Marshall Davis
Director of Operations at Business Tax Solutions- Claim this Profile
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Topline Score
Bio
Credentials
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FICO Professional
AllRegsDec, 2011- Nov, 2024
Experience
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Business Tax Solutions
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United States
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Accounting
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1 - 100 Employee
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Director of Operations
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Nov 2022 - Present
Responsible for daily operations and client management of 3,000 tax files completed annually. Daily duties also include, process management, escalation handling, new hire onboarding and workflow improvement. Responsible for daily operations and client management of 3,000 tax files completed annually. Daily duties also include, process management, escalation handling, new hire onboarding and workflow improvement.
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NCH
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United States
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Legal Services
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1 - 100 Employee
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Credit Team Manager
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Nov 2017 - Oct 2023
• Responsible for managing all department goals, performance expectations and efficiency training • Increased client contact rate 10% through process management• Assisted in lowering department refund rate 20% using effective client resolution tactics and training• Created client management platform in support of a new revenue stream for efficiency
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Customer Service Manager
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Jan 2014 - Nov 2017
• Responsible for providing resolution to all complex and escalated clients company wide• Manage, track and analytical data collection for refund totals and revenue goals• Respond to Attorney General and BBB Complaints for resolution• Responsible for social media management post to maintain a healthy social media appearance• Responsible for process improvement company-wide using client feedback and analytical data• 2015 Employee of The Year
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Strategic Business Coach
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Nov 2011 - Jan 2014
• Assist start –up, tenured business corporations and LLC business owners with building Corporate Credit• Manage client profiles to increase business and personal credit reporting • Provide consultation to clients while working with Dun & Bradstreet and Business Experian • Provide coaching on building A+ corporate credit for client base in excess of 600• Led project to improve, maintain and service company website used for client management• Provide options for financing and funding for business owners• Certified FICO Professional• 2012 & 2015 Employee of The Month Show less
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Medco
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Las Vegas, Nevada Area
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Customer Service Supervisor
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May 2007 - Apr 2011
• Piloted and implemented marketing program to increase company revenue and drive internet registration • Developed training that led to a 40% reduction in credits applied to customer accounts • Presented the proposal and plan that increased call availability by 10% • Managed attendance, schedule adherence, disciplinary and all dimensions of CSR performance to identify and coach areas of opportunity. • Implemented, trained and managed new coaching platform to maintain site consistency in documentation • Participated in and facilitated special projects for site profitability Show less
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Nextel Partners
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Telecommunications
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100 - 200 Employee
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Retention Manager
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Aug 2002 - Jan 2007
• Managed Account Service Team tasked with contract negotiations for National Corporate Accounts • Coordinated with National Sales teams for quality assurance and fulfillment • Managed and resolved all escalations/complex issues to maintain key contracts • Set monthly objectives and goals to maximize client satisfaction while achieving revenue objectives • Maintained quality control through one-on-one coaching and observation of team KPI’s • Managed Account Service Team tasked with contract negotiations for National Corporate Accounts • Coordinated with National Sales teams for quality assurance and fulfillment • Managed and resolved all escalations/complex issues to maintain key contracts • Set monthly objectives and goals to maximize client satisfaction while achieving revenue objectives • Maintained quality control through one-on-one coaching and observation of team KPI’s
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NCH
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United States
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Legal Services
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1 - 100 Employee
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Sales Support
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Jan 2001 - Aug 2002
• Verify new incorporating company information to be submitted to the state • Collect, process and batch all payments for all daily sales • Created and maintained sales staff reports for use by accounting department • Verify new incorporating company information to be submitted to the state • Collect, process and batch all payments for all daily sales • Created and maintained sales staff reports for use by accounting department
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United States Postal Service
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United States
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Government Administration
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700 & Above Employee
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Mail Processor
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2000 - 2001
Receive Incoming mail to process for delivery while meeting and maintaining mail delivery turnaround times as mandated Receive Incoming mail to process for delivery while meeting and maintaining mail delivery turnaround times as mandated
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Marine Corps Recruiting
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Armed Forces
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700 & Above Employee
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Contract Recruiter
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Sep 1989 - Jan 2000
• Canvass, screen and prequalify potential qualified applicants for enlistment into active duty service • Maintained above average monthly recruitment goals • Conducted career speeches and presentations to graduating high school class students • Canvass, screen and prequalify potential qualified applicants for enlistment into active duty service • Maintained above average monthly recruitment goals • Conducted career speeches and presentations to graduating high school class students
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Education
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2007 - 2007
Key Realty
Certification, Real Estate Appraisal
Community
