all administrative functions for the Dallas Office Answer and direct member inquiries *Assist with member outreach *Perform registration of attendees, preparation, and delivery of materials for workshops, and all other associated tasks *Provide a high level of customer service while handling inbound members/non-member inquiries, e.g., website assistance, questions about upcoming events, training calendar, etc. *Ownership of Dallas office facilities… Show more Administration: *Manage all administrative functions for the Dallas Office Answer and direct member inquiries *Assist with member outreach *Perform registration of attendees, preparation, and delivery of materials for workshops, and all other associated tasks *Provide a high level of customer service while handling inbound members/non-member inquiries, e.g., website assistance, questions about upcoming events, training calendar, etc. *Ownership of Dallas office facilities management Liaison with building management *Primary liaison for hotel partnerships while assisting in the negotiation of contracts for hotel stays *Work with facilities and vendors to ensure locations are operating efficiently, effectively and within budget. *Work with Director, Administration to organize and coordinate all logistics for Leadership Team meetings, preparing meeting agendas, reports, and compiling meeting notes. *Work with Director and Administration to organize and coordinate all logistics for quarterly Board and executive meetings and events, including negotiating contracts, as needed, for food and beverage, A/V, etc. *Work with SVP, Finance & Administration and Director, Administration on ensuring budget adherence for Administration related items. Events: *Work with SVP, Marketing & Brand Strategy to organize and coordinate all logistics for conferences, workshops, conferences, and team events, including negotiating contracts, as needed, for food and beverage, A/V, etc. *On-site conference and event support *Event and activity reporting *Perform database maintenance and updates *Develop and coordinate department administrative procedures

• Administrative Coordinator

  • Apr 2022 - Feb 2023

  Dallas, Texas, United States *Provides confidential secretarial and administrative support for the principal executive or executives, to include managing the schedule/calendar, making travel arrangements, screening and handling telephone communications, greeting and directing visitors, and dealing with administrative problems and inquiries as appropriate. *Answering phone calls, transferring callers as appropriate *Managing schedules for conference and community spaces *Monitoring and ordering inventory for office… Show more *Provides confidential secretarial and administrative support for the principal executive or executives, to include managing the schedule/calendar, making travel arrangements, screening and handling telephone communications, greeting and directing visitors, and dealing with administrative problems and inquiries as appropriate. *Answering phone calls, transferring callers as appropriate *Managing schedules for conference and community spaces *Monitoring and ordering inventory for office and break room supplies *Managing incoming and outgoing correspondence, including emails, faxes, mail and packages *Filing and organizing records, invoices and other important documentation *Submitting work orders and scheduling repairs for general office space and equipment *Ordering repairs for office equipment and maintenance, connecting with and escorting vendors *Work with accounting departments to process invoices, make payments, and track receipts *Enhances professional growth and development through participation in educational programs, current literature, in-service meetings, and workshops *Maintains administrative workflow by studying processes, implementing cost reductions, and developing reporting procedures *Accomplishes department and organization mission by completing related tasks and projects as needed.



Scout & Cellar

• United States
• Beverage Manufacturing
• 700 & Above Employee

• Compliance Specialist

  • Jan 2021 - Feb 2022

  *Consulting with the legal department and advising leadership and management on compliance matters. *Developing and providing employee training on compliance policies, practices, and reporting systems. *Identifying, investigating, and reporting compliance issues, irregularities, and violations. *Tracking and responding to complaints. *Maintaining records of compliance activities. *Preparing and filing compliance reports. *File sales and excise taxes *Maintain licenses in… Show more *Consulting with the legal department and advising leadership and management on compliance matters. *Developing and providing employee training on compliance policies, practices, and reporting systems. *Identifying, investigating, and reporting compliance issues, irregularities, and violations. *Tracking and responding to complaints. *Maintaining records of compliance activities. *Preparing and filing compliance reports. *File sales and excise taxes *Maintain licenses in multiple states

• Customer Service Specialist

  • Feb 2020 - Jan 2021

  Dallas, Texas, United States *Met performance targets in all areas such as volumes, accuracy, speed, customer satisfaction, sale conversions, and issue resolution. *Completed ongoing training of product, service and policy changes. *Possessed a positive and cooperative tone with both customers and coworkers. *Gave accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints *Addressed customer service inquiries in a timely and accurate manner.



Thryv

• United States
• Software Development
• 700 & Above Employee

• Senior Onboarding Specialist

  • Oct 2015 - Jan 2020

  Dallas/Fort Worth Area *Client advocate providing a seamless client transition from the Media Consultant to the onboarding and fulfillment stages, and continues to build a trusting relationship in the post-fulfillment phase. *Facilitates issue resolution on behalf of client with internal & external onboarding resources. *Completes pre-review of all live products in preparation for reviews with client every quarter, post-fulfillment (4 times per year). Obtains full knowledge of client advertising program and… Show more *Client advocate providing a seamless client transition from the Media Consultant to the onboarding and fulfillment stages, and continues to build a trusting relationship in the post-fulfillment phase. *Facilitates issue resolution on behalf of client with internal & external onboarding resources. *Completes pre-review of all live products in preparation for reviews with client every quarter, post-fulfillment (4 times per year). Obtains full knowledge of client advertising program and understanding of results expected and achieved, and the ability to discuss increases, decreases, or changes to clients advertising program. *Give accurate and appropriate information to answer questions, troubleshoot issues and resolve complaints *Address customer service inquiries in a timely and accurate manner. *Handle issues/complaints with careful communication and active listening. *Obtains full understanding of products within the Silver product tier and exhibits product knowledge and digital expertise in order to build on client enthusiasm and confidence regarding purchase. *Facilitates issue resolution on behalf of client with internal & external onboarding resources. *Complete ongoing training of product, service and policy changes. *Assist clients with billing issues Show less