COO, CSR Exec, Project Manager
Resume:
LINDSAY L. DAVIS
*** ****** ***** *****, ***** **098
**********@*****.***
Chief Operating Officer and Project Management Expert
-PROFESSIONAL EXPERIENCE-
Solar Cheat Code Agency dba GreenLine Houston, Texas
Chief Operating Officer / Project Manager October 2021 - March 2022
●Maintained all AR/AP
●Processed payroll weekly for all W-2 employees and 1099 contractors
●Sent agreements and processed payments for all incoming clients
●Created formatted table in AirTable for project management ease
●Onboarded all new sales reps as they submitted their first deals
●Handled any escalated matters that needed a managerial response.
●Maintained monthly performance, retention and KPI reporting
●QA on each project prior to submittal ensuring a perfect packet
●Follow up with installer to keep project moving through stages
●Kept customer and sales rep apprised of status changes through to the finished and completed system
Solar Cheat Code Agency, LLC Houston, Texas
Agency Director / Project Manager January 2020 - March 2022
●Maintained all AR/AP, monthly performance, retention and KPI reporting
●Processed payroll weekly for all W-2 employees and 1099 contractors
●Sent agreements and processed payments for all incoming clients
●Onboarded all new clients to run their marketing campaigns
●Handled any escalated matters that needed a managerial response.
●Verified all accounts were performing and escalated accounts that were underperforming to our Sr. Media Buyer
Solar Cheat Code, LLC Houston, Texas
Chief Operating Officer November 2018 - March 2022
●Maintained all AR/AP
●Drafting legal documents to protect from theft of digital services
●Maintained CEO calendar and email and kept him in the loop with things he needed to know so he wouldn’t lose focus on things he didn’t need to be involved in.
●Processed payroll weekly for all W-2 employees and 1099 contractors
●Sent agreements and processed payments for all incoming clients
●Handled all travel arrangements for the team during company sponsored events.
●Event Coordinator for small events (10+) in a more intimate learning environment up to large corporate sponsored events (100+)
Hardcore Closer, LLC dba Break Free Academy Dallas, Texas
Chief Operating Officer March 2012 - November 2018
●Maintained all AR/AP
●Drafting legal documents to protect from theft of digital services
●Edited and posted blogs to Wordpress 4 times per week
●Uploaded, Organized and SEO’d the YouTube channel for maximum viewer conversion
●Maintained CEO calendar and email and kept him in the loop with things he needed to know so he wouldn’t lose focus on things he didn’t need to be involved in.
●Processed payroll weekly for all W-2 employees and 1099 contractors
●Sent agreements and processed payments for all incoming clients
●Handled all travel arrangements for the team during company sponsored events.
●Event Coordinator for small events (10+) in a more intimate learning environment up to large corporate sponsored events (300+)
●Kept track of all inventory including electronics, shirts, hats, books, shoes and various other promotional materials each month prior to sending in new purchase orders.
Toomers for Tuscaloosa, Inc. dba With Love From Texas- Dallas, Texas
Disaster Relief Director April 2011 -Current
●Coordinated collection drives for clothing, food, water, and funds across the Dallas-Fort Worth Metroplex for disaster relief
●Arranged transport at no cost to the organization for the collected goods from Texas to disaster stricken areas such as West Texas, Alabama and Joplin, Missouri, Houston, TX, Oklahoma, Rowlett, TX
●Traveled to disaster areas to aid in clean up, deliver supplies, and assess future needs
●Participated in interviews with local media sources to provide a face for the organization
●Handled all social media aspects as well as training of volunteers
J. Marc Hesse P.C. Plano, Texas
Closer / Funder March 2008 – September 2010
●Completed initial audit and prepared closing docs within 24 hours of being issued a clear to close
●Reviewed and approved all HUD-1 Settlement Statements to ensure accuracy prior to closing
●Audit of closing documents and funding conditions and issuance of funding # to closing agent
●Prepared all wires and cashier’s checks and sent them to the settlement agent for funding.
●Cross-trained to assist with post-closing to clear investor stips and ship collateral documents and electronic closing documents
-EDUCATION-
Remington College / Education America Garland, Texas
Medical Assisting Certification
Lincoln Academy Dallas, Texas
High School Diploma
-DIGITAL EXPERIENCE-
●Office - Microsoft Word, Excel, Powerpoint, Outlook, G-Suite, Wordpress
●CRM’s - GoHighLevel, NetSuite, Pipedrive, ActiveCampaign, Clickfunnels
●Project Management - Asana, Trello, Slack, AirTable, BaseCamp
●Customer Service - Zendesk, GHL Support Chat, Twilio Call Forwarding, Support Email Helpdesk, Kajabi Chat Widget
●Digital Program Builder - Kajabi, ClickFunnels, GoHighLevel Membership Site, Teachable
●Automation Softwares - Zapier, Make (formerly Integromat), GoHighLevel workflows, automations and triggers
●Merchant Accounts - Stripe, PayPal, Venmo, CashApp, QuickBooks Payments, Zelle, Square
-REFERENCES AVAILABLE UPON REQUEST-
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