alexissage

-Conducted Alteryx analysis of six months of call data, identifying 160+ hours of misrouted calls and uncovering $25K+ in recoverable operational costs. -Delivered independent Commonwealth onboarding analysis, mapping Client Reporting Tool capabilities and producing technical documentation for advisor review within a two business day deadline. -Built Department Guide and Escalation Essentials framework, improving cross-team workflow efficiency by 45% and standardizing resolution processes across the team. -Cross-trained across four systems simultaneously including demos, Albridge, PDR mailbox, and Alteryx, serving as primary technical resource for team continuity. -Maintained 100% CRM accuracy, ranked as top call volume performer, and resolved 300-400+ advisor issues monthly during a period of significant team reduction.

-Processed payroll and managed vendor accounts and invoicing with consistent accuracy, strengthening financial tracking and operational reliability. -Led QuickBooks Desktop to Online migration, modernizing financial operations and measurably reducing reporting errors. -Spearheaded full digital transformation of office operations, introducing e-sign procedures and digital storage systems to eliminate paper-based processes and accelerate workflow. -Created 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 recommending 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 planning 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 supporting 5 team members in securing internal promotions.