Summary
Overview
Work History
Education
Skills
Timeline
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Blanca R. Ortiz

Blanca R. Ortiz

Mooresville,NC

Summary

Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.

Overview

14
14
years of professional experience

Work History

Bilingual Client Concierge

International Rx
08.2023 - Current
  • Use Google Teams, MS Outlook, Dialpad, CRM or other applications to reach out to 35-45 customers/prospects per day, including as Spanish-speaking liaison between clients and company.
  • Create a positive first impression with prospects by gathering all necessary information to ensure seamless enrollment with 47% success rate.
  • Make outbound calls and receive inbound calls to advise on order information, conduct outreach to potential members, facilitate telehealth, and answer inquiries related to the medication, prescription or program.
  • Able to determine when situations need immediate assistance vs. when appropriate to escalate to leadership personnel based on protocols with 98% completion.
  • Identify areas for process improvement within the concierge department, contributing to a more seamless client experience.
  • Developed a loyal clientele base by consistently offering personalized attention that fostered ongoing relationships.

Executive Assistant & Project Manager

Soul Centered, LLC
08.2022 - 08.2023
  • Organized and completed the transition of over 1,000 products being sold in-person to online via WordPress, GoDaddy, Constant Contact, and other various application teams.
  • Reviewed all products to determine availability, assign to categories, update SEO, and setup product codes.
  • Created, scheduled and recorded minutes with vendors, contractors, and tech support teams through direct communication via phone and email.
  • Provided administrative support to the CEO, such as spreadsheet creation, newsletter collaboration, event management, and maintaining filing system and contacts database.

Health & Wellness Ambassador/Asst. Manager

Aloha Paddle Sports
01.2016 - 09.2020
  • Created daily shift & monthly class schedules for over 20 employees and instructors every season.
  • Established relationships with customers via multichannel communication – newsletter, text & social media marketing, in-house sales, and on-water instruction.
  • Provided training to employees via presentations, and coordinated meetings across multiple calendars.
  • Delegated operational tasks to staff and organized team communications and events, on- and off-site.

Administrative Assistant

Acupuncture Center
03.2019 - 09.2019
  • Managed office documentation and organization while maintaining 100% confidentiality per HIPAA laws.
  • Anticipated the needs of others to ensure their seamless and positive experience.
  • Scheduled 20-30 patients per day with special awareness to the many moving parts of a multiple practitioner office.
  • Processed payments, screened calls, and provided practitioner instructions to individuals.

Client Services Associate

Your Karma - Yoga & Wellness
09.2016 - 12.2017
  • Assisted 15-20 yogis per class, 5-10 teacher per day, trained staff, inspired optimum client purchases, and promoted yoga principles.
  • Exemplified excellent customer service and took initiative to master MindBody software.
  • Executed administrative duties with a 98% level of accuracy and detail (class check-ins, retail purchases, scheduling appointments, maintaining and tracking inventory for multiple vendors, etc.).

Chiropractor’s Assistant

Charlotte Health Center
08.2015 - 01.2016
  • Organized, oversaw and kept track of multiple tasks/projects simultaneously with little supervision or support.
  • Coordinated with 5 chiropractors and office personnel to facilitate or strengthen an individual’s health goals, lifestyle modification, weight loss/management product recommendations & results.
  • Committed 6 days a week to spreading the health benefits of chiropractic care through involvement in health fairs, local expos, seminars, classes, professional training, meetings, mall booths, etc.

Founder/Reiki Teacher/Holistic Health Coach

Blooming Balance
08.2013 - Current
  • Share optimal, sustainable nutrition and wellness plans for individuals to improve their health & reverse symptoms through transformational coaching with empathy, integrity and real results within 3 months.
  • Identify potential risk factors, naturally restore immunity, eliminate excess weight/inflammation and exercise stress management practices.
  • Build rapport and establish trust quickly with over 50 clients & over 20 students to motivate them toward improved health behaviors.
  • Create and promote in-person and virtual events, including using Canva for graphic design and promotional flyers, promoting via Eventbrite, Facebook/Meta, Instagram, and MailChimp, collecting payments using Square.

Account Executive

AC&M Group
03.2012 - 12.2013
  • Collaborated with CEO, Director of Brand Integration, and Social Media Manager in the development of marketing plans and proposals, creative deliverables and briefs, social media best practices & protocol, etc.
  • Responsible for day-to-day management, contact, and support of clients’ relationships for social media/project schedules, work order deadlines, vendor partnerships, & development research.
  • Managed and enhanced client’s social media community and corporate blog, including a team of 5-7 bloggers across the US, assignment and deadline distribution, review/edited/publish over 120 blogs.

Sales & Marketing Associate

Integration Point
03.2011 - 03.2012
  • Was responsible for creating content for dissemination on various social media networks, promotional materials, quarterly newsletters, corporate blog, etc.
  • Generated various daily, weekly, monthly and annual reports while keeping record in Salesforce and Excel.
  • Assisted in implementation and maintenance of marketing plan, including running reports, tracking progress, updating mailing lists/benchmarks, conducting market research, and carrying out projects.
  • Cultivated lasting relationships with suppliers, event personnel, prospective candidates, and industry leaders.

Education

Graduate Certification - Holistic Nutrition

American College of Healthcare Sciences
Portland, OR
05.2016

Bachelor of Science - Marketing

University of North Carolina At Charlotte
Charlotte, NC
12.2010

Bachelor of Arts - Spanish

University of North Carolina At Charlotte
Charlotte, NC
12.2010

Skills

  • Strong empathy
  • Exceptional communication
  • Digital, social media & print marketing experience
  • Data entry proficiency
  • Multitasking and organization

Timeline

Bilingual Client Concierge

International Rx
08.2023 - Current

Executive Assistant & Project Manager

Soul Centered, LLC
08.2022 - 08.2023

Administrative Assistant

Acupuncture Center
03.2019 - 09.2019

Client Services Associate

Your Karma - Yoga & Wellness
09.2016 - 12.2017

Health & Wellness Ambassador/Asst. Manager

Aloha Paddle Sports
01.2016 - 09.2020

Chiropractor’s Assistant

Charlotte Health Center
08.2015 - 01.2016

Founder/Reiki Teacher/Holistic Health Coach

Blooming Balance
08.2013 - Current

Account Executive

AC&M Group
03.2012 - 12.2013

Sales & Marketing Associate

Integration Point
03.2011 - 03.2012

Graduate Certification - Holistic Nutrition

American College of Healthcare Sciences

Bachelor of Science - Marketing

University of North Carolina At Charlotte

Bachelor of Arts - Spanish

University of North Carolina At Charlotte

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Blanca R. Ortiz