Natalie Soto
Clermont,FL
Summary
Professional business leader with extensive experience in driving growth and leading high-performing teams. Skilled in strategic planning and stakeholder management, consistently delivering impactful results. Known for strong collaboration and adaptability in dynamic environments.
Overview
15
15
years of professional experience
Work History
Partner Operations Manager
Expereo
11.2017 - 03.2020
- Directs, manages, plans all post operations for sales team and office.
- Lead on all escalation’s customer, office-based situations.
- Escalation lead on invoice collections.
- Train new staff of process and procedures and help to create new procedures and processes for improvements.
- Project Management; plan, direct and coordinate activities with agents/clients.
- Point lead on Commissions, reports, correspondences with all Master Agents, and Onboard.
- Onboard and lead correspondences on updates for white glove treatment.
Partner Support Manager
Expereo
09.2016 - 02.2017
- Manage new and existing customers/agents, pricing, quotes for RFP/RFQ from beginning to end to ensure it is processed accurately by communicating with necessary departments.
- Agent Commission lead.
- Escalation point for invoice collections.
- Support the Head Channel Director in special projects on an as needed basis.
- Mentor, train and coach new staff of procedures, systems and policies to perform their jobs satisfactorily.
- Coordinate with upper management to help manage and create process and procedures.
- Work with various departments to ensure any urgent matters are addressed and able to meet deadlines.
- Maintain policies and procedures by creating document for entire company to utilize in training and as a reference guide.
- Assist Global Channel Director in achieving and surpassing quarterly goals.
Executive Administrator - SVP of Retail Administration and SVP of Finance
United Nations Financial Credit Union
12.2015 - 04.2017
- Create policies/guidelines on report procedures.
- Provide advanced-level administrative support and project coordination to C-Suite executives.
- Address member(s) account inquiries.
- Maintain and submit monthly expense reports.
- Compose and edit correspondences, weekly and monthly reports and necessary materials.
- Assist with projects, presentations and proposals as defined by SVPs.
- Act as liaison to SVPs’ direct reports and their staff.
- Coordinate setup of new employees, including on-boarding facilitation.
- Prepare materials for meetings, draft minutes and distribute action points as applicable.
- Manage Balance Scorecard information.
- Dashboard creator and maintainer for the company’s member’s statistics.
- Assist with various strategic events and other projects as assigned.
- Manage international & domestic travel arrangements and organize itineraries.
- Aid with a variety of projects - both planned and ad-hoc.
- Access email inbox and manage communication for Executives as needed.
- Manage complex senior executive calendar(s).
Retail Administrator - VP of Retail Administration
United Nations Financial Credit Union
07.2013 - 12.2015
- Compiled periodic reports for VP of Retail Administration and SVP of Retail Services.
- Addressed member(s) account inquiries.
- Used analytical and creative problem-solving skills to compile data from multiple systems into one defined report.
- Created reports on sales figures to analyze performance of projects/promotions.
- Entered, maintained and updated sensitive member information into CRM system.
- Maintained/executed Member Service Representatives scorecard report for monthly payout and performances.
- Compiled member feedback and information for BOD report (Board of Directors).
- Made international travel arrangements for VP of Retail Administration. (i.e. Visa/ Passport requirements, vaccinations etc).
- Created PowerPoint presentations for meetings.
- Coordinated all meetings logistics for VP of Retail Administration and handled arrangements for high level executives or clients that may attend.
Sales Administrator
Nikon Instruments Inc
06.2010 - 06.2013
- Assisted team of 15 Field Sales Reps / Technical Support Reps with all account matters.
- Compiled weekly, monthly and quarterly management activity reports; extracted data from SAP/SF into Excel and compiled for transmission.
- RFP compiling, administration, submissions and creating RFQs in coordination with Field Sales Reps.
- Worked directly with Contract Specialists and Field Sales Reps to gather appropriate information to complete bids and send out to vendor by deadline.
- Coordinated all marketing, sales and support services for assigned accounts and anticipated and resolved complex problems.
- Primary service contact for all accounts.
- Assisted sales rep with SalesForce.com questions and managed Salesforce.com contact databases.
- Worked directly with warehouse for shipments, returns/exchanges and credited/billed customer.
- Provided regular and adhoc reports to client and field. Performed other duties as assigned or required.
- Coordinated all external communications to be received by plan sponsor and participants.
- Facilitated, plan design and kept clients aware of regulatory and administrative issues.
- Right hand to the regional manager on all projects.
- Assisted accounts receivable with collections from customers with past due invoices.
- Self-starter who prioritized deadline-related tasks to ensure work was completed in a timely matter with little to no supervision.
Sales Administrator
STEINWAY & SONS
11.2004 - 10.2009
- Provided sales support for meeting monthly quotas for new and used inventory of all piano brands.
- Coordinated logistics relative to the initial orders, production, and the timely delivery of product.
- Responded to all special requests, questions and concerns relating to client accounts.
- Handled accounts payables, including custom Canadian invoices to verify the value, quantity and nature of the shipment.
- Trained and supervised sales department personnel as needed providing analytical and administrative support to over 75 national and international accounts.
- Maintained efficient systems for tracking and reporting key data.
- Assisted in forecast models for decision making and to drive sales.
- Performed inside sales duties on a project basis for the company's discontinued brands.
- Used judgment to maximize the profit margins of all brands.
- Additional work experience prior to 2004 provided upon request
Education
Bachelor of Science - Marketing/Sales
University of Phoenix
Tempe, AZSkills
- Data-driven performance analysis
- Skilled in Microsoft Office and CRM software
- Office administration
- Operational efficiency management
- Familiarity with operational workflows
- Client relationship development
- Proficient in conflict management
- Process improvement
- Client account management
- Key client relationships
- Team collaboration
- Organizational management
Accomplishments
- Developed a standardized workflow to organize tasks and clarify responsibilities.
- Engineered a sales commissions report that was credited with boosting partnership interaction, motivating a drive in increase sales.
- Acted as the primary point of contact for colleagues needing assistance with challenging tasks and processes.
Languages
Bilingual, English and Spanish
Timeline
Partner Operations Manager
Expereo
11.2017 - 03.2020
Partner Support Manager
Expereo
09.2016 - 02.2017
Executive Administrator - SVP of Retail Administration and SVP of Finance
United Nations Financial Credit Union
12.2015 - 04.2017
Retail Administrator - VP of Retail Administration
United Nations Financial Credit Union
07.2013 - 12.2015
Sales Administrator
Nikon Instruments Inc
06.2010 - 06.2013
Sales Administrator
STEINWAY & SONS
11.2004 - 10.2009
Bachelor of Science - Marketing/Sales
University of Phoenix