Lauren Cervasio
Somers,NY
Summary
Dynamic customer onboarding manager with a track record of improving operational efficiency and client satisfaction. Led a team of onboarding specialists to streamline processes, significantly reducing onboarding time and enhancing customer experiences across high-volume accounts.
Overview
25
25
years of professional experience
Work History
Manager, Customer Onboarding
Polymedco
Cortlandt Manor, USA
02.2021 - Current
- Own end-to-end onboarding from setup through production, installation, and quality documentation
- Led and developed team of 5 onboarding specialists, enhancing operations and performance
- Serve as primary point of contact for customers post-sales handoff
- Managed complex, high-volume accounts, implementing customized workflows for improved client satisfaction
- Drove process improvements across onboarding workflows, streamlining operations and reducing onboarding time
- Collaborate cross-functionally with Sales, CSS, Technical Services, Quality, Production, and Purchasing
- Lead customer and internal calls to drive alignment and execution
- Coordinate installations and custom mailer timelines
- Manage full lifecycle of Direct Fit Mailing (DFM) programs
- Oversee inventory planning, stock usage, and scrap reduction
- Provide Salesforce updates to ensure commercial visibility
- Oversaw customer communication through Box platform
- Oversee USPS BRM and Ground Advantage setup
- Manage service purchase orders and timelines
Creative Specialist
AIA Effective Promos
Mt. Kisco, USA
01.2016 - Current
- Developed integrated marketing plans and advertising initiatives
- Executed brand strategy and marketing campaigns to enhance brand visibility
- Created promotional demos and marketing materials to engage target audiences
- Coordinated trade show participation and negotiated with vendors to optimize event presence
- Provided operational and administrative support to leadership and sales teams
Financial Analyst
Bank of America Merrill Lynch Wealth Management
Stamford, USA
10.2010 - Current
- Assisted CFO and wealth management team with financial analysis to inform strategic decisions
- Compiled AUM reports to provide insights for multiple investment teams
- Prepared Excel models and PowerPoint presentations
- Oversaw daily office operations to ensure smooth workflow, scheduling, and reporting
Rental Housing Administrator
Montrose Management Assoc.
Jefferson Valley, USA
01.2008 - 01.2010
- Managed leasing, tenant relations, and marketing initiatives for 100-unit property, enhancing tenant satisfaction and occupancy rates
- Processed legal notices for tenant compliance and arrears reporting, ensuring adherence to government housing regulations
- Facilitated administrative communications between departments, streamlining reporting processes
Executive Assistant
Walker Investments
Katonah, USA
01.2007 - 01.2008
- Managed executive schedules and coordinated complex meeting arrangements.
- Managed daily scheduling for team meetings and streamlined communications and office administration
- Facilitated communication between executives and internal/external stakeholders.
- Organized travel itineraries and prepared logistics for business trips.
- Facilitated executive operations through accurate financial reporting and meticulous bookkeeping
Office Manager
Law Office of Peter D. Hoffman
Katonah, USA
01.2002 - 01.2007
- Coordinated client communication and case preparation, facilitating timely and accurate case progression
- Managed legal office operations, overseeing billing and document preparation to ensure efficiency
- Conducted training sessions for staff, enhancing skills and streamlining administrative processes
Education
MBA - Marketing
University of Phoenix
BBA - Marketing
Pace University
Skills
- Customer onboarding
- Salesforce administration
- Acumatica
- Process improvement
- Process optimization
- Demand forecasting
- Supply chain coordination
- Cross-functional teamwork
- Team leadership
- Client management
- Financial reporting
- Microsoft Office Suite
- Process optimization
Timeline
Manager, Customer Onboarding
Polymedco
02.2021 - Current
Creative Specialist
AIA Effective Promos
01.2016 - Current
Financial Analyst
Bank of America Merrill Lynch Wealth Management
10.2010 - Current
Rental Housing Administrator
Montrose Management Assoc.
01.2008 - 01.2010
Executive Assistant
Walker Investments
01.2007 - 01.2008
Office Manager
Law Office of Peter D. Hoffman
01.2002 - 01.2007
MBA - Marketing
University of Phoenix
BBA - Marketing
Pace University