SUMMARY

• Highly efficient Project Coordinator/Business Manager wif more than 7 years of experience supporting Project Managers and supervising multiple teams of employees while planning and maintaining schedules, updating procedures and policies, performing customer service activities, quality assurance and compliance responsibilities.
• Seeking to leverage project management skills as a Project Coordinator/Manager in a growing company.

Core competencies

• Over 10 years of operations and process development experience in fast paced environments.
• Proved record of providing project management support through creation/generation of essential reporting data.
• Highly analytical thinker wif demonstrated talent for identifying, scrutinizing, improving, and streamlining complex work processes.
• Proven ability to make use of applications for database/project management, spreadsheets, and word processing.
• Refined planning and organizational skills wif theability to TEMPeffectively prioritize and juggle multiple concurrent projects while maintaining a high degree of detail orientation.
• Noteworthy interpersonal aptitude and people - oriented. Readily establish rapport wif individuals from diverse backgrounds and all professional levels.
• Root cause Analysis and ISO/Safety Compliance experience
• Experience wif Microsoft Office tools including MS Project and Visio, CRM software and Salesforce

PROFESSIONAL EXPERIENCE

Partner Development Manager

Confidential, Oakland, CA

Responsibilities:

• Partnered wif Regional Sales Manager (RSM) to develop and deliver timely partner support, reporting, and analysis to larger accounts in assigned territory.
• Developed and maintained key external partner relationships at teh Owner, Sales Rep, and Admin levels.
• Implement targeted strategies to increase client engagement for under-performing territories / accounts wifin defined risk parameter

Project Coordinator/Representative

Confidential, Rancho Cordova, CA

Responsibilities:

• Responded to inbound sales inquiries and set appointments for clients to consult wif sales team.
• Collaborated across all departments to ensure successful execution of new engagements
• Created and defined project scope and objectives for new opportunities
• Tracked and analyzed project performance (cost, schedule, and scope)
• Generated leadership reports—highlighting projected and quarterly revenue earnings, profit margins, and estimated deltas
• Generated and delivered proposals for various products and followed up wif clients to determine any needs for additional products/services.
• Updated and maintained databases and sales pipeline using Salesforce

Project Coordinator

Confidential, Sacramento, CA

Responsibilities:

• Maintained an average volume of 20-25 projects, managing these throughout full project lifecycle.
• Provide noledgeable financial guidance to clients to ensure dat their retirement is customized to their financial needs.
• Tracked various types of CPE/circuit orders while working cross functionally wif sales, order management, finance, and procurement teams.
• Follow through wif underwriting to be sure dat client applications are being processed in an TEMPeffective and timely manner.
• Provided support to sales wif life, accidental death, and supplemental health insurance policies to Union members, teachers association members, police and fire association members throughout teh greater Sacramento area.

Partner Relations Manager

Confidential, Roseville, CA

Responsibilities:

• Worked wif cross functional teams updating procedures and policies while performing quality assurance and compliance responsibilities
• Onboarded potential new partners by providing financial analysis of renewable energy companies.
• Led team design meetings wif various stakeholder groups such as Business process redesign & requirements gathering.
• Utilized Salesforce, Confluence and Jira to generate reports, create software tickets, document/update process guides and distribute to necessary teams.
• Served as first member of teh Partner Relations team for teh Consumer Finance division of teh company. Helped build out team responsibilities and hire/onboard/train new hires.
• Established relationships wif various partners (renewable energy companies) and served as point of contact for Confidential to address and technical and process issues/concerns dat would arise.
• Worked directly wif CEO to develop partner audit process to ensure dat all Confidential partners were wifin compliance by identifying and tracking KPIs.

Sr. Business Processing Supervisor

Confidential, Roseville, CA

Responsibilities:

• Implemented Business Process Re-Engineering, reworked teh business process flows in-turn optimizing teh business processes, cutting costs and improving customer service.
• Managed staff of 12 Business Processing Specialist to meet departmental production and quality goals.
• Coordinated wif and maintained a strong professional relationship wif other Confidential Energy departments to meet business goals and objectives.
• Created, ran and analyzed reports using salesforce to ensure/track achievement of team goals/KPIs and metrics. Also utilized salesforce to track cases and for pipeline management.
• Performed quality audits on direct reports to ensure dat all work was being performed to teh highest standard.
• Lead regulatory and customer compliance initiatives for teh organization
• Assisted wif teh onboarding/training of new hires to ensure dat all team members were ramped up quickly and efficiently.
• Identified reasons for subprime performances and created development plans to halp improve production and quality for direct reports.

Sr. Business Processing Coordinator

Confidential, Roseville, CA

Responsibilities:

• Prepared, verified and sent customers all relevant utility/permit/HOA documentation in accordance wif specific utility/AHJ requirements.
• Analyze job cost and changes to contracts from teh initial sale to post-design and determine teh correct contractual documentation per teh product, utility or other regulating organization.
• Served as mentor to fellow teammates and new hires, assisting them wif problems and answering all questions/concerns.
• Assisted in teh creation/revision of processes to increase efficiencies.

Solar Project Coordinator

Confidential, Sacramento, CA

Responsibilities:

• Processed and overlooked solar project deadlines throughout teh pipeline from initial contract signing through interconnection.
• Coordinated between design team, installers and clients to make sure all projects were on task and on schedule.
• Put together, applied for and obtained project permits and local/state/federal incentives.
• Applied for and obtained HOA approval, solar incentives and PTO from utility company.

Administrative Assistant

Confidential, Roseville, CA

Responsibilities:

• Served as a temporary administrative assistant for several businesses.
• Performed general administrative duties (filing, data entry, mailing/faxing, copying/scanning).
• Greeted and guided clients to appropriate departments as a receptionist.

Engineering Intern

Confidential, Oakland, CA

Responsibilities:

• Served as an engineering intern for teh transportation, street and underground engineering design division.
• Drafted rehabilitation project plans (using AutoCAD) designed by supervising engineers.
• Conducted research in teh field on all newly reported emergencies.
• Communicated closely wif hired consultants to make sure all projects were on task and on time.