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.
