Client Support Office Manager

Susan Moran

Laguna Hills, CA ***** • 949-***-**** • *************@*****.***

Professional Summary

Dedicated and experienced professional with a strong background in customer service, administrative operations, and client support. Known for clear communication, solution-focused problem solving, and a calm, empathetic demeanor in fast-paced environments. Proven ability to coordinate efficiently across teams, maintain detailed records, and handle client concerns with discretion and professionalism. Brings a dependable presence to organizations that prioritize service excellence, organization, and customer satisfaction.

Core Competencies

Client Support & Customer Engagement

Conflict Resolution & Service Recovery

Multi-Line Phone Systems & Scheduling

Administrative Operations & Records Management

EMR Software (KIPU), Microsoft Office, Google Workspace

Team Coordination & Internal Communication

HIPAA Compliance & Confidential Data Handling

Calendar Management & Workflow Optimization

Professional Experience

Office Manager

New Method Wellness – San Juan Capistrano, CA

2017 – Present

Promoted from technician to office manager based on strong performance and leadership.

Developed and implemented internal procedures that improved team workflow and client intake.

Managed client records and census data using KIPU software while ensuring HIPAA compliance.

Served as a primary point of contact between clients, clinical staff, and vendors, facilitating smooth operations.

Maintained daily calendars, appointments, and client events with precision and confidentiality.

Provided onboarding and program overviews to new clients, ensuring comfort and clarity.

Manager & Client Services Lead

Primal Fitness Centers – Irvine, CA

2010 – 2017

Managed day-to-day operations including scheduling, staff oversight, and service coordination.

Delivered personalized client support, focusing on customer satisfaction and service consistency.

Oversaw billing processes and vendor communications to maintain smooth financial operations.

Strengthened client relationships and loyalty through responsive service and team collaboration.

Gathered and implemented client feedback to improve service quality and internal procedures.

Certifications

CPR / First Aid – American Heart Association

HIPAA Compliance Certified

Professional Qualities

Strong verbal and written communication

High attention to detail and organizational skill

Discreet and trustworthy with sensitive information

Calm and composed under pressure

Flexible and adaptable team player

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