Customer Relations Project Management

KELLY BRETAN

Shelton, CT ***** 203-***-**** *******@***.***

SUMMARY

Highly qualified professional successful at taking on routine and complex business challenges with a resourceful and creative approach. Recognized as a driven, dedicated and hard-working leader with a history of streamlining operations and increasing productivity.

SKILLS

Contract Lifecycle Management

Project Management

Process Implementation

Contract Management Oversight

Customer Relations

Project Scheduling

Customer Invoicing

Administrative Management

TECHNICAL SKILLS Salesforce, LoneWolf financial management software, Excel, Microsoft, DocuSign, PandaDoc, Sharepoint, HubSpot

EXPERIENCE

11/2024-Present Contract Manager

SAISYSTEMS INTERNATIONAL, INC – Shelton CT

Oversee the entire contract lifecycle from initiation to termination, including renewals and amendments.

Contract administration-maintaining accurate records of all contracts, collaborating with legal teams, sales and other departments to facilitate execution.

Create and revise contract documents; SOWs, NDAs, MSAs, BAAs, TOS, including all terms and conditions. Maintain standardized templates to streamline the contract life cycle process.

Utilize contract management software to efficiently manage and store data and workflows.

Ensure contracts adhere to all relevant legal and company policies and procedures.

7/2024-11/2024 Operations Manager

NORTHEAST PRIVATE CLIENT GROUP Shelton, CT

• Bookkeeping, reconciling monthly bank accounts and issuing commission/ vendor payments

• Contract review and management including representative, commission, and purchase & sale agreements.

• Prepare monthly sales, expense and revenue reports.

• Oversee sales-related financial activities, including invoicing, monitoring cash flow, banking and transaction management.

• Maintain the sales customer relations management system to ensure its development aligns with the company’s sales growth needs.

• Support external communications, including managing LinkedIn, Instagram, and regular press releases to our media contacts.

• Organize and execute company projects and events.

• Manage payroll operations, ensuring timely processing of employee salaries and compliance with all relevant regulations.

• On-boarding new agents and staff, including responsibility for the development of training materials.

• Manage vendor relationships to ensure optimal service delivery while identifying and implementing cost cutting measures to improve overall financial efficiency.

04/2022 –7/2024

Operations Coordinator

NORTHEAST PRIVATE CLIENT GROUP Shelton, CT

Responsible for daily oversight of company processes and assist with growth through workflow and system improvements.

Client meeting tracking, reporting and invoicing including quarterly sale reporting.

Salesforce CRM experience, proficient in Excel and Monday.com

System Administrator for office; troubleshooting and minor programming

Maintain agent real estate licensing files, process legal contracts, agreements, and client letters.

Sales and marketing team interface.

On board new agents and staff.

Mastery and full accountability for phones (Zoom), internet, software.

7/2018-3/2020

Customer Liaison

CALIFORNIA CLOSETS Norwalk, CT

Managed the showroom making sure customers are greeted and informed of all products available.

Ensured the showroom was fully stocked and design center was looking the best for our customers.

Used company resources to review product information with clients.

Scheduled appointments with our Designers to give in home free estimates for closet designs.

10/2012-2/2013

Office Manager

ORONOQUE VILLAGE Stratford, CT

Temporary acting office manager and was hired as an office assistant.

Responded to and documented residents’ calls and inquiries. Prepared spreadsheets for tracking completion of targeted work and goals. Managed work distribution so that issues could be resolved efficiently.

11/1997 - 9/2005

Customer Relations Manager

FIRST HEALTH CORPORATION Jacksonville, FL

Management of Customer Service/ Correspondence operational unit of 30- 40 employees. Oversight of daily operations to ensure production goals and quality service indicators were met. Managed multiple company initiatives ranging from development of internal policies and procedures to system implementations and client interface. Had direct accountability for the

operational budget and staffing.

EDUCATION AND TRAINING

MA Community Psychology-Sage Graduate School Albany, NY

BA Psychology-University of Buffalo Buffalo, NY

ACCOMPLISHMENTS

Voted company MVP Award Winner for 2022 & 2023.

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