Shawna Williams

Indianapolis

#OpenToWork

About

Transitioning from a career in corporate operations to Health & Wellness. Years of experience in corporate operations, project coordination, and technical/sales support. Proven ability to train and mentor staff, resolve escalated issues, and improve customer satisfaction through effective communication and problem-solving. Strong technical skills and adept in using CRM systems, Microsoft Office Suite, and remote troubleshooting tools.

What I'm looking for

Mission-driven

Experience

Plannernet Inc.

Remote Sourcing Specialist

Aug 2022 – Apr 2026

• Helped to increase company margin for engagements • Owned the accounts with the most improved gross over a year (Apex & Veeva) • Responsible for recruiting, sourcing, and follow-up with suppliers • Recognized as top account sourcing specialist from July 2024-August 2024 • Responsible for building and maintaining strong supplier and client relationships • Leader in customer service and recognized by my peers for excellence in customer service and teamwork

Customer ServiceRecruiting

Plannernet Inc.

Hybrid Customer Services Trainer (Contract)

May 2021 – Nov 2021

• Created and delivered training materials for new hires in remote and in-person settings (class sizes: 30-60). • Trained agents to handle high-volume inbound calls, ensuring excellent customer service and adherence to SOPs. • Followed up with trainees to ensure retention and performance improvement. • Developed Excel sheets for attendance tracking and training metrics.

Training DevelopmentCustomer ServiceExcel

Sedgwick/Kelly Services

Lowe’s Home Improvement

Remote Project Coordinator

Nov 2020 – Apr 2021

• Coordinated home improvement projects by liaising between customers, installers, and stores. • Resolved customer complaints and escalations, ensuring projects were completed to satisfaction. • Managed data entry, call documentation, and payment processes using Salesforce CRM. • Ensured adherence to SOPs while providing solutions to project-related issues.

Project CoordinationSalesforce CRMCustomer Resolution

Lowe’s Home Improvement

CNO Financial Group

Remote Customer Service Representative

Oct 2017 – Oct 2020

• Trained new hires and developed training materials to ensure smooth onboarding. • Acted as a stand-in team lead, providing support and guidance to call center agents. • Resolved escalated customer issues and managed cases using the company's CRM system. • Processed phone payments and ensured accurate data entry daily. • Recognized for being a positive employee with the best attendance

Customer ServiceCRM SystemsTraining

CNO Financial Group

Tech Support Representative

Aug 2014 – Oct 2017

• Provided technical support by troubleshooting website issues and resetting customers' passwords. • Remoted into The Client’s PCs to install software and provide training for the staff on its features. • Managed support cases and made outbound calls to resolve technical and payment-related issues for dental offices. • Responsible for business retention and followed up with companies to ensure their satisfaction with our company software.

Technical TroubleshootingRemote SupportSoftware Installation

Renaissance Electronic Services

Education

IVY Tech Community College

IVY Tech Community College

Associate of Science in Visual Communication Design · Visual Communication Design

Purdue University Global

Purdue University Global

Bachelor of Health Science

2025

Skills

CRM SystemsAdobe Creative SuiteMicrosoft Office Suite

Languages

English