Analytics and customer experience, learned in the operations.
I’m a business professional with 15+ years across insurance, manufacturing and international customer service. I’ve built the reports, the pricing tools and the service processes — usually from scratch, usually by making something manual finally make sense.
What I bring
I sit where sales, data and service meet — and I’m comfortable both in a spreadsheet and on the phone with a frustrated customer.
Systems & skills
- XExcel & VBAAdvanced — macros & custom tools since 2008
- SSAP & CRMDaily order, pricing & case management
- BBIReporting & dashboards (QlikView / QlikSense)
- PPowerPointExecutive & customer presentations
15+ years across sectors
Roles by industry and function — no logos, just what I did and what it delivered.
Trilingual (EN/FR/ES) support for retail and wholesale customers, distributors and contractors. Daily SAP / CRM user for orders, pricing and reporting; subject-matter resource on products, setup sheets and pricing documentation. Partner with internal teams on data-quality and process improvements, and coach new team members.
Managed standard and blanket B2B orders across Canada, US and Mexico with a focus on pricing accuracy and on-time fulfillment. Applied freight and pricing policies consistently and supported continuous improvement.
Owned customer accounts across Canada and the US, prepared quotes to company terms and coordinated multi-stakeholder projects end to end.
Delivered daily national sales reports and strategic insights to senior management (scorecard / MBR equivalents). Built the analytical tools behind the national sales force — premium and cancellation calculators, billing reconciliation and sales-tracking templates — using advanced Excel and VBA written from scratch. Managed pricing-sensitive analytical projects for banks and health partners, and temporarily led a 5-person team to implement billing software.
Education
Bachelor of Business Administration.
Continuous learner: BI and analytics tools, customer experience and process improvement.
Languages
English (fluent) · French (fluent) · Spanish (native).
Daily trilingual support across North America and international markets.
Let’s talk about your challenge
Tell me what you’re trying to improve — I’ll tell you honestly whether I can help.
Get in touch