Daisy Alverio-Pagan

Reported to Travis Rogean, VP and Christina Muir, Office Manager.

• Managed customer inquiries and provided product information to enhance client satisfaction.
• Assisted in developing marketing materials to promote new fitness products effectively.
• Coordinated communication between sales team and clients to streamline order processing.
• Maintained accurate records of customer interactions in CRM system for improved follow-up.
• Updated internal databases with accurate customer contact information, ensuring effective communication channels were maintained throughout the sales process.
• Supported sales representatives in their efforts to meet or exceed individual targets by providing necessary resources and assistance.
• Boosted sales productivity by streamlining sales support processes and implementing new tools.
• Learned and frequently used multiple sales systems to investigate, track, and correct customers' issues.

• Reported to Nancy Zifer, Human Resource Director. Responsible for transferring incoming calls to Help Desk and other Department Directors. Attended walk-in clients and directed them to Help Department personnel for assistance. Signed and distributed all incoming packages and mail. Aided several departments by completing mailing monthly check processing (stuffing envelopes, stamping, confirming count). Responsible for ordering and maintaining office supplies.
• Accomplishment: Created an Employee list in Google Sheets and provided links to all Department Directors. List included employee name, department, title and brief notes (i.e., employee works from home, etc.). This list became the daily go-to. Also created even RSVPs lists in the same manner to share with each Event Director.

• Reported to Lydia Kopeki, Director of Member Experience Operations (MEA). Responsible to aid members placing orders for products, goods, items and services, provided information on account balances, assist in creation of username/password to access their accounts online; escalated members concerns to appropriate departments, provided information on Hearing Aid benefits, located providers and arranging appointments.

• Reported to President/CEO, provided a series of Managerial/administrative services. Office management/administration, purchase of office supplies, equipment and maintenance plans, supervised 3 customer service employees, 2 accounting employees, 1 regulatory clerk and 1 logistics clerk. Provided personal and administrative support to CEO; Calendar/appointment management, travel and special events/congress coordination. Reviewed and revised all the Company administrative/transmittals files. Assisted with Internal Audit process.
• Achievements: Required to learn and be able to perform all current employee functions Administration, Customer Service, Regulatory, Logistics and basic Accounting which accomplished returning 90-day trial period. Due to my dedication and efficiency a year later, was given the opportunity to become Product Manager for OMTLLC performing both jobs simultaneously till 2013 when Traatek Inc. hired an office Manager so that I could concentrate fully on OMT and obtain the required training for the job.

• Reported to President/CEO as Product Manager for a sister company under Traatek Inc. Company umbrella [OMTLLC], was responsible for implementation of Company Quality System and Procedures reporting documentation and training of personnel. Assisted with Internal Audit process. Responsible for purchasing vendor selection/approval, production planning, supervising and monitoring production logistics and maintaining proper inventory stock levels. Responsible for supervision of packaging/sterilization processes, quality control and the Company’s intellectual property. Assist President/CEO with research and development of new products and maintaining Project Binders for each. Maintain Company account Payable/Receivable, Customer/Vendor other Suppliers, Marketing literature and Technical files (hard copy and in Public files).
• Achievements: Developed electronic version of Master Product Dossier to market and register the Company products (Internationally and to Hospitals nationwide). Developed forms for Regulatory and Quality System Reporting purposes, developed Traceability Report and upgraded the inventory Excel workbook reports to include formulas for information transfer reducing significantly the amount of time spent on data entry. Created and maintained Training Manual for all positions and tasks.

• Reported to CFO, providing administrative services to her and other executives as required, purchasing/warehouse back-up inclusive of order entry, inventory data entry and shipping/receiving. Answered the phone and greeted visitors performed data entry for AP and maintained all paper and virtual files. Responsible for maintaining proper stock of office, restroom and kitchen supplies as well as office maintenance and repair requests. Prepared audio-video equipment manuals for clients, upon completion of projects with minimal supervision this included internet searches for specs and manuals, creation of TOC’s covers and final compilation of all material inclusive of engineering drawings, and permits. Liaison between local airport and company personnel for procurement of Security ID badges. Always met project deadlines and exceeded expectations.

• Provided full and diverse secretarial and administrative support for a responsible nature for several senior partners and other key management personnel of the IT Group, coordinated travel plans, calendars, documentation for conferences calls, and expense reports worked for 3 Partners, 3 Senior Managers, 3 Managers and 1 Business Development Executive, coordinated recruiting events (experience and campus) including planning and follow-up of events, supervised the production of marketing literature, design of products (proposals, reports and other client deliverables), training manuals/materials and handouts as well as departmental/client profiles.
• Achievements: Newsletter Editor/Designer for SEA Technology and Security, Risk Services HR and later for the SEA Advisory Newsletter with a broader reading base; Nominated as the first Executive Assistant to participate (2 yrs.) in the People Advisory Forum – a distinguished panel of personnel gathered throughout their US branches of all levels of experience from the Chairman of the Board to beginner staff; assisted management with outside firm meetings and/or trainings. Consistently achieved and exceeded departmental goals; consistently improved recruiting program process; received special commendation for the best organized and enjoyable Take Your Child to Work program from Partners.

• Worked with 3 Partners, 3 Senior Managers and 4 Managers, coordinated Tax Practice recruiting (Experience and Campus), coordinated and maintained a Tax Repository, Submission of electronic bank/database, guided department TRAX Time and Expense Reporting, assisted female Partner with creation and initiation of Health Executive Women strategy Group [WHEL], responsible for maintenance of Area Director of Tax and Tax Department Correspondence files.
• Achievements: Achieved excellent reviews scores during department TQR’s (Tax Quality Reviews), consistently achieved and exceeded department goals. Assisted Office Manager in testing all new computer software programs, provided to administrative assistant staff to increase/improve performance.

• Provided Board of Directors and Avata Management team with office administrative services of a responsible nature, utilizing management experience and supervisory skills, responsible for overseeing several corporate office construction projects including developing budgets and supervising contractor and construction progress in addition responsible for the purchase of office furniture, fixtures and equipment and service contracts for Corporate Headquarters and subsidiaries, procurement and other services contracts (cellular telephone, copiers, etc.). Supervised administrative personnel and ensured completion of daily office functions. Implemented system training manual for front desk procedures and maintained resources to streamline personnel and ensure emergency cover. Responsible for Corporate Headquarters security access/parking card management, office moves, furniture and fixture yearly inventory, office telephone system programming, troubleshooting and maintenance.

• Assisted all Audit Managers and Senior staff with their documents, copies and/or projects as assigned. Performed complete restructuring of local forms/literature and assisted managers with implementation, creation, inventory of materials that indicated efficiently availability of literature and its location within filing system for ease of use by professional staff.