Experience

CLIENTSFirst Consulting

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

• CRM Admin and Consultant & eMarketing Assistant

  • Oct 2021 - Present

  In my role with CLIENTSFirst Consulting, I focus on CRM aggregating within business systems for clients in multiple industries. From technology application mapping through to client implementation and client readiness, I lead this team through successful results for our clients. Setting priorities, resource planning, project scoping, monitoring progress to ensure business readiness is delivered on time and within budget for the clients.Strategically design the department process, policies, and operational infrastructure for client intake collaboration. Identify barriers and challenges and drive solutions for client programs. Show less

• Data Quality Success Team Manager & Advisor

  • Jul 2021 - Present

  As a leader at CLIENTSFirst Consulting, I coach Data Quality Team members and provide continuing education. In this role I am responsible for the data accuracy of team members working in Clients’ Client Relationship Management (CRM) systems. Thorough reviews of the Team’s research and data cleansing allows me to accurately assess where additional coaching is needed, guarding the quality of our work product and ensuring superior Client service. In addition, I have been tasked with learning new systems through interviews with third party vendors while consuming vendor training collateral. I create training materials and training curriculum for our Data Team, educating CLIENTSFirst employees to master new systems, utilize best practices and workflows, follow data standards and styles and use internal firm software. Show less

• Data Quality Supervisor

  • Nov 2015 - Present

  As a Supervisor at CLIENTSFirst Consulting, I coach Data Quality Team members and provide continuing education. In this role I am responsible for the data accuracy of Team members working in Clients’ Client Relationship Management (CRM) systems. Thorough reviews of the Team’s research and data cleansing allows me to accurately assess where additional coaching is needed, guarding the quality of our work product and ensuring superior Client service.

• Data Quality Professional

  • 2015 - 2019

  As a Data Quality Professional and a member of the CLIENTSFirst Consulting team, I assist our Clients in maintaining accurate information in Client Relationship Management (CRM) systems. Our goal is to facilitate CRM success for law firms and attorneys with superior client-service skills and a focus on accuracy and attention to detail.The data quality services I provide include:Maintaining updated and accurate CRM informationResearching information to ensure accuracyResearching and resolving conflicting informationMerging duplicate recordsStandardizing informationFollowing and implementing data standards, processes and proceduresWorking with supervisors and managers as part of a collaborative team Show less



Realty Executives First Class

• Montville, New Jersey

• Licensed Real Estate Agent

  • Jan 2019 - Present



Terrie O'Connor Realtors

• United States
• Real Estate
• 200 - 300 Employee

• Referral Agent

  • Aug 2018 - Dec 2018

  Real Estate Sales Associate located in Kinnelon New Jersey. Working in Bergen, Passaic, Sussex, and Morris counties. Proudly serving clients in all aspects of the Real Estate market. Real Estate Sales Associate located in Kinnelon New Jersey. Working in Bergen, Passaic, Sussex, and Morris counties. Proudly serving clients in all aspects of the Real Estate market.



Bright Beginnings Learning Center and Preschool

• Newfoundland NJ

• Assistant to Director

  • 2014 - 2015

  Implemented new software Responsible for application of tuition payments Create monthly tuition statements Log and file all incident reports Maintain student contact books in classrooms and office Assist with the creation of staff policies and procedures Process employee payroll Create monthly financial reports for the Board and Council meetings Assist with marketing Process all new contracts Input childrens schedules Subsitute teacher in all classrooms Implemented new software Responsible for application of tuition payments Create monthly tuition statements Log and file all incident reports Maintain student contact books in classrooms and office Assist with the creation of staff policies and procedures Process employee payroll Create monthly financial reports for the Board and Council meetings Assist with marketing Process all new contracts Input childrens schedules Subsitute teacher in all classrooms



The Dermatology Group at Image Plastic Surgery

• Paramus New Jersey

• Patient Coordinator

  • 2013 - 2014

  Implemented new software Created price quotations on Medical and Cosmetic Surgeries Assisted patients with financing options Scheduled all ambulatory and hospital surgical procedures Maintained relationships with pharmaceutical and medical supply companies Worked with financining companies on agreement terms and promotions Responsible for collection of all surgical payments Implemented new software Created price quotations on Medical and Cosmetic Surgeries Assisted patients with financing options Scheduled all ambulatory and hospital surgical procedures Maintained relationships with pharmaceutical and medical supply companies Worked with financining companies on agreement terms and promotions Responsible for collection of all surgical payments



New Image Technology

• Consumer Services
• 1 - 100 Employee

• Home Based Customer Support

  • May 2009 - Aug 2012

  Handled a portfolio of 12 accounts Answered all incoming calls Placed customer orders Sold computer support contracts Reported to Senior Management regarding sales and account issues Handled a portfolio of 12 accounts Answered all incoming calls Placed customer orders Sold computer support contracts Reported to Senior Management regarding sales and account issues



Image Plastic Surgery

• Paramus

• Office Coordinator & Marketing

  • Feb 2006 - May 2009

  Responsible for patient scheduling Confirmed all appointments and surgeries Explained HIPPA act and sign in forms Entered patient charts and hospital information Maintained Dr's on call schedule Created and maintained all office forms Handled all patient payments Ran trainings Processed employee paychecks Maintained literature and advertising in print Cross marketing with other doctors Maintained relationship with advertising firms Responsible for patient scheduling Confirmed all appointments and surgeries Explained HIPPA act and sign in forms Entered patient charts and hospital information Maintained Dr's on call schedule Created and maintained all office forms Handled all patient payments Ran trainings Processed employee paychecks Maintained literature and advertising in print Cross marketing with other doctors Maintained relationship with advertising firms



Sony

• Entertainment Providers
• 700 & Above Employee

• Inside Sales Specialist

  • Oct 1997 - Feb 2006

  Held various roles including Administrative Assistant Pro Media Marketing, Customer Support Specialist, Senior Customer Support Specialist, Inside Sales Held various roles including Administrative Assistant Pro Media Marketing, Customer Support Specialist, Senior Customer Support Specialist, Inside Sales