Summary
Overview
Work History
Education
Skills
Timeline
Caitlyn Sheets

Caitlyn Sheets

Dallas,TX

Summary

Analytical and ambitious professional with nine years of experience in multiple industries to forward company objectives. Passionate about customer support, managing IT/Applications driven projects, cutting costs to increase bottom lines, and identifying potential problems before they occur to ensure smooth business processes. Attentive to detail with experience in coordinating projects, programs and improvements.

Overview

13
13
years of professional experience

Work History

Client Relationship Manager

Systemates
07.2024 - Current
  • Maintain detailed records of all client interactions, ensuring accuracy in account management and reporting activities.
  • Develop strong rapport with clients through consistent follow-up and attention to detail.
  • Strengthened client relationships by maintaining regular communication and addressing concerns promptly.
  • Negotiate contracts with clients to secure long-term partnerships while safeguarding company interests.
  • Improve customer satisfaction rates by providing tailored solutions to meet individual client needs.
  • Collaborate with internal teams to resolve client issues quickly and efficiently.
  • Coordinate closely with sales teams to support the pursuit of new business opportunities within existing accounts.
  • Serve as primary point-of-contact for questions or concerns from clients during ongoing projects.

Implementation Specialist

Systemates
03.2023 - 07.2024
  • Managed multiple implementation projects concurrently, maintaining strict deadlines without compromising quality or scope.
  • Developed strong relationships with clients, fostering trust and confidence in the implementation process.
  • Delivered exceptionally high level of professionalism and support to each client, upholding company's commitment to service.
  • Maintained up-to-date knowledge of industry trends and best practices in order to provide the most relevant solutions for clients'' businesses.
  • Contributed to the continuous improvement of implementation processes through regular feedback sessions and lessons learned discussions.
  • Ensured seamless system integration, conducting thorough testing and troubleshooting before final deployment.

Project Coordinator

Huffman Contractors
07.2022 - 03.2023
  • Creation and management of project documents (project plan, budget, schedule, scope)
  • Project management administrative tasks (scheduling, accounting, distributing documents)
  • Increased productivity and efficiency of accounting processes
  • Ensuring resources and equipment are always available, coordinating with subcontractors

IT Project Manager

McLane Co., Inc
12.2019 - 05.2022
  • Collaborated with external and internal stakeholders to assess project requirements,
  • Drove daily communication among several IT and Applications teams to accomplish company-wide implementations of 10,000+ users
  • Estimating project budgets and gaining approval, 90% of projects completed on time using global developers and resourcesresourcesresouresourcesrresourcesresourcesresouresourcesr,
  • Led implementation effort of multiple system, software, and cloud-based upgrades (including end-user ttrainitnitrai)
  • technical upgrade projects for clients by working and coordinating with consultants and developers for integrations.

IT Project Analyst

McLane Co., Inc
02.2019 - 12.2019

Procurement Analyst

McLane Co., Inc
04.2018 - 02.2019
  • Analyze industry trends to develop business improvement initiatives
  • Managing inventory levels on and off site
  • Manages the execution of purchase orders and product distribution, ensuring accurate and timely delivery
  • Utilizes functionality of procurement systems to provide operational cost reporting

Help Desk Associate

McLane Co., Inc
04.2017 - 04.2018
  • Diagnose, troubleshoot, and resolve a range of software, hardware and connectivity issues
  • Excels in asking probing questions, analyzing and rectifying problems
  • Routinely exceeds call-handling goals and ensured customer satisfaction
  • Partners with additional tiers to resolve complex problems requiring escalation

Front Desk Coordinator

Pain Doctor
11.2016 - 04.2017
  • Maintained the smooth flow of communication between patient, provider, medical assistant, and all clinic/pharmacy staff
  • Scheduled appointments and ensured accuracy of daily batch reports

Assistant Operations Manager

Peterson Equipment Co. Inc
01.2016 - 09.2016
  • Manufacturing operations for “Pete’s Plugs’ - drove productivity improvements, maintained production logs
  • Trained staff (permanent & contract) and held accountable for 12 step manufacturing process
  • Communicated with vendors and ensured complete customer satisfaction
  • Supported customers & verified problem resolution
  • Performed inventory control, identified & implemented manufacturing process efficiencies
  • Managed Receiving/Shipping Operations
  • Developed marketing content for company website

Office Manager

BLVD Dentistry
10.2015 - 01.2016

Office Manager

Mint Dentistry
05.2015 - 10.2015
  • Supervised staff and oversaw daily office operations
  • Established staff schedules, allocation of staff, and assured effective patient care
  • Trained and rotated office staff through various office duties to ensure crossfunctional training in all job areas
  • Assessed staff performance and compliance with office standards
  • Oversaw daily deposits and ensured batch reports were sent to finance
  • Conducted office staff meetings regularly
  • Inventoried and ordered office supplies
  • Completed and oversaw billing responsibilities daily
  • Presented treatment plans to patients – explaining treatment and financial options

Treatment Coordinator

Mint Dentistry
10.2014 - 04.2015
  • Outlined dental options for clients utilizing insurance benefits constructively
  • Interacted regularly with the dentists
  • Presented patient treatment plans for dental procedures along with payment options
  • Collected and posted payments for appointments, ensured proper consent forms were signed, and called in prescriptions prior to surgical procedures

Front Desk Receptionist

Mint Dentistry
08.2014 - 10.2014
  • Maintained a professional reception area, safeguarded patient privacy and confidentiality in adherence to HIPAA laws
  • Verified and updated patient information, informed patients of dental office procedures and policies
  • Managed phone calls, responded and complied to requests for information, scheduled patient appointments, confirmed upcoming appointments and recalls, organized referrals to other medical specialists, collected and logged payments from patients

Sales Associate

FC Dallas
06.2012 - 08.2014
  • Ensured that each customer received outstanding service
  • Assisted customers in all aspects of the retail purchasing process
  • Maintained product knowledge and awareness of all promotions and advertisements
  • Assisted with set-up, display, maintenance, break-down, and register close-out at all retail locations in Stadium
  • Provided staff support in tagging, warehousing and replenishing merchandise

Education

Bachelor of Arts - Communication Studies, Psychology

University of North Texas, Denton, TX
08.2014

Certified Business Resilience Manager (ID: 41424) -

BRCCI
10.2019

Skills

  • Microsoft Suite
  • Project Facilitation
  • Sales
  • Customer Service
  • Communication (Verbal & Written)
  • Excellent relationship builder
  • Strong analytical skills
  • Organization
  • Process improvement
  • Team Coordination
  • Product Development
  • Schedule Management

Timeline

Client Relationship Manager - Systemates
07.2024 - Current
Implementation Specialist - Systemates
03.2023 - 07.2024
Project Coordinator - Huffman Contractors
07.2022 - 03.2023
IT Project Manager - McLane Co., Inc
12.2019 - 05.2022
IT Project Analyst - McLane Co., Inc
02.2019 - 12.2019
Procurement Analyst - McLane Co., Inc
04.2018 - 02.2019
Help Desk Associate - McLane Co., Inc
04.2017 - 04.2018
Front Desk Coordinator - Pain Doctor
11.2016 - 04.2017
Assistant Operations Manager - Peterson Equipment Co. Inc
01.2016 - 09.2016
Office Manager - BLVD Dentistry
10.2015 - 01.2016
Office Manager - Mint Dentistry
05.2015 - 10.2015
Treatment Coordinator - Mint Dentistry
10.2014 - 04.2015
Front Desk Receptionist - Mint Dentistry
08.2014 - 10.2014
Sales Associate - FC Dallas
06.2012 - 08.2014
University of North Texas - Bachelor of Arts, Communication Studies, Psychology
BRCCI - Certified Business Resilience Manager (ID: 41424),

Similar Profiles

CREATE PROFILE
Caitlyn Sheets