Cheryl Surls
Kansas City
Summary
Sales Operations Coordinator and Customer Relations Specialist with over 10 years of expertise in Client Onboarding and Customer Relationship Management. Proficient in CRM systems, driving revenue growth through strong customer and partner commitments. Demonstrated ability to enhance operational efficiency and deliver exceptional service.
Overview
17
17
years of professional experience
Work History
Program Manager Vaccine Support Specialist
Insight Global/State of Kansas
Kansas City
02.2021 - 04.2025
- Managed onboarding and customer service for 105 counties, achieving 86.67% revenue growth.
- Contacted 70 to 100 customers daily to obtain underwriting documents and approvals.
- Led email and phone teams to assist Kansas residents while reporting results to director.
- Collaborated with health labs to ensure accuracy in test site reporting.
- Provided training and support for PPE and testing equipment orders.
Payment Account and Onboarding Specialist
Rosy Software/SalonRunner
Kansas City
12.2019 - 12.2020
- Contacted 80 to 120 customers daily to gather information for underwriting approval.
- Collaborated with underwriting team to address inquiries regarding applications from sales.
- Updated and logged activities in Active Campaign and RUDI for outreach and follow-up.
- Contributed to generation of $250,000 in revenue through effective communication strategies.
Sales Operations Coordinator
Card Connect, First Data
Kansas City
02.2018 - 06.2019
- Collaborated daily with 8 to 12 sales personnel to streamline operations.
- Contacted approximately 45 to 50 customers daily using Salesforce and CoPilot for underwriting information.
- Ensured data accuracy by referencing documentation for account approvals.
- Ordered equipment for around 60 newly boarded merchant accounts daily.
- Assisted 15 ISV referral partners in onboarding their customers efficiently.
- Notified ISV referral partners of merchant account risks and confirmed data accuracy.
- Coordinated sales operations processes to enhance overall team efficiency and communication.
Sales Administrative Supervisor
GFI Digital
Kansas City
11.2015 - 11.2017
- Facilitated daily processing of legal paperwork for 11 account managers.
- Collaborated with leasing companies to proof sales packets from all account managers.
- Managed project timelines for approval of all leasing packets by deadlines.
- Conducted quality control on inventory for all products entering and exiting warehouse.
- Supported two Sales Managers in daily activities and monthly meetings.
- Processed payroll for three employees efficiently.
- Assisted two Service Managers in inventory processing and quality assurance.
- Supervised daily operations of sales administration team at GFI Digital.
Office Manager/Site Coordinator
Childrens Mercy Hospital
Kansas City
05.2008 - 11.2015
- Assisted over 30 physicians, including Section Chief and 3 Medical Directors.
- Coordinated schedules, appointments, and patient records to optimize workflow.
- Managed electronic medical records (EMR) to ensure compliance and accuracy.
- Developed and implemented comprehensive emergency plans for three facilities.
- Participated in Administrative Leadership Team to drive organizational efficiency.
Education
A.A.S - Business Administration/Management
Kaplan University
Davenport, Kaplan, United States, Iowa01.2008
Skills
- Sales operations, Salesforcecom, project/program management, leasing, quality control, and building remodel
- Sales administration, electronic medical records, leadership, performance analysis
- Customer relationship management (CRM) systems revenue growth
- Strategic Planning Team Lead/Manager, Vaccination Alliance/Partner Management, Community Programs
- Customer service management training, teaching, and test equipment request for information (RFI)
- Organizational skills documentation, administrative management
- Time management, inventory management, payroll administration (Tangier), building renovation
- Office management, medical records, calendar management, plan meetings
- Records management, emergency planning, performance reviews, and building site remodel
- Customer service
- Client relations
- Communication skills
- Time management
- Conflict resolution
- Training and development
- Relationship building
- Project coordination
- MS office applications
- Onboarding and training
Languages
Accomplishments
- Dean's list 3 out of 4 semesters at Kaplan University.
References
References available upon request.
Timeline
Program Manager Vaccine Support Specialist
Insight Global/State of Kansas
02.2021 - 04.2025
Payment Account and Onboarding Specialist
Rosy Software/SalonRunner
12.2019 - 12.2020
Sales Operations Coordinator
Card Connect, First Data
02.2018 - 06.2019
Sales Administrative Supervisor
GFI Digital
11.2015 - 11.2017
Office Manager/Site Coordinator
Childrens Mercy Hospital
05.2008 - 11.2015
A.A.S - Business Administration/Management
Kaplan University
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