Administrative Assistant with 10+ Years Experience

Lisa Wagner

*************@*****.*** • 615-***-**** • LinkedIn Profile • Buffalo, MO (Open To Remote Roles) Administrative Assistant

Resourceful, compassionate professional noted for coordinating executive calendars, managing complex travel logistics, and safeguarding confidential documentation for CEOs and senior leadership across technology and logistics sectors. Adept at streamlining communications, tracking CRM renewal timelines, and preparing meeting-ready documentation to keep account teams and executives ahead of deadlines. Skilled in verifying operational accuracy, resolving cross-departmental issues, and maintaining process documentation that drives measurable efficiency gains, including 30% improvement in route coordination. Known for balancing multiple stakeholder priorities, delegating tasks effectively, and sustaining seamless daily operations in fully remote environments. Areas of Expertise

• Administrative Operations Management

• Interdepartmental Issue Resolution

• Onboarding Process Coordination

• Client Relationship Management

• Project Timeline Coordination

• Vendor Contract Negotiation

• Ticket Resolution Tracking

• Decision-Making Support

• Business Process Improvement

• Cross-Functional Collaboration

• Procurement Process Support

• Billing Accuracy Verification

Professional Experience

Administrative Assistant Texwin – Wills Point, TX 2024 – 2026

• Prevented production delays by serving as first material verification point and correcting route discrepancies before production.

• Optimized route efficiency by 30% within several weeks by verifying route sequences and optimizing available travel time.

• Expedited project closeout by tracking permit status, collecting final balances, and obtaining client work approvals.

• Maintained material accuracy by verifying load sheets against required materials and quantities before dispatch. Remote Office Coordinator Zephyr Networks – Remote 2024

• Functioned as first point of contact, scheduling technician appointments, and creating service tickets for tracking and follow-up.

• Scheduled and organized quarterly business reviews and business improvement sessions between leadership and business owners.

• Simplified staff onboarding by documenting training needs, timelines, workflows, and expectations for employee readiness.

• Resolved client issues by coordinating communication and solutions across multiple internal departments.

• Increased project visibility by tracking timelines, deliverables, and progress across ongoing initiatives. Executive Assistant to CEO & Sales Support Account Manager IT Authorities, A WidePoint Company – Remote 2023 – 2024

• Coordinated end-to-end executive administration, sales support, account monitoring, and confidential business documentation.

• Optimized executive operations by managing travel, accommodations, calendars, emails, phone calls, and appointment scheduling.

• Improved renewal readiness by tracking CRM renewal dates and providing account executives with advance visibility for preparation.

• Strengthened meeting execution by preparing required documents and materials for high-level executive and business meetings.

• Protected sensitive data and information by managing confidential documents and controlling proper storage and distribution. 2 P a g e

Customer Service Executive IT Authorities, A WidePoint Company – Remote 2022 – 2023

• Managed client relationships, service escalations, account support, quoting, and business review activities across tech accounts.

• Enabled sound, well-informed decision-making and strengthened overall account management by scheduling recurring calls and quarterly business reviews, preparing meeting documentation, and reporting quarterly results and improvement opportunities.

• Improved issue resolution by handling escalated customer complaints and coordinating responses for more seamless corrections.

• Augmented customer satisfaction by streamlining communication channels and providing timely ticket-resolution updates.

• Amplified revenue by negotiating win-win contracts with clients and suppliers to optimize commercial outcomes.

• Fulfilled client technology needs by preparing hardware, software, and peripheral quotes through Quosal Sell. Inside Account Manager DP Solutions – Remote 2020 – 2022

• Empowered CSMs to focus on client strategy by preparing reports, quotes, meeting materials, and supporting documentation.

• Ensured client meeting readiness by confirming or rescheduling scheduled calls and maintaining accurate calendars for CSMs.

• Advanced sales execution by preparing quotes, managing procurement activities, and creating reports for client meetings.

• Increased billing accuracy by assisting Finance with verification of device counts, software licenses, and renewal details.

• Enhanced client engagement by scheduling meetings, documenting discussions, and monitoring customer satisfaction. Solutions Specialist Corsica Technologies – Remote 2015 – 2020

• Liaised with Sales Support, Account Managers, and Procurement on quotes, approvals, and orders for accurate hardware buying.

• Supported account management continuity by completing client and administrative tasks while Account Managers traveled.

• Streamlined sales support by coordinating hardware requirements and order details across internal teams.

• Optimized client scheduling by following up with customers to coordinate onsite technician visits. Education

Bachelor of Science (B.S.) in Human Resource Management & Personnel Administration University of Phoenix

Associate of Arts & Science (A.A.S.) in Information Management Mesabi Range Community & Technical College

Technical Proficiencies

Quosal Sell • CRM Software • Advanced MS Office Suite • Ticketing Systems

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