Max Converse
Billing Manager, Associate at Aperio- Claim this Profile
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Topline Score
Bio
Credentials
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Salesforce Certified Administrator (SCA)
SalesforceSep, 2020- Nov, 2024
Experience
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Aperio
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United States
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Investment Management
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1 - 100 Employee
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Billing Manager, Associate
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Jan 2023 - Present
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Junior Operations Analyst
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May 2021 - Jan 2023
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West Monroe
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United States
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Business Consulting and Services
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700 & Above Employee
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Consulting Intern - Customer Solutions
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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
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San Francisco Giants
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United States
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Spectator Sports
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700 & Above Employee
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Retail and Authentication Associate - From the Clubhouse
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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
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ALO7 爱乐奇
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China
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E-Learning Providers
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1 - 100 Employee
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Data Analyst Intern
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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
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Sicksports
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United States
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Spectator Sports
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Graphic Design Intern
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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
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Education
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Lehigh University
Bachelors of Science in Business & Economics, Finance -
Marin Catholic High School