Kelly S. Email & Phone Number

Texas, United States

Dallas, Texas, US

- Manage the client onboarding and account opening processes- Provide an excellent client experience for high net worth clients while building and maintaining client relationships- Maintain accurate and up-to-date client information in our CRM system- Prepare and distribute client reports and documents- Assist with completing compliance and regulatory.

Grapevine, Texas, US

• Prepare, publish, and distribute vendor documentation including open order reports, shipping status investigations, and research escalations
• Collaborate with merchant, instock, and logistics teams to escalate priority shipments, research vendor compliance errors or shipping delays, and improve data fidelity across databases and reporting software
• Partner with internal stakeholders and subject matter experts to create, edit, and improve tools and documentation including planner dashboards, scheduling databases, and standard operating procedures
• Verify and correct international customs and trade compliance information

Memphis, Tennessee, US

• Developed, revised, and published daily team and vendor communications including product/delivery lifecycle updates, new inventory alerts, and restock requests
• Created and maintained new hire materials, training documentation, and standard operation procedures across multiple departments
• Updated and condensed interdepartmental documentation to improve catalog and inventory metadata across multiple software and retail products
• Standardized new ideas and improved existing processes to increase team/departmental efficiency, build stronger connections with vendors, and enhance customer satisfaction

• Curated, tracked, and maintained procedural guides, master lists, and other helpful daily tools in cloud archive
• Designed and published marketing deliverables, corporate fundraising presentations, and document templates
• Formatted and edited proposals and other business documents including board requirements and committee statements

Basking Ridge, NJ, US

• Collaborated with developers and retail locations to collect, refine, and internally publish product images, descriptions, and bullet points leading up to industry releases such as iPhone or Android launches
• Designed and maintained an interdepartmental website featuring developer information about industry releases, team/retail location KPIs, and project lifecycle calendars
• Managed an exclusive, internal “digital library” of industry products in a virtual catalog that tracked item specs, previous uses/development ideas, and availability
• Organized and edited bi-weekly, executive-level business presentations

Denton, TX, US

Presented live tutorials to classes of at least 28 students for software including MS Office, MadCap Flare, and Adobe CCTroubleshot a daily average of 25 software or hardware malfunctions for students and professorsWrote, designed, and published more than 20 software orientations bi-annually using Adobe CC and Microsoft Office

Denton, TX, US

Analyzed and evaluated web pages, social media content, and search engine results using audience focused heuristics Wrote, edited, and designed social media strategies, audience personas, and mock-ups for future digital and print content

Managed, organized, and assigned daily, weekly, and monthly tasks for a four-person teamInterviewed subject-matter experts, engineers, and blueprint drawers to ensure the accuracy and usefulness of our manualCurated, edited, and redesigned a 93-page manual used by document control teams, engineers, and blueprint drawers on nuclear power sites across Texas

Analyzed and evaluated Egg Donor Solutions website, social media presence, and online visibility Designed and developed complementary print and digital media content strategiesDesigned and published more than 25 audience-facing deliverables, including a print brochure, flyers, web banners, and mailers