Lucy Z. Email & Phone Number

United States

Greater Toronto Area, Canada

Greater Toronto Area, Canada

Achievements (within 3 months of start):• Took over gift card operations from Team Lead: daily reconciliations; customer, sales, and/or marketing gift card resolutions; and month-end closing activities.• Began managing two major purchase order accounts; training to relieve the Team Lead of this portion.

Remote

Achievements:• Built clientele from scratch; ~40% of timeslots booked by repeat customers.• Proven customer service, learning and development, and remote work capabilities with ~96% satisfaction rating.

Ontario, Canada

The Salesforce CRM Fundamentals program was led by a certified Salesforce instructor, Andrea Carvalho, and included case studies to learn and apply system administrator skills.Responsible for:• Setting up an organization, users, and the mobile app to help stakeholders leverage Salesforce applications to gain strategic business insights.• Automating processes via Flow and Process Builder to manage campaigns effectively and notify managers of special cases.• Configuring… Show more The Salesforce CRM Fundamentals program was led by a certified Salesforce instructor, Andrea Carvalho, and included case studies to learn and apply system administrator skills.Responsible for:• Setting up an organization, users, and the mobile app to help stakeholders leverage Salesforce applications to gain strategic business insights.• Automating processes via Flow and Process Builder to manage campaigns effectively and notify managers of special cases.• Configuring security settings such as permissions, validation rules, and approvals to ensure data integrity and restrict access to sensitive data.• Creating best-practice reporting dashboards and leveraging analytics to inform and support organizational decisions and goals. Show less

Houston, Texas, United States

HC Group is a retained search, intelligence, and advisory firm, offering tailored solutions to organizations operating across the international energy and commodities markets with representation in key hubs across Europe, North & South America, Middle East and Asia.Achievements:• Partnered with the Global Head of Oil, Michael Price, to place the Vice President of Crude Marketing for a public midstream energy company.• Increased operational efficiency and doubled market reach by… Show more HC Group is a retained search, intelligence, and advisory firm, offering tailored solutions to organizations operating across the international energy and commodities markets with representation in key hubs across Europe, North & South America, Middle East and Asia.Achievements:• Partnered with the Global Head of Oil, Michael Price, to place the Vice President of Crude Marketing for a public midstream energy company.• Increased operational efficiency and doubled market reach by identifying a CRM error; coordinated with Salesforce to deploy three patches to resolve the errors. Show less

Houston, Texas, United States

US federal agency responsible for enforcing civil rights laws that make it illegal to discriminate against a job applicant or an employee because of the person's race, color, religion, sex (e.g. pregnancy, gender identity, and sexual orientation), national origin, age, disability or genetic information.Responsible for:• Reviewing and triaging cases to gather key information and optimize resource allocation.• Drafting and presenting investigation plans to the Supervisory… Show more US federal agency responsible for enforcing civil rights laws that make it illegal to discriminate against a job applicant or an employee because of the person's race, color, religion, sex (e.g. pregnancy, gender identity, and sexual orientation), national origin, age, disability or genetic information.Responsible for:• Reviewing and triaging cases to gather key information and optimize resource allocation.• Drafting and presenting investigation plans to the Supervisory Investigator in order to determine the best resolution method.• Analyzing record trends in EEOC's Integrated Mission System (IMS) to raise awareness about current issues.Reported to the Supervisory Investigator, Marina Franco Guerra, and the Outreach Manager, Joe Bontke. Show less

Houston, Texas, United States

Full-time student; 15 credit hours/semester

Houston, Texas, United States

• Reconciled financial accounts, revenue and expenditure reports in FileMaker Pro/PeopleSoft Finance• Research and correct reconciliation discrepancies with reallocations and journal vouchers• Maintained payroll reallocation, hiring, funding changes, and termination records• Streamlined new hire check list to simplify the hiring process and increase operational efficiency• Executed contracts with hospitals and third-parties to increase student and staff access to research… Show more • Reconciled financial accounts, revenue and expenditure reports in FileMaker Pro/PeopleSoft Finance• Research and correct reconciliation discrepancies with reallocations and journal vouchers• Maintained payroll reallocation, hiring, funding changes, and termination records• Streamlined new hire check list to simplify the hiring process and increase operational efficiency• Executed contracts with hospitals and third-parties to increase student and staff access to research funding• Additional clerical financial support duties (e.g. preparing vouchers, purchase orders, etc.) Show less

Bachelor Of Business Administration - Bba, Management, 3.89/4.00

Activities and Societies: Beta Gamma Sigma (BGS)

Salesforce Fundamentals

Salesforce Administrator Certification (In progress)

Bachelor’S In Business Administration, Accounting, 3.89/4.00

Activities and Societies: Beta Gamma Sigma (BGS), Asian Business Student Association (ABSA)