Bethany Brockman Email & Phone Number

Pacific Northwest Region/Hillsboro Branch

• Supervised, mentored, trained and coached administrative staff and managed assignments to ensure productivity
• Managed relationships with vendors and service providers ensuring all items are invoiced and processed for payment
• Partnered with HR to maintain office policies as necessary and processing of payroll
• Manage all building maintenance, mailing, shipping, supplies, office equipment, and billing
• Maintained customer contracts in the ERP system
• Customer service for customer inquiries and concerns

Portland, Oregon Area

• Project leader for key executive projects, sales support and execution of company priorities
• Operational management of final review for intake and billing on all contracts; ensuring accuracy, quality and that Salesforce reflects the most current deal terms and timing
• Provided executive administrative support through two successful company mergers
• Managed and coordinated the process of collecting, analyzing and reporting on key metrics across the company for the Executive, Sales and Finance teams using Excel and PowerPoint. Ensured high levels of quality.
• Prepared and delivered official revenue related quotes, proposals, purchase orders, contracts and documentation to sales prospects and customers
• Analyzed sales results, audit and validate monthly commissions payments reporting using Salesforce reports and Excel

Portland, Oregon Area

• Operations Management coordinating the needs of the Professional Services management team
• Oversight and final review point for intake and billing on Services contracts ensuring accuracy, quality and that NetSuite ERP reflected the most current deal terms and timing
• Managed the work order and change orders process for clients
• Responsible for developing and delivering all billing and delivery reports to Finance along with ad-hoc reporting
• Developed and documented all team procedures and workflows along with best practices and process improvements

Portland, Oregon Area

• Managed contracts/work orders for all open projects in the CRM and client documents
• Project management of collaborating with Clients, Developers, Consultants and Trainers to schedule development, consulting, training and contracts
• Responsible for developing and delivering all billing and delivery reports to finance
• Developed and documented all team procedures, processes and workflows
• Managed Concur travel software and the Standard Operating procedures associated with it
• Provided general administrative support to the Professional Service Higher Education team

• Manage general office activities including managing client records, calendaring appointments, processing client service requests, notary service and wire transfers.
• Developed and implemented new account lead contact management process
• Managed Securities, mutual funds, estate, insurance, pension processing and trade processing for clients
• Provided client customer service for scheduling appointments, account and trade questions
• Coordinated multiple branch office administrator events to discuss best known processes and procedures
• Event management for client and prospect seminars including invitations, refreshments, and post seminar follow up

• Management of business from start-up to strong reoccurring and referral business over 10-year period
• Provided accounting services using QuickBooks for three small businesses including accounts payable and receivable
• Lease management of business office space between several companies
• Customer account management of Internet hosting & design business
• Office management including secretarial and reception services for three Internet service companies
• Development and organization of signage, marketing materials, wardrobe, and shipping logistics for trade shows