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Administrative Assistant, Executive AdminAsst, Sales Support

Arlington Heights, IL
November 25, 2022

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Arlington Heights, IL *****



Accomplished Sales and Executive Support professional with extensive experience engaging with financial services sales executives and executive management. Diverse background in Sales Support, executive administration, and inventory procurement. Highly skilled in project management, process improvement strategies, and providing quality customer service.


Diversity & Inclusion Event – Meeting – Trade Show Planning Executive Level Administrative Support Fiserv Way of Selling Internal & External Client Relations Process Improvement Project Management Travel Coordination Adaptive to change Effective communicator Highly organized Leadership Self Motivated


Fiserv 08/2021 – 10/2022

Manager, Client Solutions Consulting

Analyze and project managed accurate and timely completion of Account Processing (Signature and Premier) Renewal Deal Desk renewal proposals and acquisition, migration, large-bundled enterprise Statements of Work (SOWs).

Managed a team of three (3) Renewal Deal Desk Sales Coordinators to ensure Bank Solutions renewal activities are completed with accuracy and in a timely manner.

Served as a contributing member of Sales Enablement Leadership Team.

Reduction in Relationship Manager sales cycle for Signature renewals and migrations.

Proposal Specialist / Hybrid Sales Analyst/Coordinator 04/2008 – 08/2021

Analyze and project managed accurate and timely completion of Renewal Deal Desk Proposals (renewals & migrations) as well as Signature Request for Proposals (RFPs) activities. Integral contributor developing client trade show.

Coached and mentored to additional Renewal Deal Desk Sales Coordinator. Active contributor in the GSO/Bank Solutions Virtual Leadership Team (VLT) – developing corporate-standard RFP processes.

Developed and promoted BETA Statement of Work (SOW) model – resulting in an adopted enterprise-wide, uniform SOW.

Reduction in Relationship Manager sales cycle for Signature renewals and migrations.

Deal Support Request (DSR) process within eCRM (SalesForce) – resulting in measurable RFP activity across GSO and Bank Solutions and executive management reporting.

Migration of Signature Core RFP Q&A repository to the corporate-approved Qvidian solution – resulting in efficient project completion, reducing cycle time.

Valued contributor in various FIIP initiatives – resulting in process improvements process recommendations in RFP and delivery across large bank activities.


Executive Administration/Proposal Coordinator 01/2001 – 04/2008

Provided executive administrative support to Signature & SourceOne President.

Served as the secondary executive administrative support to Corporate CFO.

Provided administrative support to VP Relationship Management and eight (8) Relationship Managers.

Database Management, maintained client information in corporate data base (InTouch).

Reported, researched, developed and distributed monthly client Service Level Agreement (SLAs) reports.

Project Management, analyzed and project managed accurate and timely completion of Signature RFP activities.

Met, planned, and coordinated prospect and client visits including, but not limited to: travel, venue arrangements, presentation preparation.

Uniform SLA reporting format across Signature clients – resulting in accurate, efficient reporting while presenting uniform reporting process to client base.

Administrative Assistant 08/1998 – 01/2001

Administrative - support to four (4) Operation VPs and respective direct reports.

Reporting - Maintained and distributed monthly statistical reports and SVP Monthly Highlights.

Document Management

Managed OPS and Tech support online documentation.

Maintained data center disaster recovery plan.

Technical documentation library migrated to online format – resulting in effect remote access to documentation.


Development of a streamlined Statement of Work and proposal processes resulting in reduced sales cycle

On time project delivery acumen satisfying client deadlines

eCRM DSR development & training

Development of uniform SLA reporting

Recipient of multiple Living Proof awards

NSP technical documentation migrated to online format

Achieved cross-BU resource exchange, resulting in positioning self as a vital source of information to GSO/Bank Solution RFP Specialists

Integral contributor in orchestrating annual client trade show

Successfully coordinated offsite meetings and events

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