Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sadie Edwards

Bluffdale,UT

Summary

Capable and results-focused Account Manager and Administrative Professional with a proven ability to thrive in high-pressure, fast-paced environments. Known for staying calm under stress, managing shifting priorities, and supporting complex client needs with efficiency and clarity. Skilled at identifying inefficiencies and creating streamlined systems that improve workflow and reduce errors. Experienced across education, finance, and healthcare industries, with strengths in CRM systems, scheduling, invoicing, customer service, and sales coordination.

Overview

8
8
years of professional experience

Work History

Account Manager

Studies Weekly
02.2022 - 06.2025
  • Served as the primary point of contact for K–8 school accounts across a multi-state territory, coordinating closely with a Regional Manager to support implementation, retention, and upsell opportunities.
  • Managed the full customer lifecycle—from cold outreach and lead generation to renewals, product training, and ongoing support.
  • Consistently met and exceeded KPIs for connected calls, meetings, and new business generation; maintained accurate forecasting using HubSpot CRM.
  • Created quotes, managed trial accounts, and set realistic customer expectations regarding product availability and delivery timelines.
  • Scheduled and facilitated customer trainings, internal pipeline reviews, and cross-departmental coordination calls to ensure smooth onboarding and retention.
  • Planned sales trips, tracked inventory needs for regional conferences, and ordered marketing materials and swag to support events.
  • Collaborated across teams including Curriculum Coaching, Customer Support, Technology, and Shipping to ensure client satisfaction and timely fulfillment.

Bookkeeper

King & McCleary LLC
11.2021 - 02.2022
  • Prepare client financial statements for taxable reports
  • Coordinate payment & schedule for in-house bills
  • Amend tax reconciliation documents for clients

Office Manager

King & McCleary
07.2018 - 01.2021
  • Oversaw front-office operations for a high-volume CPA firm with peak workloads during tax season, requiring sharp multitasking and time management.
  • Served as the main point of contact for clients regarding billing, scheduling, and documentation.
  • Managed outbound invoicing and tracked accounts receivable, successfully reducing overdue balances and recovering $428,000 in outstanding payments.
  • Helped implement new organizational systems that improved workflow and reduced administrative errors.
  • Gained hands-on experience with QuickBooks, ACS, and Lacerte software; regularly coordinated deadlines between accounting staff and clients.

Administrative Assistant

Squire & Company
01.2017 - 04.2017
  • Received initial clients and prepped documentation
  • Managed and maintained clients' private tax information for high-income accounts

Education

Accounting Certificate -

BYU Pathways
04.2022

Dental Office Administration Diploma -

Practical Dental Assisting
06.2015

High School Diploma - undefined

Lone Peak
05.2014

Skills

  • CRM Software: HubSpot, Zendesk, QuickBooks, Lacerte
  • Software Proficiency: Microsoft Office Suite (Excel, Word, Outlook), Google Workspace
  • Administrative: Scheduling, Records Management, Accounts Receivable/Payable
  • Communication: Customer Service, Email Campaigns, Internal Collaboration
  • Soft Skills: Detail-Oriented, Organized, Reliable, Strong Follow-through

Timeline

Account Manager

Studies Weekly
02.2022 - 06.2025

Bookkeeper

King & McCleary LLC
11.2021 - 02.2022

Office Manager

King & McCleary
07.2018 - 01.2021

Administrative Assistant

Squire & Company
01.2017 - 04.2017

High School Diploma - undefined

Lone Peak

Accounting Certificate -

BYU Pathways

Dental Office Administration Diploma -

Practical Dental Assisting

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