Kim Luna
Spring Hill
Summary
Results-driven Administration and Client Success professional with over 10 years of experience enhancing operational efficiency and client relations. Expertise in streamlining onboarding processes, resolving complex issues, and delivering superior customer experiences. Strong leader of high-performing teams, adept at managing competing priorities and consistently achieving business objectives while adhering to established protocols.
Overview
13
13
years of professional experience
Work History
Client Success Manager
MMAS CPA
Pulaski
08.2024 - Current
- Created onboarding processes for new clients to enhance integration experience.
- Engaged with clients through phone calls and online meetings to ensure satisfaction and provide updates on changes.
- Conducted regular check-ins with clients to assess their needs.
- Collaborated with internal teams to promptly address and resolve client issues.
- Documented client interactions and maintained accurate records in CRM systems.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Managed onboarding process for new hires, ensuring smooth transitions into the company.
Administrative Assistant
Community Health Systems, CHS
Franklin
08.2023 - 08.2024
- Managed scheduling and calendar for the Vice President's appointments.
- Coordinated travel arrangements for business trips, ensuring seamless itineraries and accommodations.
- Resolved urgent administrative issues with discretion, facilitating smooth executive operations.
- Assisted in preparing correspondence such as letters, memos, emails for the Vice President's signature or approval.
- Monitored budget expenditures for office operations, maintaining accurate records for financial oversight.
- Reconciled invoices from vendors against purchase orders issued by the VP's office.
- Processed expense and time reports submitted by staff members supervised by the VP.
- Organized office files and maintained documentation for easy access.
- Supported event planning for company functions and executive engagements.
Office Manager
UHY LLP
Franklin
12.2022 - 05.2023
- Managed office inventory and streamlined supply ordering process to ensure timely availability of resources.
- Monitored client payments and proactively communicated with clients regarding past due accounts to maintain cash flow.
- Oversaw correspondence management, handled incoming calls, and created business letters and records to enhance communication efficiency.
- Managed, scheduled and coordinated office functions and activities for employees to boost employee engagement and build team morale.
- Reviewed files and records to obtain information and respond to requests.
- Scheduled appointments and coordinated resource allocation.
- Used judgment and initiative in handling confidential matters and requests.
Office Manager
PHB CPA'S
Franklin
01.2016 - 12.2022
- Managed office budget for inventory, postage, and vendor services to ensure optimal resource allocation.
- Implemented and maintained company protocols to facilitate smooth daily activities.
- Sustained office efficiency through implementation of office systems, procurement of equipment, and strategic layout planning.
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
- Processed employee status changes to maintain accurate human resources systems and up-to-date employee records.
- Reconciled monthly statements and transactions to keep records accurate and current.
- Worked closely with department personnel to produce accurate and timely bills.
- Assisted in recruiting by screening job applications, candidate backgrounds, skills, compensation needs and other qualifications.
- Identified problems in printers, scanners and networking hardware, applying required fixes or escalating issues.
- Maintained accurate inventory of equipment to ensure availability of replacement parts.
- Performed walk-throughs for new hires to aid in technological onboarding processes.
Front Desk Coordinator
Direct Buy of Middle TN
Franklin
03.2014 - 05.2015
- Welcomed patrons at front desk, fostering friendly interactions during check-in.
- Answered phones to address customer inquiries and directed calls to appropriate staff.
- Provided administrative support to coworkers by assisting with additional tasks during peak periods.
- Opened the office and completed closing paperwork and procedures daily.
- Took inventory and ordered low-stock items to maintain effective supply organization.
Salon Director
Genesis Day Spa And Salon
Sugar Land
01.2013 - 01.2014
- Increased customer loyalty and brought in new customers with targeted marketing and service strategies.
- Resolved customer issues promptly, adhering to service standards to ensure satisfaction.
- Welcomed clients, managed sign-in process for services, and offered refreshments to enhance customer experience.
- Opened salon to prepare for daily demands by setting up registers, counting totals and organizing all needed supplies.
- Oversaw banking procedures, managed cash flow, and maintained accurate accounting processes to support salon operations.
- Placed inventory orders, monitored shelf stock and tracked expenses.
Education
Houston Community College
Houston, TXSkills
- Customer Service
- Customer Relations
- Project Management
- Operations Management
- Training and Development
- Event Coordination
- Invoicing and Billing
- Accounts Payable and Receivable
- Credit and Collections
- Financial Transactions
- Account Reconciliation
- Inventory Control
- Administrative Support
- Scheduling and Calendar Management
- Organizational Skills
- Social Media Marketing
Timeline
Client Success Manager
MMAS CPA
08.2024 - Current
Administrative Assistant
Community Health Systems, CHS
08.2023 - 08.2024
Office Manager
UHY LLP
12.2022 - 05.2023
Office Manager
PHB CPA'S
01.2016 - 12.2022
Front Desk Coordinator
Direct Buy of Middle TN
03.2014 - 05.2015
Salon Director
Genesis Day Spa And Salon
01.2013 - 01.2014
Houston Community College