Results-driven business professional with expertise in people management, process improvement, and organizational optimization. Committed to fostering an open, communicative culture that empowers individuals to contribute to the company’s success. Skilled at building rapport to enhance project outcomes, resolve complex challenges, and implement innovative strategies for continuous improvement. Proficient in Salesforce and accounting functions.
Overview
12
12
years of professional experience
Work History
Supervisor - Order Entry
OnCourse Learning / Colibri
03.2023 - Current
Collaborated with the automation team to design systems that streamlined order entry processes, enabling the team to focus on complex orders and reduce redundancies.
Created and managed task and enhancement cases in Salesforce to drive operational efficiencies for the order entry team.
Partnered with the accounting team to manage open invoices, process refunds, and ensure the accuracy of customer transactions.
Conducted testing for order processing migration in Salesforce, handling both single and bulk orders to ensure seamless transitions.
Applied strong leadership and problem-solving skills to maintain team efficiency, optimize workflows, and meet organizational objectives.
Evaluated staff performance, providing targeted coaching to address inefficiencies and foster continuous improvement.
Developed and implemented improvement plans aligned with organizational goals and operational specifications.
Team Lead - Order Entry
OnCourse Learning
07.2021 - 03.2023
Monitored and managed case workflows in Salesforce for the order entry team to ensure efficient processing and resolution.
Supported the accounting team by handling tasks such as payment allocation, managing past-due invoices, and processing refunds within Salesforce.
Collaborated with the internal Salesforce team to contribute to testing and implementing system improvements.
Trained new team members on company procedures, ensuring smooth onboarding and integration into the team.
Provided coaching and guidance to team members on best practices and techniques to enhance task efficiency and accuracy.
Developed comprehensive procedural documentation to support staff in managing their daily workload effectively.
Relationship & Account Manager - Sales
OnCourse Learning
10.2012 - 07.2021
Developed and managed pricing rules in Salesforce for both new and existing clients, ensuring accurate and competitive pricing structures.
Processed opportunities for single and bulk orders within Salesforce, ensuring timely and accurate order fulfillment.
Built and nurtured strong, long-term relationships with new and existing clients through effective communication and exceptional interpersonal skills.
Conducted product demonstrations to highlight benefits and advantages, driving customer engagement and encouraging purchases.
Streamlined internal processes to enhance order processing efficiency and improve customer service outcomes.
Skills
Expertise in Salesforce Lightning
Advanced proficiency in Microsoft Office Suite
Strong verbal and written communication skills
Exceptional organizational and time management abilities
Skilled in process monitoring and continuous improvement
Proven track record in employee development and performance enhancement
Experienced in documentation, reporting, and data analysis
Effective coaching and mentoring capabilities
Proficient in relationship building and stakeholder management
High attention to detail and accuracy in all tasks
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