Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sarah McNamara

Burlington

Summary

Experienced executive support professional with extensive experience in client relations, sales support, customer retention, and administrative coordination. Proficient in building rapport with clients and stakeholders to drive business success. Highly organized and resourceful, with a track record of effectively managing multiple priorities. Committed to delivering top-notch service and contributing to team achievement.

Overview

5
5
years of professional experience

Work History

Client Care Manager/Executive Assistant

Cynthia Ostos Real Estate Team
10.2022 - 11.2023
  • Provided direct support to the business owner and agents, focusing on meticulous paperwork preparation for legal compliance and accuracy.
  • Managed client files with sales contracts, records of client interactions, client notes, and additional sensitive information.
  • Managed seamless communication and coordination with clients throughout the entire sales lifecycle.
  • Utilized Trello checklists to optimize workflows, prioritize tasks by importance, and track progress on paperwork, ensuring timely completion and adherence to deadlines.
  • Supervised daily operations to maximize productivity and satisfaction.
  • Executed social media marketing strategies for teams Instagram and Facebook account.
  • Conducted client needs assessments and developed tailored action plans.
  • Collaborated with cross-functional teams to address complex client issues.
  • Handled customer inquiries and complaints with prompt, personalized solutions.
  • Coordinated professional photography and staging appointments.
  • Orchestrated client engagement initiatives such as events and newsletters.
  • Provided leadership, guidance, and support to team members.
  • Tracked key performance objectives and commissions using Google Sheets.
  • Organized and led team meetings, delivering comprehensive reports on performance metrics.
  • Maintained and updated business operations manual as new systems and processes were developed or changed.
  • Managed digital systems for client information and paperwork.
  • Contributed to company-wide recognition for outstanding customer service.

Real Estate Services Assistant

CBRE Limited
03.2022 - 08.2022
  • Processed deal vouchers and broker commissions, maintaining accurate records.
  • Prepared listing documents and managed active property listings.
  • Assisted in developing marketing strategies and created property marketing packages.
  • Responded to inquiries, conducted property searches
  • Coordinated and facilitated broker events
  • Maintained and tracked active and expiring listings

Accounting Clerk

Porsche Centre Oakville
01.2021 - 05.2021
  • Balanced cash reports, reconciled daily deposits, and processed banking reconciliations.
  • Managed vendor payments, reconciled payables, and processed monthly expense reports.
  • Assisted in preparing fiscal year-end working papers for auditors and managed office supplies.
  • Responsible for processing monthly expense reports (Company phone bills, Gas cards, etc.)

Excite! Team Lead

Porsche Centre Oakville
05.2020 - 05.2021

• Selected to champion and facilitate a partnership between Disney and Porsche as the Team Lead for the Excite! Program.

• Responsible for attending Excite! Training and implementing ideas centered around the Excite! Mission to improve the overall customer experience and build strong customer relationships.

• Led team meetings across all departments relaying our common purpose to deliver exceptional service and maintain a customer first mentality.

• Created incentives to boost morale and encourage employee participation in the program.

• Created posts on internal Excite! platform to highlight and recognize employees that delivered a VIP customer experience.

New Vehicle Sales Administrator

Porsche Centre Oakville
05.2020 - 01.2021

• Facilitated seamless communication between customers and the Ministry of Transportation to procure essential documents required for vehicle deliveries, ensuring a smooth and efficient process.

• Collaborated closely with sales representatives to ensure they had all necessary documentation, including safeties, ownership documents, and power of attorney, for vehicle deliveries, guaranteeing a hassle-free experience for customers.

• Meticulously inputted and configured all new stock vehicles into the dealership program, ensuring accurate representation of vehicle specifications and MSRP values based on factory invoices.

• Provided comprehensive documentation, including vehicle ownership records and insurance slips, to auditors, ensuring compliance with regulatory requirements and internal policies.

• Successfully licensed all new, pre-owned, and dealer trade vehicles in a timely manner, adhering to Ministry of Transportation guidelines and preparing all necessary paperwork for customer pickup.

• Orchestrated transportation logistics for dealer-trades, ensuring smooth and timely delivery of vehicles to the dealership.

• Maintained detailed records of all licensing requests submitted to the Ministry of Transportation, facilitating transparency and accountability, and prepared expense reports for submission to the accounting office.

Customer Service Concierge

Porsche Centre Oakville
09.2019 - 05.2020

• Welcomed and assisted customers at the front reception desk, serving as the initial point of contact for inquiries across all departments (Sales, Service, and Parts).

• Provided support to customers in the absence of sales executives, ensuring seamless service delivery and addressing their needs effectively.

• Managed sales of "Drivers Selection" merchandise and processed transactions accurately and efficiently.

• Created and maintained customer profiles and account records in the dealership system, ensuring accurate and up-to-date information.

• Organized customer flow in the showroom, prioritizing arrivals and directing them to the appropriate salesperson for assistance.

• Handled financial transactions, including cash, card payments, cheques, and bank drafts, and recorded them accurately for accounting purposes.

• Provided hospitality services by offering refreshments to customers waiting in the Service Lounge and maintaining a welcoming environment.

• Managed inventory and ordered food and supplies for the customer kitchen, ensuring availability and cleanliness.

• Supported the Dealer Principal by coordinating messages, appointments, and documents with the Executive Assistant, facilitating smooth communication and administrative processes.

Business Assistant/ Social Media Account Manager

Laura Michelle Fitness
01.2019 - 05.2020

• Maintained engagement among Instagram account of 100,000 followers by engaging with similar account posts, leaving comments on relevant media

• Monitored account analytics

• Created and ran event campaigns to drive e-commerce sales • Responded to customer inquiries via Gmail and Instagram messages

• Drafted weekly emails to send to subscribed customers

• Prepared invoices using Stripe

Sales Coordinator

Volvo Of Oakville
11.2018 - 11.2019

• Collaborated with the Finance Manager and Sales Manager on a weekly basis to strategize the allocation of pre-sold vehicles and determine the eligibility of in-stock units for leasing or financing.

• Orchestrated a weekly delivery schedule for vehicles, ensuring efficient coordination between the sales team and customers.

• Facilitated seamless vehicle deliveries by scheduling appointments with customers in advance and ensuring all necessary documentation, such as power of attorneys, articles of incorporation, and insurance verification, was collected for proper vehicle licensing.

• Managed the integration of new stock vehicles into the dealership program, meticulously inputting accurate vehicle specifications and MSRP values sourced from factory invoices.

• Oversaw the comprehensive licensing process for all vehicles through the Ministry of Transportation, ensuring compliance with regulatory requirements and timely completion of all paperwork.

Education

Media Communications

Brock University
St. Catharines, ON
05.2014

High School Diploma -

Christ The King Catholic Secondary School
Georgetown, ON
06.2010

Skills

  • Client Relationship Management
  • Customer Service Excellence
  • Lead Management
  • Client Retention
  • Administrative Support
  • Communication Skills (Verbal and Written)
  • Attention to Detail
  • Organizational Skills
  • Problem-Solving Abilities
  • Multitasking
  • Time Management
  • Adaptability

Timeline

Client Care Manager/Executive Assistant

Cynthia Ostos Real Estate Team
10.2022 - 11.2023

Real Estate Services Assistant

CBRE Limited
03.2022 - 08.2022

Accounting Clerk

Porsche Centre Oakville
01.2021 - 05.2021

Excite! Team Lead

Porsche Centre Oakville
05.2020 - 05.2021

New Vehicle Sales Administrator

Porsche Centre Oakville
05.2020 - 01.2021

Customer Service Concierge

Porsche Centre Oakville
09.2019 - 05.2020

Business Assistant/ Social Media Account Manager

Laura Michelle Fitness
01.2019 - 05.2020

Sales Coordinator

Volvo Of Oakville
11.2018 - 11.2019

Media Communications

Brock University

High School Diploma -

Christ The King Catholic Secondary School
Sarah McNamara