Operations Manager Project Management

CHALEA JULIAN

Edmond, OK · 405-***-****

************@*****.***

Dedicated and organized Operations Manager effectively employs proven methods and cutting-edge technology to meet business performance expectations. Successful implementation of measures to streamline operations and increase productivity in growing and changing business conditions. Background includes hiring and training staff, optimizing workflows to increase team productivity. Motivational leader with good relationship-building and decision-making abilities while providing support and guidance.

Strong knowledge of installation management software as an internal specialist, as well as the admin from the user interfacing side as an installing company, with a great understanding of the software permissions and functions that was provided to me as the admin and the desire to maximize office efficiency.

EXPERIENCE

OCTOBER 2024 – AUGUST 2025

CRM SYSTEM DESIGNER, PROGRESSIVE FENCE AND RAILING

• Working with office staff to build workflow within a CRM

• Advising business strategy and workflow management

• Working closely with CRM software developers to build features that meet the needs of the company

• Lead management, orders, projects, materials, quotes, product inventory, and billing.

• Training office on how to import/export, build quotes and work a job from start to finish using a CRM.

OCTOBER 2021 – SEPTEMBER 2024

NEW CLIENT ONBOARD IMPLEMENTATION SPECIALIST/SUPPORT ANALYST, CILIO TECHNOLOGIES

• Onboarding of all new clients in building a project management system to meet the needs of their workflow, recommendations in business development of process

• Provide software support and troubleshooting for all clients

• Provide support on multiple project management clients including big box companies that integrate with current software.

• Train all clients (new and existing) on using software/app features

• Design and publish knowledge base articles to assist clients on software/app features

• Knowledge of creating and designing documents and PDF templates for clients to use in their system, along with mapping out fields for automation

• Train clients on how to schedule and route their crews based on types of services provided and skill levels; using map features for optimal routine of schedules. 2

• Management of time with clients and system building. Meeting with clients one-on-one onsite or via video conferencing.

• Extensive knowledge with Microsoft software, including Excel spreadsheets for report building

• Provide support on multiple project management systems including big box companies that integrate with current software

• Building and maintaining tickets, reporting, and confluence articles using Jira MARCH 2015 – AUGUST 2021

OPERATIONS MANAGER, SUMMIT INSTALLATIONS LLC

Much experience in starting out my career with Summit Installations as a Scheduler to becoming an Operations Manager with great knowledge and admin of Cilio CiO software management for the company.

• Managed company operations with responsibility for profit and loss, scheduling, and training.

• Aided senior leadership during executive decision-making process.

• Directed day-to-day operations by spearheading implementation of short-term and long- term strategies to achieve business plan and profitability goals.

• I interviewed, hired, trained and supervised team of 25 members on projects, customer relations and customer service within a growing installations company.

• Conducted performance reviews providing coaching and feedback to benefit both company and employee.

• Collaborated with staff to maximize customer satisfaction, streamline procedures.

• Oversaw financial management, accounts and payroll activities.

• Conferred with subordinate managers each day to assess needs and optimize activities.

• Assisted in scheduling of customer’s installations as needed

• Strong knowledge of Cilio Technologies CIO (Customer Installations Online) as the main Admin for the installing company with a great understanding of the software permissions and functions that was provided to me as an admin and the desire to maximize office efficiency.

• Trained in, and managed, CiO in all aspects, available through permissions by the software developer in optimizing office efficiency. Detected and corrected errors within the software system and worked together with CiO support on productivity of software to meet our company needs. Designed automated templates used for company documentation. Created reporting systems through CiO pertaining to company growth functions needed and requested by senior leadership.

• Used CiO to create new accounts, update existing accounts, document calls, correspondences, schedule appointments, and invoicing.

• Coordinated project materials by managing physical and digital files, monitoring and updating spreadsheets, organizing and automating in CiO by maintaining, archiving and purging files.

• Maintain all company information, documents, client and employee data, accounts, invoices, and documentation of calls and schedule appointments through CiO.

• Provided exceptional customer service through effective telephone communication and follow-ups.

• Verified prices and computed totals to complete accurate invoices.

• Identified and corrected performance and personnel issues to reduce impact to business operations.

• Maintained operating schedules to provide effective coverage for key areas and achieve objectives.

3

• Realigned workflows with changing business demand by evaluating processes and employee strengths.

• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

• Collaborated extensively with auditors during year-end audit processes.

• Managed accounts payable, accounts receivable, and payroll function.

• Prepared weekly payroll for team of salaried and hourly employees.

• Managed employee benefits

• Contacted vendors to follow up on late invoices, monitoring past due accounts and pursued collections on outstanding invoices.

• Managed all communications with Lowe’s Home Improvement IST, store associates, PSE’s, and customers in which we were provided installation contracts.

• Updated Lowe’s Installation Management System (IMS) with correspondence, including manually bringing in all new clients from Lowe’s IMS and creating jobs within CIO, updating and completing once installation has been finalized. OKLAHOMA STATE UNIVERSITY, JANUARY 2010-PRESENT

Near completion of courses for Healthcare Administration, Accounting, Psychology, and Business Associate degrees.

FRANCIS TUTTLE VO-TECH

Completion of Banking and Financial Services courses Completion of Office and Secretarial courses

PUTNAM CITY HIGH SCHOOL

High School Graduate

SKILLS

• CIO software (as internal specialist and as user interfacing)

• Customer Service

• Problem resolution

• Project planning

• Supervision

• MS Office (Word, Excel, PP, etc)

• Active listening

• Troubleshooting

• Time management

• Reliable and trustworthy

• Teambuilding

Contact this candidate