Open to opportunities

Cassidy O'Neill

@cassidyoneill

Message

Customer onboarding and operations professional who simplifies processes and drives client success.

United States

Message

What I'm looking for

I’m seeking a role focused on customer onboarding or operations where I can improve processes, collaborate cross-functionally, train teams, and drive measurable client success.

I am an experienced customer onboarding and operations professional who thrives on simplifying complex processes and making things run smoothly for clients and teams.

Throughout roles in onboarding, operations, and account management, I’ve built and documented scalable processes, led cross-functional collaboration, and used Salesforce and data reporting to drive measurable results — including a 12% quarterly revenue increase at SunPower.

I prioritize clear communication, operational excellence, and training others; I enjoy creating personal, organized onboarding experiences and helping teams and customers feel confident and supported.

Experience

Work history, roles, and key accomplishments

Current

Account Coordinator

Current

Guideline

Sep 2024 - Present (1 year 5 months)

Provide end-to-end onboarding and multi-channel client support, maintain account health in Salesforce, and develop scalable SOPs and training that improved operational consistency and issue escalation.

Customer Onboarding Salesforce SOP Development Cross Functional Collaboration Ticketing Escalation Management Operational Excellence

Dealer Operations Specialist

SunPower

Dec 2021 - Aug 2024 (2 years 8 months)

Owned end-to-end onboarding and lifecycle management for 500+ projects quarterly, used Salesforce reporting for forecasting and insights, and implemented SOPs that contributed to a 12% quarterly revenue increase.

Customer Onboarding Salesforce Revenue Forecasting Lifecycle Management Cross Functional Communication Data Analysis

Project Coordinator

Five Star Interiors

Aug 2019 - Nov 2021 (2 years 3 months)

Managed multiple project lifecycles from contract to installation, coordinated vendors and logistics, and implemented inventory and organizational processes to improve operations.

Project Management Logistics Inventory Management Quickbooks Cross Functional Collaboration Process Improvement

Sales Manager

The Connor Group

Jun 2016 - Nov 2019 (3 years 5 months)

Led a team of 6 sales reps with training and coaching, maintained a 70% sales rate, improved resident retention from 34% to 85%, and managed events and underwriting processes.

Sales Management Team Leadership Coaching Cold Calling Customer Retention Underwriting Event Management

Operations Manager

Ulta

May 2014 - Jun 2016 (2 years 1 month)

Managed a 20-person team overseeing hiring, scheduling, onboarding, and training while analyzing sales data to exceed revenue targets and KPIs through operational improvements.