An organized and motivated individual, skilled as an Operational Specialist with a comprehensive background in business operations, marketing, and customer service. Emphasizes strong decision-making abilities, and is adept at analyzing complex operational processes to identify areas of improvement.
Strong analytical abilities and problem-solving skills contribute to successful project outcomes and positive impacts on overall business performance.
Overview
7
7
years of professional experience
Work History
Operational Specialist - GLN Specialist
ConsortiEX
Milwaukee, WI
03.2023 - Current
Managed daily operations to ensure that data collection for GLN information is acquired from customers.
Monitored information from different angles to ensure every team understands where a customer is in the GLN collection process.
Created a 'Master Tracker' for an easy and accessible way to view information for every customer with whom our company works.
Collaborated with cross-functional teams to resolve any operational obstacles.
Assisted in maintaining accurate data for healthcare systems, GLNs, and site management.
Implemented strategies to improve communication, efficiency, and fluidity with customers.
Regularly scheduled meetings with customers to assist with GLN information.
Regular communication with manufacturers and wholesalers to confirm GLN data.
Coordinated new operating procedures with different teams in an ever-changing industry.
Trained other team members in the GLN landscape to ensure confidence in handling information.
Created standard operating procedures for GLN collection and communication throughout each department within our company.
Created and maintained a positive working relationship with coworkers and management.
Set specific goals and timelines for projects to confirm progress.
Marketing Specialist
Kutscherneuter Financial Services
01.2022 - Current
I cleaned up the entire CRM system, including businesses, and client details.
I cleaned up and organized the CRM system to be able to niche market.
Created digital and direct mail campaigns.
Analyzed digital and direct mail campaigns.
Website visits increased by 278% in the first month of campaign usage.
Website visits were up 528% in the second month of campaign usage.
Review appointments tripled in the first month of the review campaign.
Fixed annuity appointments quadrupled in the first month of the fixed annuity campaign.
Developed ideas to market to commercial and personal lines of business.
Developed ways to market to prospective and commercial leads, to promote new business.
Key integration between financial advisors, assistants, producers, and agents.
Contributed to company revenue growth by creating new leads, retention of clients and niche marketing
Customer Service Specialist
Edward Jones
01.2021 - 01.2022
Managed daily tasks for financial advisors to ensure that the business runs smoothly for clients.
Resolved issues with client accounts.
Actively sought out issues that may be resolved in the future to minimize problems for clients.
Key integration between financial advisors and clients.
Collaborate with financial advisors to find better ways of doing online business with clients.
Helped clients understand the information shown within their accounts.
Marketing Analytical Coordinator
American Family Insurance
01.2019 - 01.2021
Joined the Digital Marketing team after being an intern
Review and analyze campaign metrics throughout the marketing department.
Report and present data from campaign metrics to the direct marketing team to discuss successful and failed campaigns.
I became the Marketing Analytical Coordinator, which was an integration between digital and direct marketing and data analytics.
Reviewed success metrics within a campaign to further examine the success of the campaign.
Reviewed metrics such as clicks, opens, delivery rate, open rate, and response rate.
Helped develop ideas with the Data Analytics department to create and manage a marketing hub website.
Developed a mock draft of how the website will look and what information to present.
Within one year, the website had a digital marketing page designed to present success in the department.
Tracked and analyzed direct mail campaigns.
Helped develop the best ways to niche market successfully.
I helped create retention campaigns for clients.
Education
Bachelor of Liberal Arts - Business and Economics with a concentration in Finance
Wartburg College
Waverly, IA
12.2021
Skills
Standard operating procedures
Performance metrics
Customer relationship management
Project coordination
Problem solving
Team collaboration
Time management
References
References available upon request.
Groups Involved In
Wartburg Men's Soccer Team 2017-2021
Captain of Men's Soccer Team, 2018-2021
Dance Marathon Member, 2019-2021
Co-Founded the Stock and Investment club at Wartburg College
Timeline
Operational Specialist - GLN Specialist
ConsortiEX
03.2023 - Current
Marketing Specialist
Kutscherneuter Financial Services
01.2022 - Current
Customer Service Specialist
Edward Jones
01.2021 - 01.2022
Marketing Analytical Coordinator
American Family Insurance
01.2019 - 01.2021
Bachelor of Liberal Arts - Business and Economics with a concentration in Finance
<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC<ul>
<li>Spearhead the management and oversight of the National Bio and Agro-Defense Facility (NBAF) project, a pivotal national asset developed in partnership with the U.S</li>
<li>Department of Agriculture (USDA) and the U.S</li>
<li>Department of Homeland Security (DHS)</li>
<li>Collaborate with USDA and DHS stakeholders to ensure a seamless transition of operations and mission capabilities from the aging Plum Island Animal Disease Center (PIADC) to NBAF, ensuring uninterrupted research, diagnostics, and training essential to national security</li>
<li>Lead the operational endurance phase, validating work processes and laboratory setups to guarantee compliance with the highest safety and biocontainment standards, particularly in biosafety level-4 (BSL-4) environments</li>
<li>Act as the hiring manager, conducting interviews and selecting high-quality employees to ensure the success of both DCA and NBAF</li>
<li>Serve as a subject matter expert pert for the payroll system Paychex, overseeing and approving payroll for 63 officers biweekly while managing paid time off and leave requests to maintain the security posture for the facility</li>
<li>Monitor project milestones, providing critical updates to senior management and stakeholders while ensuring alignment with USDA's mission objectives and federal guidelines</li>
<li>Direct the development and execution of strategic initiatives to facilitate efficient collaboration with federal partners, ensuring all laboratory operations adhere to regulatory requirements set forth by the Federal Select Agent Program (FSAP)</li>
<li>Foster a culture of excellence and professionalism within the team, emphasizing rigorous training, safety compliance, and operational integrity as key components of NBAF's mission to safeguard public health and the nation's food supply</li>
<li>Monitored budgeting activities by tracking expenditures and providing regular updates to management.</li>
<li>Analyzed existing processes within a department or organization in order to identify areas for improvement or increased efficiency.</li>
<li>Implemented quality control measures throughout each stage of a project's lifecycle.</li>
<li>Worked closely with senior managers to ensure that all projects were completed according to schedule.</li>
<li>Conducted research on potential vendors, suppliers, contractors and subcontractors for projects.</li>
<li>Provided administrative support to the Project Manager in order to facilitate successful project outcomes.</li>
<li>Prepared monthly progress reports summarizing key accomplishments achieved since the last report.</li>
<li>Trained junior staff on best practices for managing multiple projects simultaneously.</li>
</ul> at Defense Contracting Activity, LLC
Processing Specialist/Community Outreach Specialist at Shelby County GovernmentProcessing Specialist/Community Outreach Specialist at Shelby County Government