Carrie T

Administrative Operations Consultant - Self Employed

Nov 2010 - Present • 15 yrs 6 mos

▪ Delivered remote, client-facing operational support across multiple simultaneous client engagements — managing project tracking, deliverables, meeting recaps, CRM platforms (Salesforce, HubSpot), workflow automation, and social media coordination. ▪ Built project management systems, standard operating procedures, grant tracking tools, sponsorship trackers, and post-program surveys from scratch for each client in small business and nonprofit environments.

Salesforce Product Analyst - Corient

Jul 2024 - Aug 2025 • 1 yr 1 mo

• Owned the Salesforce helpdesk supporting 50+ offices nationwide, serving as the primary liaison for user administration and issue resolution, achieving a 97% success rate while maintaining high service standards across a distributed user base. • Collaborated cross-functionally with domestic and offshore DevOps teams to resolve complex access and workflow issues, improving platform stability and operational efficiency. • Leveraged ServiceNow and Salesforce to process service requests and identify recurring issues, driving process improvements through structured data analysis. • Produced clear, concise internal documentation and data-driven communications under tight timelines using structured analysis and AI-assisted drafting tools.

Office Coordinator - Corient

Sep 2022 - Jul 2024 • 1 yr 10 mos

• Provided executive-level administrative support to 5 partners and 15 wealth managers in the Charlotte office, plus 3 additional partners in the Atlanta office, managing complex calendars, travel, and expense reporting via Concur and Navan, across multiple locations. • Owned all office & facilities operations for a 35-person office including procurement, shipping/mail, vendor management, meeting logistics, and internal/external event coordination with zero dedicated budget oversight. • Managed confidential client and financial records with discretion, coordinating workflows across partners, wealth planners, and client service teams to ensure seamless daily operations. • Served as onsite project overseer for a $500,000 office relocation and upfit (2022–2023), coordinating vendors, logistics, and staff transitions to deliver the move on time and with minimal operational disruption.