JoAnn Monroe
Medical Office Scheduler
Newbury Park
Summary
Experienced administration and scheduling coordinator with comprehensive background in scheduling, client communication, and managing client records. Strong focus on collaboration and achieving results, adaptable to changing needs. Reliable, efficient, and capable of maintaining high standards. Utilizes effective communication and organizational skills to ensure smooth organization operations.
Overview
15
15
years of professional experience
Work History
Engagement Manager
Institute for the Future
07.2021 - 09.2025
- Managed executive calendars, scheduling meetings and appointments with clients and coordinating travel arrangements to optimize time.
- Elevated client relations with prompt follow-ups on inquiries or concerns, ensuring positive rapport with clients throughout the engagement process.
- Handled confidential and sensitive information with discretion and tact.
- Managed a comprehensive database of customers and prospects to track opportunities, follow-ups, and account history.
- Screened emails and responded accordingly to support executive correspondence.
- Greeted arriving visitors and directed individuals to appropriate destinations during annual event.
- Created and maintained reports, documents, and presentations to assist with administrative support.
- Liaised between clients and executives and maintained effective lines of communication.
- Established strong relationships with clients through regular communication, fostering trust and loyalty in our brand.
Sales Administartor (Contractor)
Institute for the Future
04.2018 - 08.2018
- Supported sales representatives with timely generation of accurate Service Agreements.
- Provided exceptional administrative support for high-performing sales teams, enabling them to focus on selling and meeting revenue goals.
- Created and provided invoices to clients in a timely manner.
- Assisted the sales team with client follow-ups regarding invoicing and Service Agreement inquiries.
- Generated monthly sales reports
Sales Administrator
National Instruments Corp
06.2010 - 03.2014
- Supported sales representatives with timely generation of accurate quotes, proposals, and contracts to close deals faster.
- Enhanced client satisfaction by promptly addressing inquiries and resolving issues related to products and services.
- Managed a comprehensive database of customers and prospects to track opportunities, follow-ups, and account history.
- Collaborated with cross-functional teams to ensure seamless order fulfillment, liaising between production, shipping, and finance departments.
- Served customers with knowledgeable, friendly support at every stage of sales process.
- Recorded accurate and efficient records in client database.
- Attended monthly sales meetings and quarterly sales trainings.
- Built relationships with customers and community to promote long term business growth.
Education
Master of Arts - Educational Counseling
San Jose State University
San Jose, CA 05.2001 -
Bachelor of Arts - Liberal Arts
San Diego State University
San Diego, CA 05.2001 -
Skills
Google Workspace
Microsoft Office
Salesforce
Clicktime
Timeline
Engagement Manager
Institute for the Future
07.2021 - 09.2025
Sales Administartor (Contractor)
Institute for the Future
04.2018 - 08.2018
Sales Administrator
National Instruments Corp
06.2010 - 03.2014
Master of Arts - Educational Counseling
San Jose State University
05.2001 -
Bachelor of Arts - Liberal Arts
San Diego State University
05.2001 -
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