Experience

Trumpet Inc.

• United States
• Religious Institutions

• Director of Customer Success

  • Nov 2017 - Present

  Trumpet streamlines and automates work to help our clients maximize their productivity and the value of their time. Trumpet automates day-to-day tasks with robotic process automation (RPA) and other low-code tools, which perform the time-consuming, repetitive tasks that people do manually today. Our focus on efficiency is about more than creating value for our clients; it’s about making the world a better place. Our mission is to help people enjoy the way they work. Our culture is built on creativity, innovation, dedication, and enthusiasm.As Director, I oversee our Support Dept as well as Account Management and Implementation teams. Together we put the customer experience first. Always looking to see how we can improve and make strategic decisions that will provide continued value and amazing experiences to our clients and customers.

• Software Support Specialist

  • Jan 2016 - Dec 2020

  Trumpet is a leading software developer for financial, legal and other professional industries. Trumpet's products enable firms to operate at peak efficiency, and remain focused on providing value to their customers.> Software consultants for Worldox and other document management/manipulation software> Optical Character Recognition (OCR) which integrates with leading Document Storage Products> Bulk scanning and auto-filing software> Assemblage®- Document assembly and automated filing software> Attach Plus - Secure e-mail attachment softwareAs a member of the Trumpet support team I provide training and troubleshooting for both our in house software as well as the Workdox document management software. Customer experience is top of mind, and managing response speed but also quality is the goal. Daily tasks include: Design work for organizing and securing thousands of documents, for hundreds of clients - as well as implementing those designs. Accommodating many different personality types to provide succesful and enjoyable end user training on a variety of software. Investigating issues and using some real Sherlock Holmes style skills to find root causes and resolutions.



CrimShield, Inc.

• United States
• Information Services
• 1 - 100 Employee

• Accounts Manager

  • Jan 2010 - Jan 2016

  Setting up and training new clients, Accounts Receivable, Online Support, Email and Telephone Customer Service. Setting up and training new clients, Accounts Receivable, Online Support, Email and Telephone Customer Service.



AAA Photo Safety

• Office Administrator

  • Aug 2008 - Jan 2010

  Data Entry, Court Affidavit Preparer, Independent Contractor Manager - assist independent contractors with work preparation and managed their employment files. Data Entry, Court Affidavit Preparer, Independent Contractor Manager - assist independent contractors with work preparation and managed their employment files.



Cravings by Gecko Grill

• Waitress

  • Jun 2007 - Dec 2007

  Customer Service, assisting customers with orders and making sure their visit was pleasurable. Customer Service, assisting customers with orders and making sure their visit was pleasurable.