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Skills

  • Communications
  • Operational improvement
  • Method equipment
  • Cost accounting
  • Project management
  • Data analysis
  • Business operations
  • Team Leadership
  • Audit coordination
  • Process implementation

Work Experiences

  • Collected, verified, and documented data by reviewing program, category, and standard documents.
  • Processed payroll for 15 employees, including commissions, taxes, paid time off, and healthcare benefits each three years.
  • Local, state, and federal agencies provided me with documents, clearances, certificates, and approvals.
  • Prepare ServiceNow for the coming days by sending detailed daily bank reports to process agency and closing the current day's finances.
  • Responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients helped me build client relationships.
  • Oversaw daily operations and sales functions to maximize revenue, customer satisfaction, and employee productivity.
  • Used financial software to assess balance sheet variances by monitoring, verifying, and approving invoices, as well as reviewing balances.
  • Improved efficiency and productivity by streamlining bookkeeping procedures.
  • Provided cross-training to management on financial processes, which resulted in a 4% reduction in project gaps.
  • Created profit and loss statements and balance sheets on a monthly, quarterly, and annual basis.

Summaries

  • Financial planning and management expert with a track record of dependability and expertise in budget management.
  • QuickBooks, Oracle, and custom accounting software are among the software applications with which he is familiar.
  • Expert Accounts Payable Specialist with in-depth knowledge of client relations.
  • In order to take on Client Account Manager with Lakeside Partners, I'm hoping to use my experience in financial data entry and record keeping.
  • Expert at budget management.
  • Observational Night Auditor with metric financial experience of 2 years.
  • Senior Embedded Software Engineer with extensive experience in all phases of software development.
  • Accounting software programs, such as QuickBooks, are second nature to her.
  • ServiceNow is a skill that I've honed over the years.
  • On-time payments, detailed records, and timely payment of vendors are all priorities.

Accomplishments

  • Increased sales 17% over several months.
  • Led a strategic project to implement a client feedback loop, enhancing retention rates by 18% and leading to business adjustments valued at $2.
  • Acted as the central point of communication for 15 client accounts, ensuring all objectives were met on time and within budget, leading to a 19% increase in client satisfaction.
  • Led high-stakes negotiations during contract renewals, resulting in an 52% increase in average revenue per client and extending contracts by 3 months.
  • Collaborated with cross-functional teams to create tailored service offerings, driving $7 in new upsell opportunities within three years.
  • Created tailored client solutions by analyzing business needs and goals, contributing to a 76% increase in upselling opportunities.
  • Reduced overall client churn to below 76% annually by implementing proactive communication strategies tailored to business objectives.
  • Identified and addressed client pain points within account structures, preventing churn and preserving $14 in annual revenue.
  • Led interdepartmental collaboration to resolve client challenges in real-time, resulting in retaining contracts worth over $11 within 18 months.
  • Documented and resolved framework which led to metric.

Affiliations

  • National Association of Customer Advocates (NACA)
  • Association of Strategic Account Managers (ASAM)
  • Customer Experience Professionals Association (CXPA)
  • Association of Information Technology Professionals
  • Client Success Association (CSA)
  • Lions Club
  • Association of Account Management Professionals (AAMP)
  • Association for Supply Chain Management (APICS)
  • Customer Success Network (CSN)
  • Project Management Institute (PMI) – PMP Certification

Certifications

  • Certified Protection Officer (CPO)
  • Cisco Certified Network Associate (CCNA)
  • Diploma in Professional Account Management - framework
  • Certified Contract Management Professional (CCMP) - Lakeside Partners
  • Certified Public Accountant
  • Account Management Certification - Asana - Northwind
  • Certified Customer Success Manager (CCSM) - Level 11 - Summit Group
  • SHRM Certified Professional (SHRM-CP)
  • LinkedIn Learning: Account Management for SMB Clients - 2016
  • SHRM Senior Certified Professional (SHRM-SCP)

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