MS Word
Danielle Robinson-Lehman
Operations + Development
San Rafael,CA
Summary
- Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals, to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
16
16
years of professional experience
1
1
year of post-secondary education
Work History
Practice Manager
Lehman Therapy
San Rafael, CA
03.2017 - Current
- Created and implemented organizational policies and procedures.
- Boosted staff morale by offering constructive feedback and specific direction.
- Provided outstanding support to entire staff which helped improve daily to weekly process flow and boosted efficiency.
- Developed over ten standard policies and procedures for effective practice management.
- Managed daily practice operations to optimize appointment scheduling, multiple patient records management and billing functions on two platforms.
- Supervised team of two, including myself, office personnel
Training and Development Coordinator
Spruce Finance
San Francisco, CA
12.2015 - 02.2017
- Produced ten to twelve rotating live training manuals, presentations and resources for enhanced learning.
- Worked with central management to identify, plan, align, and address multiple training needs.
- Evaluated success of training programs and recommended improvements to upper management to enhance effectiveness.
- Created and maintained detailed training records and reports for management review.
- Monitored training reports within learning management system for respective roles to promote initial and annual training completion.
- Scheduled and coordinated training sessions, including booking facilities and arranging Zoom or in-person meetings.
- Managed new employee orientation training process for more than twenty employees and hundreds of clients each year
Senior Assistant, Customer Support
Spruce Finance
San Francisco, CA
09.2013 - 12.2015
- Acquired product and service knowledge to provide solutions to hundreds of customers, sometimes within days before new software releases.
- Used data processing and statistical software to process large amounts of data and paperwork.
- Developed and managed employee schedules for 5 member team, balancing individual requests and requirements with business needs.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Assisted on choosing recommendations to streamline and simplify customer support system, improved response time from 5 minutes to under 1 minute within 2 year period.
Senior Fund Accounting Analyst
Spruce Finance
San Francisco, CA
03.2012 - 08.2013
- Participated in generating fund balance sheets for 3 different finance products, for distribution to shareholders.
- Collaborated with 3 fund managers regularly to align efforts to confirm accurate financial reporting.
- Performed daily accounting of assigned funds and performed fund analysis for critical decision-making purposes.
- Maintained accurate transaction processing record.
- Created and maintained precise and accurate models, charts and reports.
- Improved emergency resolution processes to save time.
Operations and Recruiting Manager
Fieldwork San Francisco
San Francisco, California
01.2008 - 08.2011
- Developed relationships with recruitment agencies and other external partners to expand organizational reach and identify potential candidates.
- Established and maintained contacts with 20+ schools, employment agencies and/or other public organizations to find and market research study participants.
- Collaborated with 2 internal teams to continuously improve recruitment processes and execute as efficiently as possible.
- Conducted 100-200+phone interviews to assess applicants relevant knowledge, skills, experience and aptitudes.
- Starting with 500ish participants before coming on board, managed addition of 20,000+ participants in Research Tracker database system to keep recruitment processes organized.
- Measured and reported on recruitment metrics to track successes and failures of recruitment efforts and identify areas for improvement.
- Worked with 2 members in senior leadership in overhauling Research Tracker.
Education
Some College (No Degree) - Psychology
Berkeley City College
Berkeley, CA 01.2011 - 12.2011
Skills
Administrative management
Customer Care
Sales
Organization
Quick-learner
Training
Development
Recruiting
Youth Programming
Classroom Management
File and record management
Electronic health records
Workflow planning
Policy Development
Schedule Management
Materials Preparation
Public speaking
Small Group Instruction
Google Workspace
Software
MS Excel
Google Suite
Zendesk
Research Tracker
Some Salesforce
Google Workspace
Interests
Dancing, musical theater, singing, live music, old movies
Timeline
Practice Manager
Lehman Therapy
03.2017 - Current
Training and Development Coordinator
Spruce Finance
12.2015 - 02.2017
Senior Assistant, Customer Support
Spruce Finance
09.2013 - 12.2015
Senior Fund Accounting Analyst
Spruce Finance
03.2012 - 08.2013
Some College (No Degree) - Psychology
Berkeley City College
01.2011 - 12.2011
Operations and Recruiting Manager
Fieldwork San Francisco
01.2008 - 08.2011