alexissage

• Conducted Alteryx analysis of 6 months of call data, identifying 160+ hours of misrouted calls and uncovering $25k+ in recoverable operational costs. • Delivered a comprehensive comparative analysis, mapping Client Reporting Tool capabilities and producing technical guidance for Commonwealth onboarding. • Built a Department Guide and Escalation Essentials framework, improving cross-team workflow efficiency by 45% and standardizing resolution processes across the team. • Cross-trained across multiple systems including conducting tutorial demos, Albridge, PDR mailbox, and Alteryx, serving as primary technical resource for team continuity. • Maintained 100% CRM accuracy while resolving 300-400+ advisor inquiries monthly.

• Processed weekly payroll and managed vendor accounts and invoicing with consistent accuracy, strengthening financial tracking and operational reliability. • Completed QuickBooks Desktop to Online migration, modernizing financial operations and measurably reducing reporting errors. • Led full digital transformation of office operations, introducing e-sign procedures and digital storage systems to eliminate paper-based processes and accelerate workflow. • Developed Standard Operating Procedures for training and operational processes, bringing structure and consistency to a high turnover environment. • Advised leadership on operational strategies, identifying inefficiencies and recommended solutions to streamline daily workflow.

• Optimized workforce data tracking and led payroll and attendance audits, measurably reducing errors and refining reporting accuracy. • Coordinated with regional leadership on workforce planning, compliance reporting, and labor management to ensure 100% compliance standards were maintained. • Managed HR casework, compliance documentation, and confidential employee records supporting retention and separation processes across North American facilities.

• Onboarded 50+ hires per shift, executing a train the trainer framework by preparing Ambassadors to support new hire integration and accelerate team readiness. • Created Standard Operating Procedures and developed tracking systems to streamline training, optimize workflow, and improve operational consistency. • Assumed Learning Coordinator responsibilities, overseeing trainer onboarding and standardizing cross-shift training delivery. • Partnered with leadership on process improvements and facilitated a career advancement process which supported 5 associates in securing internal promotions.