Ruby H.

- at ProsperBridge
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Contact Information
Location
San Diego, California, United States, US
Languages
  • English Full professional proficiency
  • Spanish Native or bilingual proficiency

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Gwen M.

Ruby strives for excellence in client support and relationship building. She values open communication and is a phenomenal listener. Ruby is dedicated, focused, honest, and is always willing to take on more than is required of her. Ruby is a valuable asset to our team!

Douglas Bertozzi

Ruby is a great employee of BidShift. She is able to take on difficult assignments and always gets results. As an executive assistant Ruby is always: * Very helpful * Volunteers to take on new and unwanted assignments * Goes beyond what is required to complete a task * Shows great organizational skills * Is respected enough to get results from co-workers * Negotiates with vendors to make sure BidShift gets the best deal * Always has a cheerful and optimistic attitude She is well-liked by her co-workers and is able to work with difficult people. She is a huge asset to our company.

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Credentials

  • Expert Insights on Customer Relationships
    Skillsoft
    Sep, 2023
    - Sep, 2024
  • Expert Insights on Problem Solving
    Skillsoft
    Sep, 2023
    - Sep, 2024
  • Leadership U for Humanity Completion
    Korn Ferry
    Aug, 2023
    - Sep, 2024
  • Women in Leadership: Building Your Infrastructure for Leadership
    Skillsoft
    Aug, 2023
    - Sep, 2024
  • Become a Great Listener
    Skillsoft
    Jul, 2023
    - Sep, 2024
  • Building Your Professional Network
    Skillsoft
    Jul, 2023
    - Sep, 2024
  • Strategically Focused Project Management
    Skillsoft
    Jul, 2023
    - Sep, 2024
  • Using Strategic Thinking to Consider the Big Picture
    Skillsoft
    Jul, 2023
    - Sep, 2024
  • Administrative Support: A Positive Professional Image
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Basic Accounting Concepts for Non-financial Professionals
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Best Practices for Digital Transformation
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Big Data Sales Perspective
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Developing Emotional Intelligence
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Developing Your Business Acumen
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Developing and Supporting an Agile Mindset
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Expert Insights on Leadership Foundations
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Expert Insights on Mindsets
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Expert Insights on Negotiation
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Expert Insights on Networking & Building Relationships
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Expert Insights on Personal Branding
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Expert Insights on Selling Essentials
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Finding and Nurturing a Mentor Relationship
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Fostering Mentoring Relationships
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Key Accounting Concepts and Principles
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Leading Virtually
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • New Project Manager Essentials
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • The Basics of Marketing
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Using the Publishing Tools in Word Microsoft 365 for Windows
    Skillsoft
    Jun, 2023
    - Sep, 2024
  • Leading through Inspiration
    Skillsoft
    May, 2023
    - Sep, 2024
  • Managing Your Company's Talent
    Skillsoft
    Mar, 2023
    - Sep, 2024
  • Managing the Unique Needs of Experts
    Skillsoft
    Mar, 2023
    - Sep, 2024
  • Assessing Your Organization's Potential for High Performance
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Being a Fair and Caring Manager
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Effectively Directing and Delegating as a Manager
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Expert Insights on Digital Transformation
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Expert Insights on Leading with Emotional Intelligence
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Facing the Management Challenges of Difficult Behavior and Diverse Teams
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Gauging Your Organization's High-performing Potential
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Leadership Toolkit: Facilitating a Brainstorming Session
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Leadership Toolkit: Facilitating a Workshop
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Leadership Toolkit: Running a Team Debrief
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Managing Employee Development
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Managing for Cross-functionality
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • PMP Learner Kit Information
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Psychological Safety: Building a Culture of Inclusion and Innovation
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Working Collaboratively with Experts
    Skillsoft
    Feb, 2023
    - Sep, 2024
  • Building and Leading Successful Teams
    Skillsoft
    Jan, 2023
    - Sep, 2024
  • Keeping Your Skill Set Current in the Digital Economy
    Skillsoft
    Jan, 2023
    - Sep, 2024
  • Leadership Insights on Building & Leading Teams
    Skillsoft
    Jan, 2023
    - Sep, 2024
  • Welcome to the Leadership Development Program
    Skillsoft
    Jan, 2023
    - Sep, 2024
  • Customer Service: Handling Abusive Customers
    LinkedIn
    Jun, 2022
    - Sep, 2024
  • Customer Service: Serving Customers Through Chat and Text
    LinkedIn
    Jun, 2022
    - Sep, 2024
  • Financial Analysis: Analyzing the Top Line with Excel
    LinkedIn
    Jun, 2022
    - Sep, 2024
  • Google Sheets Essential Training
    LinkedIn
    Jun, 2022
    - Sep, 2024
  • Leading a Customer Service Team
    LinkedIn
    Jun, 2022
    - Sep, 2024
  • Learning Zoho CRM
    LinkedIn
    Jun, 2022
    - Sep, 2024
  • Selling into Industries: Retail and Consumer Products
    LinkedIn
    Jun, 2022
    - Sep, 2024
  • DDI Facilitator Certification Process Workshop
    DDI | Development Dimensions International
    May, 2022
    - Sep, 2024

Experience

    • United States
    • Human Resources
    • 1 - 100 Employee
    • -
      • May 2022 - Present

      I have the privilege of working alongside an AMAZING team to create a positive impact in the lives of others by providing financial education and partnership. Our goal is to open access to progress for EVERYONE, and to help heal a broken and discriminatory financial system. As part of my role, I guide, educate, and provide resources to our clients' employees to help them succeed in their personal financial journeys. My expertise includes educating and guiding on current and future finances, such as savings, retirement, and investment options, as well as understanding aspects of health insurance, auto, home, and rental insurance, among others. In addition, I provide guidance to clients on finding resolutions for debt relief, student loans, and lowering APR rates, among other financial challenges. I am committed to helping clients achieve financial freedom by developing plans for building emergency funds, home improvement funds, travel funds, and investing enough for retirement by the time they reach retirement age. With our team's combined efforts, we are working to make a positive impact on people's lives by providing financial education and guidance to help them succeed. Show less

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Board Member
      • Jun 2023 - Present

      Fundraising funds for those “out of pocket” extras that the school district and PTA can not provide for all five University City public schools. Curie Elementary / Doyle Elementary / Spreckels Elementary / Standley Middle School / University City High School Fundraising funds for those “out of pocket” extras that the school district and PTA can not provide for all five University City public schools. Curie Elementary / Doyle Elementary / Spreckels Elementary / Standley Middle School / University City High School

    • e-Care Advocate Technology- Remote
      • Nov 2021 - Jul 2022

      Improving quality of service to Hallmark, Crown Media Consumers and more. • Responsible for troubleshooting apps, media devices, web browsers and technology issues. • Keeping up to date with technology, apps, and streaming services. • Provide recommendations for technology improvements. • CRM management, updates, etc., via Salesforce, Janrain, E-Suite, Slack, Zendesk, OmniChannel • Answer consumer Emails, Chats, Live Calls, throughout the day to meet department goals. • Help consumers with their technical issues using streaming services, devices and apps • Keeping consumer cases up to date with troubleshooting notes in Salesforce to track issues as they arise for easier handling. Show less

    • United States
    • Retail
    • 700 & Above Employee
    • Virtual Training Specialist - Remote
      • Sep 2020 - Nov 2021

      Improved quality of service to our retailers and enhanced support of other part-time and full-time field partners by successfully providing virtual training.• Was responsible for training newly hired part-time employees on service and installation procedures for Mass Service Operations (MSO) virtually.• Delivered virtual courses while maintaining respect for students with different levels of learning capabilities, experience, and diversity.• Translated training material from English to Spanish language.• Recorded training videos for use in online training for Spanish Speakers.• Prepared the courses, presented and facilitated virtual course offerings, administered ‘check for understandings,’ and monitored learner participation.• Responded ‘on the fly’ to comments, questions, etc., during training sessions, keeping conversation ‘on topic’ and aligned to the learning materials.• Served as a key communicator for course invitations, self-study and follow-up.• Provided recommendations for course and delivery improvements.• Ensured employees had a strong foundation to make the most of their in-store training and prepared them to work independently. Show less

    • Territory Supervisor
      • Jul 2019 - Oct 2020

      • Supervised a team of on average, 5 to 10 Retail Merchandisers, ensuring well maintained card departments and timely execution of everyday and seasonal programs.• Documented and managed performance with manager feedback and input.• Handled retailer concerns, retail execution issues, and retail merchandiser performance issues by working with store management, retail merchandisers, and/or manager.• Prepared, directed, and followed up on minor installation which involved resetting product, building fixtures, and merchandising product for department remodels and resets.• Led or participated in major installations when business exceptions required additional support, which involved moving the card department, building fixtures, and merchandising product.• Trained and developed team members on branding, contractual obligations, merchandising, planograms, schematics, and technology.• Conducted performance evaluations and identified areas of opportunity with employees.• Handled onboarding/human resource functions and coached on vendor and customer relationships.• Trained and performed field audits and inventories.• Wore multiple hats when needed to cover open areas such as the Retail Merchandiser role, maintained card departments and outposts for both everyday and seasonal products. In addition, participated in installation activities which included building Hallmark fixtures, moving card departments, installing new stores, store relocations, and card department remodels. Show less

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Virtual Success Manager - Remote
      • Jan 2019 - Aug 2020

      Managed Special Accounts, CRM, non-profit donations, and grant submissions, while also providing support in various business areas using Salesforce tools. • Tracked and created cases in Salesforce.com • Invoiced and reconciled payments using QuickBooks • Conducted data entry for Special Accounts, conducted duplicate search and cleanup in Salesforce • Uploaded Invoices, ROI, Contracts, and Documents to Dropbox • Created PowerPoint Presentations for sales presentations • Conducted online research and performed administrative duties as needed • Tracked Grants and Donations in Salesforce for non-profit organization • Managed budgets Show less

    • United States
    • Software Development
    • 1 - 100 Employee
    • Marketing Coordinator
      • Feb 2007 - 2008

      Marketing and Event Coordination as well as Sales support, Client Relations services, and many more various services.• Coordinated all logistics relating to tradeshows and special events, including budget tracking, reserving booth space, managing external vendors, communicating exhibition plans and details with trade show attendees; and providing post-show analysis.• Attended and demonstrate product at major tradeshow/conferences.• Managed all advertising and article reprint logistics.• Organized direct mail promotions, including conducting phone, mail and email campaigns; collecting and organizing mail lists for mailings; maintain promotions calendar; and tracking all related costs, sales and ROI.• Managed customer-based survey program.• Prepared monthly reports on usage of product for all customers.• Prepared marketing packets for sales meetings.• Coordinated all User Group and sales/services meeting events/venues.• Worked with CEU Companies to offer CEU’s to nurse attendees of User Group and seminars.• Overall marketing coordination, sales, client relations services support. Show less

    • Executive Administrative Assistant (Multiple Job responsibilities) Startup (BidShift)
      • Apr 2005 - Feb 2007

      Start-Up, Multiple ResponsibilitiesSupport CEO and six Vice Presidents in all administrative responsibilities. Manage Business Office, Sales, Customer Relations Services, Marketing Coordination and much more.• Coordinated travel arrangements and process reimbursements.• Managed billing, invoicing, and department Budgets.• Office Management, Marketing Coordination, Sales, Client Relations Services and more...• Managed customer-based survey program.• Daily focus on salesforce.com CRM with emphasis on maintaining data quality, managing, and improving business processes and helping users fully leverage the application.• Work closely with sales, marketing, technology departments to ensure timely and accurate management of sales activity and sales forecasts. Track and report on sales activity and pipeline. Show less

    • United States
    • Real Estate
    • Accounting and Executive Administrative Associate
      • Oct 2003 - Apr 2005

      Supported the CEO, Asset Manager, Loan Officer, and Controller of the company in all administrative responsibilities, office management, presentation administrator. • Successfully managed accounts receivable, accounts payable, bank reconciliation and budgets. • Managed database of over 200 potential property submissions for the CEO, which include, prospective and existing apartment complexes for sale. • Assisted Loan Officer with loan documentations for potential clients. • Helped in verbal translation of documents for our Spanish-speaking clients. • Insured that all vendor Certificates of Insurance had the proper requirements. • Produced and presented PowerPoint presentations of potential and existing properties for sale. Show less

    • Human Resources Services
    • Client Relations Manager
      • 2000 - 2003

      Client Relations Manager and acting inside sales, helped develop marketing strategies and public relations events for a client database of 1500. Managed a portfolio of 30-50 clients and initiated calls to ensure customer satisfaction, implementation, and training.• Asked by Senior Vice President to handle sizable client accounts in absence of sales team• Directly responsible for bringing in $500,000 in revenue• Managed database of 3000, which included, prospect and existing clients, candidates, alumni, third party referrals, and vendors• Sold and customized programs on behalf of sales managers during their absence• Managed projects with revenues up to $15M Clients included: Superior National Insurance, Honeywell, Computer Sciences Corporation, Transamerica, Guess, Inc, Teledyne, Candle Corp, Nissan, and Rysher Entertainment• Managed logistics for quarterly marketing events and for seminars involving the coordination of clients, hotels, trainers, and all training materials• Focused efforts on converting potential candidates into active candidates, thereby increasing revenues, and reducing “Pending List” by approximately 50% Maintained the reduction• Developed office’s “New Start Procedure,” resulting in greater staff accountability and a more efficient and comprehensive system to initiate candidates into services• Contributed significantly to creating “Strategy Book” to help target top potential customers• Developed a tracking system for the San Diego office via Goldmine for tracking of Active and Pending Clients• Increased revenue in the San Diego office by 55% by engaging new clients to take advantage of services• Managed Sales and Office Budget Show less

    • Business Manager
      • 1997 - 2000

      Work as key partner to GM. Oversee team of 3 to manage accounting, budgeting, and financial statement preparation, and analysis. Also responsible for company Human Resources and organization administration functions and general office operations.• AP, AR, General Ledger Management.• Month/ Year/Quarter end close including appropriate reconciliations and review.• Decreased office operation expenses by 50% of budgeted expense.• Instrumental in preparation of annual budget.• Customized a weekly revenue report on existing and pending clients for team meetings; tracking system ensured increased and higher capture rate of new client revenues and new client tracking.• Created an office orientation booklet on Lee Hecht Harrison’s available online resources. • Provided a one-hour training class for clients, on online resources and the internet orientation reduced client questions and increased staff productivity by 80%.• Provided continued customer follow-up ensuring highest quality service while responding to immediate needs of customers and candidates.• Negotiated with suppliers and vendors to save company approximately $25,000 per year in office supplies; managed the inventory, reducing monthly supply invoices and meeting budget objectives.• Financial Statement Preparation for Executive team and headquarters in NJ.• Build and maintain rolling annual budget/ forecast, responsible for budget to actual variance analysis and updates. Work with department VPs to maintain individual department budget.• Oversee company human resources functions, benefits admin, new hires, disciplinary actions, terminations, performance management, and strategic employee engagement and development.• Work with headquarters to assist with preparation of Federal and State income tax returns. Show less

    • Poland
    • Book and Periodical Publishing
    • Regional Director
      • 1993 - 1996

      • Led a team of four district managers responsible for project management of prominent clients, including Disney, Sam Goody, and Warner Bros.• Managed product distribution for over 200 stores across the United States, ensuring efficient and timely deliveries.• Oversaw the assignment and management of Account Representatives for major cities nationwide, facilitating the installation of displays and merchandise stocking at customer sites.• Designed and implemented innovative tracking software for product and shipping operations, significantly improving the ability to monitor inventory movements in and out of the warehouse.• Established and managed a dedicated team of 24 employees, strategically dividing the United States to optimize the ordering, shipping, tracking, and availability of Account Representatives. Show less

    • Accounts Payable Manager
      • 1991 - 1993

      Work with CFO. Oversee team of 2 to manage accounting, budgeting, and financial statement preparation, and analysis. Also responsible for company Human Resources and organization administration functions.• AP, AR, General Ledger Management.• Month/ Year/Quarter end close including appropriate reconciliations and review.• Oversee all company financial and compliance audits; annual financial statement preparation including footnote preparation (Debt/AR, Annual, Workers Comp)• Financial Statement Preparation for Executive team. • Multi state payroll processing (including tax filings, agency registrations, etc.• Royalty compensation tracking calculation, etc.• Responsible for daily invoicing, preparation of COD tags and order and back-order log.• Build and maintain rolling annual budget/ forecast, responsible for budget to actual variance analysis and updates. Work with department VPs to maintain individual department budget. Show less

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