Experience

CPACharge

• United States
• Financial Services
• 1 - 100 Employee

• Senior Account Manager

  • Oct 2022 - Present

  Continuing to help CPAs and accounting professionals get paid faster and easier online, while also mentoring CPACharge account managers and helping to lead the team in daily sales activities.

• Account Manger

  • Oct 2017 - Present

  Account Manager at CPACharge, the premier payment provider for the accounting industry. CPACharge is the only merchant service provider recommended exclusively by the AICPA and over 30 state CPA societies. Find out more at cpacharge.com/specialists/heidi• Offer merchant service solutions to CPA firms and accounting professionals; endorsed by the AICPA and over 30 state CPA societies• Demo the CPACharge program remotely and in person throughout the United States & Canada• Manage existing clientele via phone, email and online chat• Educate clients on PCI compliance regulations• Attend nationwide trade show events to promote new business and maintain current relationships• Top CPACharge salesperson in 2018 - 2022• Top record for most sales in a month



AffiniPay

• United States
• Financial Services
• 200 - 300 Employee

• Senior Account Manager

  • Oct 2022 - Present

  Continuing to help CPAs and accounting professionals get paid faster and easier online, while also mentoring CPACharge account managers and helping to lead the team in daily sales activities.

• Account Manager

  • Oct 2017 - Jan 2023

  CPACharge Account Manager at AffiniPay where I work with CPAs and accounting professionals nationwide to determine the best payment solution for their business.



Children of All Nations/Great Wall China Adoption

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Internatinal Adoption Counselor

  • Feb 2015 - Sep 2017

  +Advocate for orphaned children with special needs in China who need to be adopted +Work with clients to help them find the child that is the best fit for their family and to help them through the adoption process +Communicate and follow up with potential clients about the China adoption process +Reach out to organizations and special interest groups to find new clients and to seek out new advocacy avenues +Travel to China to meet orphaned children and orphanage staff +Work daily with adoption staff in China and U.S. to help problem solve client issues and create more efficient processes +Work in a team based environment, but with much time spent working independently.



The Institution Theater

• Entertainment Providers
• 1 - 100 Employee

• Social Media Marketing Consultant

  • Oct 2013 - Oct 2016

  +Promote shows, events, workshops and classes held at The Institution Theater. +Manage Social Media (Facebook, Twitter, Instagram, etc.) and online publications (Do512.com, Austin360, The Austin Chronicle, etc.) to promote The Institution Theater. +Increased Twitter and Facebook exposure by 50% +Increased Instagram following and exposure by 100% +Promote shows, events, workshops and classes held at The Institution Theater. +Manage Social Media (Facebook, Twitter, Instagram, etc.) and online publications (Do512.com, Austin360, The Austin Chronicle, etc.) to promote The Institution Theater. +Increased Twitter and Facebook exposure by 50% +Increased Instagram following and exposure by 100%



Charley's Angels Newborn Photography

• Photography
• 1 - 100 Employee

• Photographer & Sales Consultant

  • Jan 2014 - Jan 2015

  +Sell photo packages to parents by promoting newborn photography service and booking photo shoots with parents in the maternity ward at St. David’s North Medical Center. +Photograph newborn babies in hospital rooms, which includes soothing the babies, instructing parents on how to assist with the photo shoot, and positioning the baby for the photo shoot. +Enhance photos in Darkroom +Sell photo packages to parents by promoting newborn photography service and booking photo shoots with parents in the maternity ward at St. David’s North Medical Center. +Photograph newborn babies in hospital rooms, which includes soothing the babies, instructing parents on how to assist with the photo shoot, and positioning the baby for the photo shoot. +Enhance photos in Darkroom



Assurant

• United States
• Insurance
• 700 & Above Employee

• Vendor Operations Coordinator

  • Mar 2009 - Aug 2013

  +Manage Vendors around the country who do restoration work on foreclosed homes in order to get them ready to be resold again. +Communicate with vendors through extensive email and phone contact. +Hold vendor’s accountable to having work done in a timely manner, trouble shooting any issues they may have in the field and problem solving with other departments within the Field Asset Services office to find creative solutions. +Updating invoices and negotiating payment with vendors in the field. +Extensive use of Microsoft Excel, Microsoft Word and various Internet sites +Work in a team based environment, but with much time spent working independently. +Requires the ability to multi-task and structure my own work schedule throughout the day without much upper managerial influence.