CHERI STEPHENSON
Collingwood,Canada
Summary
Results-driven professional with experience supporting sales operations and client service workflows through strong process coordination and CRM management. Skilled in tracking pipelines, maintaining accurate documentation, and ensuring consistent follow-through across teams. Brings a proactive, adaptable approach with a focus on efficiency, client experience, and delivering measurable business outcomes.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Data Operations Coordinator
STS Capital Partners
01.2016 - 01.2026
- Managed high-volume data workflows supporting financial, operational and sales pipeline
- Maintained data accuracy through validation checks and discrepancy resolution
- Investigated and corrected inconsistencies impacting reporting and transaction records
- Coordinated data processes across teams to ensure timely and accurate outputs
- Maintained structured, audit-ready documentation
- REMOTE
Web Administrator – Rewards/Loyalty Programs
Maritz Canada
01.2008 - 01.2016
- Monitored and validated data to ensure system accuracy and reporting integrity
- Supported reconciliation and audit processes with zero unresolved discrepancies
- Coordinated updates across internal teams and external vendors
- Maintained organized documentation and resolved data inconsistencies
Financial & Project Coordinator
Bishop Gate Developments Ltd.
01.2004 - 01.2016
- Supported invoicing, payment tracking, and financial record management (AR, AP, Payroll)
- Verified vendor invoices and ensured accurate financial documentation
- Assisted with reconciliation of project costs and billing records
- Maintained organized records for contracts, tenants, and project documentation
- Coordinated communication with vendors and internal teams
- Evaluated vendor performance to ensure quality deliverables aligned with company standards.
Education
Business Administration - undefined
Shaw College
Skills
- Data Integrity & Validation
- CRM Systems (Dynamics 365, Maximizer)
- Sales Workflow Coordination
- Documentation & Reporting
- Payment Tracking & Reconciliation
- Financial Data Support (AP/AR, Payroll)
- Process Improvement
- Cross-Functional Communication
Certification
LLQP & Mutual Fund License
Systems And Tools
Dynamics 365, Maximizer, Microsoft Office, QuickBooks (working knowledge)
Timeline
Data Operations Coordinator
STS Capital Partners
01.2016 - 01.2026
Web Administrator – Rewards/Loyalty Programs
Maritz Canada
01.2008 - 01.2016
Financial & Project Coordinator
Bishop Gate Developments Ltd.
01.2004 - 01.2016
Business Administration - undefined
Shaw College