Accomplished professional with expertise in customer care satisfaction and proven ability to enhance client partnerships, resulting in substantial revenue growth. Strong operational management skills prioritize quality customer service in fast-paced environments. Demonstrated success in meeting deadlines while maintaining high standards of service delivery.
Overview
23
23
years of professional experience
Work History
Lead Intake Coordinator/Accounting Administrative Assistant
Gourmet Galley Catering
North Stonington, Connecticut
12.2021 - Current
Process and respond promptly to leads generated through multiple email accounts, telephone lines and social media platforms.
Collaborate with Sales Team, Staffing Manager and Kitchen Staff to ensure timely response to client inquiries.
Utilize CRM system, Caterease, to manage and track lead interactions effectively.
Process client payments accurately and in a timely manner.
Monitor accounts receivable report, checking for late, delinquent, or missing invoices, and payments.
Reconcile accounts receivable records with internal financial systems regularly.
Monitor aging accounts and initiated follow-up actions on overdue payments.
Administrative Assistant/Bookkeeper
Fries Sail Design
Waterford, CT
08.2013 - Current
Manage office supplies and coordinate inventory replenishment efficiently.
Reconcile bank statements and financial records regularly.
Assist in budget preparation and financial forecasting tasks.
Provide administrative support, including scheduling meetings and managing calendars.
Manage database system containing customer contact information.
Managed accounts payable and receivable processes efficiently.
Customer Care Representative
TD Ameritrade
Waterford, Connecticut
11.2019 - 03.2020
Assisted customers with inquiries and provided timely solutions.
Utilized CRM software to track interactions and enhance customer service.
Educated customers on product features and benefits effectively.
Handled escalated issues and coordinated with management for resolutions.
Participated in training sessions to improve product knowledge and service skills.
Substitute Secretary
Norwich Public Schools
Norwich, CT
04.2017 - 06.2019
Perform all daily tasks per current Secretary’s instructions
Answering multiple telephone lines and assisting caller
Maintaining high level of safety and security by monitoring all visitors
Taking daily attendance
Assisting students, parents and staff in all or any of their needs
Performing arrival, dismissal and bus announcements
Real Estate Account Executive
The Day Publishing Company
New London, CT
04.2007 - 08.2013
Account management to existing and new real estate firms and agents in Middlesex, New London and Windham Counties, as well as Southern RI
Sales and production of two weekly Real Estate publications in addition to online advertising campaigns and other various print publications
Developing and selling multi-media portfolios, including print, digital and social media campaigns
Creating effective and professional sales presentations
Building strong relationships within the local community
Managing day-to-day production requirements to meet multiple daily/weekly deadlines
Retail Account Executive
The Day Publishing Company
New London, CT
04.2004 - 04.2007
Account management to existing and new retail clients within a designated geographical territory
Developing and selling a multitude of print publications including The Day’s daily paper, weekly publications and various magazines and special projects
Creating effective and professional sales presentations
Building strong relationships within the local community
Managing day-to-day production requirements to meet multiple daily/weekly deadlines
Advertising Sales Assistant
The Day Publishing Company
New London, CT
08.2002 - 04.2004
Providing administrative support to a large sales team
Scheduling appointments and maintaining staff calendar
Developing relationships with clients in order to offer outstanding customer service
Coordinating production schedules for special projects
Managing day-to-day production requirements to meet multiple daily/weekly deadlines
Education
Early Childhood Education Modules -
Connecticut Charts-A-Course
01.2002
Early Childhood Education and Social Services -
UCONN: Department of Education’s
Groton, CT
08.2001
General Studies -
Eastern Connecticut State University
Willimantic, CT
12.1994
Skills
Microsoft Office Suite
CRM expertise
Word processing
Spreadsheet management
Presentation software
Google Docs proficiency
Database management
QuickBooks accounting
Scheduling coordination
Multi-line phone operation
Timeline
Lead Intake Coordinator/Accounting Administrative Assistant