Karen McIntyre

I’m a detail-oriented Administrative & Operations Specialist and Billing Support professional with 10+ years supporting financial workflows, maintaining accurate records, and coordinating documentation-heavy processes in fast-paced environments. I’m known for structured communication, independent execution, and strong organizational discipline.

At HealthEquity, I supported daily financial and operational workflows across billing, payments, and support teams. I maintained audit-ready logs within Salesforce CRM, performed data accuracy checks, updated financial records, and ensured consistency across systems—then identified discrepancies, researched issues, and escalated gaps that required financial or operational review.

I also coordinated vendor-related inquiries and documentation requests, keeping internal and external stakeholders aligned. I organized documentation for audits and compliance reviews, and I scheduled and tracked tasks with accounting and operations teams to ensure follow-through and timely completion.

Previously, I handled subscription and billing operations at Results Companies (Comcast/Toylex), and billing/orders administration at Young Living Essential Oils. Across roles, I focused on data entry and verification, reporting using spreadsheets, multi-system navigation (Salesforce CRM and ERP-style platforms), and cross-team communication to keep records accurate and processes moving smoothly—especially in remote environments.