Business, finance & operations
The work between people
Customer relationships, financial education, support systems, and the details that keep a business working.
At Rishi Tea I managed wholesale account relationships across 31 states. The work combined customer conversations, order handling, Oasis CRM records, coordination with operations, and identifying opportunities for the regional sales directors. Excel pivot tables helped me analyze sales; feedback to IT helped improve the tools we used.
At Holden QiGong I implemented Zendesk Talk and launched live phone support, serving as the sole phone support representative. I handled technical issues during live webcasts, coordinated with colleagues and senior leaders, and built standard operating procedures and daily checklists.
My MBA at Johnson & Wales University focused on finance. Financial analysis and strategy sit alongside an operational understanding of purchasing, cost, service, and team development. The work has often depended on clear communication as much as any particular tool.
From the work.
Customer Service Operations Specialist
Implemented Zendesk Talk and launched live phone support for Holden QiGong, serving as the sole phone support representative.
- Handled technical issues during live webcasts and coordinated with the back-of-house team and senior leaders.
- Used Zendesk Views to organize support information and focus daily work.
- Created standard operating procedures and daily Google Sheets checklists.
Driver
Operated an independent driving business, choosing working hours and locations. Provided passenger service while adapting to changing traffic and weather.
Regional Account Manager
- Managed wholesale account relationships across 31 states, handling customer communications and orders.
- Maintained Oasis CRM records and identified sales opportunities for regional directors.
- Used Excel pivot tables for strategic sales analysis.
- Coordinated with operations and provided CRM user feedback to IT.
Maintenance Installation Technician
Installed and removed individual air-conditioning units and performed other facilities duties.
Transfer and Re-entry Admissions Assistant (Office of Undergraduate Admissions)
- Supported the transition to paperless application processing.
- Entered and reviewed transfer and reentry applications, working with professional staff through seasonal admissions processes.
- Trained professional and student staff in data handling and application processing.
