Summary
Overview
Work History
Education
Skills
Timeline
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Heather Bolstad

Heather Bolstad

Client Data Specialist

Summary

Motivated professional offering proficiency in data entry combined with strong mathematical and analytical thinking skills. Personable team player with exceptional customer service abilities. Fast learner and committed to continuous, self-directed learning.

Overview

2025
2025
years of professional experience
4035
4035
years of post-secondary education

Work History

Client Data Specialist

Willo Labs, Inc
12.2022 - Current
  • Ensured precision in financial reporting by meticulously verifying billing data against established contracts and pricing agreements
  • Consistently met deadlines and delivered high-quality work, demonstrating a strong commitment to excellence in data management
  • Effectively collaborated with internal and external partners to resolve billing disputes, providing seamless communication and swift issue resolution
  • Worked cross functionally with internal teams, including CSMs, accounting, & sales to ensure billing accuracy and efficiency
  • Collected and input client data such as course details, key contacts, pricing, subscriptions, reporting, and billing
  • Enhanced data accuracy by implementing efficient data validation processes and automating manual tasks
  • Managed sensitive information responsibly, adhering to strict security protocols and maintaining confidentiality at all times
  • Partnered with IT specialists to address infrastructure needs and ensure seamless integration between software applications and databases
  • Compiled, cleaned and manipulated data for proper handling

Bookstore Director

Mayville State University
8 2021 - 12.2022
  • Maintained Fiscal responsibility for bookstore operations, such as bookkeeping, purchasing, & inventory management
  • Oversaw all components of the MBS POS system and operating program
  • Implemented business strategies, increasing revenue, and effectively targeting new markets
  • Integrated new tools to create efficiencies and automation within the bookstore
  • Managed the day-to-day operations of the bookstore, including staff performance
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale
  • Optimized inventory management to minimize costs and ensure product availability
  • Serve on various institutional committees as a leader, including current role as ND State Staff Senate President

Financial Aid Coordinator

Mayville State University
03.2019 - 08.2021
  • Executed new projects, such as processing, reporting, and outreach of CARES funding
  • Worked closely with campus departments to streamline the disbursement process, ensuring timely delivery of funds to students'' accounts
  • Managed federal work-study program, ensuring compliance with regulations while offering valuable employment opportunities for students
  • Promoted financial literacy among students by conducting workshops and creating informational materials on budgeting, loan repayment strategies, and other related topics
  • Assisted students in completing complex financial aid forms, reducing errors and increasing successful applications
  • Served as liaison between the institution and government agencies, ensuring compliance with all relevant regulations pertaining to federal and state aid programs
  • Led social media outreach programs, informing prospective students of available financial aid programs
  • Served on various institutional committees

Administrative Assistant

Crary Real Estate
09.2018 - 03.2019
  • Managed a high volume of incoming calls, emails, and walk-in inquiries with professionalism and prompt attention, ensuring no opportunities were missed
  • Prepared and maintained accurate property listings, sales contracts and closing documents
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed
  • Oversaw all listing files and listing marketing (brochures, flyers, online marketing, etc.)

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Assistant General Manager

Crooked Pint
11.2017 - 09.2018
  • Immediately resolved issues with patrons by employing careful listening and communication skills.
  • Oversaw vendor relationships to ensure timely deliveries of high-quality products at competitive prices.
  • Completed bar inventory purchases and oversaw shipment processing.
  • Pitched in to help host, waitstaff, and bussers during exceptionally busy times such as dinner hour.
  • Ensured compliance with health and safety regulations by regularly inspecting the facility, equipment, and staff practices.
  • Established rapport with regular customers through personalized service experiences, encouraging loyalty visits and positive word-of-mouth referrals from satisfied guests.
  • Facilitated effective communication between front-of-house and back-of-house teams, fostering a collaborative work environment that led to smoother operations.
  • Collaborated with General Manager to develop strategic plans for business growth in alignment with company objectives.
  • Coordinated private events, working closely with clients to ensure their vision was executed flawlessly while maximizing profitability for the restaurant.
  • Conducted regular meetings with staff to discuss performance and address any issues.

Education

Master of Public Administration -

University of Mary
Bismarck, ND

Bachelor of Arts - Criminal Justice

Metropolitan State University
Saint Paul, MN

Skills

Data Verification

Timeline

Client Data Specialist

Willo Labs, Inc
12.2022 - Current

Financial Aid Coordinator

Mayville State University
03.2019 - 08.2021

Administrative Assistant

Crary Real Estate
09.2018 - 03.2019

Assistant General Manager

Crooked Pint
11.2017 - 09.2018

Bookstore Director

Mayville State University
8 2021 - 12.2022

Master of Public Administration -

University of Mary

Bachelor of Arts - Criminal Justice

Metropolitan State University
Heather BolstadClient Data Specialist