Service Mail Data Entry

Kerry Ballantine

New Cuyama, CA ***** ***- ***-**40 **********@*****.***

Customer Success Manager

Client Services * Customer Relationship Manager * Analytical Problem Solver Energetic and resourceful customer service professional with over 15 years of experience in customer service, database administration, records management, and conflict resolution. Empathetic with the ability to cultivate key client relationships for multiple campaigns in diverse industries. Expertise in client services, account management, relationship-building, and communication. Professional Experience

Career Sabbatical December, 2021 - Present

● Paused professional career to care for family members and evaluate career options HELP of Ojai, Inc. Ojai, CA

Executive Assistant, Manager of Administration and Facilities February, 2006 – November, 2021

● Enhanced organizational efficiency by steering operations and increasing productivity, expertly managing 9 administrative staff members and 6 volunteer office team members

● Ensured seamless data transfer with minimal disruption by migrating a comprehensive donor database, enhancing data involving 10,000 donors and 20 years of giving history to a new SaaS platform

● Strengthened relationships and facilitated ongoing support by implementing comprehensive donor stewardship practices at all levels, boosting donor retention, increasing financial contributions and securing endowment funds

● Enabled consistent branding and effective communication by overseeing all publication printing processes, improving communication and engagement among 20 key stakeholders

● Optimized direct mail operations by acting as the primary liaison with the direct mail house and managing lists, ensuring compliant direct marketing campaigns were sent to 8,000 people

● Contributed to the fiscal administration by processing real estate loans/escrow, and handling billing/collections, personnel/payroll, and accounts payable/receivable, maintaining timely transactions

● Contributed to smooth operations and outputs by utilizing comprehensive office skills including proofreading/editing, inventory control, and a mastery of Microsoft Office, refining the overall quality Additional Career History

National Disaster Search Dog Foundation Manager, Donor Stewardship Bob’s Fence Company Office Manager/Customer Service Mail Manager, Inc., Information Systems Administrator Core Competencies

Data Entry, Data Analysis, Records Management, Quality Control/Assurance, Regulatory Compliance Project Management, Strategic Planning, Correspondence Creation, Communication, Microsoft Office Education & Certifications

General Studies, Ventura Community College

Database Management, New Horizons Computer School