consultant resume example with 9+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Forward-thinking, bilingual professional with 8 years of remote work expertise, and 10+ years of multifaceted experience in operations, sales, and organizational development. Adaptive leader, with a capacity to organize and execute multiple projects in high-stress environments by utilizing a strong technology expertise. Excellent communication and team-building skills adept at forging relationships with internal and external partners.

  • UFluent in Spanish
  • Communications development
  • Change management
  • Hiring and recruitment
  • Expertise in Salesforce
  • Project organization & management
  • Sales operations & training
  • Employee engagement
  • Employee training & on-boarding
  • Strategic decision-making
  • Relationship Development
  • Team Leadership
  • Policies And Procedures Implementation
  • Solutions Development
  • Social Media
  • Market Strategy
  • Insurance Knowledge
  • Process Improvements
  • Staff Management
  • Sales
  • Scheduling
  • Budgeting
  • Operations OversightHumanHumanH
Work History
10/2017 to 05/2020 Consultant Avalara Inc. | AZ, State,
  • Monitored social media and online sources for industry trends.
  • Curated and segmented editorial content to increase engagement and channel growth.
  • Managed contractor teams to generate original content and moderate online community.
  • Analyzed and reported social media and online marketing campaign results to engage and strengthen presence.
  • Promoted successful outcome of web development strategy by aligning consistent brand messaging and visual designs across all digital outlets.
  • Evaluated organizational systems to identify workflow, communication and resource utilization issues and develop improvement plans.
  • Streamlined recruiting processes, coordinated new hire orientations and provided onboarding and training for new employees.
  • Recruited top talent to maximize profitability.
  • Reduced process gaps while supervising employees to achieve optimal productivity.
  • Facilitated communication and coordination between employees and management by implementing technology platforms.
  • Automated office operations while managing client correspondence, record tracking and data communications.
  • Organized, reviewed, and edited training manuals, multimedia visual aids and other educational materials.
  • Conducted orientation sessions and organized on-the-job training for new hires.
  • Identified plans and resources required to meet goals and deadlines by setting timelines, checkpoints, and coordinating with contractors.
  • Transformed video and audio recordings into digital formats for editing and archiving; overseeing all phases of podcast production.
  • Played instrumental role in creative planning and review sessions, working with internal teams to elevate quality of content and designs.
08/2013 to 03/2017 Director of Operations Telerent Leasing Corp. | Syracuse, NY,
  • Produced regular Salesforce reports to evaluate performance, adjust strategies and maintain agile, sustainable operations.
  • Delegated assignments based on sales and operations plans, project needs, and knowledge of individual team members.
  • Modernized and improved operational procedures to increase efficiency and profitability while controlling costs and preventing waste.
  • Co-created annual budget with CEO, developed comprehensive plan to accomplish company objectives while staying within budget.
  • Evaluated sales scripts to identify strategies and resource needs for effective production.
  • Optimized operational processes by utilizing Salesforce to address client-specific metrics.
  • Resolved all issues efficiently, which in turn enhanced customer satisfaction ratings.
  • Analyzed business needs while soliciting customer feedback for process improvements.
  • Tasked to increase growth by solidifying workflow processes, strengthening client relationships and improving communications supporting client advocacy.
  • Educated management on successful policy implementation and enforcement actions to prevent employee legal entanglements.
  • Worked with CEO to structure compensation and benefits according to market conditions and budget demands.
  • Created and implemented forward-thinking initiatives to improve employee engagement.
  • Streamlined HR efficiencies, coordinated new hire orientations and provided onboarding and training for new employees.
  • Served as representative in various community functions to further enhance company image and develop additional business.
  • Discovered and resolved complex employee issues that affected management and business decisions.
  • Maintained company compliance with all local, state and federal laws, in addition to establishing organizational standards.
  • Promoted employee buy-in of organizational objectives by conducting regular meetings for established employees to voice concerns.
  • Facilitated onboarding sessions and on-the-job training for new hires, bolstering employee job position knowledge and skillset.
  • Supported market expansion initiatives while implementing process improvements to execute demand analysis and drive growth.
  • Strengthened operational efficiencies by developing organizational filing systems for confidential employee records and reports.
  • Identified and suggested remedies for areas of improvement based on detailed reports and analysis.
  • Processed employee W-9 and I-9 forms and managed benefits and leave time.
  • Managed payroll data entry and processing for employees to comply with predetermined company guidelines.
  • Updated employee files with new details such as changes in address or salary levels.
  • Managed quality assurance program, including on-site evaluations, internal audits and customer surveys.
  • Resolved conflicts and negotiated mutually beneficial agreements between parties.
  • Developed team communications and information for sales meetings.
  • Stayed on top of applicable federal and state requirements to minimize legal and financial risks.
  • Entered financial data into company accounting database for verification and reconciliation, maintaining accurate and current accounts at all times.
  • Proofread and edited materials prepared by staff to correct spelling, grammar, style and ensure brand messaging.
  • Drafted internal memoranda for company employees.
  • Helped plan and execute company and client events.
  • Conferred with sales teams and team leaders to communicate targets, boost revenue and improve strategies.
  • Devised and published metrics to measure organization's success in delivering world class customer service.
  • Completed special projects by using effective decision making, critical thinking and time management skills.
  • Improved customer service initiatives by streamlining sales and order management processes.
03/2012 to 03/2017 Licensed Insurance Broker Kaiser Permanente | Victorville, CA,
  • Monitored customer buying trends, market conditions and competitor actions to adjust strategies and achieve sales goals.
  • Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
  • Utilized advanced sales skills to overcome objections, persuade clients to purchase policies and close deals.
  • Tracked progress of all outstanding insurance claims.
  • Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
  • Calculated quotes and educated potential clients on insurance options.
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Remained impartial in order to advise clients based on circumstances.
  • Supported sales, brokers, consultants and underwriters in marketing and sales activities.
  • Strategized with clients to create customized insurance policy packages while informing clients of opportunities to protect assets.
  • Met with prospective customers and business owners in homes, businesses and other settings.
  • Adhered to health and prescription insurance products, delivery systems and claims systems.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Conducted annual reviews of existing policies to update information.
12/2009 to 03/2012 Executive Assistant to President Spiralight Group | City, STATE,
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Developed and updated spreadsheets and databases to track, analyze and report on sales data and agent commissions.
  • Managed external contacts for CEO and kept track of periodic communication needed for priority contacts.
  • Functioned as backup in areas of sales, support, and services.
  • Obtained revenue and paid invoices by verifying and completing payable and receivable transactions.
  • Created and maintained detailed, organized and timely records of transactions to support legal compliance.
  • Diminished financial discrepancies and managed monetary transactions, including deposits and credit card transactions.
  • Improved sales processes to streamline customer acquisition and onboarding strategies.
  • Customized brand message to reach and capture target audience interest and drive engagement.
Expected in 10/2020 to to Master of Science | Organizational Leadership Colorado State University (Global Campus), Aurora, CO, GPA:
  • Concentration in Human Resources
Expected in 10/2020 to to Certification | Non Profit Management The NonProfit Times, Morris Plains, New Jersey, GPA:
Expected in 08/2012 to to Bachelor of Arts | Social Sciences Ashford University, Clinton, Iowa, GPA:
  • Concentration in Education
  • Minored in Healthcare Administration
Expected in 10/2010 to to Insurance License | Health, Life, Disability, Retirement State of Ohio, Columbus, Ohio, GPA:

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Resume Overview

School Attended

  • Colorado State University (Global Campus)
  • The NonProfit Times
  • Ashford University
  • State of Ohio

Job Titles Held:

  • Consultant
  • Director of Operations
  • Licensed Insurance Broker
  • Executive Assistant to President


  • Master of Science
  • Certification
  • Bachelor of Arts
  • Insurance License

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