Tricia Pfannes, CAPM
Account Executive at Edcor- Claim this Profile
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Topline Score
Bio
Credentials
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Certified Associate in Project Management
Project Management InstituteAug, 2015- Nov, 2024
Experience
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Edcor
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United States
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Education Administration Programs
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1 - 100 Employee
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Account Executive
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May 2018 - Present
• Manage high profile clients to support and strategize their respective Tuition Assistance Programs for attraction and retention within and outside of their organization.• Act as a liaison between clients and IT/Processing Departments in order to identify and resolve issues efficiently and effectively to reach the desired resolution for both parties.• Track issues with a ticketing system in order to ensure all inquiries, requests and issues are resolved in a timely manner.• Continue to build strong relationships with subsequent internal departments to maximize the execution of client needs.• Play a fundamental role in assisting clients with program communication and key policy changes in order to expand their participant base.• Increase productivity, revenue, and customer satisfaction through client support tactics, strategy and communication.• Assist in forecasting and client outlook strategy as planning initiatives for the Executive Team.
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Ulliance, Inc.
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United States
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Human Resources
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1 - 100 Employee
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Business Development Coordinator
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Jul 2014 - Present
• Report directly to Senior Vice President on administration matters related to Business Development, Marketing and Strategic Performance teams • Lead effort for reviewing and responding to requests for proposals to increase sales revenues• Facilitate process for vendor agreements including revising language • Prepare agendas for three weekly departments including serving as facilitator to ensure discussion items are raised, minutes are drafted and distributed and follow-up action items are closed• Draft proposals for current and prospective clients by collaborating with other team members and researching responses• Track and execute corporate marketing plan • Maintain vendor relationships as point of contact to ensure accountability • Manage department projects including company software transition, website development and redesign of two comprehensive marketing brochures • Primary editor on corporate material including semi-annual training catalogs, monthly newsletters, proposals and marketing documents related to seven business service lines• Advisor who conducts initial review of resumes, schedules interviews, serves on selection committees and follows up with candidates• Participate in setting annual team performance goals and tracking throughout year • Implemented marketing campaign including print advertising, website redesign, cooking videos and an update of collateral marketing material for seven business service lines
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Client Resource Coordinator
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Jul 2013 - Jun 2014
• Liaison for client company to execute their Work-Life Balance Program for 2,800 employees• Communicated with six individual sites to coordinate and schedule offerings monthly• Researched vendors for desired services and created relationships with more than 30 vendors• Created six monthly employee newsletters for 2,800 readers • Provide six utilization reports to corporate office quarterly • Implemented work-life balance offerings at six sites including: dry cleaning, auto detailing, chair massage, farmer’s market, on-site secretary of state, book fair and health fair• Negotiated with four local health clubs to offer membership discounts for employees• Processed gym reimbursement requests for 500 employees including verifying requirements were met, obtaining additional information and approving/denying within 10 days of receipt
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Accounting / HR Administrator
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Jan 1999 - Jul 2013
• Worked directly with President and Owner on all aspects of business• Maintained organizational financial and employment records • Prepared and presented monthly/quarterly financial reports for President • Completed annual worker’s compensation audit • Worked with accountant to complete annual federal tax returns• Completed MI State sales tax return annually • Prepared 1099-M forms for more than ten vendors • Placed ads and reviewed resumes for office employment and projects as needed• Edited over 30 training manuals and correct as necessary in PageMaker and Adobe InDesign• Database management and survey administration for select clients• Worked with Benefit Consultant to implement 110% cost savings for employees and company• Oversaw move of office three times with no down time
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Education
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Oakland University
Bachelor of Science (BS), Human Resources Development
Community
