Melissa Jordan

About

Throughout my career, I have been driven by a passion for continuous learning, knowledge sharing, and leading with empathy. Whether optimizing sales operations, streamlining processes, or mentoring colleagues, I find fulfillment in helping others succeed. I have experience in sales operations, customer success, and process improvement across the telecommunications and finance industries. Some of my favorite projects include earning my Lean Six Sigma Green Belt and expanding my Salesforce expertise. Outside of work, I enjoy Zumba and mentoring others. If you share a passion for learning, problem-solving, or just want to chat over coffee, feel free to connect. Let’s grow together!

Experience

• Mortgage Relationship Manager · First Tech Federal Credit Union2025-06-01 –

  • Serve as Salesforce Admin, leading CRM enhancements and reporting solutions that improve visibility and drive sales team performance. • Build and implement scalable sales and operational procedures for a newly formed business unit, supporting growth and cross-functional alignment. • Act as the in-office liaison for the business unit, fostering collaboration between internal teams and ensuring smooth integration into existing operations. • Lead system testing and UAT across platforms including Encompass, OB/TPO, and other internal tools, ensuring functionality and readiness for launch. • Develop and maintain reporting across Salesforce, Encompass, and Tableau to support strategic decision-making and performance tracking for the new business unit.

• Sr Analyst Enterprise Sales Operations · Verizon2020-04-01 – 2024-12-01

  • Conducted in-depth data analysis to identify trends and provide actionable insights for strategic decision-making. • Designed and implemented reporting dashboards to streamline performance tracking and enhance visibility for key stakeholders. • Partnered with cross-functional teams to optimize business processes, resulting in improved efficiency and cost savings. • Presented analytical findings to leadership, facilitating data-driven decision-making at all levels.

• Coordinator - Business Operations · Verizon2016-07-01 – 2020-04-01

  • Achieved quarterly recognition for exceeding efficiency and accuracy expectations. • Supported cross-functional teams in meeting critical deadlines and objectives through effective coordination and communication. • Delivered ad-hoc analyses and presentations to stakeholders, ensuring timely execution of high-priority projects. • Provided ongoing training and support to team members, driving consistent improvements in performance and accuracy.

• Solutions Specialist · Verizon2009-03-01 – 2016-06-01

  • Consistently exceeded sales goals, achieving over 100% of quota each month. • Delivered exceptional customer experiences, earning top customer feedback scores. • Developed operational tools, including training manuals, to enhance team productivity and performance. • Designed a daily task binder in order to train store employees to complete essential tasks in my absence

• Various Customer Facing Roles · Verizon2003-04-01 – 2009-03-01

  • Assistant Sales Operations • Coordinator, Customer Relations Team • Coordinator, Customer Service • Senior Representative, Customer Service • Representative, Customer Service

Education

• Washington State UniversityMaster of Business Administration - MBA
• University of PhoenixBachelor of Science (B.S.), Business Administration, Management and Operations

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