
Ashley L.

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About me
Customer Success Manager at Paychex
Education

George Fox University
-Bachelor of Arts - BA Social Work
Experience

Oregon Department of Human Services
Dec 2008 - Jun 2016• Completed compliance inspections for the Oregon Health Plan and SNAP (Supplemental Nutrition Assistance Program). Tasked with case management data analysis and providing a detailed case report based on individuals qualifications for funds vs. funds received and any identified compliance issues.• Represented the compliance team at executive meetings and planning meetings, focused on improving the employees’ work environment and clients’ customer service by improving workflows and efficiencies.• Selected to be on hiring panel to interview new staff members Show less
Compliance Specialist
Feb 2015 - Jun 2016Training and Development Specialist
Feb 2013 - Feb 2015Human Services Specialist
Dec 2008 - Feb 2013

Wyndham Vacation Ownership
Oct 2016 - Feb 2018Transaction Team Specialist• Train new hires on various computer systems on over 30 different work related assignments on a weekly basis• Create a new standard operation procedure for our delivery system• Prioritize, distribute, and assist with projects with our department team on a daily basis • Process refunds and customer service related account transactions and changes

Aristocrat
Jul 2019 - Mar 2020Transaction Specialist• Work daily in Excel, Outlook, and proficient in other Microsoft applications.• Answering customer calls, emails and requests from internal and external customers.• Data entry of Sales quotes and orders in corporate internal systems.• Work independently on assignments but also communicating within a team to ensure orders are processed on time to meet service level agreements.

Closets Las Vegas
Apr 2020 - May 2021Production Specialist* Worked in a high production environment that requires multi-tasking; answering calls, scheduling, processing paperwork and meeting the demands of an ever-changing customer driven environment. * Manage multiple calendars and scheduled measures, installs, and follow ups with customers to ensure timely work completed for their closets. * Created a training manual to on-board new staff and trained our new receptionist.

CONNECT, powered by American Family Insurance
May 2021 - May 2022Remote Inside Sales Agent*Assist clients via warm leads to educate, provide quotes and sell any, or all, of the following insurance products - auto, home/renters/condo, and umbrella insurance.* Property and Casualty License

Paychex
May 2022 - now*Maximizing the client experience for exisiting payroll clients by doing account reviews*Educating clients on new products such as Time & Attendance, Hiring & Onboarding, and Tax Credits
Customer Success Manager
Oct 2024 - nowCustomer Success Consultant
May 2022 - now
Licenses & Certifications

Certified Insurance Consultant License (Property & Casualty), Individual
CONNECT, powered by American Family InsuranceJul 2021
Volunteer Experience
Fundraising volunteer
Issued by Operation Homefront on Oct 2016
Associated with Ashley L.Event Consultant
Issued by The Church LV on May 2018
Associated with Ashley L.
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