Sep 2020 – Jun 2021 · 9 mos · Broomfield, Colorado, United States

• Effectively manages the day-to-day operations and working closely with Customer Success and Implementation Managers
• Collaboration with US Leadership Team
• Works closely with the Sales Team helping streamline quote, upsell and cross-sell processes, reporting, and expenses
• Assists in strengthening existing client relationships
• Supports the Salesforce Admin, ensuring the local team is trained and follows proper processes
• Assists the finance team in providing local and Global support around Accounts Receiveable and Customer related accounting tasks
• Provides administrative assistance to the Global Executive Team
• Facilitates key staff meetings and help structure agendas
• Assists with HR operations
• Works cross-functionally across the organization to assist with strategic projects, encouraging and improving communication

Sep 2019 – Sep 2020 · 1 yr · Broomfield, Colorado, United States

• Manage administrative, local IT team, and overall operations of departments
• Address employee performance and corrective action plans
• Organizing the budget of the company in collaboration with the President and department heads
• Manage relationships with key operations vendors, including reviewing and approving all
• operational invoices and ensuring they’re submitted for payment
• Communicate customer and employee issues with department heads and devise ways of resolving problems, complaints and improving communication

Mar 2018 – Sep 2019 · 1 yr 6 mos · Broomfield, Colorado, United States

• Regular office operations including routing phone calls, managing and ordering office supplies, and scheduling in-house and external meetings
• Review and approve employee expenses
• Research and implement travel portal for employees
• Coordinate with customers to schedule the implementation of our software
• Process internal sales
• Train departments on the use of Salesforce

Nov 2015 – Nov 2017 · 2 yrs · Greater Denver Area

• Supported team of up to 70 salespeople in various levels.
• Supported 4 VP's and 3 Global VP's.
• Organized international and local meetings, travel, and sales events for groups of 20-50.
• Prepared presentations for Executive business reviews.
• Executive email and calendar management.
• Assisted Marketing department with organizing customer events ranging in size from 50-300.

Jun 2013 – Nov 2015 · 2 yrs 5 mos · Greater Denver Area

• Answered phones, filtered mail, prepared conference rooms, maintained office equipment and supplies and provided back up support to office manager for approximately 90-100 employees.
• Supported finance department by daily and monthly invoicing for approximately $8 million in monthly revenue for multiple office locations.
• Provided support for corporate recruiter including posting jobs and scheduling interviews for 20-30 candidates.
• Scheduled meetings, travel, and processed reimbursements for 3 VP level executives in international company.

Jun 2010 – Jun 2013 · 3 yrs

• QuickBooks invoicing and billing and overseeing company finances for start-up.
• Client communication via Outlook and telephone via RingCentral and set up of online phone and fax systems.
• Updated coding and photos to maintain websites, and web applications using PHP, HTML, HTML 5, CSS, CSS 3, JavaScript, MySql, and C++.
• Assisted in set up of website domains in WebHost Manager software.

Feb 2008 – Oct 2009 · 1 yr 8 mos

• Provided support to 2 financial advisors by maintaining client accounts, scheduling meetings, answering and filtering calls.
• Completed wire transfers and journaling of funds between accounts.
• Created and distributed weekly and monthly email and mail correspondence.
• Prepared presentations.
• Answered phones, setting up and maintaining client accounts and files, and made bank deposits.
• Scheduled business meetings and prepared for office functions.
• Maintenance of office equipment and supplies.
• Prepared monthly philanthropic newsletter.

Jun 2007 – Feb 2008 · 8 mos

Feb 2002 – Jan 2007 · 4 yrs 11 mos

• Drafted correspondence, pleadings, transactional documents, memoranda, and other legal documents, finalized and filed documents with both Federal and State courts, and maintained frequent communication with clients.
• Performed function of liaison between IT support group and firm to troubleshoot technical problems with document management system and Microsoft Outlook.
• Trained co-workers on software updates.
• Answered calls, directed all firm mail, prepared documents, ordered supplies, prepared conference rooms for meetings and depositions, forwarded communications for firm of approximately 20-50.
• Created all physical files firm-wide. Maintained and managed all documents through active, closed and retention status.

Nov 1998 – Feb 2002 · 3 yrs 3 mos

• Answered phones, scheduled appointments for 2 doctor’s calendars, maintained patient charts and coordinated billing requirements for insurance companies.
• Provided support to physicians with x-rays, removing stitches, Podiatric treatment, prepared surgical equipment, and after-care patient treatment.