
Sharon DeSize
Client Information

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About me
Swiss Army Knife
Education

Franklin University
2012 - 2013Master of Science (MS) Marketing and Communications 3.96
The Ohio State University
1996 - 1999BA Anthropology
Experience

Franklin County Child Support Enforcement Agency
Sept 1995 - Aug 1998Client Information• Answered and assessed incoming telephone calls with redirect as needed• Verification of client information to ensure the caller is authorized to receive case information.• Provide assistance and information about issues and case status • Enter accurate notes into the computer system. • Work the front reception, determine client needs and direct to correct department• Update confidential information within established guidelines. • Provide assistance to clients with inquiries regarding procedures and processes. • Take and resolve problems and complaints,and perform routine research to determine proper solutions. Show less

Cinemark Movies 12
Sept 1998 - Oct 2001Assistant Manager• Interact with customers and staff to provide enjoyable movie experience• Supervises all theater staff and assist with day to day building operations• Internal and external promotions. Won 2 national movie contests for Galaxy Quest and Road Trip• Run projectors as need to ensure movie standards• Oversaw cash handling procedures, balancing and deposit preparation• Responsible for entering all inventory and show times into the Point of Sale system • Recorded Movie Phone line with upcoming shows and events• Assists the management team as needed with all operational functions including staff work schedules, staff recruitment, evaluations and development Show less

Riverside Drive Animal Care Center (Part Time)
Jan 2001 - Jan 2004Client Services• Assist clients with general information,payment options and financing solutions.• Scheduled appointments and surgeries for a veterinary practice with over 5000 clients.• Accurately update and maintain client/pet records and files per policy• Admit and discharge pets from appointments and services and schedule follow-ups as needed• Prepare and review documents and medical records accurately and completely• Balance and prepare daily deposits.

IntraVet
Apr 2002 - May 2009Training Manager/Client CommunicationsResponsibilities as Training Manager/Client Communications • Researched, designed, and implemented staff development programs for new-hire orientation, training and continuing software education for a staff of 50. • Managed and developed a team of Software Trainers. Responsible for all aspects of human resources in relation to team.• Created and maintained staff and client communications including: staff and client emails, bi-annual newsletter, website content and other communications as needed. Creation of software updates material with new build roll outs.• Created, organized and presented at client user meetings and seminars for groups between 10 and 120. Responsible for all content of meetings including handouts.• Collaborated with Operations Manager to identify clinic needs and develop business rules.• Assisted in the preparation of user and system test plans.• Assisted other departments in solving simple to complex issues related to IntraVet software including software testing, quality assurance of data and other projects as needed. Responsibilities as Software Systems Trainer and Support 2002 -2006:• Trained clinics on use and best practices of proprietary software.• Installed networks up to a 10 unit computer system including printers, routers and other peripherals using Windows XP Pro and Server 2000 operating systems.• Quality checked converted clinic data prior to merge into software.• Diagnosed and resolved software and hardware issues including proprietary software and network setup by phone or remote support • Documented troubleshooting process per clinic• Participated in testing new updates and identifying data or usability issues.Responsibilities as Scheduling Coordinator 2002:• Processed contracts,sent out welcome packets to new clinics and assembled and mailed updates and notifications.• Documented all sales data • Created training schedule and scheduled travel for up to 6 trainers. Show less

Remember Me Yearbooks
Aug 2009 - Nov 2011Client Services & Production Manager• Managed customer support staff in account management of schools and photography representatives in regards to Remember Me Yearbook products including but not limited to: sales, order status, website operation and yearbook design. • Responsible for staffing support for all areas of the business with direct influence on department and operating expenses. • Created and implemented written and multimedia training materials for both clients and customer support staff.• Established and maintained staff knowledge database and Remember Me Yearbook blog.• Designed, wrote and scheduled delivery of customer announcements and updates through iContact email service.• Proofed and edited yearbook drafts. Collaborated with clients on design and content including cover creation, image manipulation and color correction when necessary utilizing Adobe Photoshop and Acrobat.• Coordinated with Business Development in writing and editing direct mail, email and advertising promotions. • Gathered client needs and collaborated with Programming to create future development plan. Show less

Codeworks, LLC
Jun 2012 - Sept 2013Support Specialist• Provided technical support to clients using proprietary by analyzing, identifying and diagnosing issues and working to resolve problems quickly • Performed training and published support documentation• Tested new updates to find data or usability issues | Identified areas of improvement and trends in understanding program knowledge to provide areas of opportunity for future coaching or sales

Senior Star Management Company
Jan 2014 - nowFront Desk Coordinator/Email Campaign Management (Part Time) -Dublin Retirement Village• 2019 Employee of the Year• Providing 5 star service by interacting with prospective residents, families, health care staff and guests.• Assisting and engaging with the most fantastic residents• Email Marketing to guests, families and residents• Create flyer and other print materials for building communications and leasing.• Admin duties including- typical office functions: printing, copies, mail, faxes, checking email, incident reports, maintaining logs and special projects as needed.• Daily rounds and check ins of the facility to ensure safety of all residents, staff and guests• Setup/Tear down for special functions within the facility• Respond to residents when emergency pendants alert• Correspond with Emergency personnel and families as needed to assist Show less

Switchbox Inc.
Feb 2014 - May 2016Client Account Manager -Web DevelopmentResponsible for managing assigned accounts • Managed incoming calls from clients. Answered questions and client inquiries through email and calls• Create and implement professional documentation for clients and internal use• Managed client reporting and other company/client communications• Looked for new opportunities within assigned client base• Made periodic client visits to remain familiar client requirements• Prepared and approved client billing and invoicing• Managed project scope and project change orders• Maintained and updated client sites as needed. (WordPress, Drupal, Ruby on Rails, CodeIgnitor, Processwire) Responsible for establishing and maintaining effective working relations, communication, and coordination with Switchbox personnel and management• Utilized effective communication while tracking progress of assigned projects with continuous follow up • Worked with developers, project leads and the client to keep informed of all activities and meeting project objectives• Provided prompt and reasonable resolution to all client concerns• Maintained accurate and timely required reports and record keeping• Attended discovery and iteration meetings, recorded notes and established next action items as outcome• Monthly invoicing for client accounts Assumed responsibility for the effective performance of inside sales and marketing functions• Looked for new opportunities to increase existing business within and across current client base. • Conducted regular communications to develop and maintain client relationships• Assisted with the creation & tracking of sales agreements, through ensuring all deliverables met in contracts• Supported efforts in writing blogs and case studies as-requested• Maintained domain and hosting accounts making sure they were up to date and/or transferred when needed• Special project work when required Show less

AWH
May 2017 - Jan 2018Project Manager• Coordinating internal resources and vendors for the execution of projects• Ensuring that all projects are delivered on-time, within scope and in budget• Work with sales and development team on project scopes and objectives, involving all relevant stakeholders and ensuring technical feasibility• Create detailed project plans to track progress and monitor development tasks• Ensure resource availability, sometimes within multiple projects at once• Manage project scope and alert stakeholders to any foreseeable issues• Measure project performance using appropriate systems, tools and techniques• Manage client and internal relationships• Maintain comprehensive documentation on projects and processes• Participate in other needed activities as they come up Show less

Waypoint Benefit Solutions
May 2018 - Feb 2020Business Development Specialist & Swiss Army Knife• Provide support and assistance for the development of new/existing business• Direct support of owners in scheduling and other functions• Gather quotes and prepare proposals• Implement new group enrollments and renewals• Create and monitor new processes and systems• Maintain HelpNDoc knowledge base • Interact and maintain carrier and group relationships• Maintain marketing efforts, website creation and updates, conference and email outreach• IT support and troubleshooting for the business• Function as a point of contact for co-workers in troubleshooting issues• Recommend changes and offer suggestions for business functions Show less

Gubagoo
Aug 2020 - nowAccount Relationship Manager• Consult with a portfolio of over 100 dealerships in the generation of conversational commerce and retail solutions for both automotive dealerships and OEMs through a proprietary SAAS. • Fostering strong client relationships with the use of dynamic proprietary technology. • Provide client support and work with internal teams to ensure consistent service. • Collaborated with 3rd party vendors and internal teams in a fast paced environment • Conduct monthly performance meetings with clients to review KPI, consult on strategies based on online traffic data, and find processes to facilitate client goals.• Cultivate relationships to personalize the concierge account management experience for clients• Conducted trainings for dealership team at all levels on best practices of Gubagoo's proprietary platforms to facilitate and increase viable lead generation and conversion.• Work with in both, team and individual capacity, to resolve issues and optimize client results.• Add value with upselling of products when applicable to client's needs. Show less
Licenses & Certifications

Life/Health Insurance License
Ohio Department of InsuranceJul 2018
Volunteer Experience
Volunteered services
Issued by Discovery Riders on Apr 2014
Associated with Sharon DeSizeLiteracy Helper
Issued by Dublin City Schools on Sept 2018
Associated with Sharon DeSize
Languages
- enEnglish
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