Monica Potter

Experience

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  Wells Fargo

  Aug 2003 - Oct 2011

  • Licensed Personal Banker

    Jun 2009 - Oct 2011

  • Personal Banker

    Sept 2005 - Jun 2009

  • Teller

    Aug 2003 - Sept 2005
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  RBC Wealth Management

  Oct 2011 - Sept 2014

  Registered Client Associate
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  Eide Bailly LLP

  Nov 2014 - Jun 2018

  I help drive marketplace and industry innovation by completing tax analyses for the federal and various state R&D tax credit incentives geared towards corporate clients. I complete calculations, forms, and comprehensive R&D activity analyses to compute the credit and provide exceptional credit support in the event of a federal or state audit. Through regular communication with clients and organized project management skills, I work collaboratively with a team to offer outstanding client service delivered with a quality product. Show less

  • R&D Tax Associate

    Jan 2018 - Jun 2018

  • R&D Tax Paraprofessional

    May 2016 - Jan 2018

  • Financial Services Assistant

    Nov 2014 - May 2016
• 

  St. Michael Albertville Youth Hockey Association

  May 2018 - Apr 2020

  Gambling Director

  I raise funds to provide community youth with the opportunity to play hockey through charitable gambling activities such as pull tabs, bar bingo, and paddlewheel. I also assist in raising funds for other non-profit organizations and local families in need through organizing raffles. I am responsible for business development, management of a team of 30 employees, finance, accounting, HR management, operations and customer service. Duties include monthly and annual preparation of state/federal tax returns, P&L reporting, payroll processing, marketing, financial auditing and adherence to state charitable gambling guidelines. Show less

• 

  StrategicSource, Inc.

  Jun 2018 - now

  - Oversee a matrixed organization responsible for accomplishing an 80% client retention rate and historical client growth. - Develop and implement ERP enhancements including automation of ROI reporting, account management dashboards, and various internal/external performance metrics. - Assisted in increasing year over year closed client referrals by 300% by increasing client satisfaction and loyalty. - Specialize in managing major accounts. - Participate in executive level and lead departmental Traction via EOS methodology. Show less - Development and deployment of custom CRM solution. Increased use across department by 100%. - Specialization in enterprise level account management. - Developed and implemented workflow automation that reduced client meeting prep and follow up time by over 50%, increasing team productivity. - Spearheaded initiative to develop almost a dozen SOPs to standardize and streamline team and cross-functional efficiencies. - Jointly coordinated documented each step of client journey that memorialized the end to end client lifecycle to increase client loyalty and satisfaction. Show less

  • Senior Director Client Services

    Oct 2023 - now

  • Director Of Client Services

    Mar 2022 - Oct 2023

  • Regional Director of Client Services

    Dec 2020 - Mar 2022

  • Program Manager

    Jun 2018 - Dec 2020