Customer Support Sales Assistant

SUMMARY

Dynamic and performance-driven Client Success Professional with a proven record of generating and building relationships, managing projects from concept to completion, driving revenue and negotiating strategic partnerships. An empathetic leader skilled in building cross-functional teams while developing opportunities that further establish organizational goals, both as a co-founder and management consultant.

EXPERIENCE

Chief Of Staff

ConnectingPM January 2022 - April 2022, Netherlands

• Identified and prepared business proposals for grant opportunities and investment funding

• Draft external and internal communications for the CEO, including team presentations, product development, marketing strategies, etc

• Create hiring plans, setting performance objectives and OKRs, conducting interviews for internship program

Chief Financial Officer

SmartSources May 2021 - December 2021, Sheridan, WY

• Employed both qualitative and quantitative research principles to optimize data acquisition and enhance data analytics processes

• Devised strategies for monitoring, evaluating and tracking candidate sourcing, applicant screening and ensured compliance with overseas labor regulations

• Entered accounting activities and reconciled monthly close process to ensure compliance with the US GAAP and internal controls

Administrative Sales Assistant

Merchant Processing Group October 2020 - May 2021, Harbor City, CA

• Developed sales plans and supervised sales activities with territory representatives

• Responsible for withdrawals, deposits, loan processing, wires, foreign currency, account servicing, auditing records, etc

• Formed an independent pipeline of prospects through networking and business development

Founder/Financial Consultant

Cape Solutions INC January 2015 - December 2019, Parkers Prairie, MN

• Prepared tax returns, consolidated reports, and leveraged multiple tax credits

• Analyzed and interpreted financial data to provide recommendations to clients

• Constructed contracts and other legal documents by researching and analyzing laws, rulings, and regulations

AP/AR Specialist - Internship

Kaplan University June 2014 - December 2014, Davenport, IA

• Recognized by management for accurate and timely processing of accounts payable transactions

• Launched process improvement for efficiently developing project timelines and department objectives for a non-profit company

• Prepared periodic reports on accounts receivable and past due status

Senior Technical Support and Training

NASA - North American Software Associates, Inc. August 1998 - January 2013, Sauk Centre, MN

• Resolved high volume support issues, exceeding performance benchmarks in all areas (speed, volume, accuracy and courtesy)

• Prepared user guides, monthly newsletters, advertisements, training docs, marketing brochures, conference material, etc.

• Facilitated seminar training for 300+ users of all levels; expanded customer product usage and reduced need for customer support

• Maintained an extensive client database of support issues including detailed resolutions

• Developed project timelines and designated responsibilities for product conversions and updates

• Direct involvement with monthly management meetings and compilation of management dashboard analysis

EDUCATION

Bachelor of Science - Accounting, Financial Forensics and Fraud Investigation

Kaplan University • Davenport, IA

Associate of Science - Computer, Voice and Networking

Alexandria Technical College • Alexandria MN

SKILLS

Forensic Accounting, Account Management, Technical Support, Customer Support, Product Development, Computer Network Operations, Fraud Detection, Project Management, Accounts Receivable, Accounts Payable, Insurance, Customer Retention, Training, Account Reconciliation, Financial Accounting, Information Technology, Process Improvement, Software Documentation, Client Services, Business Process Improvement, Consulting, Startup Development, Seed Funding

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