Alan Spivey Email & Phone Number

Orlando, FL, US

Plymouth, Minnesota, US

• Spearheading the enterprise-wide rollout and adoption of Microsoft Bookings across the organization, leveraging Agile principles to achieve 80% adoption and seamlessly integrate with Salesforce, streamlining scheduling.
• Optimizing the Customer Referral Program by automating workflows, driving operational efficiencies, and contributing to the growth in Assets Under Management (AUM)
• Partnering cross-functionally with marketing and growth teams to design innovative client engagement strategies, resulting in significant cost efficiencies and increased client acquisition.
• Guideing teams in achieving operational excellence by defining and implementing efficient structures and processes.
• Analyzing and improving sales and marketing team performance, ensuring alignment across functions and enhancing productivity.
• Provided in-depth analysis of the sales and marketing tech stack, establishing best practices and driving system improvements.

Menlo Park, California, US

Menlo Park, California, US

• Research customer issues, resolve them, and communicate the results to the customer over email or phone.
• Document processes for internal training purposes.
• Work across teams on individual projects - process streamlining, brokerage operations,product improvement.

-Train, oversee, and assist other auditors within accounting department.-Review and analyze bankruptcy cases filed by individual debtors and determine adequacy and accuracy of financial documents submitted.-Perform nearing completion and final audits of bankruptcy cases eligible for discharge.-Analyze mortgages and file Notice of Final Cure for cases to.

-Review and analyze bankruptcy cases filed by individual debtors, and determine adequacy and accuracy of financial documents submitted.-Perform nearing completion and final audits of bankruptcy cases eligible for discharge.-Analyze mortgages and file Notice of Final Cure for cases to show mortgages are paid up to date.

-Posted all debtors payments to their case to ensure creditors are paid on time and for the correct amount.-Conduct daily reconciliation of each day's financial transactions. -Assemble information for external auditors for the annual audit.

London, GB

-Achieve customer and client resolutions through research, analysis, documentation, and communication.-Maintain employee records for corporate clients.-Approve or deny 401K and pension benefits for employees of clients.

-Supervised over 100 employees in a call center.-Trained employees with effective and productive selling techniques.-Evaluated employees and helped with their continuous improvement.