Sarah Merchant

Sarah Merchant

Senior Customer Service Representative

Followers of Sarah Merchant3000 followers
location of Sarah MerchantCampbell River, British Columbia, Canada

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  • Timeline

  • About me

    Online Business Manager | Helping Business Owners Run More Efficiently and Profitably

  • Education

    • Granton Institute of Technology

      2002 - 2004
      Financial and Cost Accounting Diploma Accounting and Finance
  • Experience

    • Sun Life Financial

      Nov 2002 - Mar 2008
      Senior Customer Service Representative

      Duties included training new employees and providing process documentation updates for policy loans, accounting histories and policy reproductions, being a service recovery champion for cases where action was required to restore our relationship with clients after an error was made via written correspondence, e-mail and telephone, and performing accuracy and quality checks on co-workers' work by grading quality based on company standards, and making suggestions for growth and improvement.

    • Dundee Realty Management Corporation

      Mar 2008 - Apr 2011
      Junior Accountant

      Duties included accounts payable duties such as inputting invoices, printing cheques and performing monthly bank reconciliations relating to ten different properties and accounts, processing month-end accrual and adjustment entries, preparing HST (previously GST and RST) remittances on monthly and year-end basis, and preparing month-end reports for upper management, including budget variance analysis, profit and loss statements, balance sheets, and cash flow statements.

    • Workaday Reads

      Feb 2011 - Nov 2015
      Editor

      Book blog specializing in book reviews. Featured over 100 reviews a year, and showcased authors through guest posts and interviews.Host of the annual Ebook Challenge for 2012-2014.

    • Manulife Financial

      Jul 2011 - Dec 2016
      Senior Business Specialist

      I provided personal assistance to clients with complex benefit structures and payment arrangements to ensure accurate and timely payments, arranging payment of late premiums via telephone and written correspondence, and performing all policy termination steps from verifying termination documents to collection of final balances for both client initiated and nonpayment terminations.

    • Workaday Beauty

      Jul 2013 - Mar 2017
      Editor

      Beauty blog specializing in beauty, nail art and skincare complete with high quality photography and detailed reviews.PR collaborations include: The Body Shop, FarleyCo Beauty, Essence Cosmetics, Mary Kay, Avon, Revlon Canada, Shoppers Drugmart, Sephora Canada.

    • Workaday Services

      Mar 2016 - now
      Owner

      Started as a personal virtual assistant business.Pivoted to providing organic social media for small businesses.Pivoted to providing paid social media support, primarily on Facebook and Instagram.Pivoted to online business management.Current focus is providing systems and process consulting to online businesses, primarily marketing agencies.

    • Tremain Media

      Aug 2017 - Aug 2021
      Operations and Social Media Manager

      Sarah Merchant is our Operations and Social Media Manager. She marries her love of paperwork, her background in corporate accounting and customer service with an understanding of how the office all works together to keep everything running smoothly. She uses her experience with social media to bring everything together online for clients, for both organic and paid campaigns.Tremain Media is a full service media company providing video, web, print and time-lapse products as well as social, branding, marketing and technology services. Consistent, reliable and always excellent – delivering quality for our clients’ diverse communication needs for over 15 years. Show less

    • BEST R.O.I.

      Apr 2019 - now
      Fulfilment and Systems Manager

      Responsible for managing media buyers and overall performance of ads on Facebook and TikTok.Responsible for setting up and managing client accounts and information flow on all systems.

  • Licenses & Certifications

    • Certified Master Marketer

      FG Society
      Jun 2022
    • QuickBooks Online Certified ProAdvisor

      Quickbooks Online Certified ProAdvisor
      Sept 2017
    • The Online Marketing Fundamentals

      Google
      Jun 2017