Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kathleen Vale

Mansfield,USA

Summary

Resourceful and experienced worker offering expertise in customer service, travel coordination and file management. Detail-oriented team player with strong organizational skills. Handles multiple projects simultaneously with a high degree of accuracy.

Overview

13
13
years of professional experience

Work History

Account Services & Operations Specialist

Bone Support
03.2024 - 06.2025
  • Navision ERP System:
  • Obtain Purchase Order numbers from hospitals and distributors, ensuring accurate entry into the system and timely invoicing.
  • Efficiently process open orders as necessary, maintaining professionalism throughout.
  • Perform ad-hoc tasks such as adding new customers to the ERP system.
  • O Analyze, audit, and resolve processing issues to complete enrollments effectively
  • Customer Service:
  • Serve as the primary point of contact for your network (RM's, Sales Reps, Distributors, Hospitals) reading the open invoices.
  • Utilize company systems to identify, research, and resolve customer issues promptly.
  • Deliver exceptional customer service to stakeholders, managing inbound/outbound calls and directing inquiries appropriately.
  • Follow up with your network (RM's, Sales Reps, Distributors, Hospitals), to ensure that issues have been resolved related to the open invoices.
  • Proactively reach out to customers via calls and emails to secure Purchase Orders
  • Excel:
  • Able to categorize and create pivot tables to segregate information from NAVISION

Executive Assistant/ Project Supervisor

Northeastern University Research & Innovation Center
12.2022 - 02.2024
  • Serves as the go-to person and acts as a resource to others in the resolution of problems. This includes being the face of the campus to internal and external stakeholders.
  • Provides a high level of administrative support to the VP of the Innovation Campus at Burlington, MA (ICBM) and the Sr. Director of Administration, Finance, & Research Campuses Planning
  • O Daily calendar management for the VP and Sr. Director; noting and providing options when calendar conflicts arise.
  • O Arranging meeting logistics with other EAs, managing and troubleshooting meeting technology.
  • O Completes monthly expense reports using Concur for VP, Sr. Director, and myself in accordance with University protocols.
  • Organize and assist with campus events, including the monthly Lunch & Learn, workshops, conferences, and seminars.
  • Headed the website re-vamp by initiating the project timeline, working with a third party vendor for videography/photography, and writing most of the updated material you will see on the website now.
  • Planned and executed a 250+ person on-site retirement party: including invitations, RSVP virtual form, decor, catering, and key speaker lineup.
  • Campus tours: Assist in the agenda for visitors to the ICBM campus- including narrowing down which labs should be shown, advising staff of incoming tours, and arranging catering as needed.
  • Bi-monthly cellphone tracking: Financial contract updates. Reconciling all cellphone billing including monthly charges and canceling phone plans as needed. Tracking the purchase and disbursement of new phones. Update campus organizational chart and contact sheet as required.
  • Collaborate with the Director of Finance (ICBM) to track all small office electronics inventory & ordering as needed (keyboards, mouse, monitors, etc).
  • Maintaining office supplies: bi-weekly inventory, restock orders, special request items; All coffee/tea/ kitchen supplies.
  • Created the first SOP for the ICBM Administrative team- and it always is a work in progress as new duties, outlines, and step by step processes are added in

Executive Assistant/Events Manager & Office Specialist

Jobcase Inc.
06.2021 - 06.2022
  • Planned and executed a half million dollar kick-off party. This includes venue research, AV/Tech setup, hiring catering, actors, photographers, and bartenders
  • Intimate member of the team responsible for the company rebrand in January 2021.
  • Led set-up and executed all in-house parties including baby showers, holiday fun (example: St.Patricks Day beer tasting) and all board meeting needs.
  • Arrange all catering for company events- developed relationships with both liquor, food and merchandise (Swag) third parties.
  • Developed and continued relationships with facilities within the Jobcase office. Making sure we were in compliance with all fire and safety Boston protocols.
  • As the office manager, all areas are stocked, clean, and that office supply inventory is up to date and being tracked.
  • Assisted as the EA to the CEO, including calendar work, expenses, travel arrangements, Meeting coordination.
  • Various projects across multiple teams as needed. The ultimate team player. Within the first month within the company, an off-site retreat for upper management was planned under my supervision. Let’s hit the ground running!

Community Experience/ Facility Management/ Community Celebrate

Wayfair
06.2019 - 04.2021
  • Oversee building systems, life safety, and employee amenities at our Boylston & Copley offices.
  • Helped implement the Phased return approach to our offices during the Covid crisis. This included researching and using platforms such as Calendly and Deskflex.
  • Manage the Google calendar for scheduling of 12 facilities employees to arrange appropriate pickup of orders and assign tasks as needed. I also have experience with Microsoft Outlook calendars.
  • Operations Strategy: Improved operational efficiency by process-mapping workflow activities and establishing a workplace management system to gain further operational control- This includes a ticket tracking system for all work order requests.
  • Assisted in planning & implementing our holiday party and company events- including the payments of services, contracts with service vendors, and gathering employee preferences use to facilitate the employee-centered celebration.

Supervisor, Overseas Staffing & Quality Assurance/ Data Analyst

Odysseys Unlimited
10.2012 - 06.2019
  • Multitask projects which provide support to Overseas Staffing Supervisors, Product Development Managers, and Tour Directors
  • Develop Letters of Agreement and negotiate per diems with International Tour Directors
  • Coordinate with the Finance department to ensure Tour Banks are following company policies and procedures. Reconcile all post-tour tour bank finances, and submit to the designated tour accountant in Finance.
  • Developed a more efficient supply shipment mailing process, allowing for optimal time & cost saving strategies. In turn, saving the company over several thousand dollars/ year in shipping.
  • Coordinate with the Marketing department to ensure all Tour Directors are represented via the Odysseys website, as well as highlighted in our social media outlets. This includes writing biographical overviews and formatting photos.
  • Certified as a Travel Agent; assist Tour Directors with placement flights and pre/post tour accommodations.
  • Assist with the interview and on-boarding processes, including: scheduling international skype meetings, obtaining all new hire documents and organizing with respective departments.

Education

Bachelor of Science in Business Administration - Marketing Concentration, Minor in Sociology & Service Learning

Bryant University, College of Business
05.2012

University of New South Wales, School of Marketing
Sydney, Australia
01.2010

Skills

  • Operational efficiency
  • Planning and coordination
  • Project management
  • Logistics management
  • Process analysis
  • Analytical thinking
  • Relationship building

Timeline

Account Services & Operations Specialist

Bone Support
03.2024 - 06.2025

Executive Assistant/ Project Supervisor

Northeastern University Research & Innovation Center
12.2022 - 02.2024

Executive Assistant/Events Manager & Office Specialist

Jobcase Inc.
06.2021 - 06.2022

Community Experience/ Facility Management/ Community Celebrate

Wayfair
06.2019 - 04.2021

Supervisor, Overseas Staffing & Quality Assurance/ Data Analyst

Odysseys Unlimited
10.2012 - 06.2019

Bachelor of Science in Business Administration - Marketing Concentration, Minor in Sociology & Service Learning

Bryant University, College of Business

University of New South Wales, School of Marketing

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