Experience

Undisclosed

• Financial Services
• 700 & Above Employee

• Office Manager

  • Dec 2019 - Present

  Provide high-level administrative support to CFO and Managing Partner; screen calls, schedule customer meetings. Administer telecommunications, web-conferencing, and scheduling software systems. Update company website, maintain company records and client files; collaborate with outside vendors and carriers to meet the needs of customer base of 250+. Provide high-level administrative support to CFO and Managing Partner; screen calls, schedule customer meetings. Administer telecommunications, web-conferencing, and scheduling software systems. Update company website, maintain company records and client files; collaborate with outside vendors and carriers to meet the needs of customer base of 250+.



EMS Software

• United States
• Software Development
• 1 - 100 Employee

• Client Services Coordinator

  • Feb 2012 - May 2019

  Supported Vice President and Consulting team of 20; updated and maintained sales/forecasting reports; monitored and tracked budget; administered CRM system; processed expense reports, purchase orders, customer invoices, and statement reconciliations; managed the month-end closing process, provided initial contact to customers after the sale and acted as the first point of contact for resolving customer issues and concerns. Key Accomplishments: • Simplified the process for submitting Client Services’ billable expenses by developing and documenting a formalized process. The process reduced submission and reimbursement time for consultants and allowed clients to receive invoices promptly after the onsite engagement. • Accelerated the closing process for Client Services’ opportunities and significantly reduced the services backlog by defining and implementing a process for transitioning sales to the Client Services team. • Increased customer satisfaction by putting into process Customer Satisfaction Surveys to evaluate the quality and effectiveness of services provided to customers. Show less



Oracle

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• OPN Global Operations Manager

  • May 2005 - May 2010

  Collaborated with worldwide teams to create, improve, and implement operational processes and company initiatives to support partner program of 19,500 partners. Minimized operational inefficiencies by developing consistent guidelines and standard processes to increase partner satisfaction and reduce processing time for global operational teams. Key Accomplishments: • Enabled partner organization to track essential information about acquired companies by defining the business requirements and collaborating with cross functional teams to create the Acquisition Tracking Portal, a database designed to record and track essential information about acquired companies. Trained worldwide teams on how to use the tool. • Reduced the processing time when accepting and renewing partners into partners offerings by creating the Oracle PartnerNetwork Offering Matrix, a “one-stop” reference tool that summarized the pre-requisites of over 40 offerings, Show less