Stephanie Skratulia
Irvine
Summary
Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Onboarding Consultant
Principal Financial Group
05.2025 - Current
- Lead strategic client relationships by building and sustaining long-term partnerships with brokers and clients, in the Phoenix and Salt Lake City region by delivering a high-touch, locally driven service experience.
- Serve as a client advocate and trusted advisor, providing consultative guidance and deep product expertise aligned to client objectives, risk considerations, and business outcomes.
- Drive cross-functional alignment with sales, enrollment specialists, and internal stakeholders to ensure seamless onboarding, adoption, and ongoing client success.
- Analyze client demographics, trends, and feedback to design scalable onboarding and enrollment strategies that increase participation, satisfaction, and long-term retention.
- Proactively oversee the end-to-end client lifecycle during onboarding and installation, monitoring engagement, mitigating risks, and optimizing client outcomes.
- Deliver proactive, executive-level communication across digital, and virtual channels (phone, email, Teams/Zoom) to support relationship growth and retention.
Implementation Coordinator
Principal Financial Group
05.2023 - 05.2025
- Ensures the smooth and efficient rollout of the Group Onboarding Portal by facilitating communication between internal teams and clients and managing benefit enrollment for group being implemented. Acts as a critical liaison between clients and sales to ensure deliverables are completed on time.
- Acting as the main point of contact between clients, internal teams, and leadership. Documentation and Tracking: Maintaining project plans, tracking progress, and ensuring all activities align with enrollment goals.
- Training and Support: Conducting training sessions for employers or clients on onboarding.
Customer Service Specialist
Philip’s Midsize a Molex Company
Costa Mesa, CA
10.2022 - 05.2023
- Develop and use business systems, policies, procedures, and resources to meet and exceed corporate objectives for delivery performances such as Contract Review
- RMA’s/ QN, Inventory, Production Reports, Quotes and Weekly Minute Notetaking.
- Confirm accuracy of internal processed production work orders with customer
- Purchase Orders, then work with the Operations Team to have scheduled based on material availability.
- Engage with production planning team to schedule Customer Orders based on due dates and communicate to customer anticipated schedule.
- Develop and maintain the highest possible Customer Relationship with current and prospective customers to provide an unparalleled customer satisfaction. Thorough knowledge of ERP, SAP, and Microsoft Word and Excel.
- Philips Midsize, a Molex Company in Costa Mesa builds products to enhance the lives of all our customers around the world in pharmaceutical, diagnostic, medical technology, consumer, automotive and defense. They have supported the world’s leading healthcare, consumer, and automotive companies to deliver safe and effective solutions to help people live healthy, productive lives.
Project Coordinator
Suddath
La Mirada
10.2021 - 05.2022
- Receive, review, enter and confirm project and service requests. Follow administrative process for customer set up and credit approval.
- Coordinate planning calls to develop scope and communicate service requirements and client expectations.
- Document final scope, timelines, and pricing. Generate proposals. Establish signed orders for service. Obtain client specific purchase orders, tracking numbers and approvals. Coordinate with sales, project management, operations, and customers to plan and implement services.
- Thoroughly communicate with all parties throughout service delivery. Document scope changes and oversee change order management process.
- Suddath is a multifaceted group of companies that specialize in worldwide corporate employee relocations, household moving, warehouse and logistics management and specialized transportation services. Facilitates communication and orchestrates services working directly with sales, operations and customers throughout workplace service planning and implementation.
Logistics Coordinator/ Executive Assistant
Image Plastics
Lake Forest, CA
10.2018 - 10.2021
- Engage with Customers daily. Process Sales Orders, including Order Entry, Shipping, and Invoicing.
- Arrange and track both domestic and international shipments. Generating all shipment docs such as Tags, Packing List, BOL’s, Commercial invoices and POD’s. Vendor and customer liaison with stakeholders. I was responsible for all, Account Payable /Receivable, Purchase Orders. Made outbound calls for Account Payable Collection.
- Image Plastics/ Peak fresh USA specializes in the manufacturing and distribution of packaging materials, my role is to support and collaborate with the President and Vice President of Operations on business activities that are inherent value to the companies’ daily operations.
Agent Assistant
Keller Williams Realty
Mission Viejo, CA
12.2017 - 10.2018
- Acted independently to lead generate qualified buyers and sellers while providing the best services with photography, market analysis and sales support.
- Grew 805,000 ytd and qualified 1.6 million by cold calling.
- Keller Williams Realty is recognized as the largest real estate company in the US with the largest agent count, closed volume, and closed units. Mission Viejo is a Hall of Fame Market Center with yearly revenue of 85 million. Leadership and entrepreneurship are the two main foundations of their continuous education. Lead generation support, accountability coaching, and tech savvy are their leading engines to systems that transform a new agent to a top performer.
Sales Executive
Victory Packaging
Ontario, CA
09.2015 - 02.2017
- Nationwide, Victory is the only distribution company specializing in solving packaging complexities and reducing total cost for its customers on a national scale
- Acted independently to present and sell packaging solutions and services to new and existing customers. Grow assigned territory and increase market share for
- Victory Packaging products and services
- Grew $500,000 of new business within my first year a 200-mile radius
- Prospected and contacted potential customers within an assigned territory.
- Evaluate customers’ needs and build lasting relationships. Selling just in time delivery, bulk ordering & fulfillment to UPS
- Based in Houston, TX Victory Packaging is a billion-dollar Distribution Company with more than 65 warehouses and distribution facilities in North America.
Technical Sales Representative
Anderson and Vreeland, Inc
Santa Fe Springs, CA
06.2014 - 03.2015
- Collaborated with our internal/external teams to maximize revenue opportunities and optimize profits
- Achieved quarterly and annual sales objectives within a territory.
- Managed a 65 mile Los Angeles & Orange County territory with approx. $600,000 in current sales
- Anderson & Vreeland manufactures printing trade machinery. The Company offers CTP devices, digital printing, film imaging, prototyping, finishing, and digital prepress workflow systems. Operates in U.S.
- Developed and maintained business by cultivating new sales opportunities and manage existing business within a designated territory
Education
B.A. - Human Communication
California State University
Fullerton, CA05-2014
Certification
- UC Davis- Graduate School of Business Lean Six Sigma – Green Belt January 2023 to Present
- CA Insurance License 4301059 June 2023 – Present
Timeline
Onboarding Consultant
Principal Financial Group
05.2025 - Current
Implementation Coordinator
Principal Financial Group
05.2023 - 05.2025
Customer Service Specialist
Philip’s Midsize a Molex Company
10.2022 - 05.2023
Project Coordinator
Suddath
10.2021 - 05.2022
Logistics Coordinator/ Executive Assistant
Image Plastics
10.2018 - 10.2021
Agent Assistant
Keller Williams Realty
12.2017 - 10.2018
Sales Executive
Victory Packaging
09.2015 - 02.2017
Technical Sales Representative
Anderson and Vreeland, Inc
06.2014 - 03.2015
B.A. - Human Communication
California State University