Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
20
20
years of professional experience
Work History
Interim Executive Director
Corporate Growth Minnesota, ACGMN
REMOTE
11.2022 - 05.2023
Board Administration and Support
Support operations and administration of the volunteer Board of
Directors by advising and informing Board members
Actively participate, facilitate, and support
Committee and Board meetings and discussions
Prioritize the day-to-day management and back- office support of the Chapter, including being the primary point of contact with any paid staff or external contractors
Program, Product and Service Delivery
Support ACG MN in offering a strong value proposition to members by delivering relevant offerings, tools, and services to meet their evolving needs
Market programs and membership value effectively
Maintain and grow current revenue sources
Member Relations
Network with Chapter members and prospective members to publicize, promote and realize the Chapter's goals and values at Chapter events
Respond in a timely manner to member information requests and questions
Maintain a climate that attracts, retains, and engages a membership of quality people
Community and Public Relations
Ensure the Chapter's website, social media presence, and member communications are accurate, timely and effective
Fiscal Planning and Sponsor Relations
Assist with fiscal planning and implementation, including identifying resource requirements, researching sponsor opportunities, establishing strategies to approach sponsors, and effectively manage sponsor relationships
Staff Leadership
Lead and direct the professional team (presently one employee plus outside vendors) supporting the delivery of the Chapter's products and services while maintaining a culture of customer service, performance, and accountability
Financial and Operational Oversight
Develop annual budgets aligned to the strategic goals of the
Chapter are balanced and achievable
Monitor and report on performance against budget.
Set organization direction and developed strategies and tactics to fulfill mission.
Established strategic direction and goals to accomplish objectives.
Informed board and committee about trends, issues and activities to facilitate policy-making.
Maintained accountability for operational and fiscal integrity, effectively managing designated budget.
Recruited, hired and trained employees on operations and performance expectations.
Strengthened company business by leading implementation of new projects and procedures.
Recommended appropriate staffing techniques to meet demands and manage costs.
Oversaw corrective action plans to remedy structural, organizational and departmental issues.
Chapter Administrator
Association for Corporate Growth Minnesota, ACGMN
REMOTE
07.2022 - 05.2023
The Chapter Administrator is responsible for the daily and ongoing activities in support of the chapter as defined by the Board and Executive Director
Primary duties include administer multiple initiatives and complete various ad hoc projects in alignment with the organization’s mission and strategic plan;
Jennifer Rodriguez - page 1 coordinate communications and marketing activities; plan and assist in event planning and execution; maintain effective working relationships with various committees; manage multiple agendas; facilitate high-quality customer service; and ensure quality promotion of chapter programs and services
Successful outcomes will include high member satisfaction and achievement of annual targets for meeting attendance and membership growth, retention, and participation along with revenue goals
Responsibilities include management of highly sensitive matters
Discretion, mature judgment, and confidentiality are essential
Because of the complex and variable nature of the position, duties and responsibilities are both broad and changeable according to the situation and needs of ACG
The ability to work effectively in a fast paced and collaborative environment
The ideal candidate is a motivated initiative-taker, efficient, and detail-oriented with strong organizational skills, capable of multitasking and meeting tight deadlines with a minimal amount of supervision and a high degree of accuracy
As a representative to members and staff as well as leaders the individual must share ACG’s vision and expectations for organizational culture and service excellence
The requirements listed below are representative of the knowledge, skill, and/or ability required
To perform this job successfully, an individual must display exceptional oral and written communication skills and demonstrate mature and professional relationship skills
Comfortable working with multiple leaders and key stakeholders
Must be comfortable being the face of the organization.
Maintained positive working relationship with fellow staff and management.
Reviewed and approved vendor invoices.
Provided HR administrative assistance to management team.
Performed accounting or financial analysis.
Senior Sales Coordinator Primary Care Sales
McKesson
REMOTE
04.2016 - 06.2022
Analyzed information about alternative courses of action to determine which plan will offer best outcomes
Prepared management reports defining and evaluating problems and recommending solutions
Filed and retrieved corporate documents, records and reports
Arranged for employee onboarding by scheduling training and organizing training material
Set up and oversaw administrative policies and procedures for offices and organizations
Used advanced Excel functions and calculations to develop reports and lists
Increased customer retention and renewal growth by revitalizing existing business in segment
Managed sales team activities by evaluating needs of each territory and participating in sales calls
Followed best practices when using CRM and other tools to manage sales cycle
Prepared budgets and approved budget expenditures
National Accounts Senior Sales Coordinator
McKesson
REMOTE, REMOTE
07.2008 - 04.2016
Monitored daily operations and evaluated performance to proactively approach backlogs
Analyzed expenditures and allocated department budget in alignment with corporate objectives
Supervised direct reports and enforced adherence to established procedures and deadlines
Demonstrated ability to manage multiple tasks while remaining adaptable and flexible
Responded quickly to meet customer needs and resolve problems
Developed departmental objectives, budgets, policies, procedures and strategies
Met and exceeded KPIs through lead conversions and prospecting activities
Jennifer Rodriguez - page 2
Provided feedback gathered through field activity to executive leadership, helping inform future of strategy.
Built and established strong partnerships with teams, vendors and contractors.
Forecasted, scheduled and monitored project timelines, personnel performance and cost efficiency.
Developed solutions to project risks and issues, meeting quality and timeline goals and objectives.
Identified needs and coordinated resource allocation to deliver quality standards on time and within budget.
Oversaw new product rollouts and program changes.
Authored intensive sales reports on representatives and customer categories to recommend detailed plans and implement through marketing and promotional programs.
Client Service Rep II
McKesson
Golden Valley, MN
01.2008 - 07.2009
Negotiated contracts with vendors and distributors to manage product distribution, establish distribution networks and develop distribution strategies
Reviewed operational records and reports to project sales and determine profitability
Oversaw regional and local sales managers and staff
Monitored costs, competition and supply and demand to establish and adjust selling prices
Analyzed trends and results to determine annual unit and gross-profit plans.
Worked closely with sales teams to assess profit margins and adjust items and categories.
Analyzed rates and summarized findings in regular reports to management.
Client Service Representative
McKesson
Golden Valley, MN
11.2004 - 01.2008
Used knowledge of company products and services to recommend solutions to customers
Built and maintained pipeline that supported monthly, quarterly and annual goals
Located up-sell, cross-sell and renewal opportunities to improve customer satisfaction and increase profits
Leveraged data and insights to support recommendations or overcome customer objections
Prepared and reviewed operational reports and schedules.
Accounts Receivable Rep
McKesson
Golden Valley, MN
06.2003 - 11.2004
Accessed computerized financial information to answer general questions and give details on specific accounts
Performed financial calculations, such as amounts due, interest charges, balances, discounts, equity and principal
Complied with federal, state and company policies, procedures and regulations.
Education
Associate of Arts - Business Administration and Management
North Hennepin Community College
08.2006
High School Diploma -
Osseo Senior High School
06.2002
Skills
Compliance and regulations
Business Administration
Budgeting and financial management
Stakeholder relations
Program management
Payroll
Strong problem solver
Professional and mature
Excel spreadsheets
Accounting
Self-starter
Organizational leadership
Customer retention
Cost analysis and savings
Active listening
People skills
Reliable & trustworthy
Planning & organizing
Analytical
Timeline
Interim Executive Director
Corporate Growth Minnesota, ACGMN
11.2022 - 05.2023
Chapter Administrator
Association for Corporate Growth Minnesota, ACGMN
07.2022 - 05.2023
Senior Sales Coordinator Primary Care Sales
McKesson
04.2016 - 06.2022
National Accounts Senior Sales Coordinator
McKesson
07.2008 - 04.2016
Client Service Rep II
McKesson
01.2008 - 07.2009
Client Service Representative
McKesson
11.2004 - 01.2008
Accounts Receivable Rep
McKesson
06.2003 - 11.2004
Associate of Arts - Business Administration and Management
Intern as Member of Research and Development at Corporate Club Nepal Pvt. Ltd. ( Growth Sellers)Intern as Member of Research and Development at Corporate Club Nepal Pvt. Ltd. ( Growth Sellers)
Assistant Registrar of Companies at Indian Corporate Law Service, Ministry of Corporate Affairs, Government of IndiaAssistant Registrar of Companies at Indian Corporate Law Service, Ministry of Corporate Affairs, Government of India