Verified recordFinancial Services

Emily Doyle

Service Delivery Specialist at Worksorted

Based in Sydney, Australia

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Seniority

Staff

Department

Operations

Location

Sydney

Industry

Financial Services

Company size

14

Contact information

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Email

1 credit

e•••••••@linktr.ee

Phone

5 credits

+61 ••• •••• ••••

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Background

About Emily Doyle

Experienced professional adept in business administration, office management, and customer success. Skilled in project coordination, process optimisation, and client relations. Proven ability to streamline operations, enhance efficiency, and deliver exceptional service. Committed to driving operational excellence and fostering positive relationships with clients. Adaptable and resourceful in fast-paced environments. Passionate about contributing to dynamic teams focused on innovation and customer satisfaction. As a Product Specialist at Worksorted, I am responsible for ensuring the quality and usability of our innovative software solutions for financial advisers and planners. I collaborate with the product development team to provide feedback, test features, and troubleshoot issues. I also engage with our clients to understand their needs, provide training and support, and foster long-term relationships. I have over 15 years of experience in member services, with a focus on leveraging technology to streamline workflows and enhance the customer experience. I am a Salesforce Administrator and proficient in various systems, such as Sales Cloud, Marketing Cloud, Cvent, monday.com, Box, and Zoom. I have successfully completed multiple projects, such as merging associations, rebranding, migrating to Salesforce Lightning, and creating a new member portal. I also led the Association’s partnership program, which fostered mutually beneficial relationships between members and business partners. I am passionate about creating value for our customers and delivering solutions that meet their evolving needs. I believe that having a balance between work and play is essential for achieving personal and professional growth. I also run my own business as a makeup artist, specialising in various styles and occasions. I enjoy photography, art, nature, live music, and basketball.

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