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Administrative Assistant Manager

Somerville, MA
October 28, 2018

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Daniel J. Wilson 617-***-****

Eduhub – Boston, MA April 2018 – June 2018

Account Coordinator

●Follow-up phone and email outreach to prospective clients (includes cold calling)

●Highlight and explain the ease of use and benefits of the online platform

●Promote and explain the benefits of different membership packages

●Assist new members in the completion of the sign-up process

●Provide ongoing support to new members

●Record all sales activities while maintaining accurate notes

●Support the Marketing Department by recording and providing detailed feedback

●Work with the analytics (as leads) provided by the Marketing Department based on email and digital


●Various administrative tasks and additional duties as assigned

●Conduct market research as needed

Goji Insurance – Boston, MA November 2017 – February 2018

Lead Qualifier

Utilized consistent contact attempt process via phone to nurture and qualify lead opportunities

Prospected, educated and qualified leads to create sales-ready opportunities

Followed the established Goji pre-sales process and consistently use our CRM to document prospect interaction, ensuring efficient lead management

Developed and maintain daily plans to maximize phone time, including pre-call planning, adhering to metrics and customized scripts based on prospect type

Friends of the Arava Institute - Newton, MA May – July 2017

Staff Accountant

Provided administrative support to the company.

Purchased materials, supplies and equipment for the company.

Performed accounting functions in QuickBooks

Filed and organized financial papers and client folders.

Provided phone coverage and processed mail.

Assisted with and took on new projects as needed.

Processed Accounts Payable in QuickBooks

CFS Realty - Roslindale, MA November 2016 – March 2017

Office Manager

Provided administrative support to the company.

Purchased materials, supplies and equipment for the company.

Created a new client database using data from 5 desktop computers.

Created a new file system for the company

Filed and organized financial papers and client folders.

Provided phone coverage and processed mail.

Assisted with and took on new projects as needed.

Composed new correspondence including court filings

Sunrun, Wilmington, MA September 2015 – May 2016

Project Planner

I was responsible for leading the customer’s project from contract signing to electrical sign off.

Planned, executed and managed the processes involved in moving the project forward.

As the main point of contact for the customer, I was also responsible for the communication and experience of the customer’s journey through the project life cycle.

Next Step Living, Boston, MA March 2012 – August 2015

Solar Rating Analyst and Compliance Specialist

Support Solar Operations by rating the opportunity for customers to install solar in their homes. This role is critical in advancing the company’s mission of helping as many customers as possible take action to reduce their energy costs.

Use mapping software applications such as Oliver and Google Earth Pro, and Google Maps to rate the opportunity for our customers to install solar on their homes.

Calculate roof size, azimuth, shading and other factors which affect suitability for solar panel emplacement

Work with GIS analysts and other solar rating analysts to add to a database of qualified properties with opportunity to install solar systems with associated measurements and metrics

High Level understanding of Solar Qualification

Process, complete, and submit SREC Trade applications on customers’ behalf

Other duties as assigned by Management

Adcare Hospital, Quincy, MA April 2008 – April 2009

Office Manager

●Checked patients in and made appointments for same at substance clinic.

●Learned CPSI software; registered patients and ran ad hoc reports.

●Prepared and submitted patient billing.

●Monitored male patients' submission of urine samples.

●Maintained RevStat and Emdeon insurance checklists; ran patient insurance checks daily.

●Took referrals from other facilities and obtained daily reference authorizations.

●Provided administrative support.

●Assisted in the formulation of policies and procedures for administrative staff

Cavell America, Cambridge, MA April 2007 – April 2008

Administrative and Finance Associate

●Supported VP, Director of Finance and Staff Consul with administrative support

●Excel spreadsheets insurance settlements

●Travel arrangements

●Outlook calendar management

●Assisted with and took on new projects as needed.

Massachusetts Institute of Technology, Cambridge, MA May 2000 – April 2004

Computer Science and Artificial Intelligence Laboratory

Administrative Assistant

●Provided administrative support to the Networks and Mobile Systems and Software Design groups

●Prepared course materials, scheduled and catered meetings and resolved scheduling conflicts

●Purchased materials, supplies and equipment for the groups

●Reconciled accounts using SAP interface; made purchases on SAP Web

●Made repair calls; negotiated with contractors, service providers and vendors

●Interacted administratively with Controller’s Accounting and Procurement offices

●Coordinated travel for faculty and students

●Designed and published web pages and updates to group website

●Processed reimbursement requests for faculty and students

●Edited and prepared reports, proposals and manuscript

●Filed and organized financial, administrative and academic papers

●Provided phone coverage and processed mail

●Assisted with and took on new projects as needed


Boston College

Associates of Arts in History, Cum Laude

Institute for European Studies, Vienna, Austria

Technical Skills:

ADP, Great Plains, Windows XP, Word, WordPerfect, Excel, Lotus, Filemaker Pro, Netscape, Access, Dbase, Intrac, Eudora, Outlook, Alpha, Quattro Pro, Skyline, J.D. Edwards, SAP, GEAC Advance, Dreamweaver MX, Cygwin, Filezilla, LaTeX 2e, Fedora Linux, WinSCP, Kerberos, SecureCRT, QuickBooks, ACT!, CPSI, Visio, PeopleSoft, IDX, Concur, Time Assist, SalesForce, Oliver, Google Earth Pro

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