Heather Wilson
Cedar Lake
Summary
Proficient in data analysis and strategic reporting, delivering actionable insights and improving customer onboarding processes. Expertise in CRM management and logistics coordination to enhance operational efficiency.
Overview
30
30
years of professional experience
Work History
Lead Analytics Coordinator - Data Analysis & Strategic Reporting/ Concierge Account Manager
HPC International
Crown Point
06.2023 - Current
- Analyze and create custom reports, graphs, and charts for customers, highlighting forecasts, trends, statistics, strategic growth, and quality improvement opportunities.
- Audit the in-house CRM portal to confirm that data is entered correctly for all clients.
- Negotiate savings on education expenses with vendors for hospital clients (including doctors, nurses, and support staff) to achieve better pricing and maximize ROI.
- Oversee the implementation and onboarding of new customers, and provide service to them on an ongoing basis.
- Assisted in the preparation of reports for management review and decision-making.
Owner
Twiggy Trading Company, LLC
Cedar Lake
12.2014 - Current
- Eco-friendly online reselling business generating annual sales of $60,000+ of second-hand items annually.
- Managed all accounting, sales, customer service, shipping, marketing, sourcing, and social media.
- Coordinated logistics for product sourcing, shipping, and distribution processes efficiently.
Branch Office Administrator Fill-In
Edward Jones
Dyer
07.2017 - 10.2021
- Front reception - greeted customers and handled customer service calls.
- Received and processed deposits and documents, coordinated mailings and marketing materials.
Executive Assistant/Office & Facilities Manager
Susquehanna International, E*TRADE Financial, Dempsey & Co.
Chicago
05.1999 - 12.2014
- Supported the President of E*TRADE Brokerage, coordinated a complex travel and meeting schedule, in addition to personal assistant duties.
- Supported several high-level executives, including the EVP and VPs, as well as a large trading staff during several mergers and acquisitions.
- Managed reception and clerical staff.
- Prepared presentations for sales and marketing using PowerPoint and Excel, including daily, weekly, and monthly derivatives data reports.
- In charge of records management for the Chicago location, as well as handling all facilities needs needs.
- Monitored incoming emails and responded accordingly in a timely manner.
- Prepared reports, presentations, agendas, minutes, and other documents as needed by the executive staff.
- Organized and managed complex calendar of appointments, meetings, and travel arrangements for executive team.
Executive Assistant
Chicago Stock Exchange
Chicago
05.1995 - 05.1999
- Supported VP of Marketing as well as Sales Staff including travel, meetings, data reporting, presentations and event planning.
Education
History
Indiana University
Bloomington, INBusiness Management
DePaul University
Chicago, ILSkills
- Microsoft Office applications
- Strategic reporting
- Customer relationship management
- Google Suite applications
- Virtual meeting platforms
- Travel coordination
- Account management
- Expense tracking
- Records management
- Customer service
- Entrepreneurship strategies
- Scheduling and planning
- Facilities oversight
- Data analysis
- CRM auditing
- Vendor negotiations
Timeline
Lead Analytics Coordinator - Data Analysis & Strategic Reporting/ Concierge Account Manager
HPC International
06.2023 - Current
Branch Office Administrator Fill-In
Edward Jones
07.2017 - 10.2021
Owner
Twiggy Trading Company, LLC
12.2014 - Current
Executive Assistant/Office & Facilities Manager
Susquehanna International, E*TRADE Financial, Dempsey & Co.
05.1999 - 12.2014
Executive Assistant
Chicago Stock Exchange
05.1995 - 05.1999
History
Indiana University
Business Management
DePaul University
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