Janice Perry
Santa Cruz,CA
Summary
Detail-oriented and tech-savvy administrative professional with a proven track record in office management, financial advising, and project coordination. Over 15 years of experience supporting executives, managing customer relationships, and streamlining office operations. Adept in Microsoft Office, project planning, and cross-functional communication. Recently completed Google Project Management Certificate.
Professional in client relationship management with track record of enhancing customer satisfaction. Skilled in strategic planning and execution, resulting in improved customer engagement and loyalty. Reliable team collaborator, known for adapting to dynamic environments and achieving consistent results.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Customer Success Manager
Singularity Ventures / M-Theory Group
01.2021 - Current
- Managed client relationships across IT, cloud, and cybersecurity solutions
- Scheduled projects, maintained CRM hygiene, and coordinated with internal teams
- Created proposals, tracked tasks, and supported billing operations
- Aided in PCI and security audits; ensured process compliance
- Acted as liaison between sales, operations, and client success functions
Assistant Vice President, Financial Solutions Advisor
Merrill Lynch / Bank of America
01.2012 - 01.2014
- Conducted financial planning sessions and executed trades for high-net-worth clients.
- Prospected clients via phone and developed tailored financial strategies.
- Built strategic partnerships with internal business units for cross-referrals.
Financial Services Professional
New York Life Insurance Company
01.2009 - 01.2012
- Developed and presented customized financial strategies.
- Maintained long-term relationships through consistent review and service.
- Delivered financial seminars and managed client portfolios.
School Secretary & RSP Instructional Aide
San Jose Union School District
01.2003 - 01.2006
- Sole administrative lead for an elementary school of 550 students.
- Managed attendance, purchasing, internal communications, and emergency response.
- Provided academic support to students in a resource classroom.
Sr. Information Center Specialist
NEJM Group / Massachusetts Medical Society
01.1988 - 01.1994
- Provided end-user software support for 250 employees.
- Delivered one-on-one and group training on Microsoft Office applications.
- Coordinated equipment maintenance and software installations.
Education
Associate Degree - Management Accounting
Barnes Business College
Denver, COSkills
- Project Coordination & Scheduling
- Financial Customer Support
- Office Management & Executive Assistance
- Written & Verbal Communication
- CRM & Data Entry Systems
- Microsoft Office Suite, G Suite, Zoom, Slack
- Client Onboarding & Relationship Management
- First Aid & Emergency Response
- Client relations
- Customer relationship building
Certification
- Google Project Management Certificate – Coursera
- Courses completed:
- Foundations of Project Management (12 hrs)
- Project Initiation: Starting a Successful Project (17 hrs)
- Project Planning: Putting It All Together (26 hrs)
- Project Execution: Running the Project (24 hrs)
Timeline
Customer Success Manager
Singularity Ventures / M-Theory Group
01.2021 - Current
Assistant Vice President, Financial Solutions Advisor
Merrill Lynch / Bank of America
01.2012 - 01.2014
Financial Services Professional
New York Life Insurance Company
01.2009 - 01.2012
School Secretary & RSP Instructional Aide
San Jose Union School District
01.2003 - 01.2006
Sr. Information Center Specialist
NEJM Group / Massachusetts Medical Society
01.1988 - 01.1994
Associate Degree - Management Accounting
Barnes Business College
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