Isaac Lyman
Alpine
Summary
Dynamic Onboarding Specialist with a proven track record at Previ Inc, where I audited millions in transactions, ensuring compliance and accuracy. Skilled in strategic planning and performance tracking, I enhanced customer satisfaction through effective onboarding processes and improved workflow efficiency. Proficient in Excel, I also fostered strong employee relations.
Overview
4
4
years of professional experience
Work History
Onboarding Specialist
Previ Inc
07.2024 - Current
- Audited, reconciled, and corrected millions of dollars in customer transactions for a venture-backed tech startup, ensuring accuracy, compliance, and timely financial reporting.
- Managed and tracked inventory of operational and onboarding supplies, maintaining availability and improving workflow efficiency.
- Guided new members through the onboarding and account setup process, delivering clear support and improving customer adoption and satisfaction.
Cashier
Macey's Grocery Store
07.2021 - 07.2022
- Processed customer transactions efficiently at point of sale, ensuring prompt service.
- Assisted in managing cash handling procedures to maintain accuracy and security.
- Collaborated with team members to optimize workflow and enhance customer experience.
- Trained new staff on cash register operations and customer service protocols.
Education
BBA - Accounting And Finance
Brigham Young University
Provo, UT04-2028
Skills
- Software knowledge
- Performance tracking
- Decision-making
- Employee relations
- Documentation and recordkeeping
- Strategic planning
- Excel spreadsheet management
Timeline
Onboarding Specialist
Previ Inc
07.2024 - Current
Cashier
Macey's Grocery Store
07.2021 - 07.2022
BBA - Accounting And Finance
Brigham Young University