Microsoft Office
Sydney Case
Organized And Self Motivated Professional With 10+ Years Of Customer Service Experience
Glendora,CA
Summary
Self-starter who always does whatever it takes to get the job done. Seeking a long term position with a company where my 10+ years of experience in a wide variety of administrative duties and management will allow me to assist directors and clients in executing, streamlining, & exceeding in their goals. Excited to fulfill all financial, marketing, & customer services needs.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
Work History
Office Manager
Brandon Ogden Consulting LLC
Orange, CA
04.2022 - Current
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Modernized entire company by integrating from loose paper documentations & filing to 100% electronic documentation & filing by
testing and choosing a CRM for the company - Managed, assisted, & coordinated all administrative tasks for multiple businesses, along with personal tasks.
- Scheduled all appointments & maintained calendar including daily reminders of any appointments and/or meetings.
- Improved daily productivity by leading daily morning briefings for all executives.
- Facilitated and managed all car rentals, for up to 25 cars at one time.
- Improved all company procedures by collaborating with upper management & implemented these changes throughout entire company.
- Arranged all employee onboarding documentation upon hire and administered all Human Resources documents for company.
Executive Assistant
Nissan North America, Inc.
Irvine, CA
07.2021 - 04.2022
- Supported & assisted three C-Level directors in their daily lives quickly and effectively while maintaining ongoing communication.
- Provided organized support on all miscellaneous tasks including calendar management, meeting coordination, travel arrangements
and scheduling, financial reporting, internal and external client communication, and project management. - Structured daily workflow for each director per their individual preferences by prioritizing their tasks from highest to lowest
priority and update throughout the day as needed. - Used advanced software to prepare documents, reports and presentations.
- Screened calls and emails and responded accordingly to support executive correspondence.
- Created presentations for all company meetings using advanced software to support executives and boost team productivity.
- Supported the Sales Audit Team, when necessary, by composing letters to vendors, designing new sales and marketing strategies
for local dealerships, and completing 25-30 closing letters per month with appeal correspondence.
Customer Success Manager
Trio Rewards ®
San Juan Capistrano, CA
10.2018 - 07.2021
- Designed and launched an entire CRM database to manage existing clients and track new clients through the lead process.
- Expanded company by interviewing and hiring 20 new employees; coached each employee individually, resulting in a 35% raise in customer satisfaction & a 26% raise in company sales.
- Scheduled and lead monthly meetings with franchise owners and sales affiliates resulting in successful negotiation of long-term contract renewals.
- Acted as Executive Assistant to CEO and COO and completed any tasks delegated to me accordingly.
- Conceptualized and implemented behavioral push notifications based on in-app usage; increased retention by 15%.
- Managed an extremely active calendar of appointments; completed expense reports; arranged detailed travel plans, itineraries, and agendas; and compiled documents for travel-related meetings.
- Established and implemented marketing campaigns through different channels, such as social media, to achieve higher transaction volume and customer app downloads.
- Delivered on monthly sales goal of at least $150K in transactions per month.
Senior Account Relationship Manager
Gatekeeper Systems
Foothill Ranch, CA
12.2015 - 10.2018
- Managed relationships and vet 30+ inside and 60+ outside vendors in construction and trades to maintain safety and work compliance for projects involving new, updated, and converted loss prevention systems.
- Lead an entire customer service team with 20+ individuals including training upon hire.
- Designed site plan for all new projects using Visio/PDF for technicians to follow during new installs, remodels, and conversions.
- Cross-functionally supported all departments when customer needs are escalated, to solve issues with scheduling, invoice submissions, processes, procedures, product knowledge, support and service.
- One of three employees that successfully integrated competitor company (Carttronics LLC) in 6 months.
- Managed new construction, existing conversions, location remodels, and customer contracts for private and union project on over 100 customer accounts.
- Liaison between the company and top clients including Target, Smart & Final, Walgreen's, Walmart, etc.
- Set up and maintained weekly conference calls with clients to assess their needs, solve escalated issues, answer questions and maintain relationships.
Education
Associate of Science - Communications
Orange Coast College
Costa Mesa, CA 08.2020 - Current
High School Diploma -
Glendora High School
Glendora, CA 08.2009 - 05.2013
Skills
Policy and procedure modification
Leadership
Documentation and control
Calendar Management
Expense reporting
Appointment Scheduling
Database administration
Event Planning
Start- Ups
Marketing Events
Travel Arrangements
Human Resources
Office management
Contract negotiations
Software
Salesforce
QuickBooks
HubSpot
Mondaycom
Google Suite
Apple Software
Dropbox
Adobe Creative Cloud
Microsoft Dynamics 365
Social Media
Timeline
Office Manager
Brandon Ogden Consulting LLC
04.2022 - Current
Executive Assistant
Nissan North America, Inc.
07.2021 - 04.2022
Associate of Science - Communications
Orange Coast College
08.2020 - Current
Customer Success Manager
Trio Rewards ®
10.2018 - 07.2021
Senior Account Relationship Manager
Gatekeeper Systems
12.2015 - 10.2018
High School Diploma -
Glendora High School
08.2009 - 05.2013