Skills
Microsoft Office Suite: Word, Excel, PowerPoint, Outlook, Microsoft Teams, Zoom. Google Workspace: (Google Docs, Google Sheets, Google Slides. Zoom & ZoomInfo, Slack, GroupMe, Salesforce, Qualtrics, LinkedIn, Sales Navigator, Xplor Mariana Tek. ERP & Accounting Platforms: NetSuite, Acumatica, Sage, QuickBooks (Desktop & Online), Microsoft Dynamics. eCommerce Platforms: Shopify, WooCommerce, CIMCloud. Canva, RStudio, EMV terminals and payment gateways (USAePay, Authorize.Net)
About
Experience contributing to the direct development and implementation of client relationship management within regulated financial services environments. Drive customer engagement and retention through client facing roles involving the marketing and delivery of products and services across various fields. Influence and improve client satisfaction by building lasting partnerships and fostering honest, transparent communication with executive level clients, including CEOs, Presidents, and Controllers. Proven ability to operate independently in fast-paced settings, balance competing priorities, and provide high-level organizational and administrative support to cross-functional teams, executives, and external stakeholders. Strong written and verbal communicator demonstrated by a background in coaching, training, and coordinating programs and events, as well as developing strong partnerships. Introduced creative, data informed business initiatives adopted by C-level and senior management that improve productivity, revenue, and overall business performance.
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