Youri Joseph

Reviewed and processed sales contracts to ensure compliance accuracy, flagging discrepancies and coordinating resolution with sales and operations. Managed NetSuite enterprise workflows to support printed order accuracy and authored compliance documentation and internal process guides.

Built an end-to-end client operations system using Airtable CRM, linked intake records, automated follow-ups via Make, and consultation scheduling through Google Calendar. Designed a Myers-Briggs-style travel personality quiz in Typeform with routing logic and API-connected scoring, and managed day-to-day consultancy operations including vendor coordination and client communications.

Provided operational support to multiple Account Executives by managing calendars, Salesforce pipelines, outreach workflows, and lead documentation. Maintained high-volume CRM data integrity and supported multi-million dollar enterprise pipeline development with major clients while contributing process improvements adopted as team best practices.

Maintained accurate customer account records, contract updates, and compliance documentation in a high-volume regulated environment. Balanced throughput with procedural integrity while consistently ranking as a top performer.

Worked as a top-ranked retail consultant by maintaining customer records and upholding procedural standards. Supported account changes and contract management while ensuring compliance with store policies and process requirements.

Managed inventory, employee scheduling, and training while overseeing forward-looking purchase order planning for a retail operation. Coordinated daily operations to maintain readiness and smooth execution of store responsibilities.