Rachel Kipp
Charlotte,NC
Summary
Salesforce-focused operations professional with 4+ years of experience managing high-volume workflows, building reports and dashboards, and supporting CRM functionality. Skilled in data analysis, troubleshooting system issues, and resolving discrepancies to ensure data integrity and operational efficiency. Strong background in Excel, Salesforce, and cross-functional collaboration across Sales, Operations, and Finance teams.
Overview
13
13
years of professional experience
Work History
Sales Operations Coordinator
Frieling USA
Fort Mill, SC
11.2025 - Current
- Manage 200+ daily transactions within CRM systems, maintaining 95%+ data accuracy across customer, order, and inventory data
- Utilize Salesforce to update records, track order lifecycle, and resolve data discrepancies impacting operations
- Provide user support and troubleshooting for CRM-related issues, improving system usage across teams
- Audit and maintain data integrity, identifying and correcting inconsistencies within Salesforce and related systems
- Generate and analyze reports using Excel (VLOOKUP, XLOOKUP, Pivot Tables) to track backorders, ETAs, and performance metrics
- Collaborate cross-functionally with Sales, Warehouse, and Operations to resolve issues and streamline workflows
- Identify process gaps and support workflow improvements and system optimization initiatives
Office Coordinator
CBS Nuclear
Matthews, North Carolina
06.2024 - 05.2025
- Improved recordkeeping and invoicing processes within the first 90 days, identifying data discrepancies and increasing operational efficiency
- Maintained and updated Salesforce CRM and ERP systems (Oracle, NetSuite, SAP), ensuring accuracy across inventory, customer, and order data
- Built and monitored Salesforce reports to track inventory, order status, and operational performance
- Assisted in testing system configurations and updates, validating accuracy prior to implementation
- Collaborated cross-functionally with Warehouse, Accounting, and QA teams to resolve discrepancies and streamline workflows
- Managed inventory tracking and shipment coordination (UPS, FedEx, freight), ensuring accurate documentation and delivery timelines
- Performed payroll audits (ADP, Paylocity) and tracked company expenses using Excel and ERP systemsLed safety and compliance initiatives, improving standards and reducing maintenance costs by 25%
Payment Services Representative
AvidXchange
Charlotte, North Carolina
07.2021 - 04.2024
- Processed and reconciled 300+ invoices daily, maintaining high accuracy and ranking #1 in monthly account volume
- Built and maintained Salesforce reports and dashboards to track billing activity, account status, and operational performance
- Tested Salesforce configurations and system updates, ensuring accuracy and functionality prior to release
- Investigated and resolved billing and CRM data discrepancies, improving data reliability and reducing errors
- Performed 3-way match validation, identifying missing or incorrect data and coordinating resolution across departments
- Provided user support and troubleshooting for system-related issues, guiding teams on processes and system usage
- Maintained accurate documentation of transactions and account activity for audit and reporting purposes
- Collaborated cross-functionally with internal teams and vendors to resolve issues and improve workflow efficiency
Patient Care Coordinator
Atrium Health
Waxhaw, North Carolina
09.2020 - 06.2021
- Handled 150+ daily inbound calls, providing timely resolution and support across 16+ medical practices
- Verified patient insurance eligibility and updated records within electronic health record (EHR) systems, ensuring data accuracy and compliance (HIPAA)
- Scheduled appointments while adhering to system workflows and operational guidelines
- Processed copayments and updated patient accounts, maintaining accurate financial and account records
- Imported and managed patient documentation, ensuring data integrity and proper record maintenance
- Collaborated with clinical and administrative teams to resolve account discrepancies and improve workflow efficiency
- Maintained high performance standards by consistently meeting productivity and quality benchmarks
Site Manager
Carriage Cleaners
Charlotte, NC
04.2017 - 01.2020
- Managed customer accounts by updating order status, processing payments, and maintaining accurate account records
- Created and tracked shipping labels (UPS/FedEx), maintaining logs to ensure order and delivery accuracy
- Monitored inventory levels and reported discrepancies, supporting data accuracy and operational efficiency
- Maintained financial records including cash handling, account balances, and weekly deposits
- Communicated with customers to resolve issues, update account details, and ensure high-quality service
- Identified and corrected account discrepancies, issuing credits and ensuring data consistency across records
- Handled high-volume calls and routed inquiries, supporting daily business operations and workflow continuity
Assistant Operations Manager
Altar'd State
Charlotte, NC
04.2016 - 04.2017
- Led daily store operations, ensuring alignment with sales goals, operational processes, and performance metrics
- Collaborated with regional leadership to analyze sales trends and implement strategies to increase revenue
- Managed and coached team members, maintaining 85%+ employee retention and improving performance outcomes
- Oversaw merchandising and inventory processes, ensuring accurate product data and inventory control
- Planned and executed in-store events by coordinating with vendors and partners, improving customer engagement and sales performance
- Delegated tasks and monitored team performance to ensure operational efficiency and goal completion
- Resolved customer issues and escalations, ensuring consistent service quality and process adherence
Assistant Manager
The Limited
Charlotte, NC
04.2013 - 03.2016
- Managed daily store operations, ensuring alignment with sales targets, operational procedures, and company standards
- Maintained inventory accuracy through system tracking and monthly audits, reducing discrepancies and improving stock control
- Utilized ADP to process payroll, employee records, and time tracking, ensuring data accuracy and compliance
- Conducted inventory and sales audits, identifying discrepancies and supporting loss prevention efforts
- Recruited, trained, and developed team members, achieving 90% employee retention and improving overall performance
- Resolved customer account issues and escalations, ensuring accurate transaction handling and high service quality
- Monitored store performance metrics and collaborated with leadership to improve sales and operational efficiency
- Maintained accurate documentation of transactions, employee records, and inventory data
Education
Bachelor of Science - Business Administration And Management
William Peace University
Raleigh08-2023
Skills
- Salesforce (Reports, Dashboards, User Support)
- Data Analysis & Reporting
- Excel (VLOOKUP, XLOOKUP, Pivot Tables)
- CRM & ERP Systems (Salesforce, Oracle, NetSuite, Zoho)
- Troubleshooting & Issue Resolution
- Cross-Functional Collaboration
- Process Improvement
- EDI & Order Management Systems
Timeline
Sales Operations Coordinator
Frieling USA
11.2025 - Current
Office Coordinator
CBS Nuclear
06.2024 - 05.2025
Payment Services Representative
AvidXchange
07.2021 - 04.2024
Patient Care Coordinator
Atrium Health
09.2020 - 06.2021
Site Manager
Carriage Cleaners
04.2017 - 01.2020
Assistant Operations Manager
Altar'd State
04.2016 - 04.2017
Assistant Manager
The Limited
04.2013 - 03.2016
Bachelor of Science - Business Administration And Management
William Peace University