Mariel Bocanegra Email & Phone Number

Austin, Texas, United States

• Lead designer and consultant, providing customized plans for events ranging in size from 20-500 guests. • Collaborate with clients to design personalized events using Project Management tools, concentrating on the schedule, cost, and communication plans.• Coordinate with venue and client to create event plan and schedule over ten vendors with teams of over 50 people to set up, produce, and takedown. • Head communications and plan management with all vendors, from the initial planning until the end of the event.• Review contracts for clients to confirm needs and identify risks to develop contingency plans.

Laredo, Texas, United States

• Oversee company financials and bookkeeping, including monthly bills, deposits, and reconciliation of accounts. • Manage payroll, employee hours, 401K accounts, and quarterly reports required to complete quarterly tax reports and annual tax reports.• Track company financials using Microsoft Excel and Multiledger to bookkeep and keep accounts updated.• Create and analyze annual reports to forecast budgetary needs to stay compliant and up to date with technology. • Find and implement telemedicine software and workflows to continue serving patients during and after Covid-19 shutdowns.

Laredo, Texas, United States

• Supervise, hire, and train a team of 12 employees, including managing payroll, creating schedules, and tracking billable hours.• Oversee company financials and bookkeeping, including billing, sales, and account receivables, using Microsoft Excel and Multiledger.• Direct communications with vendors to fulfill purchasing needs and manage inventory to ensure proper ordering and storing of products.• Execute annual market price analysis and determine if any price changes are needed to stay competitive.• Manage and train customer service team to provide high-quality service and cultivate loyal customers and improve customer retention. • Secure financial assistance through the government assistance program, Paycheck Protection Program, to retain all employees and keep business afloat during the COVID-19 shutdown.

• Created, administered, and analyzed Net Promoter Surveys of over 1000 individual users to identify customer priorities and provide relevant data to the necessary departments. • Reviewed Customer Relationship Management Tools for the client services department by creating and sending Request for Proposals based on the needs of the rapidly growing customer base and what the current in-house software was lacking. • Implemented new CRM tool, Salesforce, and led the onboarding, including identifying and responding to the needs of the support team, training team, individual workflows, and the company as a whole.• Served as an in-house trainer and point person for Salesforce for multiple departments, including over 150 employees.• Designed the Salesforce workflows for the support team and the customer community to allow for self-service and drive down customer calls.• Oversaw, maintained, and developed the integration between the proprietary tool and Salesforce and led the project to build the encryption platform to connect Salesforce with the in-house proprietary software while maintaining HIPAA compliance. • Planned and guided the onboarding of a new team acquisition, including building their needs on Salesforce and training them on the existing workflows.• Executed weekly and monthly reports and presentations for the business development team to help dictate the needs of the customer and company.

Austin, Texas Area

• Reconciled over 300 customer accounts from 3 different systems to provide the Support, Sales, and Marketing team’s correct and up-to-date information.• Examined, measured, and analyzed over 10,000 daily calls with the Call Support team, with the purpose to deliver results to the Product team to provide changes that are a priority to customers. • Tracked the workflows of the Call Center teams to streamline workflow procedures and improve the techniques to create a training template when onboarding new team members. • Advised with the Spanish translation of the technical support articles for customers.

Project Management Certificate Program, Project Management

University of Texas at Austin- Center for Professional Education

Bachelor Of Business Administration (B.B.A.), Marketing