Open to opportunities

Meagan Moreno

@meaganmoreno

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Organized operations professional optimizing client experiences and cross-functional coordination.

United States

Message

What I'm looking for

I seek a role where I can manage client lifecycles, improve processes, support cross-functional teams, and coordinate events and travel within a collaborative, growth-oriented organization.

I am an organized, results-driven operations and client support professional with experience across healthcare and corporate settings, managing full client lifecycles and supporting executive leadership. I have managed caseloads, coordinated admissions and compliance, developed aftercare plans, and handled complex scheduling and travel logistics while supporting continuity across multiple locations.

I excel at stakeholder communication, relationship-building, and process improvement—streamlining documentation, executing events and leadership meetings, and maintaining accurate data and records. My background includes HubSpot certification, strong Microsoft Office and Power BI familiarity, and a proven record of deadline-driven project execution that enhances client experience and operational efficiency.

Experience

Work history, roles, and key accomplishments

Current

Care Coordinator

Current

ERC-Pathlight Mood & Anxiety Center

Jul 2023 - Present (2 years 8 months)

Managed a caseload of up to 36 clients, coordinated admissions and documentation to ensure compliance with disability and leave requirements, and developed aftercare plans that improved client transitions across three locations.

Client Lifecycle Management Case Management Compliance Scheduling Aftercare

Receptionist

Scaletta Armoring

Jul 2022 - May 2023 (10 months)

Supported HR, Quality Control, and Operations with data management, scheduling, and documentation, coordinated travel and event logistics, and maintained organized records to improve information accessibility.

Data Entry Scheduling Documentation Travel Coordination Event Logistics Microsoft Office

Retail Sales Associate

Soma

Aug 2021 - Jul 2022 (11 months)

Delivered consultative customer service and drove revenue through product knowledge and upselling, handled store openings/closings and register operations to support daily retail performance.

Customer Service Sales Merchandising Client Engagement Conflict Resolution

Receptionist

Metal-Matic Inc

May 2021 - Aug 2021 (3 months)

Managed electronic inquiries and supported cross-departmental data entry and invoicing to maintain accurate client and operational records and improve follow-up timeliness.

Data Entry Invoicing Database Management Customer Support Administrative Support Reporting

Receptionist / Admin Assistant

Davis Staffing

Nov 2016 - Dec 2019 (3 years 1 month)

Managed high-volume multi-line phone systems, routed leads and scheduled appointments, provided customer and technical support, and maintained confidentiality of sensitive information.

Appointments Customer Support Lead Qualification Confidentiality Administrative Support Data Entry Multitasking

Front Desk Associate

XSport Fitness

Jun 2017 - Jan 2018 (7 months)

Greeted guests, managed check-ins and POS transactions, handled high-volume inquiries, and resolved customer issues to enhance member experience and retention.

Customer Service POS Guest Relations Multitasking