Summary
Overview
Work History
Education
Skills
Languages
Work Availability
Timeline
Education Certifications
Technical Skills Qualifications
Interests Achievements
Relevant Experience
Education Certifications
Technical Skills Qualifications
Interests Achievements
Relevant Experience

Shelly Chapin

Caledon,Ontario

Summary

Operations Manager and talented leader with 10 years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.


Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.

Overview

21
21
years of professional experience

Work History

Operations Manager

Community Sixty Six
03.2021 - Current
  • Developed systems and procedures to improve operational quality and team efficiency.
  • Developed and maintained relationships with external vendors and suppliers.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services.
  • Analyzed and reported on key performance metrics to senior management.
  • Developed and implemented strategies to maximize customer satisfaction.
  • Introduced new methods, practices, and systems to reduce turnaround time.
  • Increased profit by streamlining operations.

Senior Account Manager

Schindler Elevators Inc
02.2017 - 06.2019
  • Sales: Key Account Manager in North West Territory for Oxford, City of Brampton, and Morguard
  • Achieved Multimillion-dollar sales plan for Open Order sold jobs
  • Initiate contact with new Customers
  • Sell Schindler Maintenance Contracts, as well as ongoing upgrades and repairs
  • Sell the Schindler difference to set Schindler apart from competitors
  • Create Capital Planners, and Sales presentations for customers
  • Attend executive forecasting and company planning meetings
  • Provide account analysis to determine profitability of accounts
  • Financials: Accounts Collections
  • Reviewing Invoices and discussing maintenance invoices with customers
  • Re-negotiate disputed invoices by customers
  • Assisted in the launch of a new inside sales program and presented the program to existing Schindler Employees.
  • Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
  • Educated clients on new products or services to increase customer engagement with brand.
  • Facilitated client satisfaction and renewed customer relations to drive growth.
  • Evaluated client needs and developed tailored solutions to increase positive customer ratings.
  • Coordinated with internal teams to facilitate prompt delivery of client projects.
  • Monitored and analyzed customer feedback to identify opportunities for improvement.

Senior Account Manager

Otis Canada Inc
04.2014 - 02.2017
  • Sales: Key Account Manager in Toronto for Brookfield, Great West Life, Dundee, CN Tower and H&R Realty
  • Achieved Multimillion-dollar sales plan for Open Order sold jobs
  • Initiate contact with new Customers
  • Sell Otis Maintenance Contracts, as well as ongoing upgrades and repairs
  • Sell the Otis difference to set Otis apart from competitors
  • Create Capital Planners, and Sales presentations for customers
  • Attend executive forecasting and company planning meetings
  • Provide account analysis to determine profitability of accounts
  • RSA Program- captain on ACE project, to improve RSA (Mechanic Recommendation program) usage
  • Financials: Accounts Collections
  • Re-negotiate disputed invoices by customers.
  • Provided extensive support in sales, technical and business areas to key accounts
  • Worked with customers to develop strategic business and account plans
  • Delivered sales presentations and pitches to clients, upper management and junior sales associates for demonstration
  • Contributed to annual revenue goals by upselling existing repair services and developing new accounts
  • Developed deep knowledge of customer businesses and relationship to company objectives
  • Prepared client budgets by reviewing client billing and managing monthly invoices

Account Manager

Otis Canada Inc
01.2012 - 04.2014
  • Sales: Manage over 100 Otis Accounts, such as CN Tower, and Hospital of Sick Children
  • Initiate contact with new Customers
  • Sell Otis Maintenance Contracts, as well as ongoing upgrades and repairs
  • Sell the Otis difference to set Otis apart from competitors
  • Create Capital Planners, and Sales presentations for customers
  • Attend executive forecasting and company planning meetings
  • Implement changes as agreed upon
  • Provide account analysis to determine profitability of accounts
  • Financials: Assist with Accounts Collections
  • Re-negotiate disputed invoices by customers.

Operations Manager

Indeed Laboratories Inc
01.2009 - 01.2012
  • Sales: Initiate contact with new retailers
  • Set up accounts, initial contracts, vendor forms, EDI
  • Ship and maintain inventory in stores
  • Work with retailers to market products and manage account longevity
  • Manage day to day operation of company
  • Ensure inventory control is properly practiced and forecasted for re-orders
  • Attend executive forecasting and company planning meetings
  • Implement changes as agreed upon
  • Provide account analysis to determine profitability of accounts
  • Find new methods of delivery in order to cut cost for company (i.e
  • Warehouse setup for retailers as oppose to direct to store)
  • Manage employees on their daily assigned tasks and provide employee reviews
  • Financials: Present financials with CFO to President to show profitability of company
  • Account Receivables (invoicing, receipt entries, vendor aging)
  • Account Payables (payments to vendors, process expense reports)
  • Manage company cash flow
  • Account analysis on each existing and new accounts
  • Marketing: Find new marketing channels and set up new accounts
  • Manage the coordination between arts department and advertising channels to meet deadlines
  • Organize and manage in store demos
  • Work with Public Relations Company to set up PR events for new products, and communicate the company message as we would like it to be perceived.

Financial Project Coordinator

Cara Operations Limited
08.2008 - 01.2009
  • Updated travel and non-travel policy and created awareness for all Cara Associates which reduced out of pocket spending for the company, saving over $50,000 annually
  • Audited company-wide out of pocket expense reports and ensured Associates were aligned with the new policies
  • Identified the non-compliant items and signed off on approved reports
  • Integrated new online travel tool with internal company policies
  • Worked with a third-party company, allowing Associates to receive discounted rates with preferred vendors saving Cara $40,000 annually
  • Utilized a government tax program to correctly allocate tax for the Swiss Chalet School lunch program which allowed for tax rebates
  • Managed the communication for the Purchase Card Program, initiated by accounts payable, which replaced the existing petty cash system
  • Gathered information from restaurants in relation to needs and scope for the purchase cards use.

Financial Analyst

Cara Operations Limited
12.2007 - 08.2008
  • Reporting to Vice President Finance, investigated and analyzed spending reports making savings proposals on associate spending to Executive Management
  • Obtained approval on the following items: Hotel Spending Guidelines, Define Competitive Reviews (Meals); identify eligible departments to partake
  • Coordinated employee training of new business processes and software systems
  • Co-Organized and attended the first Financial Conference for Cara, including over 50 staff members
  • Booked rooms and entertainment (wine tours)
  • Co-ordinate PowerPoint slides.

Assistant to the Director of Shared Services

Cara Operations Limited
09.2007 - 12.2007
  • Managed the hourly and salaried turnover reports for 550 National Restaurants
  • Prepared communication on behalf of the Director regarding payroll process changes
  • Audited payroll reports to eliminate duplicate employee records and identified Social Insurance Number discrepancies; thereby enforcing efficiency in the system
  • Managed the implementation of a system wide payroll project
  • Organized employee social functions and lunches.

Office Assistant/ Site Foreman

Greater Gardens Inc
04.2003 - 09.2005
  • Primary contact liaison with clients and suppliers
  • Organized management timetables and work schedules
  • Co-ordinate daily work activities to meet completion timelines
  • Managed site ordering and receiving
  • Debriefed daily with clients on project deliverables
  • Handled all management responsibilities for a work team of five.

Education

Masters of Cannabis -

Cannabis University, Remote
07.2023

Bachelor of Arts - Sociology: Concentration in Crime, And Deviance

University of Calgary, Calgary, AB
06.2017

Skills

  • Contract Management
  • Data Analysis
  • Process Improvement
  • Inventory Management
  • Organizational Management
  • Customer Service
  • Logistics Oversight
  • Production
  • Business Planning
  • Customer Retention
  • Business Development
  • Sales Background

Languages

English
Native or Bilingual

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Timeline

Operations Manager - Community Sixty Six
03.2021 - Current
Senior Account Manager - Schindler Elevators Inc
02.2017 - 06.2019
Senior Account Manager - Otis Canada Inc
04.2014 - 02.2017
Account Manager - Otis Canada Inc
01.2012 - 04.2014
Operations Manager - Indeed Laboratories Inc
01.2009 - 01.2012
Financial Project Coordinator - Cara Operations Limited
08.2008 - 01.2009
Financial Analyst - Cara Operations Limited
12.2007 - 08.2008
Assistant to the Director of Shared Services - Cara Operations Limited
09.2007 - 12.2007
Office Assistant/ Site Foreman - Greater Gardens Inc
04.2003 - 09.2005
Cannabis University - Masters of Cannabis,
University of Calgary - Bachelor of Arts, Sociology: Concentration in Crime, And Deviance

Education Certifications

  • Technical Standards and Safety Authority, EDM-T License
  • University of Toronto, Project Management Essentials Completion Certificate
  • University of Toronto, Bachelor of Arts, Sociology, Crime, Deviance, and Social Control
  • University of Calgary, Secondary School Honours Diploma, Calgary, AB
  • Masters of Cannabis Certificate
    > Master Marijuana Pro Certificate
    > Cannabis Budtender Certificate
    > Cannabis Business Pro Certificate
    > Cannabis Cooking Pro Certificate
    > Cannabis Dispensary Pro Certificate
    > Cannabis Extraction Pro Certificate
    > Indoor Marijuana Growing Pro Certificate Outdoor Marijuana Growing Pro Certificate Marijuana 101 Certificate

Technical Skills Qualifications

  • NSAA Training Otis Development Program: Fall 2012
  • Computer Skills: Excel 2007, PowerPoint, AutoCAD, SPSS (Statistical Package of Social Science), JDEdwards (Accounts Payable Software), Connected (accounting software)
  • Research and Writing Skills through Social Research Methods
  • Oral Communication skills via Communication and Culture Presentation courses

Interests Achievements

Three Million Dollar Club- Otis Elevators 2015- Achieved over three million dollars of Sales in Open Order, Million Dollar Club- Otis Elevator 3 years running- Achieved over million dollars of Sales in open order, Short track speed skating coach (2005-2008), Active participant in CIBC Run for the Cure, Active with numerous other social and organized activities, Short Track Speed Skating - Olympic Oval High-Performance Team (2002-2003), Canadian National Team - female short track speed skating Top 20 athlete, Calgary Community Conference - Restorative Justice for Calgary under 18 youth

Relevant Experience

  • Schindler Elevators Inc, 02/2017, Present, Account Manager, North West Territory for Oxford, City of Brampton, and Morguard, Achieved Multimillion-dollar sales plan for Open Order sold jobs, True, True, True, True, Assisted in the launch of a new inside sales program and presented the program to existing Schindler Employees.
  • Otis Canada Inc, 04/2014, 02/2017, Senior Account Manager, Toronto for Brookfield, Great West Life, Dundee, CN Tower and H&R Realty, Achieved Multimillion-dollar sales plan for Open Order sold jobs, True, True, True, True, RSA Program- captain on ACE project, to improve RSA (Mechanic Recommendation program) usage
  • Otis Canada Inc, 2012, 04/2014, Account Manager, Manage over 100 Otis Accounts, such as CN Tower, and Hospital of Sick Children, Achieved Multimillion-dollar sales plan for Open Order sold jobs, True, True, True, True
  • Indeed Laboratories Inc, Toronto, ON, 2009, 2012, Operations Manager, True, True, True, True, True, True, True, True, True, True, True, True, True, True, True
  • Cara Operations Limited, Mississauga, ON, 2007, 2009, Financial Project Coordinator, Updated travel and non-travel policy and created awareness for all Cara Associates which reduced out of pocket spending for the company, saving over $50,000 annually, Audited company-wide out of pocket expense reports and ensured Associates were aligned with the new policies. Identified the non-compliant items and signed off on approved reports, Integrated new online travel tool with internal company policies. Worked with a third-party company, allowing Associates to receive discounted rates with preferred vendors saving Cara $40,000 annually, Utilized a government tax program to correctly allocate tax for the Swiss Chalet School lunch program which allowed for tax rebates, Managed the communication for the Purchase Card Program, initiated by accounts payable, which replaced the existing petty cash system. Gathered information from restaurants in relation to needs and scope for the purchase cards use
  • Cara Operations Limited, Mississauga, ON, 12/2007, 08/2008, Financial Analyst, Investigated and analyzed spending reports making savings proposals on associate spending to Executive Management, Obtained approval on Hotel Spending Guidelines and Define Competitive Reviews (Meals), Coordinated employee training of new business processes and software systems, Co-Organized and attended the first Financial Conference for Cara, including over 50 staff members, Coordinated PowerPoint slides
  • Cara Operations Limited, Mississauga, ON, 09/2007, 12/2007, Assistant to the Director of Shared Services, Managed the hourly and salaried turnover reports for 550 National Restaurants, Prepared communication on behalf of the Director regarding payroll process changes, Audited payroll reports to eliminate duplicate employee records and identified Social Insurance Number discrepancies; thereby enforcing efficiency in the system, Managed the implementation of a system wide payroll project, Organized employee social functions and lunches
  • Greater Gardens Inc, Calgary, AB, 04/2003, 09/2005, Office Assistant/ Site Foreman, Primary contact liaison with clients and suppliers, Organized management timetables and work schedules, Coordinated daily work activities to meet completion timelines, Managed site ordering and receiving, Debriefed daily with clients on project deliverables, Handled all management responsibilities for a work team of five

Education Certifications

  • Technical Standards and Safety Authority, EDM-T License
  • University of Toronto, Project Management Essentials Completion Certificate
  • University of Toronto, Bachelor of Arts, Sociology, Crime, Deviance, and Social Control
  • University of Calgary, Secondary School Honours Diploma, Calgary, AB
  • Masters of Cannabis Certificate
    > Master Marijuana Pro Certificate
    > Cannabis Budtender Certificate
    > Cannabis Business Pro Certificate
    > Cannabis Cooking Pro Certificate
    > Cannabis Dispensary Pro Certificate
    > Cannabis Extraction Pro Certificate
    > Indoor Marijuana Growing Pro Certificate Outdoor Marijuana Growing Pro Certificate Marijuana 101 Certificate

Technical Skills Qualifications

  • NSAA Training Otis Development Program: Fall 2012
  • Computer Skills: Excel 2007, PowerPoint, AutoCAD, SPSS (Statistical Package of Social Science), JDEdwards (Accounts Payable Software), Connected (accounting software)
  • Research and Writing Skills through Social Research Methods
  • Oral Communication skills via Communication and Culture Presentation courses

Interests Achievements

Three Million Dollar Club- Otis Elevators 2015- Achieved over three million dollars of Sales in Open Order, Million Dollar Club- Otis Elevator 3 years running- Achieved over million dollars of Sales in open order, Short track speed skating coach (2005-2008), Active participant in CIBC Run for the Cure, Active with numerous other social and organized activities, Short Track Speed Skating - Olympic Oval High-Performance Team (2002-2003), Canadian National Team - female short track speed skating Top 20 athlete, Calgary Community Conference - Restorative Justice for Calgary under 18 youth

Relevant Experience

  • Schindler Elevators Inc, 02/2017, Present, Account Manager, North West Territory for Oxford, City of Brampton, and Morguard, Achieved Multimillion-dollar sales plan for Open Order sold jobs, True, True, True, True, Assisted in the launch of a new inside sales program and presented the program to existing Schindler Employees.
  • Otis Canada Inc, 04/2014, 02/2017, Senior Account Manager, Toronto for Brookfield, Great West Life, Dundee, CN Tower and H&R Realty, Achieved Multimillion-dollar sales plan for Open Order sold jobs, True, True, True, True, RSA Program- captain on ACE project, to improve RSA (Mechanic Recommendation program) usage
  • Otis Canada Inc, 2012, 04/2014, Account Manager, Manage over 100 Otis Accounts, such as CN Tower, and Hospital of Sick Children, Achieved Multimillion-dollar sales plan for Open Order sold jobs, True, True, True, True
  • Indeed Laboratories Inc, Toronto, ON, 2009, 2012, Operations Manager, True, True, True, True, True, True, True, True, True, True, True, True, True, True, True
  • Cara Operations Limited, Mississauga, ON, 2007, 2009, Financial Project Coordinator, Updated travel and non-travel policy and created awareness for all Cara Associates which reduced out of pocket spending for the company, saving over $50,000 annually, Audited company-wide out of pocket expense reports and ensured Associates were aligned with the new policies. Identified the non-compliant items and signed off on approved reports, Integrated new online travel tool with internal company policies. Worked with a third-party company, allowing Associates to receive discounted rates with preferred vendors saving Cara $40,000 annually, Utilized a government tax program to correctly allocate tax for the Swiss Chalet School lunch program which allowed for tax rebates, Managed the communication for the Purchase Card Program, initiated by accounts payable, which replaced the existing petty cash system. Gathered information from restaurants in relation to needs and scope for the purchase cards use
  • Cara Operations Limited, Mississauga, ON, 12/2007, 08/2008, Financial Analyst, Investigated and analyzed spending reports making savings proposals on associate spending to Executive Management, Obtained approval on Hotel Spending Guidelines and Define Competitive Reviews (Meals), Coordinated employee training of new business processes and software systems, Co-Organized and attended the first Financial Conference for Cara, including over 50 staff members, Coordinated PowerPoint slides
  • Cara Operations Limited, Mississauga, ON, 09/2007, 12/2007, Assistant to the Director of Shared Services, Managed the hourly and salaried turnover reports for 550 National Restaurants, Prepared communication on behalf of the Director regarding payroll process changes, Audited payroll reports to eliminate duplicate employee records and identified Social Insurance Number discrepancies; thereby enforcing efficiency in the system, Managed the implementation of a system wide payroll project, Organized employee social functions and lunches
  • Greater Gardens Inc, Calgary, AB, 04/2003, 09/2005, Office Assistant/ Site Foreman, Primary contact liaison with clients and suppliers, Organized management timetables and work schedules, Coordinated daily work activities to meet completion timelines, Managed site ordering and receiving, Debriefed daily with clients on project deliverables, Handled all management responsibilities for a work team of five

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Shelly Chapin