Demonstrates professional service delivery skills necessary to resolve client issues, payments/invoice questions, and reporting, including the ability to review, analyze, and assess the needs of the client and pull together the resources that allow an environment of working cooperatively with others throughout the organization.
September 18, 2022
Manage a portfolio of high-potential SMB businesses by thoroughly understanding growth drivers, identifying opportunity for growth, managing risks and creating multi-quarter plans for achievement.
December 05, 2022
Provide skill training and mentoring on complex sales motions including collaboration with legal, product presentations, juggling multiple relationships with internal teams and quarterly sales forecasting.
January 04, 2023
Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections.
February 21, 2023
Lead Workday Financials projects involving strategy, implementation support, and Enterprise Resource Planning (ERP) optimization related to Information Technology (IT) operations, business processes, security, and data integrity for the Workday applications.
February 28, 2023
Works jointly with senior level to manage and evaluate the performance of client services staff directly reporting to this position, including completing performance reviews, implementing training and development plans, performing disciplinary action, recognizing and rewarding colleagues, and making compensation decisions.
March 13, 2023
Participates and oversees projects by providing resources to the team, identifying and solving roadblocks, and executing completion on time.
March 18, 2023
Prepare and provide financial reports and supporting documents if requested for internal or external audit.
April 01, 2023
Monitor project budgets by tracking the invoicing of customer purchase orders as well as requisitions related to the project and report out on these periodically through the project phase.
April 09, 2023
Assist manager in leading front-line sales organization to identify opportunities, establish goals and objectives and deliver business plan goals across the DC/SC entire sales universe including F2F, E-Com and Tel Sell.
May 16, 2023