Kristi Zimmerman
Summary
Results-driven Lead Generation Manager and Head of People Manager with a knack for developing and implementing effective strategies that boost productivity and efficiency. Specialize in data analysis, customer relationship management (CRM) systems, and digital marketing techniques. Excel in communication, teamwork, and adaptability, ensuring seamless collaboration across departments to achieve business goals.
Overview
22
22
years of professional experience
Work History
Head of People/Lead Generation Manager
West River Group
Redwood Falls, MN
07.2020 - Current
- Leadership
- Prospect calling
- Benefits administration (QSEHRA, onboarding, open enrollment)
- Customer Service (84 Customer Net Promoter Score)
- Process improvement
- Troubleshot and formulated strategies for expected and unanticipated issues.
- Collaborated effectively in cross-functional team-oriented environment.
- Consistently met company and department objectives within budget and time constraints.
- Saved costs through negotiating contracts with freight companies and suppliers.
- Documented and processed transactions and accurately administered sales orders.
- Reduced expenses by securing optimal pricing from third-party logistics providers.
- Reconciled shipment data between multiple systems to maintain alignment.
- Maintained high standards of internal and external customer service.
- Supervised daily management of logistics and transportation activities, eliminating waste and unnecessary processes .
- Collaborated with marketing teams to develop relevant content for target audiences across multiple channels.
- Utilized CRM systems for tracking and reporting on key metrics such as cost per lead and close rate.
- Performed detailed analysis of customer journey maps in order to identify opportunities for improvement.
- Generated weekly reports outlining progress towards goals and highlighting any potential risks or issues.
- Worked effectively in team environments to make the workplace more productive.
Office Manager
Michael Flinn, D.D.S., P. A.
Redwood Falls, MN
03.2003 - 07.2020
- Created and managed electronic customer records, encompassing data entry and administrative functions related to billing and accounts receivable.
- Oversaw full accounting cycle, including compiling and analyzing data, posting and adjusting journal and ledger entries, preparing financial statements and reports and closing books.
- Collected and entered payment data into system, maintaining complete confidentiality and accuracy.
- Reduced financial discrepancies by accurately managing accounting documentation in QuickBooks while maintaining case costs and billing processes.
- Evaluated and identified ineffective workflow processes, implements solutions to improve productivity and personnel performance.
- Conducted yearly performance evaluations of office staff to monitor progress and productivity and recommend promotions, corrective or disciplinary actions.
- Oversaw office financial management, including AP/AR and payroll administration.
- Supported Dentists and Staff with smooth and efficient clerical support.
- Updated employee paperwork and records.
- Ensured that all operations met federal and state laws.
- Planned for major business changes including system conversions and office moves.
- Entered patient data into dental records system using Dentrix and observed all confidentiality rules to maintain patient privacy.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Oversaw all day-to-day office operations.
- Designed and Created all marketing materials and administration of social media accounts.
Education
Southwest Minnesota State University
Marshall, MNSkills
- Proficient in Microsoft Office
- Benefits and payroll administration
- Budget planning
- Computer-savvy
- Decision making abilities
- Time management
- Personnel engagement
- Managerial experience
- Lead nurturing
- Cold calling
- Outbound marketing
- Campaign management
- Prospecting techniques
- Onboarding new hires
- Recruitment and staffing
- Onboarding and orientation
- Workforce planning
- Company policies
- OSHA standards and codes
- Training and mentoring
- Safety management systems
Timeline
Head of People/Lead Generation Manager
West River Group
07.2020 - Current
Office Manager
Michael Flinn, D.D.S., P. A.
03.2003 - 07.2020
Southwest Minnesota State University