Michaela Sinclair, Mba Email & Phone Number

• Manages a team of 7 Customer Support Advocates who offer support and assistance with complex software
• Monitors call queue to ensure customers are being helped in a timely and accurate manner
• Helped implement a training plan for new employees
• Responsible for problem escalation and ensuring issues are resolved promptly and accurately
• Collaborates with other departments to enhance and resolve bugs in the software
• Works with new customers to implement our software

Indianapolis, Indiana, United States

• Oversees a team of customer service associates to ensure clients’ needs are met regarding Wealth Management, Investment Management, and Financial Planning
• Responsible for all accounting functions, including accounts payable, accounts receivable, and account reconciliation
• Prepares monthly financial statements such as balance statements, income statements, cash flow analysis, and accounts payable reports
• Responsible for leading business operations projects and coordinating resources and staff involvement
• Oversees day-to-day processes to ensure the success of the company

• Main point of contact for clients’ incoming calls
• Used expertise to train new teammates by leading onboarding sessions
• Assisted team manager in coaching employees
• Held team trainings to develop new and current team members
• Monitored team chat and assisted with questions while still maintaining personal stats
• Executed accurate trades per client request and according to firm policy and industry regulations

• Lead contact for annual conference with approximately 90 vendors and 350 attendees
• Ensured education events and conferences were completed according to schedule and without majormishaps
• Maintained good relations with sponsors, guests, suppliers, and other professionals related to the industry

• Contacted prospective customers and sold advertising by building strong rapport, effectively listening to the customer, explaining the Angie’s List product, and overcoming customer objections
• Showed a continual interest in bettering abilities by shadowing teammates, listening to sales calls, and applying advice from management
• Completed total sales cycle, starting from prospecting potential clients, to discussing product, to closing the sale

• Organized campus activities and off campus promotions at career fairs and local events
• Scheduled campus tours, and offered enrollment support through admissions process with one-on-one follow-up to ensure successful completion of the enrollment process
• Promoted benefits of the institution during information gathering sessions
• Met monthly goals and deadlines each quarter

• Liaison between trust operations department and investment management/trust administration
• Learned to work quickly and efficiently with detailoriented information
• Showed ability to hit deadlines in a timely and accurate manner
• Displayed problem-solving skills
• Responsibilities: cash management, trade settlement, mutual fund processing, system administration,processing/analysis of department fees charged, accounts payable
• Quickly and accurately input transactions, prepared reports, and offered assistance to trust administrators.

Master'S Degree, Business Administration And Management, General

Bachelor'S Degree, Public Relations