Diana Boulay

Efland

Summary

Accomplished Senior Administrative Professional with 20 years of experience in executive support and operations coordination. Skilled in organizing travel, planning corporate meetings, and ensuring confidentiality of sensitive information. Experienced in managing schedules for senior executives and sales teams across diverse environments. Expertise includes Microsoft Office Suite, Google Workspace, Salesforce CRM, Zoom, and various remote collaboration tools.

Overview

years of professional experience

Work History

Customer Engagement Specialist / Administrative Coordinator

Roof Repair Specialists

02.2024 - Current

Coordinated daily schedules, appointments, and lead distribution for 5–10 sales representatives, enhancing productivity in a fast-paced remote environment.
Maintain accurate customer and sales records within Salesforce CRM.
Managed customer communications with timely follow-up, providing exceptional service to enhance customer satisfaction.
Collaborated with sales and operations teams to streamline workflow and improve appointment efficiency.
Consistently exceed monthly performance expectations while balancing multiple priorities.

Inside Sales Agent

Nielsen Realty

10.2017 - 10.2022

Managed high-volume client communications to enhance client satisfaction while maintaining detailed CRM records.
Coordinated appointments and follow-up activities to streamline client interactions.
Built strong client relationships through exceptional customer service.
Successfully managed competing priorities while working independently in a remote environment.
Maintained accurate records and facilitated timely communication with clients and agents to support sales efforts.

Regional Vice President Partner

Primerica

11.2006 - 09.2017

Recruited, trained, and mentored new representatives.
Managed business budgets, reports, and scheduling to ensure smooth office operations.
Directed daily administrative and operational activities, supporting growth of financial services office.
Coordinated meetings, training sessions, and company communications.
Maintained confidential financial and client information with professionalism and discretion.

Marketing & Executive Assistant

MassMutual

08.2002 - 11.2006

Provided executive-level administrative support to 3–5 senior executives.
Managed complex executive calendars, travel arrangements, and meetings to optimize time and prioritize competing priorities.
Prepared reports, presentations, correspondence, and executive documentation.
Administered multi-million-dollar marketing budget, ensuring accuracy in financial records and alignment with strategic goals.
Coordinated conferences, trade shows, and marketing events, fostering strong vendor relationships to enhance event success.
Reviewed and submitted executive expense reports for approval.
Supported senior leadership with special projects requiring exceptional organization and confidentiality.

Education

High School Diploma -

Skills

Executive administrative support
Calendar management
Meeting and event coordination
Travel logistics
Microsoft Office Suite
Google Workspace
Zoom and remote collaboration
Salesforce CRM

Data management
Budget administration
Project coordination
Customer relationship management
Communication skills
Information confidentiality
Time management

Personal Information

Title: Senior Administrative Professional

Additional Credentials

Former Life Insurance Producer License
Former FINRA Series 6 License
Former FINRA Series 63 License

Timeline