Summary
Overview
Work History
Education
Skills
Involvement Internships
Coursework
Awards
Languages
Timeline
Generic

Susanna Yepes

Hialeah,FL

Summary

Ready to leverage 3 years of account management and customer retention experience at EasyVista to enhance Sales team performance and achieve company goals.

Overview

11
11
years of professional experience

Work History

Operations Specialist

EasyVista, Inc
03.2021 - Current


  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.
  • Collaborated with sales team to negotiate multi-year contracts with favorable terms for both clients and the company.
  • Managed a portfolio of accounts, ensuring all renewals were completed accurately and on time.
  • Collaborated with sales teams to identify upsell opportunities during renewal discussions.
  • Utilized CRM tools effectively, maintaining accurate records of client interactions and updating information as needed for efficient workflow management.

Legal Assistant and Head of Department

Traffic Ticket Office, A Law Firm
05.2017 - 03.2021
  • Managed cases for 64 out of 67 Florida counties, overseeing an average of 50+ cases a day
  • Supported client growth and sales, having deadlines and goals to meet, including being responsible for signing up an average of 10 new cases daily
  • Monitored cases from start to finish by creating and managing files, checking case status daily, and attending to any problems or discrepancies
  • Accurately inputted and updated case information into company database and case management software.

Data Entry Specialist

Fusion Capital
12.2016 - 03.2017
  • Efficiently processed merchants' applications by entering financial and personal data into company software
  • Compiled financial information into an Excel sheet to calculate merchants' eligibility for small business loans
  • Analyzed financial data including bank statements, credit card statements, and credit reports
  • Generated monthly reports through programs such as Excel to monitor growth and departmental goals.

Intern

Congressional Campaign
08.2016 - 11.2016
  • Engaged in extensive voter contact, media monitoring, and research
  • Effectively promoted a PR campaign through traditional and digital media outlets
  • Assisted in training volunteers and organizing campaign events
  • Led the development of a social media campaign, which increased interaction on potential voters' profiles by 70 percent.

Processing Teller and Team Leader

GardaWorld Cash Services
09.2014 - 08.2016
  • Gained team leadership experience by supervising 7 team members' work duties, assigning work schedules and training new employees on work procedures and safety standards
  • Executed an average of 85+ customer transactions daily, including deposits for small business accounts and commercial banking accounts
  • Responsible for balancing and recording large cash and coin inventories at the end of the day for various commercial banks such as Bank of America, TD Bank, and Citibank
  • Innovated different policies and procedures to maximize work efficiency, ensure maximum customer satisfaction and protect customers' sensitive financial information.

Student Assistant

Miami-Dade College
12.2012 - 08.2014
  • Oversaw examinations for students with special needs
  • Utilized problem-solving skills and interpersonal skills to rapidly assess and solve students' problems
  • Managed, organized, and archived student files
  • Documented monthly financial and student data using Microsoft programs such as Word and Excel.

Education

Bachelor of Arts in International Relations -

Florida International University
07.2019

Skills

  • Advanced: Microsoft Office, Windows Operating Systems
  • Operational Efficiency
  • Customer retention
  • Customer relationship building and management
  • Active listening
  • Business Development
  • Contract Negotiation
  • CRM proficiency

Involvement Internships

Intern, Congressional Campaign, Miami, FL, 08/2016, 11/2016, Engaged in extensive voter contact, media monitoring and research, Effectively promoted a PR campaign through traditional and digital media outlets, Assisted in training volunteers and organizing campaign events, Led the development of a social media campaign, which increased interaction on potential voters’ profiles by 70 percent

Coursework

  • Career Development
  • Public Speaking
  • Writing and Rhetoric
  • Research Methods
  • Development of International Relations Thought
  • International Inr Affairs
  • Effective Governmental Communication
  • International Political Economy

Awards

Dean’s List (3x)

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Operations Specialist

EasyVista, Inc
03.2021 - Current

Legal Assistant and Head of Department

Traffic Ticket Office, A Law Firm
05.2017 - 03.2021

Data Entry Specialist

Fusion Capital
12.2016 - 03.2017

Intern

Congressional Campaign
08.2016 - 11.2016

Processing Teller and Team Leader

GardaWorld Cash Services
09.2014 - 08.2016

Student Assistant

Miami-Dade College
12.2012 - 08.2014

Bachelor of Arts in International Relations -

Florida International University

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Susanna Yepes