Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Dani Bates

Dani Bates

Terrell,TX

Summary

Dedicated Self-starter with over 12 years experience in Project Planning and Delivery. Recognized for implementing proven methods and cutting-edge technology to meet business performance expectations. Known for successfully streamlining operations and increasing productivity. Detailed approach to maintaining A high threshold for business operations, tech savvy and efficiency focused, highly-motivated with a desire to take on new challenges. Excitedly seeking a position at Southwest Airlines as a SR. NPOC Planning and Delivery Consultant.

Overview

5
5
years of professional experience
1
1
Certification

Work History

ACCOUNT PROCESSOR

ALEAF INSURANCE
11.2021 - 03.2022
  • Assisted the Account Manager, and Producer by processing renewals, proposal creation, and handling customer inquiries
  • Reconciled discrepancies between vendor invoices and payment records
  • Monitored changes in regulations that affect accounting operations
  • Sent RFPs out to market
  • Entered proposal information

PROJECT COORDINATOR

UNIFIED POWER
07.2017 - 11.2021
  • Dispatched members of the technical team to various customer calls as well as coordinated proposals and sales calls between the sales team, the proposal team, our vendors and logistics team
  • Scheduled technicians in the Southeast and Western regions of the US for preventive maintenance, remedial, and emergency services on critical load systems
  • Provided on-call emergency dispatching during after hour emergencies
  • Coordinated with sales, proposal team, vendors, logistics team, and service managers to complete projects in customers desired timeline
  • Worked with customers to obtain Purchase Orders
  • Reviewed technician reports and submitted to customers upon job completion
  • Business Development & Customer Retention Representative
  • Responded to customer inquiries via the company webpage and incoming calls
  • Remodeled the business website and improving the customer portal for better usage and ease
  • Managed communication channels between various teams involved in the execution of complex projects.
  • Provided direction, guidance and support to team members throughout the duration of projects.
  • Maintained a detailed database of project information including budgeting, resources and deliverables.
  • Collaborated with senior leadership on strategic planning initiatives related to future projects.
  • Followed up on pending proposals created by the Service Sales team

OPERATIONS MANAGER

COMPLOY INC.
03.2022 - Present
  • Develop, deliver, facilitate, and participate in multi-departmental presentations and workshops with supported work groups, Senior Leadership, and Executives
  • Lead cross-departmental teams to identify solutions for complex problems and implement various corporate initiatives
  • Oversee the daily operations of office with 17 employees
  • Renegotiate vendor contracts and standardize office procedures
  • Implement cloud-based data management system, utilize CRM to its full potential
  • Act as a trusted advisor to stakeholders by influencing the strategy portfolio with excellent analytical skills.
  • Coach mentor and provide direction to team members.
  • Oversee the management of the Implementation, Payroll, and Account Treasury Teams of PEO
  • Created, implemented, and documented more concise Sales Processes for PEO
  • Built ticketing Pipelines, Created Automation, and Customer Forms in HubSpot
  • Managed all aspects of the Employee Retention Credit Program

Education

ASSOCIATE OF LIBERAL ARTS DEGREE -

TRINITY VALLEY COMMUNITY COLLEGE
05.2009

Skills

  • Project Management
  • Financial Management
  • Data Analysis
  • PowerPoint
  • MS Office
  • Cross-functional communications specialist
  • Microsoft Office Suite expert
  • Business Administration

Certification

  • TEXAS GENERAL LINES PROPERTY & CASUALTY, 02/01/22, Present
  • HUBSPOT CERTIFICATIONS SALES
  • HUBSPOT CERTIFICATIONS REVENUE OPERATIONS
  • HUBSPOT CERTIFICATIONS MARKETING

Timeline

OPERATIONS MANAGER

COMPLOY INC.
03.2022 - Present

ACCOUNT PROCESSOR

ALEAF INSURANCE
11.2021 - 03.2022

PROJECT COORDINATOR

UNIFIED POWER
07.2017 - 11.2021

ASSOCIATE OF LIBERAL ARTS DEGREE -

TRINITY VALLEY COMMUNITY COLLEGE

Similar Profiles

CREATE PROFILE
Dani Bates