Summary
Overview
Work History
Education
Skills
Timeline
Generic

Marlene Ortega

El Paso,TX

Summary

Results-driven professional with extensive experience in leadership and team supervision. Known for optimizing territory performance and delivering tailored solutions, leading to improved client retention and satisfaction. Committed to fostering a culture of innovation and enhancing operational efficiency.

Overview

9
9
years of professional experience

Work History

District Manager

Automatic Data Processing, ADP
07.2023 - Current
  • Collaborate closely with other district managers to share the best practices, learnings, and drive the overall success of the organization.
  • Exceed through strategic planning, territory optimization, and customer relationship building.
  • Exceeded sales quotas (100% club, first year) and increased profitability through effective sales strategy and business planning.
  • Improve team performance by providing regular coaching, training, and mentoring.
  • Build relationships with customers and the community to establish long-term business growth.
  • Improved client satisfaction by providing tailored ADP solutions to meet their unique business needs.
  • Enhanced client retention by consistently delivering exceptional customer service and support.
  • Delivered informative presentations at industry conferences, promoting the value of ADP solutions within the marketplace.
  • Foster a culture of innovation and creativity within the project team, leading to improved problem-solving capabilities, and enhanced outcomes.
  • Maintained up-to-date knowledge of ever-changing tax laws, ensuring accurate advice and guidance for clients.
  • Lead training sessions to enhance staff skills and knowledge in best practices.
  • Build and maintain strategic relationships with financial professionals—including Wells Fargo bankers, CPAs, bookkeepers, and brokers—to expand business networks and deliver tailored workforce solutions.

Account Manager Wholesale- Premier Team

Automatic Data Processing, ADP
04.2019 - 06.2023
  • Responsible for 20+ Accounting Firms with 50-200 Clients each with payroll and tax inquiries while ensuring quality service. Help Firms navigate the payroll system and ensure employees are paid in a timely manner.
  • Serve as an account manager in servicing ADP’s products-technologies with firms/clients.
  • Resolve our client issues within our tax team to provide solutions to our firms/clients.
  • Addressed problems with accounting, billing and service delivery to maintain and enhance client satisfaction.
  • Offer payroll-related subject matter expertise to firms to resolve payroll discrepancies.
  • Maintain employee privacy and protected payroll operations by keeping all information confidential.
  • Apply knowledge of regulations, employment law and tax codes to keep operations in compliance with applicable standards.
  • Build relationships with customers to establish long-term business growth.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.

Administrative Assistant

ABRI Transportation Services, LLC
08.2016 - 04.2019
  • Monitor and evaluate personnel performance to complete annual reviews, recommend advancement or address productivity concerns.
  • Complete daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
  • Maintained safe work environment and confirmed current compliance with OSHA/DOT/IFTA and other governmental regulations.
  • Generate specific candidate pool for career opportunities through strategic placement of advertisements, evaluation of applicant credentials, and conducting initial interviews and pre-screening assessments.
  • Adjust job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.

Education

Bachelor’s Degree - Healthcare Administration

Southwest University
El Paso, TX
12.2019

Skills

  • MS Word, Excel, PowerPoint, Access, and Outlook
  • Business Development
  • Time Management
  • Team building and supervision
  • Leadership abilities
  • Ability to work individually or within a group setting
  • Effective verbal and written communication skills
  • Organized and detail-oriented
  • Issue and Complaint Resolution
  • Critical Thinking
  • Conflict Resolution
  • Training and coaching
  • Goal Setting and Performance Metrics
  • Customer Relations
  • Policies and Procedures
  • Relationship Building
  • Closing Techniques

Timeline

District Manager

Automatic Data Processing, ADP
07.2023 - Current

Account Manager Wholesale- Premier Team

Automatic Data Processing, ADP
04.2019 - 06.2023

Administrative Assistant

ABRI Transportation Services, LLC
08.2016 - 04.2019

Bachelor’s Degree - Healthcare Administration

Southwest University

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