Customer Service Project Management

Lisa Holmes

Kansas City 913-***-**** **********@*****.***

Result-driven professional seeking an opportunity to utilize my customer service, project management and sales skills. SKILLS:

Customer Service Sales Program Execution

Agile Learner Account Management Leadership

Project Management Result Driven Self -Directed

SOFTWARE:

Blue Yonder CRM, Microsoft Suite, Microsoft 365, SharePoint, Network for Good, Power BI EDUCATION:

BS in Organizational Management and Leadership – Human Resource Management - Friends University - Wichita, Kansas 2003 INTERNAL REVENUE SERVICE:

Expeditor – Full time – 40-hour week December 2024 - Present

• Extract Incoming mail, separate for intended departments

• Batch mail for intended departments

• Process undeliverable mail, send to correct stops when appropriate, discard when appropriate

• Expedite checks and batch for deposit

EXCEEDS EXPECTATIONS, INC:

Operations Manager – Part time - 30-hour week March 2024 – November 2024

• Manage the day-to-day internal and external customer service and operations activities for the organization.

• Establish relationships with community partners, providing curriculum-based programs on financial literacy.

• Create organization-wide Human Resource policies and procedures, facilitating hiring and onboarding of new employees.

• Fiscal oversight generated $30,000 in grants and in-kind donations in the first 3 months of employment.

• Lead ad hoc initiatives forward while maintaining compliance and excellence in this leadership role.

• Experienced grant proposal writer.

Volunteer Leader – Part time – 30-hour week. January 2024 – March 2024

• Customer service focused, committed volunteer for all programming events, including the Adult Financial Stability Program.

• Active contributor to the Youth Financial Leadership Program and Youth Financial Leadership Program (Girls Fired Up) for ages 8 – 11.

HALLMARK CARDS:

Project Management -System Strategist – Full time – 40-hour week. September 2017 – December 2023

• Subject matter expert within project teams for systems. Strategic planner with meticulous execution, stakeholder engagement, risk management, and a commitment to achieving project objectives efficiently and effectively.

• Collaborated with multi-level business partners with common goals to execute systematic projects, meeting the customer go to market strategy, ensuring deadline adherence and generating revenue.

• Result driven with strong emphasis on excellence in service. Lisa Holmes

Kansas City 913-***-**** **********@*****.***

Corporate Store Group – Customer Liaison – Full time – 40 hours a week. June 2009 – September 2017

• Leverage internal and external relationships for the success of the company owned retail accounts. Managed workflow for market development activities.

• Execute completion of end-to-end process of Card revisions for company owned retail accounts.

• Collaborate with multiple groups to process every day and seasonal product requests for retail. Regional Sales Representative - Corporate Stores – Full time – 40-hour week. January 2004 - June 2009

• Partnered with Boston, NY and Rhode Island field Sales Representative managing 130 retail accounts with a $16 million dollar territory to sale and ship every day and seasonal product to multiple account retail owners.

• Quarterly travel to build relationships with owners and field sales representatives gaining firsthand knowledge to provide excellent customer service to store and field personnel.

• Efficiently and effectively provided on-going customer service and support to field sales representatives and store personnel.

Sales Representative – Independent Stores – Full time – 40-hour week. Jan 1999 – December 2003

• Partnered with Georgia, North Carolina, and South Carolina field Sales Representative managing 120 retail accounts with a $12 million dollar territory to sale and ship every day and seasonal product to independent store owners.

• Quarterly travel to build relationships with owners and field sales representatives gaining firsthand knowledge and providing excellent customer service to store and field personnel. CORPORATE CITIZENSHIP AND COMMUNITY INVOLVEMENT:

• Exceeds Expectations – Volunteer Youth/Adult Leader

• Exceeds Expectations – Grant Proposal Writer

• Grant opportunity referrals – Research and hand off grant opportunities to nonprofits partners

• United Prayer Movement – Active involvement in community service, feeding the needy

• Senior Transportation – Social responsibility, fulfilling immediate needs in the community

• Community service – Pack weekend backpacks to feed kids without food on the weekends

• Mt. Zion Baptist Church – Manage volunteer for Courtesy and Hospitality

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