Shelly James Email and Phone Number

Quoting for existing accounts – Prepares comprehensive (turnkey) quote deliverable, creating transparency to all expected costs associated with the scope of work.Customer Approvals – Obtains customer approvals on design and quote, as well as establishes expectations on timing and deadlines. Manages scope changes and effectively communicates pricing impacts to customer and obtains approved Change Order.Permitting – Coordinates with cities or outsource partners to obtain all applicable permits from municipality, including securing required landlord approval, sealed engineering, and/or other required deliverables for permit application submittal.Manufacturing – Upon approval of permits, submits project to manufacturing and communicates customer’s desired installation schedule. Maximizes opportunities for creating efficiencies in manufacturing schedule by aligning manufacturing lead times with installation schedules.Installation – Manages and coordinates installation schedule with in-house scheduling or installation partners to ensure a project location is properly branded per customer’s expectations. Manages post-installation punch-list items, if applicable.Project Close-Out – Upon completion, processes Sales Orders and Purchase Orders for project-close out by securing all required completion photos, completion documents, and invoices. Confirms a project’s scope of work has been executed to the customer’s satisfaction. Invoices the project and sends the invoice per the customer requirements.

Provides the leadership, management, and vision necessary to ensure that the company has the proper operational controls, administrative and reporting procedures, and people systems in place to effectively grow the organization and to ensure financial strength and operating efficiency. Responsible for driving the brokerage company to achieve and surpass sales, profitability, cash flow and business goals and objectives.

Enthusiastically answered and returned phone calls and emails, serving as the first point-of-contact and front-line problem-solver for clients and others. Warmly greeted and extended hospitality to clients, visitors, and others as each person enters the practice. Professionally fielded and answered questions, directing to the appropriate party as needed for resolution. Pleasantly and accurately checked patients in upon arrival and out upon discharge. Notified appropriate staff of patient arrivals, messages, and emergencies. Served as communication liaison between veterinarian and clients. Assisted with patient admission and discharge processes and scheduled surgeries. Assisted with dispensing pharmaceuticals to clients. Assisted with the processing of health certificates. Created an inviting atmosphere in the reception area, maintaining visual appeal and cleanliness. Utilized practice computer systems and programs to document and update medical records accurately and efficiently. Collected and processed payments in cash or credit card form.

Provided high-level support and coordinates day-to-day administrative duties relative to the Associate Director and a liaison for executive’s direct reports to include 7 clinical veterinarians and 3 pathologists. Provided comprehensive administrative support for a range of tasks to include serving as a central point of contact for the office, management of calendars and scheduling, track and help drive completion of key deliverables across the team, working closely with the leadership team and other executive assistants to provide support to the organization. Organized, executed, and assisted with team activities (staff meeting agendas, all-hands meetings, off-sites, and team social events). Assisted with management of team space, including moves and reconfigurations, arrange domestic and international travel and expense reports for reimbursement processes. Responsible for attending meetings, preparing agenda and composing minutes. Conducted research, compiled data and prepared documents for consideration and presentation by executives and committees. Supervised a team of administrative professionals. Blood drive coordinator. Served on the following committees: Compassion Fatigue Committee, Facilities Maintenance Committee, Employee Activities Committee.

Administrative support to the President, CEO, CFO and CTO executives: Maintained executive's calendar, email, arranged travel/hotel reservations, prepared spreadsheets, presentations, confidential reports, answered phone calls, coordinated meetings and company events, and processed expense reports. Reconciled 15 company bank accounts, bank deposits, processed wire transfers, electronic fund payments, data entry, check requests, mail distribution, and inventory/ordering of supplies.

Responded to written deposit inquiries via email, fax or US Mail; conducted research and resolved customer account requests, cross-sold all products and services offered, call center, assisted members with bank products such as balances, wire transfers, internal transfers, check requests, opening and closing of accounts, account maintenance, and research on existing accounts. Set-up online funds transfer for internal and external accounts as requested by members, maintenance on credit cards as requested by members and responded/summarized write-ups for presidential complaints.