Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Shirley Sager

Mequon,WI

Summary

Dedicated professional eager to create and implement successful strategies to improve organizational efficiency. Highly motivated and experienced both customer service and marketing, with a proven track record of driving sales, enhancing customer experiences, and maximizing brand awareness. Skilled in resolving customer inquiries, managing social media platforms, and creating engaging marketing campaigns. Seeking a remote customer service or marketing role where I can leverage strong communication, problem-solving, and strategic skills to help companies achieve their business objectives and build lasting relationships with customers. My expertise in Microsoft Office and QuickBooks, combined with exceptional communication skills, propelled significant achievements in management and customer service, ensuring growth and efficiency across roles. Adaptable and able to work independently in a remote setting with a strong focus on delivering quality results.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Office Mgr/HR Intern

GENESIS SOLUTIONS
07.2019 - 08.2023
    • Managed scheduling and provided excellent customer service to maintain relationships with both clients and vendors and was in communication with technicians 24/7.
    • Create daily reports and assisted with bookkeeping entries and payroll.
    • Managed recruitment process by posting job ads, screening resumes, and scheduling interviews for potential candidates and ensured they completed necessary paperwork and training sessions.
    • Assisted with employee relations by addressing concerns and resolving conflicts in a timely manner.

Lead Intake Coordinator

SOBER PARTNERS
01.2015 - 07.2019
    • I coordinated and facilitated the admissions process, including verifying insurance coverage, completing paperwork, and ensuring a smooth transition into the treatment program. I oversaw ongoing health maintenance needs and facilitated the next step to meet those requirements. I conducted comprehensive assessments to determine individual needs, goals, and substance abuse history of clients seeking treatment.
    • I maintained accurate and confidential client records, documenting progress, treatment interventions, and outcomes. I reviewed charts to identify potential diagnosis codes so risk factors could be properly addressed by the physician during the assessment.
    • Conducted regular audits of intake records to identify areas for improvement, leading to increased efficiency in the workflow.

Billing Manager

HIGHER LEVEL PROCESSING
02.2013 - 01.2015
  • Managed collections department which helped customers bring their accounts to good standing, while implementing payment plans to keep them up to date with their contract terms and conditions
  • Managed monthly billing process to complete billings and returns to meet company revenue recognition policies.

Marketing Executive/Owner

DIRECT MARKETING EXPERTS
01.2002 - 01.2012
  • Met with prospective clients to present company offers to discuss mailing products, and showcase service.
  • Established favorable relationships with vendors, facilitating contract negotiation and development of marketing and sales strategies.
  • Oversaw all aspects of business operations, including budgeting, forecasting, and sales to ensure profitability and growth.
  • Planned and executed events and marketing programs to increase qualified leads.

Skills

    • Excellent communication, presentation and an entrepreneurial spirit
    • Proficient in Microsoft Office Programs, QuickBooks and Collections software, Efficient in charting and clinical documentation
    • Serves customers effectively with attention to detail and hardworking approach
      • Self-driven, Team Player with excellent prioritization and time management
      • Payroll Administration

Certification

  • Coursea Certification

Intuit Bookkeeping Quickbooks

| December 2023


  • Microsoft Office

Word, Excel and PowerPoint

| April 2012


Timeline

Office Mgr/HR Intern

GENESIS SOLUTIONS
07.2019 - 08.2023

Lead Intake Coordinator

SOBER PARTNERS
01.2015 - 07.2019

Billing Manager

HIGHER LEVEL PROCESSING
02.2013 - 01.2015

Marketing Executive/Owner

DIRECT MARKETING EXPERTS
01.2002 - 01.2012

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Shirley Sager