Summary
Overview
Work History
Education
Skills
Timeline
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Jocelyn Zamora

Jocelyn Zamora

Houston

Summary

Analytical and outcome-oriented professional with 6 years of experience in data analysis, project management, and cross-functional collaboration. Skilled in Excel, Tableau, Salesforce, Smartsheet, Jira, and Monday.com to gather, interpret, and visualize data that drives business decisions. Partnered with software developers to troubleshoot quoting platforms and improve user experience through data-informed enhancements. Delivered actionable sales performance insights to stakeholders and developed adoption strategies aligned with business goals. Known for taking initiative, ensuring data integrity, and supporting continuous improvement through detailed reporting, process optimization, and team training.

Overview

7
7
years of professional experience

Work History

Dealer Systems Analyst

Sunnova Energy Corp.
06.2023 - 02.2025
  • Managed project workflows using Monday.com and Jira to ensure smooth operations and issue resolution.
  • Created detailed sales reports on Salesforce and Excel to support strategic decision-making.
  • Designed and implemented tracking systems on Smartsheet to streamline processes and improve team collaboration.
  • Collaborated with cross-functional teams, including software developers and stakeholders, to resolve product testing issues and enhance the quoting platform.
  • Developed strategies to increase adoption rates for the quoting platform, working with dealer sales managers to align with organizational goals.
  • Presented sales data to stakeholders on a weekly basis, and created and delivered PowerPoint presentations to effectively communicate insights.
  • Designed and tested WalkMe walkthroughs and smart tips to improve user experience and platform understanding.
  • Played a key role in setting quarterly and yearly sales goals, while maintaining and tracking business sales data.
  • Led training initiatives across multiple departments, enhancing overall team proficiency and performance.
  • Maintained strict quality standards during product testing and ensured the functionality of newly launched products.

Contract Underwriter Specialist

Sunnova Energy Corp.
04.2021 - 06.2023
  • Assisted customer service representatives with running credit checks and transferring credit between customer accounts
  • Supported account managers in progressing accounts from contract signing to the next stage of the solar installation process
  • Trained existing agents on contract underwriting protocols, including how to review and assess homeowner titles for compliance
  • Traveled internationally to train agents on refinancing, ownership transfer processes, and change order procedures, ensuring team alignment and consistency

Customer Service Representative

Sunnova Energy Corp.
06.2019 - 04.2021
  • Trained new hires and existing agents on processes related to refinancing and transferring ownership of solar systems
  • Provided onboarding training for new hires on creating and managing change orders
  • Monitored team workloads daily and distributed performance and workload reports to ensure operational efficiency
  • Actively participated in process improvement meetings to enhance team performance and workload management
  • Contributed innovative ideas that led to the development of case action automation, streamlining internal processes and increasing team productivity

General Accountant

Novotny & Company
05.2018 - 06.2019
  • Managed accounts payable and receivable functions using QuickBooks, maintaining accurate records and ensuring timely payments to vendors while collecting outstanding invoices.
  • Created, processed, and applied discounts to bills in QuickBooks, ensuring accurate and timely billing.
  • Sent out statements and processed client payments, maintaining a high level of accuracy and professionalism.
  • Assisted with budget preparation, monitored expenses, and provided timely updates to management on budget variances.
  • Prepared and handled legal documents for attorneys, ensuring compliance with necessary protocols.
  • Assisted clients by responding to inquiries, providing prompt and thorough assistance to resolve any concerns.
  • Consistently delivered exceptional customer service, enhancing client satisfaction and fostering positive relationships.

Education

High School Diploma -

Spring Woods High School
Houston, TX
05-2013

Skills

  • Bilingual: Fluent in English and Spanish, enabling effective cross-functional and cross-cultural collaboration
  • Strong analytical and critical thinking skills; experienced in interpreting data to drive actionable insights
  • Proficient in Microsoft Office Suite (Excel, Access, PowerPoint, Word) and Google Workspace for reporting and collaboration
  • Skilled in data visualization and business intelligence tools such as Tableau and Salesforce
  • Working knowledge of financial and operational systems including QuickBooks
  • Proven ability to support data-driven decision-making through detailed reporting and performance tracking
  • Highly organized, detail-oriented, and efficient in managing large datasets and complex workflows
  • Adaptable and solution-focused; experienced in identifying process improvements through data analysis
  • Strong communication and interpersonal skills; able to present findings clearly to technical and non-technical stakeholders
  • Demonstrated leadership and initiative in cross-team training and process automation

Timeline

Dealer Systems Analyst

Sunnova Energy Corp.
06.2023 - 02.2025

Contract Underwriter Specialist

Sunnova Energy Corp.
04.2021 - 06.2023

Customer Service Representative

Sunnova Energy Corp.
06.2019 - 04.2021

General Accountant

Novotny & Company
05.2018 - 06.2019

High School Diploma -

Spring Woods High School

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