
David Allen
Learning Support Officer

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About me
CRM Officer @ University of Sydney | Graduate Certificate, Salesforce
Education

University of Sydney
2009 - 2014Bachelor of Arts (B.A.) / Bachelor of Education (B.Ed.) English/ArtsActivities and Societies: YAA Business Skills

TAFE NSW
2008 -Certificate IV in Tertiary Preparation
The University of Sydney Business School
2016 - 2018Graduate Certificate in Professional Accounting
Experience

NSW Department of Education and Communities
Jul 2011 - Nov 2012Learning Support Officer
University of Sydney
Jul 2011 - nowSupporting the implementation of the External Engagement CRM, Operating Model, Data Quality and Compliance framework through a devolved operating model to 23 Business areas, 236 current users and 418 total users. Included curating project documentation, maintaining project progression, relevant knowledge articles, tools and templates.• Created and developed real-time reports and dynamic dashboards for central and local business areas to support management reporting and data informed decision making. For example, on the University’s External Engagement KPIs which includes advanced use of MS Excel pivot tables and data visualization tools, University-wide campaigns such as ‘Wicked Problems’, and creating bespoke dashboards for an additional 23 local business areas.• Improved data quality through regular audits, matching algorithms, and developing best practice templates and guides for users. Achieved this in alignment with the University’s Master Data Architecture framework with the University’s Institutional Analytics and Planning Office.• Delivered regular monthly and on-demand tailored training for all users and business areas. Led best practice adoption, enabling business areas to access, collaborate and report on their activities. Received participant feedback of 40% Excellent and 60% Very Good.• Coordinated and delivered 83 enhancements including implementing privacy user groups, application controls to manage sensitive information; protecting contact information, and the provision of options for preventing unwanted lead approaches.• Collaborated with a range of stakeholders including Faculty and Business Area External Engagement and technical leads developing an integrated CRM project providing user requirements and feedback. In addition, provided the business process and architecture support to roll out the CRM to an additional 10 business areas during Covid. Show less Responsible for centralised approval and processing of the University's trade debtor accounts receivables, utilising the University’s accounting business informational system. Responsibilities included billing, collections, reconciliations, and reporting in accordance with the University's policies, procedures and relevant tax legislation. Use of Adobe Acrobat Pro.• Delivered customer and transactional services in a high-volume environment: setting up customer records in PeopleSoft, raising invoices, credit note adjustments, assisting performing reconciliations on the general ledger, applying and implementing the University’s debt recovery policy and procedure, as well as interpreting and Goods and Services Tax legislation to determine GST treatment. • Worked with project teams in implementing system enhancements, liaising with stakeholders to update the University’s accounting system including payment options, and credit card surcharges which included adding an additional American Express payment option.• Simplified University trade debtor account collections for low value clients with automated reminders and targeted follow ups for higher values over $1,000. Show less Responsible for University, ESOS and HESA compliant administration of International and Domestic fees, -HELP loans, including residency, refund, and remissions. Use of Adobe Acrobat Pro.• Queried student fee issues and adjustments, scheduling and issuing fee reminders for outstanding payments servicing around 60,000 students.• Acted as the Student Centre’s escalation point of contact for complex international and domestic compliance related matters.• Invoicing, scheduling, adjustments and reconciliation of Overseas Health Cover using the University’s student management system Sydney Student.• Systems testing for periodic updates and enhancements as well as troubleshooting portal and client issues for Sydney Student system issues.• Mapping local business processes and supporting project teams to optimise student fee workflows. Show less All-round administrative duties using university IT systems, providing general student and public advice; administration of scholarships, maintaining student enrolment and staff workload allocation records, exam supervision, room bookings; use of MS Office Suite (Word, Excel, SharePoint). Use of Adobe Creative Suit.• Editing the fortnightly School of Languages and Cultures newsletter and quarterly Language and Culture magazine, administering the School website including newsfeeds and promoting events, marketing events on University websites, social media, and posters; use of Adobe Suite (InDesign, Photoshop, Illustrator, Adobe Acrobat Pro). Show less
Customer Relationship Management Systems Officer
Nov 2018 - nowBilling and Collection Officer
Nov 2017 - Nov 2018Fees Officer
May 2016 - Nov 2017Student Adviser
Nov 2015 - May 2016Database and Administration Officer
Feb 2015 - Nov 2015Student Ambassador / ICT Facilities Officer
Jul 2011 - Feb 2015

The School for Excellence
Jan 2012 - Feb 2015Summer School Assistant
Licenses & Certifications

Negotiation Skills Course for Professionals
Centre for Continuing Education, IIScAug 2018- View certificate

Working with Difficult People
Lynda.comAug 2018 - View certificate

Teamwork Foundations
Lynda.comNov 2017 - View certificate

Business Ethics
University of SydneyMar 2018 - View certificate

Community Engagement for Change
University of SydneyMar 2018 - View certificate

Diversity, Inclusion, and Belonging
Lynda.comAug 2018 - View certificate

Student Leadership: Leadership in Education and Organisations
University of SydneyMar 2018 - View certificate

Managing Your Project
University of SydneyMar 2018 
Dealing with Difficult People Course
Centre for Continuing EducationJul 2018- View certificate

Professionalism in the Workplace
University of SydneyMar 2018
Volunteer Experience
Teaching Volunteer
Issued by Na San School, Surat Thani, Thailand on Jun 2012
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