Lindsey Jacques
Financial Operations | Fintech
Summary
A results-driven professional with experience in operations, financial services, and process optimization across fintech and 401(k) industries. Skilled in leading cross-functional teams, implementing effective work flows, and leveraging technology to drive operational excellence. Expertise in email campaign management using Salesforce Marketing Cloud, process documentation, and client communication. Known for delivering impactful solutions to enhance client satisfaction, ensure regulatory compliance, and streamline complex operational processes.
Overview
8
8
years of professional experience
3
3
Certifications
Work History
Operations Associate
Guideline
10.2021 - Current
- Processed client operational requests within SLA goals.
- Improved operational efficiency by implementing new processes and streamlining existing workflows.
- Collaborated with Legal & Compliance teams on process improvements, ensuring timely completion of tasks and adherence to company and federal policies.
- Collaborated with cross-functional teams to ensure seamless execution of operational plans, enhancing overall project outcomes.
- Executed email campaigns through Salesforce Marketing Cloud, to notify Participants and Plan Sponsors or outstanding and stale Participant checks, ensuring regulatory compliance and streamlined financial operations.
- Collaborated cross-functionally to create and maintain comprehensive team desktop procedures, fostering consistency and knowledge sharing.
- Managed and conducted process training for outsourced teams, improving quality and productivity.
- Trained and mentored new team members, fostering a positive work environment and promoting professional growth.
Life Event Specialist
Unum
02.2020 - 10.2021
- Managed a caseload of integrated Short Term Disability claims and Family Medical Leaves from beginning to end.
- Provided compassionate support to employees during their leaves of absence, addressing concerns promptly and offering guidance as needed.
- Maintained relationships with clients by assisting with technical requests and providing knowledge of company, state, and federal policies.
- Mentored and trained new teammates.
- Worked efficiently on multiple databases, Excel, and Outlook.
FMLA Leave Specialist
Unum
04.2018 - 02.2020
- Managed complex medical leaves for employees under the Family Medical Leaves Act of 1993, ensuring timely communication with adherence to state regulations.
- Guided employees through the FMLA process to ensure proper documentation was submitted, protecting their rights and benefits during medical leaves.
- Maintained relationships with clients by assisting with technical requests and providing knowledge of company, state, and federal policies.
- Worked efficiently on multiple databases.
- Microsoft Office Suite
Client Service Coordinator
COR Health
05.2017 - 04.2018
- Coordinated 30+ Personal Support Specialists.
- Maintained accurate record-keeping with proactive attention to client information updates.
- Matched Personal Support Specialists to clients based on services needed.
- Developed strong relationships with clients through regular check-ins, fostering loyalty and trust.
- Provided support to Personal Support Specialists and clients by conducting trainings and coordinating schedules.
- Implemented Matrix Mobile Software trainings for Personal Support Specialists and Homecare Nurses.
Education
Bachelor of Science - Community Health
University of Maine
Farmington, ME05-2016
Skills
- Project Management
- Process Improvement
- Workflow Mapping
- Customer Service
- Teamwork and Collaboration
- Salesforce
- Salesforce Marketing Cloud
- Data Analysis
- SQL
Certification
SIX SIGMA GREEN BELT CERTIFICATION SIX SIGMA GREEN BELT CERTIFICATION Advanced Innovation Group Pro Excellence (AIGPE™)
Timeline
SIX SIGMA GREEN BELT CERTIFICATION SIX SIGMA GREEN BELT CERTIFICATION Advanced Innovation Group Pro Excellence (AIGPE™)
09-2023
SIX SIGMA YELLOW BELT CERTIFICATION SIX SIGMA GREEN BELT CERTIFICATION Advanced Innovation Group Pro Excellence (AIGPE™)
09-2023
SIX SIGMA WHITE BELT CERTIFICATION SIX SIGMA GREEN BELT CERTIFICATION Advanced Innovation Group Pro Excellence (AIGPE™)
08-2023
Operations Associate
Guideline
10.2021 - Current
Life Event Specialist
Unum
02.2020 - 10.2021
FMLA Leave Specialist
Unum
04.2018 - 02.2020
Client Service Coordinator
COR Health
05.2017 - 04.2018
Bachelor of Science - Community Health
University of Maine
Similar Profiles
Kyle MainesKyle Maines
Senior Manager, Customer Onboarding at GuidelineSenior Manager, Customer Onboarding at Guideline
Mohammed KaykobadMohammed Kaykobad
Technical Project Manager at GuidelineTechnical Project Manager at Guideline
Thais AndradeThais Andrade
Data Engineer at GuidelineData Engineer at Guideline
Jonathan ChuaJonathan Chua
Operations Associate at Alo YogaOperations Associate at Alo Yoga
ZI WANGZI WANG
Operations Associate at Meta Doors & Finishing ProductsOperations Associate at Meta Doors & Finishing Products