Experience

• 

  Kelly pipe co. llc

  Sept 2015 - Jul 2017

  Credit assistant

  Send daily invoices to customers purchasing on credit, process checks and credit card transactions, process trade references for potential customers, coordinate with customers to ensure prompt payment, recording of monthly activities and defaults

• 

  Prescribewellness

  Dec 2017 - Jun 2021

  - Responsible for the creation and implementation of processes and procedures for each new initiative. Once created, processes are to be modified as efficiency-increasing opportunities become available- Monitoring and modifying of existing processes to reduce costs and increase efficiency based on data and analytics collected - Ensure Salesforce is kept updated with all necessary records and tags - Oversaw a team of twelve Client's Solutions Analyst responsible for support of ten thousand pharmacies- Monthly and quarterly evaluations of performance on both individual and team level- Coordinate with development team to anticipate future releases and train team before launch of new features - Provide inbound and outbound support to active clients in the pharmacy network. - Educate clients on how to use the platform, investigate reported bugs, and work special requests from each client.- Maintain communication with each client with an ongoing issue until the problem was resolved.

  • Operations Manager

    Jan 2020 - Jun 2021

  • Operations Lead

    Jan 2019 - Jan 2020

  • Solutions Analyst

    Dec 2017 - Jan 2019
• 

  Cake (getcake.com)

  Jun 2021 - Dec 2021

  Client success manager
• 

  Kantata

  Dec 2021 - now

  - Responsible for optimizing and continuous improvement of end-to-end systems and processes in support of the Client Success team and stakeholders- Manage and drive operational projects and initiatives from inception to roll-out, including initial training and ongoing team enablement- Partner with Success leaders on organizational and operational projects to drive growth, productivity, and operational efficiency. Structure and execute these projects by developing project plans, gathering and synthesizing relevant data, leading analyses, and developing recommendations- Manage Client Success projects and initiatives by collaborating with cross-functional teams, organizations and other key stakeholders Show less

  • Retention Manager

    May 2024 - now

  • Customer Success Operations Analyst

    Feb 2023 - May 2024

  • Client Success Operations Specialist

    Dec 2021 - Feb 2023