Crystal Bodkin
Toronto,ON
Summary
Dedicated and adaptable Business Operations Manager committed to ensuring seamless business operations. Demonstrates proficiency in customer service and account management, adept at assuming diverse responsibilities to uphold operational excellence. Successfully spearheaded various marketing campaigns, resulting in substantial outreach and engagement.
Overview
2
2
years of professional experience
Work History
Senior Business Operations Manager
Pontosense Inc.
Toronto
07.2023 - Current
- Led customer service initiatives, overseeing the entire process from sensor setup to invoicing, ensuring client satisfaction in a B2B setting
- Served as the primary point of contact and coordination for clients, facilitating seamless communication and project execution
- Designed and authored the company's white paper, handled copywriting for the website and organized marketing videos, effectively communicating the brand message and value proposition
- Implemented and maintained a project tracker system to monitor progress and deadlines for the team, enhancing productivity and efficiency
- Led marketing initiatives, managing campaigns on Google, META, and LinkedIn to drive business growth
- Designed business assets using graphic design software for marketing and promotional material
- Responsible for signing and reviewing NDAs, maintaining confidentiality and legal compliance with internal & external stakeholders.
Financial Analyst
BDO LLP
Toronto
01.2023 - 07.2023
- Analyzed financial statements for performance assessment and trend identification
- Utilized advanced Excel skills for data analysis and reporting optimization
- Maintained attention to detail in financial trend scrutiny, ensuring accuracy
- Led client meetings, presenting financial strategies, and addressing inquiries
- Spearheaded software integration, training team members for enhanced workflow efficiency
- Conducted economic research, providing valuable insights for decision-making
- Managed cooperative students, guiding them in financial project execution and skill development
- Implemented SharePoint workflows for improved client file management and data security
- Introduced and led the implementation of Intelligent Automation Platforms to increase efficiency.
Operations Administrator
Connor, Clark & Lunn Private Capital
Toronto
01.2022 - 12.2022
- Managed and resolved IT issues with website systems, including DOXIM, APX (Advent), Sitefinity, JIRA, and CTOM to enhance office productivity
- Conducted audits and implemented form changes using PDF mapping and the Informco document management system to surpass compliance standards
- Utilized Excel for creating lists, mass uploading data, and performing other administrative activities to streamline client communication and obtain data from portfolio manager teams
- Assisted in entering mass trades, contributing to the efforts of other teams to meet trade deadlines effectively
- Participated in ad hoc projects such as the launch of Salesforce, beneficiary reviews, and others, showcasing adaptability and contribution to diverse initiatives.
Education
Bachelor of Business Administration - Finance, Financial Analysis
Mount Royal University
12.2021
Skills
- Operations Management
- Account Management
- Capacity Planning
- Cross-functional team leadership
- Business strategy
- Customer Service
- Content Marketing
- Copywrite
Affiliations
- Golf
- Cooking
- Traveling
- Running
Timeline
Senior Business Operations Manager
Pontosense Inc.
07.2023 - Current
Financial Analyst
BDO LLP
01.2023 - 07.2023
Operations Administrator
Connor, Clark & Lunn Private Capital
01.2022 - 12.2022
Bachelor of Business Administration - Finance, Financial Analysis
Mount Royal University