Max Converse

Billing Manager, Associate at Aperio
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area

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Credentials

  • Salesforce Certified Administrator (SCA)
    Salesforce
    Sep, 2020
    - Nov, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Billing Manager, Associate
      • Jan 2023 - Present

    • Junior Operations Analyst
      • May 2021 - Jan 2023

    • United States
    • Business Consulting and Services
    • 700 & Above Employee
    • Consulting Intern - Customer Solutions
      • May 2019 - Aug 2019

      • Part of an agile digital implementation team configuring a nCino retail solution (built on Salesforce platform) • Created client-ready deliverables including project timelines and weekly status reports • Progressed quickly, delivering complex configurations while translating business requirements into viable solutions within the scope of the software and overall project • Presented to office leadership about the project's progress and next phase of implementation • Earned Salesforce Administrator certification Show less

    • United States
    • Spectator Sports
    • 700 & Above Employee
    • Retail and Authentication Associate - From the Clubhouse
      • May 2016 - Aug 2018

      • Sold game-used and autographed memorabilia at Oracle Park during games and the offseason • Helped the store meet and exceed sales quotas, consistently outperforming all other retail segments • Facilitated online auctions with Major League Baseball of exclusive game-used memorabilia • Trained new employees in sales and internal systems • Used and improved Excel spreadsheets to catalog and track inventory and sales • Rehired for the full-time position in four consecutive years during summer and winter breaks Show less

    • China
    • E-Learning Providers
    • 1 - 100 Employee
    • Data Analyst Intern
      • May 2018 - Jul 2018

      • ALO7 is the largest digital English language teaching content producer and service provider in China, providing services to over 15 million students at over 4,000 schools • Participant of the Lehigh in Shanghai program, which was run in cohort with the Shanghai Foreign Service Co. LLC to provide internship experience and Chinese classes in a study abroad setting for three months • Analyzed data from test results using Excel and SQL, assessing their correlation with student’s development • Created and delivered multiple presentations to senior executives on early American reading habits • Developed English tests for Chinese to English learning, working with the curriculum development team Show less

    • United States
    • Spectator Sports
    • Graphic Design Intern
      • 2014 - 2015

      • Sicksports was a startup trying to revolutionize the mobile sports news industry • Coordinated the branding of the company and translated onto a series of designs • Created graphic designs for investor pitches and introduced rising stars series • Completed outreach to grow the community of the app within the local community • Sicksports was a startup trying to revolutionize the mobile sports news industry • Coordinated the branding of the company and translated onto a series of designs • Created graphic designs for investor pitches and introduced rising stars series • Completed outreach to grow the community of the app within the local community

Education

  • Lehigh University
    Bachelors of Science in Business & Economics, Finance
    2016 - 2020
  • Marin Catholic High School
    2012 - 2016

Community

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