Beverley Lee
Kitchener
Summary
Operations Specialist with extensive experience partnering with sales leaders and field teams to coordinate programs, manage CRM data, deliver accurate reporting, and ensure seamless execution of sales initiatives. Known for exceptional organization, proactive communication, and strong attention to detail in fast-paced, deadline driven environments.
Overview
23
23
years of professional experience
Work History
Senior Revenue Operations Specialist - Trials
Applogic Networks
04.2021 - 01.2026
- Served as a primary point of contact for Sales Engineers, providing day-to -day sales support for the Trial Programs across regions.
- Collaborated closely with sales leaders and cross-functional teams to coordinate trial activities, ensuring requirements, timelines and approvals were met.
- Reviewed Salesforce opportunities, trial records and quotes to ensure accuracy and compliance prior to senior-level approval.
- Managed electronic documentation and approvals, ensuring proper authorization and record retention
- Coordinated logistics for hardware and software delivery, working with manufacturing and shipping partners to ensure on-time delivery.
- Managed customer documentation and approvals using CongaSign, ensuring timely execution of legal agreements.
- Led bi-weekly regional status meetings with Senior Sales Engineers to track progress, and identify risks and resolve issues.
- Validated opportunities and created Quotes for subscription renewals.
- Communicated quote readiness to Account Managers and followed up for submission of customer purchase orders.
Receptionist
Iris Optical
09.2019 - 04.2021
- Provided front-line, in-person customer service in a busy medical office environment
- Verified client information and documentation to ensure accurate records and eligibility
- Explained procedures, requirements, and next steps clearly to clients
- Managed appointment scheduling, cancellations, and calendar coordination
- Processed payments and updated customer accounts with a high degree of accuracy
- Maintained confidentiality of personal and medical information
- Assisted clients with questions or concerns, resolving issues professionally and calmly
- Managed competing priorities while maintaining courteous and efficient service
Home Daycare Provider
Self-Employed
06.2015 - 09.2019
- Operated a home-based business requiring strong organization, accountability, and adherence to guidelines
- Maintained accurate records related to attendance, documentation, and communication
- Followed established routines, procedures, and safety standards
- Built trusted relationships through clear communication and dependable follow-up
Early Learners Assistant
Kumon Learning Centre
11.2014 - 12.2015
- Supported individuals with varying needs through clear instruction and patience
- Maintained accurate records and followed structured procedures
- Worked collaboratively in a client-focused environment
Partner Operations Manager
BlackBerry
12.2002 - 10.2013
- Managed global carriers and distributors, ensuring seamless order fulfillment and operational execution.
- Served as a key liaison between partners and internal Sales, Finance and Marketing teams.
- Coordinated operational readiness including customer master data, pricing, credit limits, and product configuration.
- Investigated and resolved shipping, order and partner discrepancies to maintain service excellence.
- Recognized by internal and external stakeholders for consistently exceeding expectations.
Education
Ontario Life Insurance License - Insurance
FSRA
North York, ON02-2025
Diploma - Business Administration
Conestoga College
Kitchener04.1988
Skills
- Subscription and Renewal Management
- Quote Creation
- Customer Communication and Follow-up
- Issue Identification and Escalation
- Customer and Client Relations
- Documentation and reporting
- Excellent Verbal and written communication
- Organization skills
- Detail-Oriented
- Salesforce
- Teamwork and collaboration
- Time management
- Multitasking and prioritizing
Timeline
Senior Revenue Operations Specialist - Trials
Applogic Networks
04.2021 - 01.2026
Receptionist
Iris Optical
09.2019 - 04.2021
Home Daycare Provider
Self-Employed
06.2015 - 09.2019
Early Learners Assistant
Kumon Learning Centre
11.2014 - 12.2015
Partner Operations Manager
BlackBerry
12.2002 - 10.2013
Ontario Life Insurance License - Insurance
FSRA
Diploma - Business Administration
Conestoga College