Strong leader and problem-solver qualities. Dedicated to streamlining operations and promoting organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact business success.
Overview
11
11
years of professional experience
Work History
R&D Tax Credit Customer Operations
Gusto’s R&D Tax Credit Services
01.2022 - Current
Maintained a 400+ client portfolio and guaranteed that they received timely responses.
Worked within tight deadlines to ensure that clients received timely and accurate products.
Oversaw complex calls with clients, discussing Gusto's product in-depth and ensuring clients were aware of all relevant tax laws.
Implemented new, cross-functional processes within the operations team including streamlining the amendment flow.
Owned specific work streams and created all SOP's, training decks, LucidChart flows, and held all trainings across teams for multiple client flows.
Served as interim team lead and assisted with training new team members and oversaw leadership projects including client feedback reports, creating JIRA tickets, and ticket data reports.
Quickly navigated daily operations and remained adaptable to constant changes within the company, while maintaining a customer-first mindset and focus.
Traffic Citation Specialist
Crossroads Software
03.2020 - 12.2021
Analysis traffic citations, traffic collisions and DUI’s for insurance companies and police departments.
Utilize in-house software to assist with insurance claims and payment.
Develop reporting mechanisms for federal and state funding.
Update Traffic Engineering Departments websites.
Assist CEO on corporate projects.
Shift Lead
Cha Cha’s Latin Kitchen
06.2013 - 07.2021
Extensive experience in restaurant server management.
Develop scheduling and oversee wait staff.
Outstanding customer service skill with guests, vendors, and staff.
Lead training for all staff members.
Assist with the labor budget and cost control preparation.
Server
Cha Cha’s Latin Kitchen
01.2015 - 07.2021
Provide quality service to all customers.
Suggestive selling of special menu items.
Operate POS system for food orders.
Expeditor
Cha Cha’s Latin Kitchen
06.2014 - 01.2015
Ensure harmony between chefs and server staff.
Accelerated orders to customers.
Multitask with kitchen staff to ensure cleanliness of facilities.
Hostess
Cha Cha’s Latin Kitchen
06.2013 - 01.2014
Greeted an average of over 600+ guests daily.
Organize and schedule on-line, walk up and phone in reservations daily.
Provide excellent customer service in person and on the phones.
Assist management with any customer concerns or complaints.