Client Relations & Business Operations Coordinator
PMI Green Rock Management
Hampton
09.2021 - 09.2025
Helped support the growth of a startup property management company from a 3-person office to a 20+ employee organization managing 1,000+ residential units.
Built and maintained relationships with clients, tenants, homeowners, and vendors, serving as a key point of contact and ensuring a positive customer experience.
Conducted market research and rental pricing analyses to identify opportunities and support leasing strategies.
Managed vendor relationships, business communications, invoicing, and Excel-based reporting to drive efficient day-to-day operations.
Accounting/Finance Intern
Helfrich Brothers Boiler Works
Lawrence
01.2026 - 04.2026
Conducted fixed asset valuations totaling $45 million, applying GAAP principles to determine accurate book values.
Supported the quarterly financial close process by processing high-volume transactions with 100% accuracy and collaborating with senior accountants to deliver timely financial statements.
Sales Associate
Coastal Living Paint & Hardware
Hampton Falls
07.2022 - 06.2026
Provided consultative sales support by identifying customer needs and recommending hardware, paint, and home improvement solutions.
Prepared end of day revenue reports, ensuring accuracy of cash, credit, and sales transactions before financial reporting.
Server
Ambrose
Exeter
06.2020 - Current
6+ years of hospitality experience delivering exceptional guest service in high-volume, fast-paced restaurant environments.
Increased revenue through strategic upselling, personalized recommendations, and a consultative sales approach.
Managed multiple tables and competing priorities while maintaining accuracy, efficiency, and a high standard of service.
Social Media Content Creator
Book & Bar
Portsmouth
09.2023 - 09.2024
Created and scheduled engaging social media content using Canva to increase audience engagement.
Education
Bachelor of Science - Business Administration, Marketing, Hospitality Management
University of New Hampshire
Durham, NH
05-2026
Skills
Customer service
Sales support
Social media management
Market research
Relationship building
Financial analysis
Leadership Experience
UNH Love For Our Elders: Vice President
Organized volunteer activities and community outreach for nursing home residents.
Coordinated nationwide card writing campaigns supporting elderly individuals across the United States.
Assisted with recruitment, event planning, and leadership initiatives.
Timeline
Accounting/Finance Intern
Helfrich Brothers Boiler Works
01.2026 - 04.2026
Social Media Content Creator
Book & Bar
09.2023 - 09.2024
Sales Associate
Coastal Living Paint & Hardware
07.2022 - 06.2026
Client Relations & Business Operations Coordinator
PMI Green Rock Management
09.2021 - 09.2025
Server
Ambrose
06.2020 - Current
Bachelor of Science - Business Administration, Marketing, Hospitality Management
<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA