Claire Oas

Experience

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  Microtrac

  Sept 2014 - Nov 2014

  Marketing and Sales Intern
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  Vanguard

  Jun 2015 - Feb 2016

  Operations Associate

  As a Processing Associate in the Retail Client Account Services Department at Vanguard, I interpreted and processed a broad variety of routine retail client requests while following departmental and compliance policies and procedures. I demonstrated a logical and systematic approach to problem solving when faced with complex client requests and helped to improve the effectiveness and efficiency of operations. I identified workflow-related issues, trends, and made recommendations for improvement to management. Finally, I developed strong client relationships when speaking to clients so that I could understand their investment needs and position appropriate products or solutions. Показати менше

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  Accenture

  Feb 2016 - Nov 2020

  As a Source to Procurement Technology Consultant, I advise upon and assist with the design of technology solutions that support best practice business changes within the Financial Services industry. I also assist with the implementation and deployment of packaged software solutions that have been developed to accommodate unique Financial Services industry business and management processes, regulatory requirements and other business needs. Throughout my work, I am expected to understand the strategic direction set by the clients senior management and adapt their existing methods and procedures to create possible alternative solutions that align with the industry best practices. Показати менше As an Operations Account Senior Analyst, I continued all activities I was responsible for as an analyst but supported one of our largest North America clients within our Procurement Business Process Services Organization. In addition to these responsibilities, and more specifically, my experience included: - Mobilized and implemented program reporting tools to ensure pipeline savings execution and financial management - Helped drive a $9.5M savings gap to closure in the last three months of the contract year only to exceed the $21.3M savings target by 10%- Co-developed and streamlined a new set of analytics to identify and solve for program inefficiencies Показати менше As a Operations Account Support Analyst, I provided support for three clients within our Procurement Operations division. I was responsible for weekly, monthly and ad-hoc custom reporting requests to provide spend, savings and forecasted cost data trends and analyses for my clients and delivery teams. I was expected to establish and maintain client specific on boarding materials and ensure client specific processes and materials were being utilized. I was also responsible for assisting with presentation development, continuous improvement efforts, pipeline development, monthly performance reviews and new process implementation for my Sourcing & Category management programs. Показати менше

  • Technology Consultant

    Sept 2018 - Nov 2020

  • Operations Account Support Senior Analyst

    Jun 2017 - Jan 2018

  • Operations Account Support Analyst

    Feb 2016 - Jan 2017
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  G&W Laboratories

  - Jan 2014

  Human Resources Intern
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  Globality, Inc.

  Nov 2020 - now

  Globally uses AI technology to drive inclusive economies and create a level playing field that gives all service companies, regardless of size or location, an opportunity to compete and win work based on the merits of proven performance, expertise, and passion. As a Manager of Customer Success, I focus on ensuring that my customers get the most value out of the Globality platform.

  • Customer Success Director

    -

  • Customer Success Senior Manager

    Jun 2023 - now

  • Customer Success Manager

    Nov 2020 - Jun 2023