Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kayla Storat

Quakertown,PA

Summary

Dynamic professional specializing in CRM administration and process improvement. Expertise in developing automated workflows and managing data integrity, driving productivity and accuracy. Strong commitment to continuous improvement and effective cross-departmental collaboration, ensuring seamless operations and enhanced customer experiences.

Overview

9
9
years of professional experience

Work History

Salesforce Administrator/Process Improvement

Penn Stainless Products, Inc.
Quakertown, PA
05.2022 - Current
  • Develop and maintain automated workflows to streamline and optimize routine business processes, reducing manual workload.
  • Identify workflow inefficiencies and recommend process improvements, leading to increased productivity and improved accuracy in operations.
  • Configure and manage custom objects, fields, page layouts, user roles, and permission sets to support daily business operations.
  • Create reports and dashboards to directly provide management with visibility into business operations and support decision-making.
  • Manage data imports and exports using dataloader.io and SQL Server Reporting Services, ensuring seamless integration with Salesforce CRM for enhanced data accuracy.
  • Collaborate cross-functionally with multiple departments to streamline processes and resolve operational issues efficiently.
  • Support continuous improvement initiatives in a fast-paced environment while maintaining high attention to detail.
  • Monitor processes for quality and compliance, ensuring consistent and accurate results.

Lead Medical Assistant

Tohickon Internal Medicine
Doylestown, PA
05.2021 - 05.2022
  • Managed patient scheduling, referrals, prior authorizations, and documentation, ensuring accuracy and professionalism.
  • Assisted patients in sensitive situations, coordinated with providers and insurance companies, and maintained smooth office workflow.
  • Trained staff and organized supplies to streamline daily operations in a fast-paced setting.

Medical Assistant

GVMP Family Medicine & LVHN Family/Internal Medicine
Quakertown, PA
10.2018 - 05.2021
  • Maintained accurate patient records, supported documentation, and managed triage, referrals, specimen handling, and insurance-related tasks.
  • Provided patient-focused service while managing multiple priorities and assisting physicians in high-volume clinical settings.
  • Assisted physicians with patient examinations and procedures.
  • Maintained accurate patient records in electronic health systems.
  • Scheduled patient appointments and managed office flow efficiently.

Customer Service Associate

American Eagle Outfitters / Style Encore
Center Valley, PA
12.2017 - 08.2018
  • Delivered front-line customer service, processed transactions accurately, addressed customer inquiries, and resolved concerns effectively in fast-paced retail environments.
  • Assisted customers with product inquiries and recommended suitable styles.
  • Processed sales transactions accurately and efficiently at the point of sale.
  • Maintained store appearance by organizing merchandise and ensuring cleanliness.

Education

Diploma - Medical Assistant

Lincoln Technical Institute
Allentown, PA
01-2018

Diploma -

Quakertown Community Senior High School
Quakertown, PA
01-2015

Skills

  • CRM administration
  • Process improvement
  • Workflow optimization
  • Process automation
  • Data management and entry
  • Data privacy compliance
  • Microsoft Office Suite
  • Problem solving
  • Task prioritization
  • User support management
  • Cross-functional collaboration
  • Relationship management
  • Documentation accuracy
  • Effective communication

Timeline

Salesforce Administrator/Process Improvement

Penn Stainless Products, Inc.
05.2022 - Current

Lead Medical Assistant

Tohickon Internal Medicine
05.2021 - 05.2022

Medical Assistant

GVMP Family Medicine & LVHN Family/Internal Medicine
10.2018 - 05.2021

Customer Service Associate

American Eagle Outfitters / Style Encore
12.2017 - 08.2018

Diploma - Medical Assistant

Lincoln Technical Institute

Diploma -

Quakertown Community Senior High School
Kayla Storat