Holly Long

Coordinated client onboarding, engagement letters, deposits, tax organizers, document requests, electronic filing authorizations, extensions, and annual tax-planning appointments. Administered client and internal workflows using TaxDome, Microsoft Teams, Bookings, Mango Billing, Drake Tax, Stripe, ACH payment systems, and shared email accounts. Communicated with clients regarding portal access, missing information, scheduling, account balances, signatures, payments, and tax-return processing requirements.

Client Services and Operations Specialist - MG Peterson Consulting PLC / Strategic Business & Tax Advisors - Tempe, Arizona

(2024-12 - 2026-08)

• Coordinated client onboarding, engagement letters, deposits, tax organizers, document requests, electronic filing authorizations, extensions, and annual tax-planning appointments.
• Administered client and internal workflows using TaxDome, Microsoft Teams, Bookings, Mango Billing, Drake Tax, Stripe, ACH payment systems, and shared email accounts.
• Communicated with clients regarding portal access, missing information, scheduling, account balances, signatures, payments, and tax-return processing requirements.
• Created and maintained workflow pipelines, client tags, appointment templates, tracking systems, process documentation, and standard operating procedures.
• Developed Excel reports using PivotTables and Power Query to evaluate engagement realization, billing, time allocation, and operational performance.
• Reviewed accounting and billing records, corrected time and engagement classifications, supported invoicing, and assisted with accounts-receivable follow-up.
• Supported individual and business tax-return preparation through data entry, document organization, client follow-up, e-file processing, and quality-control checklists.
• Researched software capabilities and process improvements, tested client-service tools and kiosk workflows, and documented findings and recommendations.
• Helped develop client intake forms, service proposals, annual meeting processes, surveys, and internal administrative systems.

Director Technology and Member Services - SOCAP International - Remote

(2021-06 - 2024-11)

• Provided responsive member and leadership support, resolving issues and delivering tailored solutions that strengthened trust and loyalty.
• Led the migration from NetForum Pro to YourMembership, overseeing data configuration and alignment with organizational goals.
• Developed practical workarounds for platform limitations, improving functionality, user experience, and workflows.
• Integrated YourMembership with QuickBooks Online, managed data imports, and resolved discrepancies to streamline financial processes.
• Managed accounts receivable, maintaining accurate tracking, invoicing, and database records.
• Produced and organized data for reports and visualizations that gave leadership actionable information for decision-making.
• Coordinated exhibitor communications and logistics for semiannual conferences and supported efficient attendee registration.
• Selected achievements
• Improved operational efficiency through a successful database migration and stronger financial-system integration.
• Strengthened member and staff relationships through proactive, solutions-focused support.

Genealogist Life Story Consultant and Client Trainer - Freelance - Phoenix, Arizona area

(2014-11 - 2021-06)

• Conducted genealogical research using historical records, digital databases, and genetic testing to build family trees and uncover ancestral histories.
• Delivered findings in comprehensive, personalized reports that gave clients meaningful insight into their heritage.
• Trained clients, including seniors, to use genealogical software and research tools independently.
• Helped a client age 70-plus write a life story by facilitating supportive Zoom conversations and shaping the client's words into clear, engaging narratives.
• Maintained confidentiality, accuracy, and careful source documentation throughout research and storytelling projects.

Suppliers Night and Trade Show Planner - Cactus Section Institute of Food Technologists - Phoenix, Arizona

(2014 - 2021-06)

• Directed the annual Suppliers Night, hosting more than 90 vendors and food-technology professionals.
• Managed vendor registration, venue coordination, booth assignments, communications, and on-site execution.
• Coordinated communication among vendors, attendees, and organizational leadership to deliver a professional experience.
• Reviewed event outcomes and attendee feedback to improve future planning.

Online English Teacher - VIPKid - Remote contract

(2019-05 - 2021-05)

• Taught English as a second language to children in China at beginner through advanced levels.
• Created an engaging virtual classroom and adapted lessons to individual learning styles and proficiency levels.
• Built positive relationships with students and parents through regular feedback and progress updates.
• Maintained a flexible schedule across time zones while providing a supportive learning environment.

Secretary Chair Elect Chair and Past Chair - Cactus Regional Section Institute of Food Technologists - Phoenix, Arizona area

(2011-09 - 2016-08)

• Progressed through successive volunteer leadership roles and served as chair for two consecutive years.
• Co-led the relaunch of the annual Suppliers Night by managing the logistical work required for a successful and sustainable event.
• Provided administrative support to the board and executive committee and helped coordinate programs and events.
• Set direction for section programs, led board and committee meetings, engaged members, and represented the section in the broader IFT community.
• Mentored incoming leadership and provided continuity and strategic guidance for ongoing initiatives.

Director Wellness Group - Nutraceutical Corporation - Phoenix, Arizona

(2008-03 - 2014-11)

• Directed daily operations of a Phoenix-based web fulfillment center, overseeing customer service and warehouse teams supporting 15 brands and stores.
• Led the customer service team in resolving consumer inquiries and building strong customer relationships.
• Diagnosed and corrected data issues and collaborated with database administrators to protect system integration and synchronization across platforms.

Product Development Leadership Brand Management and Formulations - Nutraceutical Corporation - Utah

(1992 - 2008)

• Director Product Development
• Managed the Product Development team, including recruiting, interviewing, training, performance evaluations, and departmental budgeting.
• Trained label reviewers and raw-material specification personnel supporting 27 brands, more than 400 SKUs, and more than 3,000 raw materials.
• Researched and applied required product warnings and served as liaison for organic certification and Fair Trade status.
• Administrator Product Development
• Managed the purchasing specification database for more than 3,000 materials, coordinating it with formulation and costing systems and assigning appropriate receipt tests.
• Performed technical label reviews, maintained formulation and costing data, and facilitated interdepartmental communication.
• Initiated and led cross-functional meetings addressing issues and procedures affecting multiple groups.
• Brand Manager
• Worked on a three-person team managing specialty products for Kal and Solaray.
• Developed preliminary formulations, cost projections, and label copy for new-product proposals.
• Managed product launches through the internal development process and proactively resolved issues affecting deadlines.
• Formulations
• Helped expand the Formulations Department team by 400 percent.
• Developed and maintained an Excel system to calculate formulas, build preliminary label copy, project costs and initial inventory, create batch records, and produce reports for other departments.
• Coordinated in-house production formulas for tablets, capsules, and bulk powders.

Sensory Analysis Laboratory - Brigham Young University - Provo, Utah

(1987 - 1991)

• Managed day-to-day sensory-analysis laboratory operations and conducted individual product panels.
• Hired and worked with a programmer to develop improved database capabilities for laboratory data.