Sales Project Coordinator & Client Success

SUSAN ANDERSON

APEX, NC 919-***-****

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

SALES PROJECT COORDINATOR CLIENT SUCCESS BUSINESS OPERATIONS Results-driven professional with 15+ years of experience leading customer relations, project coordination, business operations, and administrative functions. Proven success managing client communications, coordinating cross- functional teams, driving sales growth, and overseeing day to day operations. Recognized for building strong relationships, improving processes, and delivering exceptional customer experiences. CORE SKILLS

SALES & BUSINESS DEVELOPMENT OPERATIONS TECHNICAL

Client Relations Project Coordination Microsoft Office Lead Management Scheduling Google Workspace

Customer Retention Contract Administration CRM Systems Business Development Workflow Management EMR/EHR Systems Sales & Support Vendor Relations HIPAA/Medicare Compliance EXPERIENCE

Sales & Project Coordinator (Part-Time) NC Wraps - Angier, NC April 2026 - Present

• Successfully coordinate and serve as primary point of contact for 20+ active projects, maintaining rapid response times, contributing to high client satisfaction.

• Optimize resource allocation and master scheduling pipelines, increasing client project capacity by 25% through strategic calendar restructuring.

• Manage lead follow-up initiatives that improve quote-to-sale conversion rates. Coordinate communication between sales, design, production, and customers to ensure accurate information flow and project progression.

• Maintain detailed project documentation, customer communications, and scheduling records to support efficient project execution.

Office Administrator & Patient Care Coordinator Village Physical Therapy Holly Springs, NC August 2025 - Present

• Manage electronic health records (EHR) in compliance with HIPAA regulations and Medicare requirements, ensuring accuracy and confidentiality.

• Oversee front office operations including phone management, patient scheduling, scanning, filing, mail, email and reception coverage and document workflows to optimize daily operations.

• Verify insurance eligibility and benefits; obtain pre-authorizations from third-party payers, HMOs, and managed care organizations.

• Collect and process patient documentation, including intake forms, consent forms, and HIPAA acknowledgments, referrals and medical records requests.

• Serve as primary point of contact for patients and families, addressing questions and concerns with professionalism and discretion.

• Process daily credit card payments, manage company deposits, financial transactions and maintain accurate records.

• Prioritize administrative projects and compliance updates in collaboration with office management.

• Manage inventory and purchasing for a busy outpatient clinic while maintaining uninterrupted daily operations.

Owner/Operator The Browsing Butterfly LLC., Clayton, NC June 2010 - May 2025

• Founded and operated a successful service business for 15 years, overseeing sales, operations, staffing, customer acquisition, project management, and financial administration.

• Supervised crews of 10+ employees across multiple concurrent projects, coordinating with contractors and homeowners to ensure projects were completed on time, within scope, and to high customer satisfaction.

• Achieved an 85%+ sales close rate by building trust and aligning services with client needs.

• Directed projects from initial consultation through completion, ensuring quality workmanship and customer satisfaction.

• Recruited, hired, trained, and supervised employees to improve productivity, efficiency, and cost control.

• Assigned workloads, set priorities, and monitored performance to meet deadlines and business goals.

• Managed contracts, scheduling, billing, invoicing, purchasing, and inventory control.

• Maintained strong client and vendor relationships to support long-term business growth.

• Prepared and submitted invoices.

Banquet Catering/Sales Assistant Skylands at Randolph, NJ August 1990 - Sept. 1997

• Supported banquet and catering sales by assisting with client consultations, preparing proposals, contracts, banquet event orders, and follow up communications.

• Coordinated weddings, corporate functions, and private events working closely with clients and internal departments to ensure seamless event execution, staffing, scheduling, and logistics.

• Assisted the sales manager with contract administration, scheduling site tours, maintaining event calendars, customer inquiries and administrative documentation from initial booking through event completion.

• Delivered exceptional customer service by resolving client concerns, maintaining accurate event records and invoices, and contributing to repeat business and referrals.

• Promoted through multiple roles including waitress, bartender, banquet captain, and administrative/sales support based on outstanding performance, leadership, and adaptability.

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