Cassandra Patton
Trafalgar,IN
Summary
Dynamic business manager skilled in driving revenue and enhancing customer satisfaction. Spearheaded operational strategies leading to 129% revenue growth and streamlined processes that reduced operational costs by 37%, demonstrating a strong commitment to efficiency and client success.
Overview
12
12
years of professional experience
Work History
Business Manager
Universal Preservation Services of Indiana, LLC.
01.2017 - Current
- Managed client communications and strengthened relationships with stakeholders to foster collaboration.
- Executed process improvements that streamlined operations and reduced inefficiencies.
- Assessed project documentation for compliance with industry standards, ensuring quality and regulatory adherence.
- Determined customer needs and calculated payment options based on consultative sales process.
- Enhanced customer relationship management systems, increasing satisfaction by 45%.
- Streamlined operating processes and management procedures, resulting in a 37% reduction in operational costs.
Business Manager
Legend Service Company, LLC.
01.2024 - 01.2025
- Coordinated team schedules and resource allocation to optimize project timelines.
- Managed team, guiding and directing efforts to ensure timely completion of projects.
- Spearheaded operational strategy leading to 129% revenue growth.
- Fostered strategic partnerships to drive new business opportunities.
- Maintained financial records, prepared budgets, and monitored expenditures for multiple departments.
- Prepared monthly financial statements for review by the executive leadership team.
- Developed training materials for staff to enhance understanding of techniques and protocols.
- Implemented safety protocols throughout the workplace to protect employees from harm.
- Developed and implemented an ownership transition plan.
Office Manager
Legend Service Company, LLC.
01.2018 - 01.2021
- Coordinated office activities to ensure smooth daily operations.
- Managed, scheduled and coordinated office functions and activities for employees.
- Supervised administrative staff to improve team collaboration and productivity.
- Developed and implemented office policies and procedures.
- Managed vendor relationships to maintain efficient supply chain processes.
- Developed office budgets to align with company financial goals.
- Trained new employees on office procedures and policies for seamless integration.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
Senior Marketing Analyst
Cummins Inc.
01.2015 - 01.2017
- Developed marketing plans that resulted in a 31% increase in lead generation.
- Created and maintained marketing dashboards to provide stakeholders with actionable insights.
- Conducted competitive analysis to uncover market growth opportunities and drive innovation.
- Analyzed market trends to inform product development strategies.
- Presented findings and recommendations to senior leadership for strategic decision-making.
- Collaborated with cross-functional teams to ensure alignment between goals and objectives.
- Gathered data from multiple sources including web analytics, financial statements, surveys, focus groups.
- Led creation and management of marketing database, delivering training sessions for company-wide use.
Education
Bachelor of Arts - Business Administration
Indiana Business College
Columbus05-1999
Bookkeeping Certification -
National Association of Certified Public Bookkeepers (NACPB)
Certification - Marketing Management
Western Governor's University
Skills
- Oracle databases
- SalesForce
- MS Office
- CompTIA IT Project Management
- HouseCall Pro
- Accounts Payable
- Accounts Receivable
- Certified Bookkeeper
- Payroll
- QuickBooks
- Strategic planning
- Market analysis
- Project coordination
- Employee training
- Time management
- Business development
- Business administration
- Project management
- Marketing management
- Employee management
- Staff management
- Documentation and reporting
Accomplishments
- Project Management Led multi-business data management project Voice of Business / Voice of Customer research Market sizing projections Competitive intelligence research Scope management Multi-business team management
- Accounting and Payroll Spearheaded migration to QuickBooks Streamlined payroll and accounting processes Account reconciliation across multiple accounts Financial reporting and tax filings Business insight and strategic plan development
- Marketing Management Database creation and management Business Plan and Marketing Plan development for multiple companies Marketing research and analytics for Fortune 500 Company Promotional material creation / trade show exposure Website redesign and increased visibility Marketing analytics
- Sales Management Division expansion resulting in 500% growth Portfolio management of national accounts Sales forecasting / budget development Customer management system creation for increased efficiency, customer satisfaction and increased profitability
- Recruitment and Training Recruited sales staff Coached consultative sales Customer care and best practices Team training and development programs
Timeline
Business Manager
Legend Service Company, LLC.
01.2024 - 01.2025
Office Manager
Legend Service Company, LLC.
01.2018 - 01.2021
Business Manager
Universal Preservation Services of Indiana, LLC.
01.2017 - Current
Senior Marketing Analyst
Cummins Inc.
01.2015 - 01.2017
Bachelor of Arts - Business Administration
Indiana Business College
Bookkeeping Certification -
National Association of Certified Public Bookkeepers (NACPB)
Certification - Marketing Management
Western Governor's University