Executive Administrator & Salesforce CRM Support

Valerie Perez

Executive Administrator

210-***-**** San Antonio TX ***********@*****.*** www.linkedin.com/in/val-perez3 SUMMARY

U.S. Air Force Veteran with over five years of executive support professional with proven experience supporting senior leaders and multiple executives in fast-paced, deadline-driven environments, skilled in calendar management, travel coordination, meeting logistics, and executive communications across diverse teams. Expertise in Salesforce CRM reporting, data integrity, and process optimization, enhancing executive readiness and decision-making. Eager to leverage strong organizational and proactive support skills to protect leadership capacity and drive operational excellence. Bilingual English/Spanish. Veteran. SKILL

• Executive Calendar

Management

• Travel Coordination

• Salesforce CRM

Reporting & Data

Integrity

• Meeting & Event

Logistics

• Confidential

Information Handling

• Process Improvement &

Optimization

• SOP Development

• Proactive Support

• Data Integrity

Management

• Data Governance

• Information Security

Protocols

• Continuity Planning

• Budgeting

• Customer Support

Management

• Problem Solving

• Adaptability

• Multi-Time Zone

Scheduling

• Executive

Communication

• Microsoft Office

(Advanced)

• Expense Reporting &

Reimbursements

• Critical Thinking

• Resource Management

• Cross-Functional

Coordination

• Technology & Remote

Support

• Accounts

Receivable/Account

Payable

• Discretion

• Workflow

Enhancements

• Leadership Advising

• Training Program

Delivery

• Information Technology

Leadership

• Forecasting

• Collaboration

• Flexibilit

WORK EXPERIENCE

Consultant, CGI Federal, Remote, United States

01/2025 – 07/2025

• Acted as the primary liaison, orchestrating cross-functional calendar management and executing complex remote meeting scheduling for executive teams, ensuring a seamless flow of communication among multiple departments

• Developed and instituted a consolidated OneNote executive review template system, achieving a 20% reduction in review preparation time and significantly enhancing executive meeting readiness

• Managed comprehensive logistics for executive meetings, including precise agenda preparation, documentation control, and formalized tracking of post-meeting follow-ups

• Streamlined remote team workflow communication protocols, successfully aligning, scheduling across disparate teams and ensuring timely delivery of executive correspondence Senior Data Analyst / Salesforce Administrator, Aeyon, Remote, United States 03/2021 – 01/2025

• Served as the primary Salesforce CRM Administrator, delivering specialized reporting, managing data integrity, and enhancing workflows that supported executive leadership functions directly

• Partnered with IT to optimize CRM functionality, resulting in measurable improvements: 15% enhancement in reporting accuracy and a 30% reduction in critical data vulnerabilities

• Designed and maintained executive-facing dashboards while tracking key performance indicators (KPIs) within the CRM to facilitate timely executive follow-ups and decision-making processes

• Established and enforced stringent data governance policies, including access controls and security permissions across enterprise-wide CRM systems

Executive Assistant, Grainger, San Antonio

07/2019 – 01/2021

• Provided dedicated executive support to two remote Vice Presidents, skillfully managing complex, cross- continental calendars across multiple time zones to eliminate scheduling conflicts

• Orchestrated end-to-end domestic travel logistics, developing detailed itineraries and coordinating transportation and accommodations tailored precisely to executive preferences

• Directed intricate logistical planning for leadership forums and monthly meetings involving 50+ participants, resulting in documented engagement improvements exceeding 30%

• Managed meticulous expense reporting and reimbursement processes, ensuring accuracy and timely submission in compliance with corporate guidelines HR & Administration Manager, QuantaDyn Technical Services Corp, Randolph AFB TX 07/2016 – 01/2019

• Standardized core administrative processes across HR functions, successfully reducing operational delays due to procedural inefficiency by 25%

• Directed comprehensive onboarding procedures, centralized personnel record management, and ensured rigorous compliance with HR policies

• Provided dedicated calendar management and complex travel coordination support for senior management personnel

• Authored and implemented Standard Operating Procedures (SOPs) for recurring administrative tasks, enhancing organizational alignment and efficiency

Billing Specialist, Halliburton, San Angelo TX

06/2014 – 10/ 2015

• Executed all Accounts Receivable (AR) and Accounts Payable (AP) functions with audited accuracy rates of 100%, ensuring strict compliance with internal financial controls

• Processed high-volume payroll and associated timecards, maintaining flawless accuracy throughout the remuneration cycle

• Collaborated cross-functionally with departmental stakeholders to reconcile discrepancies and align complex data reporting structures for comprehensive financial oversight Executive Operations Advisor Information & Communications Manager, United States Air Force, Multiple Locations

06/1992 – 08/ 2013

• Supported senior leadership through executive communications, calendar coordination, information management, and strategic administrative support

• Managed confidential executive records, correspondence, and critical documentation while ensuring compliance with organizational policies and security requirements

• Coordinated training, process improvement initiatives, and organizational communications to enhance operational effectiveness and employee readiness

• Maintained continuity of operations for distributed teams by organizing information flow, coordinating stakeholder communications, and supporting leadership priorities across multiple locations LANGUAGES

• English – Native

• Spanish – Native

MILITARY TRAINING

• Information Management Craftsman, US Air Force

• Information Management Specialist, US Air Force

• USAF Noncommissioned Officer Training, US Air Force

• Airman Leadership School, US Air Force

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