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Lisa Rodriguez is a seasoned project manager and operations professional with extensive experience in telecommunications, customer service, and management. She has worked with top companies such as RingCentral and Technology Solutions Group, Inc., and holds various certifications in contact center management and administration. With a strong educational background in administrative assisting and secretarial science, Lisa brings a unique blend of technical and interpersonal skills to her role.

Credentials

  • Reports (Contact Center Basics)
    RingCentral
    Jul, 2022
    - May, 2026
  • Admin (Contact Center Basics)
    RingCentral
    Jun, 2022
    - May, 2026
  • Admin (MVP Advanced)
    RingCentral
    Jun, 2022
    - May, 2026
  • Introduction to MVP (MVP Basics)
    RingCentral
    Jun, 2022
    - May, 2026
  • MAX Agent (Contact Center Basics)
    RingCentral
    Jun, 2022
    - May, 2026
  • Supervisor (Contact Center Basics)
    RingCentral
    Jun, 2022
    - May, 2026
  • Video (MVP Advanced)
    RingCentral
    Jun, 2022
    - May, 2026

Experience

    • Project Manager II
      • May 2022 - Present

    • United States
    • Telecommunications
    • 1 - 100 Employee
    • Project Manager/Purchasing/Marketing/Billing/Training/Voice Talent
      • Apr 2019 - Jun 2022

      Responsible for Project Management duties on incoming projects, including:Lead all project-related calls with both internal and customer teams.Coordination of project between carrier, engineer, customer, 3rd party vendors, etc.Scope of Work creationIn addition to Project Management duties, other responsibilities include:Coordination of webinars for sales team utilizing Constant Contact programPosting of content on Gregg Communications' website utilizing Square Space programConduct end-user training and on-site support for phones and software applicationsConduct all introductory calls for new maintenance customersOrder Management (ordering, vendor relations, shipping coordination)Billing/Commissions (manage all billing & commission coordination for projects and orders)RMA Management (replacements/returns/repairs)Maintenance contract management (renewal tracking, billing & ordering)Provide Voice Recordings for customer Auto Attendants and Voicemail Boxes, as requested

    • Operations Manager
      • Jul 2017 - Apr 2019

      Responsible for managing the following areas of the day-to-day company operations:Order Management (ordering, vendor relations, shipping coordination & billing)Commissions (figuring amounts, entering journal entries for accounting and spreadsheets for payment)Accounts Receivable (collection efforts, application and deposit of incoming payments)Accounts Payable (entering and payment of vendor invoices)Helpdesk Support (ticket creation/assignment for services team)Accounting support to COO (journal entries, payment applications, etc.)RMA Management (replacements/returns/repairs)Maintenance contract management (renewal tracking/billing)

    • Operations Coordinator
      • Apr 2017 - Jul 2017

    • Principal Analyst - Operations
      • Jul 2016 - Apr 2017
      • Lombard, Illinois

      Responsible for processing transactions for telecom projects. Coordinating with internal and external resources to ensure equipment and labor orders are correct and on time. Specific duties include: • Processed point-of-sale and renewal maintenance packages for all customers.• Cared for logging & tracking of maintenance records.• Reviewed incoming order packages for accuracy and completeness. Created internal policies for order requirements and ensured compliance on all orders. • Managed customer billing, interfacing with customers in regards to questions on billing and credits.• Vouching of vendor invoices, tracking and application of vendor credits. Acted as the key point of contact with critical vendors.• Supported Sales and Services staff regarding orders, returns, billing, credits, and pricing issues.

  • Diversified.
    • Wood Dale, IL
    • Business Administrator
      • Jul 2015 - Jul 2016
      • Wood Dale, IL

      Responsible for processing transactions for audio-visual projects. Coordinates with internal and external resources to ensure equipment and labor orders are correct and on time. Specific duties include: •Reviews & submits incoming order packages for approximately 80 projects, totaling revenue dollars of $6.7 million to date.•Assists with Accounts Receivable for all branch projects, resulting in collectables that are 93% current to date. •Handles billing duties for all branch projects, which includes tracking project progress for timing of progressive billing, invoice creation & submission to customers. •Handles AIA billing documents and processes.•Acts as Purchasing Agent for multiple projects simultaneously, which includes issuing purchase orders to numerous vendors, tracking and follow-up for deliveries, and communicating with project managers and installation team. Currently has performed as the sole Purchasing Agent for 20 projects. •Assists Sales Administration Team with document preparation for bids, which includes obtaining quotes from vendors, building lists of pricing and part numbers for bid response, and putting together all peripheral documents to complete the bid response by specified deadline.

    • Order Processing & Billing Manager
      • Dec 2011 - Jul 2015

      In addition to the responsibilities detailed below as Lead Coordinator, management duties include:Conducting interviews for Department staff.Coordination of department staff to ensure coverage for order processing and support to all departments of the company.Conducting yearly reviews for department staff.Create & document all departmental processes.Act as contact for complaints/resolution of issues concerning the department.

    • Order Processing & Billing Dept - Lead Coordinator
      • Feb 2002 - Dec 2011

      Responsible for a variety of duties involving large-scale telecom orders/projects: Reviewing incoming order packages for accuracy and completeness. Ordering & timely delivery of equipment and services. Processing of non-defective and defective returns/shipment of replacement equipment. Management of all billing and credits to customers. Processing payment/tracking of vendor invoices. Experience with Avaya maintenance processing & rules (SA, SSU, SS, Recasts,Co-Terming, Pro-rating & Product Families) Support of all Sales and Services staff for order/return/billing/credit issues. Conduct training on Tigerpaw quoting/ordering/pricing system & Adobe FormsCentral Systems for all incoming Sales staff. Responsible for yearly presentation of department topics at the all-company Sales Meeting. Also experienced with: Database management (part number/pricing setup) Order processing/billing, etc. for small-scale projects/orders (in addition to large-scale projects) Interfacing with customers in professional environments

    • Financial Aid Assistant
      • Jun 1998 - Feb 2002
      • Naperville, IL

      Assisted Financial Aid Advisors & students in a variety of duties including presenting financial plans to students and filing/organization of paperwork.Assisted students with completion of Federal Financial Aid Applications (FAFSA).Solely responsible for processing all Federal Financial Aid Applications for the DuPage campus.Administered monthly/quarterly placement testing for incoming students.

    • Office Administrator
      • Dec 1997 - Feb 2002
      • Bolingbrook, IL

      Management of worker's compensation & OSHA reports/claims.Managed credit application/new account set up for customers.Oversaw basic accounts payable and receivable functions.Coordinated administration/maintenance of branch checking and petty cash accounts.Served as Lead Auditor and Site Document Coordinator for ISO 9002 Certification.Maintained weekly/monthly/quarterly charts/spreadsheets for tracking of various areas of the business.Responsible for monthly A/R report outputs for large accounts.Typed documents, spreadsheets & distributed reports for customer service, accounting and management departments.In charge of orienting/hiring/firing company's cleaning servicesOrdered office, kitchen and janitorial supplies.

    • Academic Receptionist
      • Jun 1997 - Nov 1997
      • Orland Park, IL

      Responsible for answering and transferring telephone calls on a multi-line switchboard. Typing and creating memos, letters, and charts in various software programs.Responsible for assisting with training of new office assistants.

Education

  • 1996 - 1997
    Robert Morris University - Illinois
    Associate of Arts and Sciences (A.A.S.), Administrative Assistant and Secretarial Science, General

Suggested Services

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Industry Focus. “Telecommunications and Networking”

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