Summary
Overview
Work History
Education
Skills
Timeline
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Sarah Whipple

Broomfield

Summary

Experienced account specialist and office manager with a proven track record in managing and supporting clients in regulated industries. Skilled in client onboarding, accounting tasks, and seamlessly transitioning between job responsibilities within the same organization. Dedicated professional with over 10 years of hands-on experience delivering exceptional client service and maintaining operational efficiency.

Overview

19
19
years of professional experience

Work History

Account Specialist

PRI Certification
01.2024 - Current
  • Responsible for managing and supporting over 300 clients across the US and China with their ISO and Aerospace certification needs.
  • Enhanced client satisfaction by promptly resolving account issues and providing exceptional customer service.
  • Coordinated with finance department to streamline billing processes, reducing errors and improving client trust.
  • Collaborated with cross-functional teams to design custom solutions, meeting unique client needs and driving satisfaction.
  • Streamlined account setup processes, significantly reducing onboarding time and improving client experience.

Office Manager/Audit Assessment Coordinator

Platinum Registration, Inc.
05.2017 - 01.2024
  • Company Overview: International Standards Organization (ISO) certification body www.platinumregistration.com
  • Account Management of 300+ client portfolio; scheduling and quality control for audits across the United States in industries including manufacturing, aerospace, medical, environmental, IT and various service industries.
  • Responsible for accounts payable, accounts receivables, and payroll for all clients and 25+ freelance auditors. Introduced EFT; implemented card payment system, increasing billing efficiencies.
  • Provided critical feedback on custom scheduling and client record programing; testing of edits that led to decreases in administrative costs, incorporating value-added features which led to more efficient work flow processes.
  • Provided technical support to auditors for VPN, custom software program, and remote desktop; trouble-shooting issues and connection issues for Windows users.
  • Training auditors on custom software and scheduling requirements. Training of new administrative employees and schedulers on procedures, work flow, custom software programs, and necessary ISO standard requirements.

Data Entry Specialist/Credit Report Analyst

National Credit Care
10.2015 - 06.2016
  • Company Overview: Credit Monitoring and Recovery Services - https://nationalcreditcare.com/
  • Excelled in required productivity expectations; exceeding the daily goal of client file reviews and edits.
  • Utilized problem solving skills to improve training techniques and employee success.

Lead Processor

TGS Management
03.2014 - 08.2015
  • Company Overview: Production, regulation and distribution of Marijuana – https://www.tgs-management.com/
  • Achieved daily production goals and requirements for product and client safety.
  • Implemented and monitored department organization, quality, consistency, training and disciplinary actions for a team of 10 people.
  • Promoted cross-functional team collaboration.

Western Region Floater

Canon Business Process Services, Inc.
05.2010 - 07.2013
  • Company Overview: Business and labor services - https://cbps.canon.com/
  • Rewrote training manuals, emergency procedures and operations manuals for seven large contracts.
  • Covered different positions in seven locations across the Denver Metro area and acted as assistant manager of two locations; audited processes and management to find solutions to increase employee moral and productivity.
  • Managed large quantities of confidential information; validated unemployment documentation, workers compensation documents, employee records and client records after being electronically processed for accuracy and completion.
  • Assisted in updating the records system from paper to electronic; increasing work efficiency.

Administrator

Jasper Contractors
11.2009 - 02.2010
  • Company Overview: Roofing Contractors http://www.jaspercontractors.com/
  • Researched and provided analysis for vehicle repair services; managed repair and maintenance for ten fleet vehicles.
  • Multitasking proficiency for the CEO and five managers; coordinated job scheduling, customer payments, daily deposits, interviews and warehouse inventory.

Quality Assurance Representative

Dalbey Educational Institute
02.2007 - 03.2009
  • Company Overview: Trade of Notes - http://www6.dalbeyeducation.com/

Quality Asurance Representative

  • Audited sales and customer service calls for legal compliance daily.
  • Investigated fraudulent orders; tracked fraud locations.
  • Trained new sales hires on legal compliance bi-monthly.

Customer Services Representative

  • Obtained three OCS (Outstanding Customer Service) rewards for client relations and client retention. Adapted to a fast-paced call center, answering, and assisting 100 + calls a day with an intergraded phone system.

Credit Services

Alliance Data Systems
02.2006 - 02.2007
  • Company Overview: https://www.dataaxleusa.com
  • Adapted to a fast-paced call center, answering, and assisting 100 + calls a day.
  • Illustrated exceptional phone conduct on audited calls pulled for review.
  • Demonstrated professional and courteous behavior while handling displeased clients.

Education

High School - undefined

Legacy High School
01.2006

Skills

  • Transferable Skills: Master multi-tasker, Self-sufficient, Self-motivator, Critical thinker, Ultra-organized, Quick learner, Enthusiastic problem solver
  • Areas of Expertise: Account Management, Accounting Principles, Software Testing, Technical Support, Training & Coaching, Process and Procedure Improvement, Microsoft: Outlook, Excel, PowerPoint

Timeline

Account Specialist

PRI Certification
01.2024 - Current

Office Manager/Audit Assessment Coordinator

Platinum Registration, Inc.
05.2017 - 01.2024

Data Entry Specialist/Credit Report Analyst

National Credit Care
10.2015 - 06.2016

Lead Processor

TGS Management
03.2014 - 08.2015

Western Region Floater

Canon Business Process Services, Inc.
05.2010 - 07.2013

Administrator

Jasper Contractors
11.2009 - 02.2010

Quality Assurance Representative

Dalbey Educational Institute
02.2007 - 03.2009

Credit Services

Alliance Data Systems
02.2006 - 02.2007

High School - undefined

Legacy High School
Sarah Whipple