Experience

TargetX

• Higher Education
• 1 - 100 Employee

• Client Success Manager

  • Apr 2021 - Present

• Accounts Receivable & Reseller Manager

  • Jan 2020 - Apr 2021

• Accounts Receivable

  • Jun 2017 - Jan 2020

  Review awarded contracts and enter relevant financial information pertaining to terms and costs of products sold into financial management software. Proactively manage the accounts receivable cycle ($20M annually) to ensure that invoices are accurate, complete and distributed to clients in a timely manner. Collaborate with internal and external customers to research and resolve aged and disputed accounts to secure payment, escalating when necessary and documenting all correspondence. Serve as the main point of contact for external customers on matters pertaining to payments and statement of accounts, and provide timely responses to inquiries. Analyze accounts receivable registers and reports to confirm accuracy of financial records. Prepare thorough month end reporting and reconciliations for receivables, revenue, deferred revenue and accounts. Maintain billing, reporting and renewal processes for third party contract partnerships.

• Training Specialist

  • Jan 2017 - Jun 2017

  Travel to client campuses to conduct training sessions ranging from end user adoption to advanced administrative functionality for the company’s higher education CRM platform. Facilitate in-depth virtual walkthroughs to further develop client’s product knowledge and provide best practice recommendations on the use of the company’s product suite. Develop the company’s client-facing training curriculum (“Xpert Academy”) from the ground up, consisting of self-paced training modules which include video recordings, companion guides, full-product documentation and certification roadmaps. Create internal training curriculum to be used in the onboarding process of new employees, focusing on both functionality and configuration of the company’s products. Complete administrative functions related to client training sessions, including pre-training questionnaires, agenda setting, and thorough post-training trip reports.

• Implementation Consultant

  • Oct 2015 - Dec 2016

  Served as the main technical contact between the company and client project management team throughout implementation/adoption of CRM solutions. Customized the company’s products in client SalesForce instance including but not limited to configuration, setting security parameters, and data migration/integration. Ensured successful projects by executing implementation tasks according to client requirements and within determined deadlines. Took part in weekly check-in calls (or more, as needed) to answer client questions and facilitate working sessions over the course of implementation milestones. Visited client locations to discover pain points, opportunities for improvement, current business processes, implementation solutions and to establish rapport. Engaged with third-party application vendors to ensure successful integration of ancillary products into the platform so as to yield ultimate functionality for client end users.



Berry College

• United States
• Higher Education
• 700 & Above Employee

• Admission Counselor

  • Aug 2013 - Oct 2015

  Represented Berry College to prospective students and their families via college fairs, high school visits and individual on-campus sessions. Served as the main point of contact between Berry College and prospective students (by selected territory) throughout the admission and enrollment processes.

• Student Work Coordinator

  • Sep 2011 - Jul 2013

  Served as the main contact for students and their supervisors in regards to issues pertaining to the student work program. Also served an active role in the monitoring of hours for select groups of students taking part in work study scholarship.



Enterprise

• United States
• Travel Arrangements
• 700 & Above Employee

• Management Trainee

  • May 2010 - Aug 2011

  Performed daily rental operations, including the completion of rental contracts and communication with automobile insurance companies on behalf of the customer. Managed fleets of 150+ vehicles to ensure maintenance and other necessary actions were performed in a timely manner. Performed daily rental operations, including the completion of rental contracts and communication with automobile insurance companies on behalf of the customer. Managed fleets of 150+ vehicles to ensure maintenance and other necessary actions were performed in a timely manner.