Data Processing Associate
CurrentCoordinated meetings with existing clients, utilizing personalized scheduling preferences, resulting in upselling opportunities.Managed document preparation and distribution for members of the managing association using Post, Email, and Online Portal, and SharePoint for document management.Facilitated seamless onboarding of new associations on the portal, integrating with CRM system to enhance process efficiency.Supported the customer service and finance department in data analysis and report generation using Excel and CRM systems.Managed reports and databases for all existing associations utilizing Excel, CRM, and SQL tools, applying data analysis, entry, and reporting skills.