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Executive Assistant Customer Care

Location:
Alameda, CA
Salary:
65,000
Posted:
November 06, 2020

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Resume:

James Pantig *** Matoza Lane

adhlfm@r.postjobfree.com San Leandro, CA 94577

510-***-****

KEY ACHIEVEMENTS & QUALIFICATIONS

Acted as primary event coordinator with over 600+ guests for Fundraising events annually at SCPC.

Software – Salesforce CRM, Oracle ERP, Microsoft Office Suite, Netsuite & Click and Pledge

Created electronic Human Resources database for Art in Action

RELEVANT PROFESSIONAL EXPERIENCE

Art in Action, Menlo Park, CA August 2018 – April 2020

Operations Manager/Human Resources Coordinator

General office duties including front desk functions and office management.

Triage incoming emails and phone calls and routing to the appropriate person or department.

Serves as liaison for Art in Action’s Board of Directors and staff.

Created electronic human resources database as a backup to our physical files.

Onboard new employees and offboard departing employees.

Enter and approve timecards and run payroll bi-weekly through ADP.

Implement Human Resource policies and required trainings for company compliance.

Create sales orders and invoices for all quotes received from sales team.

Monitor collections for current and outstanding invoices for our customers.

Responsible for bank deposits daily or weekly depending on volume of checks received.

Enter donations/grants received into Salesforce and Netsuite.

Create thank you letters for donations/grant received from donors at all levels.

Submit bi-weekly payroll reports to Director of Finance

Provide additional support to all departments as needed.

Stanford Health Care, Newark, CA March 2018 – July 2018

Access Operations Agent

Responded to a high-volume of incoming and outgoing telephone calls and faxed referrals.

Assisted patients in registering, scheduling, changing, and canceling appointments.

Facilitated communication between the patient and the physician or clinic.

Delivered expert knowledge regarding clinic-specific processes.

Accurately documented and routed calls to the proper department.

Identified urgent customer needs or operational issues and escalated appropriately.

Efficiently navigated medical records and ensured patient information is up-to-date and accurately entered in the correct location.

Communicated with care team and support staff on various patient issues.

SCIEX, Redwood City, CA June 2017 – December 2017

Customer Care Representative

Compiled and provided bi-weekly organizational key operating metrics to upper management.

Scheduled, managed, and updated work orders for field service engineers.

Provided general customer services including pricing, inventory check, scheduling service requests & maintenance and other ad-hoc requests.

Prepared master control reports to management to prioritize critical customer tasks for the day.

Prepared quarterly audited sales orders for the organization to ensure timeliness, accuracy, and integrity of customer orders, data entry, and scheduling.

Responsible for data entry into CRM software (Salesforce) and ERP software (Oracle ERP).

Support Circle Pregnancy Clinics, San Leandro, CA June 2013 – June 2017

Office Manager & Development Assistant

Aided in development and fundraising campaigns throughout the year not limited but including pledge & sponsorship collections, new & past donor development, and maintaining relationships with past and present donors, supporters, & sponsors.

Provided weekly, monthly, and quarterly financial reports to Finance Director.

Acted as standing executive assistant to the Executive Director.

Managed all donor tasks including updating donor records, reporting, collections & receivables, and payment processing through CRM software (Salesforce).

Produced weekly, monthly, and year-end donor acknowledgement receipts as required by IRS regulations and guidelines.

Submitted newsletters and annual reports to donors and supporters as needed by marketing department, typically monthly, quarterly, and yearly.

Aided the support of fundraising events and meetings by recruiting donors and volunteers to help staff the event to reduce expenditures.

General office duties not limited to but including managed schedules, front desk office functions, and daily support operations.

EDUCATION

California State University East Bay, Bachelor of Science in Business Administration, Major Human Resources & Corporate Management, Hayward, CA, 2012



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