Customer Success Specialist

• Mar 2022 - Present

Customer Success Specialist

• Sep 2014 - Mar 2020

Communicate with customers to gather pertinent event logistics data.Determine the objectives and measures upon which the project will be evaluated.Evaluate the outcomes of the project as established during the planning phase.Maintains calendars, schedules interviews, telephone conferences, meetingsManaged 3-8 million budget projects and achieved project scheduled goals.Prepares event documentation from proposal to completion.Prepares reports and proposals; compiles and accurately enters data.Provides administrative support to the Sales Team as well as other internal departments as needed.Provides travel assistance to sales team including research for prospective clients.Works with numerous customers at once to ensure training events take place without incident. Show less

Customer Success Specialist

• Sep 2014 - Mar 2020

Sales Liaison/CSC

• Apr 2006 - Jul 2012

Assisted in training new Customer Support Services Specialist Completed Maintenance forms regarding account structures. Cross-trained with the 850 Critical Error Team and E-way Online Ordering Team Handled Government accounts adhering to specific rules and regulations Perform account set up for Specialty Accounts Resolved issues with accounts Supported Inside and Outside Sales Reps Worked closely with multiple departments to resolve issues Assisted in training new Customer Support Services Specialist Completed Maintenance forms regarding account structures. Cross-trained with the 850 Critical Error Team and E-way Online Ordering Team Handled Government accounts adhering to specific rules and regulations Perform account set up for Specialty Accounts Resolved issues with accounts Supported Inside and Outside Sales Reps Worked closely with multiple departments to resolve issues

Senior Payroll Specialist

• May 2004 - Apr 2006

Answered incoming phone calls from clients Managed the payroll needs of 25 small business accounts including weekly, biweekly, monthly and semi-monthly payroll entry. Member of the team that manually figured taxes to ensure the systems accuracy Placed calls to process payroll Responded to notices and emails Responsible for the correct filing of quarterly and annual payroll tax forms. Answered incoming phone calls from clients Managed the payroll needs of 25 small business accounts including weekly, biweekly, monthly and semi-monthly payroll entry. Member of the team that manually figured taxes to ensure the systems accuracy Placed calls to process payroll Responded to notices and emails Responsible for the correct filing of quarterly and annual payroll tax forms.

Corporate Collection Representative

• Jun 2000 - Aug 2002

Contacted Accounts Receivables Department to reconcile accounts Made Payment arrangements Maintained a detailed spreadsheet documenting collection efforts Placed collection calls in accordance with company policies and procedures Provided outstanding duplicate invoices Reconciled large single check payment to multiple accounts Responded to request via email and phone Responsible for collection activities on 100-125 corporate accounts Contacted Accounts Receivables Department to reconcile accounts Made Payment arrangements Maintained a detailed spreadsheet documenting collection efforts Placed collection calls in accordance with company policies and procedures Provided outstanding duplicate invoices Reconciled large single check payment to multiple accounts Responded to request via email and phone Responsible for collection activities on 100-125 corporate accounts