Marcel Thomas Email & Phone Number

San Francisco, CA, US

San Francisco Bay Area

San Carlos, California, United States

• Created administrative partnership with largest client by creating reoccurring project coordination meetings with the goal of collaboration and cohesion
• Supported a 20 plus person team of transportation professionals providing high-quality services
• Invested in building relationships with staff across the company, as well as mentoring peers
• Performed tasks across multiple administrative disciplines: accounting, office coordination, marketing, project work, and more
• Provided a solutions-oriented mindset with a high degree of client focus
• Assisted Principals with budgeting, expense monitoring, and invoice approvals

Campbell, California, United States

• Implemented and maintained Customer relationship management (CRM) platform to proactively manage all client interactions to improve business relationships while fostering growth
• CRM platform created an additional revenue stream that resulted in 15% NOI
• Worked closely with the Firm President providing high-level coordination byconducting research, preparing statistical reports, handling informationrequests
• Provided administrative assistance, such as writing and editing e-mails,drafting memos, and preparing communications on the executive's behalf
• Organized meetings, including scheduling, sending reminders, andorganizing catering when necessary
• Managed the executive's calendar, including making appointments andprioritizing the most sensitive matters

San Jose, California, United States

• Created and maintained tracking spreadsheets to identify pursuit opportunities, business development and sales growth
• Assisted Managing Director in daily execution of sales management for 30-person team
• Generated monthly and weekly progress reports for Financial Advisors to track and monitor revenue and productivity
• Managed executive's itinerary and appointments and streamlined scheduling procedures