Experience

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  Mounds pet food warehouse

  May 2008 - Aug 2009

  Sales associate

  Delivered outstanding customer service, showcasing a deep understanding of products and services. Managed and tracked inventory supply, ensuring seamless availability of products. Efficiently fielded calls, directing them to the appropriate extensions for prompt resolution. Demonstrated exceptional product knowledge to assist customers effectively in making informed decisions. Handled daily cash transactions with accuracy and attention to detail.

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  Thomasville home furnishings

  Oct 2012 - Dec 2013

  Operations administrator

  Oversaw and reported on daily business operations, taking charge of both accounts payable and receivable responsibilities. Handled incoming calls, ensuring effective communication by directing them to the appropriate extensions and providing exceptional customer service. Managed, generated, and tracked all purchase orders, maintaining a meticulous record of open orders within the system. Demonstrated efficiency and courtesy in addressing customer complaints, contributing to a positive customer experience. Show less

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  U.s. bank

  Mar 2014 - Jan 2015

  Teller

  Managed a range of financial transactions, including safe deposits, merchant/vault operations, ATM processing, and the handling of bonds and coupons. Demonstrated exceptional efficiency by processing over 15 customer transactions per hour, ensuring accuracy and attention to detail. Addressed customer account inquiries for a portfolio of 110+ weekly accounts, providing prompt and effective resolution to enhance customer satisfaction. Played a key role in supporting daily operations, contributing to the smooth functioning of the financial services environment. Show less

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  Dean clinic

  Jan 2015 - Jan 2016

  Registration/scheduling agent

  Delivered exceptional customer service, managing a high volume of over 100 calls daily using multi-line phone systems to cater to each patient's unique needs. Efficiently scheduled patient appointments, navigating through 75+ different provider protocols to ensure accurate and timely bookings. Handled the setup and validation of insurance for patients, ensuring seamless administrative processes. Adapted and manipulated templates for provider schedules, accommodating daily changes and optimizing operational efficiency. Played a key role in training new hires, providing guidance on navigating the Epic system, understanding algorithms, and mastering individual provider protocols. Proactively tested and learned system upgrades ahead of others, contributing to the Epic Super User team by teaching new protocols to enhance overall team proficiency. Show less

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  First business

  Jan 2016 - Mar 2017

  Client services representative

  Delivered exceptional customer service in every interaction, specializing in conducting safe deposits, managing merchant/vault transactions, and handling bonds and coupons. Drafted account signature cards and resolutions for Business Development Officers, ensuring accuracy and compliance with established protocols. Facilitated the onboarding process for new entities, meticulously validating CIP, TIN matching, OFAC, and organizing status according to corporate records. Created signature cards for private banking and trust clients, uploading all new accounts in the designated format. Nurtured outstanding relationships with clients across business, private banking, and trust sectors, addressing overdrafts, credit references, and various client needs both in-person and over the phone. Operated the branch capture system responsible for imaging all deposit and GL tickets throughout the day, maintaining accurate records. Performed notary duties, contributing to comprehensive financial services for clients. Show less

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  Susser bank

  Mar 2017 - Oct 2022

  Enhanced business processes through the configuration and maintenance of Salesforce Workflows, Process Builder, Flows, Approval Processes, and Validation Rules. Developed and oversaw Salesforce reports and dashboards to extract actionable insights, facilitating informed decision-making. Designed and delivered comprehensive Salesforce training programs to ensure proficient use and understanding of the platform across the organization. Led the maintenance, configuration, and seamless operation of various business applications, offering reliable support to bank-wide staff. Contributed to the successful implementation and integration of business applications, fostering collaboration within and beyond the Salesforce ecosystem. Show less Provided essential support to Retail/Branch staff by overseeing daily technical tasks associated with the opening, closing, and ongoing maintenance of deposit accounts. Designed and curated training materials pertaining to technical responsibilities, delivering effective training sessions to retail/branch staff for proficient task execution. Cultivated and updated a thorough understanding of deposit account documentation, customer information documentation, and business entity documentation, ensuring compliance with regulatory standards. Oversaw the management and maintenance of Deposit Operations projects, collaborating with third-party applications to ensure seamless integration and efficient project delivery. Show less

  • Application Administrator

    Nov 2018 - Oct 2022

  • Operations Assistant/Technical Trainer

    Mar 2017 - Nov 2018
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  Cloud creations inc, national salesforce consulting

  Oct 2022 - Jan 2024

  Salesforce consultant

  Served as a Consultant for small to mid-sized Salesforce projects, leading business process reviews to understand client goals and write requirements. Managed multiple projects simultaneously for diverse clients including those in sales, service, and non-profit sectors. Led and contributed to the successful implementation of Salesforce Marketing Cloud Account Engagement. Collaborated with cross-functional teams, including developers, project managers, and stakeholders to ensure the seamless delivery of Salesforce solutions. Maintained up-to-date knowledge of Salesforce best practices and industry trends. Show less

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  Ansys

  Apr 2024 - now

  Senior business process analyst

  Supporting Salesforce platforms for global users in various departments. Collaborate with stakeholders to enhance business processes and automate workflows. Serve as a bridge between end-users and CRM development teams. Conduct quality assurance and user acceptance testing for CRM development projects. Support the creation and updating of documentation for processes, policies, and training materials. Stay up to date on Salesforce features and third-party apps to enhance internal business needs.