Alexis Oertel
Livermore,CA
Summary
Client-focused operations and administrative professional with experience supporting executive teams, managing office operations, and driving sales and client engagement initiatives. Proven ability to coordinate complex schedules, streamline processes, and deliver exceptional stakeholder experiences in fast-paced environments.
Overview
5
5
years of professional experience
Work History
Sales Operations Lead
Armanino LLP
San Ramon, CA
07.2025 - Current
- Oversee day-to-day sales operations including lead generation, pipeline management, and reporting
- Identify and implement process improvements to increase sales efficiency and effectiveness
- Build and maintain relationships with prospects and clients, supporting tailored solutions
- Collaborate with marketing to align campaigns, messaging, and sales strategies
- Maintain an organized sales pipeline and ensure timely follow-ups
Office Administrator
Armanino LLP
San Ramon
12.2023 - 06.2025
- Served as a welcoming first point of contact for clients, executives, staff, vendors, and guests
- Maintained a clean, professional, and welcoming reception area
- Answered and routed incoming calls via Microsoft Teams and Zoom
- Responded to email, phone, and in-person inquiries
- Received, sorted, and distributed incoming and outgoing mail
- Ordered and maintained office supplies, equipment, and kitchen inventory
- Performed administrative duties including filing, typing, copying, and scanning
- Coordinated office lunches and events including catering, setup, and cleanup
- Assisted the HR department with tasks ensuring strict confidentiality
Customer Service Representative
Four Paws Veterinary Center
Dublin, CA
02.2021 - 12.2023
- Provided high-volume client support handling 150+ interactions daily
- Scheduled appointments via phone, email, and TeleVet
- Resolved client concerns while adhering to company policies
- Managed medical documentation and coordinated record transfers
- Processed insurance claims and tracked invoices
- Educated clients on preventative care and treatment plans
- Supported veterinary staff with accurate client and pet information
Education
B.A. - Liberal Arts
California State University, Chico
Chico, CA05.2018
Skills
- Client & Stakeholder Support
- Executive & Administrative Support
- Calendar & Meeting Coordination
- Operations Support
- Document & Records Management
- Cross-Functional Collaboration
- Professional Communication
- Outlook
- Microsoft Excel
- Microsoft Word
- Microsoft Teams
Timeline
Sales Operations Lead
Armanino LLP
07.2025 - Current
Office Administrator
Armanino LLP
12.2023 - 06.2025
Customer Service Representative
Four Paws Veterinary Center
02.2021 - 12.2023
B.A. - Liberal Arts
California State University, Chico