Andrea Lee, Mba Email & Phone Number

In this role, my exceptional communication skills, deep passion for client success, and experience in a B2B SaaS environment are pivotal in enhancing client satisfaction and retention. My analytical prowess plays a crucial role in translating client feedback into actionable insights, thereby driving product enhancements and strategic client success initiatives. Furthermore, I directly ensure that clients fully benefit from Botkeeper's products and services by forging empathetic connections and tailoring solutions specifically to client needs. Responsibilities include the following:• Crafting and implementing training programs tailored to individual client needs.• Offering ongoing support and strategic guidance to enhance client engagement with Botkeeper's technology and services.• Establishing strong, empathetic client relationships, utilizing high emotional intelligence.• Collaborating closely with the sales team to ensure seamless client onboarding.• Employing HubSpot Service Hub for efficient client interaction management.• Proactively identifying client needs and adapting strategies for their long-term success.• Analyzing client feedback to inform continuous product improvements and growth strategies.• Engaging clients regularly to develop and execute personalized success plans.

As a Growth Team Support Analyst at Botkeeper, I was passionate about helping Accounting firms streamline their accounting and bookkeeping processes with innovative technology and automation. I provided high-quality customer support and technical assistance for a leading online bookkeeping service that utilizes AI to perform work. I leveraged my skills in communication, information technology, and accounting to troubleshoot issues, resolve inquiries, and ensure customer satisfaction. Additionally, I have various accounting software certifications (i.e. QuickBooks Pro Advisor, Xero, Bill.com, etc.) that enabled me to offer expert guidance and solutions for clients using these popular accounting softwares in tandem to the Botkeeper system.I have over 2 years of experience in this role, and have contributed to the company's growth and customer retention by providing excellent service, support, and guidance to clients. To be successful in this role, I have had to work cross functionally with both the product development team and service team to ensure client needs are understood and met.Through this position, I have worked with several technological platforms that include but are not limited to the following: Google Suite, Jira, Karbon, Monday, Inuit Quickbooks, Xero, Bill.com, ADP, Thomson Reuters, Excel,and Hubspot.

• Compile various complex cost reports for customers utilizing Microsoft Excel.• Perform the month end close for corporation – review of a/p, a/r, inputting relevant JE’s and reconciling bank accounts.• Identify and research any payroll discrepancies on a monthly basis, prior to submitting the state and federal payroll tax filings.• Serve as the payroll subject matter expert, assisting with any staff inquiries, new customer account set up, and new employee training.• Process bi-weekly and monthly payroll cycles and administer 401k plan for corporation’s internal employees.• Plan and direct annual benefit open enrollment process.• Perform special projects as needed generally pertaining to report generation through Excel.

Beaumont/Port Arthur, Texas Area

In this position, I was responsible for planning, developing, implementing and directing the day-to-day operations of J Solutions, Inc. This position required the ability to problem solve, be flexible, and handle high stress situations. This company is comprised of 70+ client companies, made up of several different industries, and an average w-2 count of 2,000 annually.• Supervise payroll and benefits administration staff, including hiring/terminations, scheduling and delegating work assignments, training, and addressing issues as they arose. • Oversee multi-state payroll with weekly, bi-weekly, semi-monthly and monthly cycles (payroll taxes, wage garnishments, per diem payments, HSAs and FSAs, retirement plans, etc.). • Reconcile and audit employee insurance benefits monthly.• Responsible for corporation's A/P & A/R and reconciling bank accounts• Responsible for processing EFTs between clients and employees, as well as completing EFTPS transactions with the IRS.• File state/federal, quarterly/annual reports with the assistance of our external CPA (940’s, 941’s, TWC Report, Franchise Tax Report, etc.).• Discuss invoicing and reports with clients and their respective CPA’s, also assist with filing PPP loans and franchise tax reports.• Filing workers’ compensations claims, monthly gross payroll reports, and COI's.• Develop, maintain and regulate various policy and procedure manuals for client companies and inner office staff (70+ manuals).• Manage all office supplies inventory, marketing supplies inventory, and office equipment maintenance.• Maintain all insurance policies with regard to the office office – i.e. General Liability, Windstorm, etc.• Coordinate corporate webpage design and various community marketing campaigns.• Analyze employees’ roles and alter them to increase efficiencies and improve their morale.• Knowledgeable state and federal employment law and compliance regulations.• Handle all unemployment case correspondence.

Beaumont, Texas, United States

This position required the ability to prioritize tasks, be flexible, and comfortable in very busy environment. Due to my dedication and ability to learn quickly, I was eventually promoted to Director of Operations. This position was a great experience that allowed me learning oppurtunties in pretty much every aspect of the business. My position entailed, but was not limited to the following items:• Provided administrative support to the CEO and Executive HR Consultant.• Managed executives’ calendars via Microsoft Outlook.• Coordinated communications, tracked and followed up on incoming requests, and prioritized tasks for executives.• Responsible for answering multi-line telephone and corresponding to all fax-simile communications.• Researched, purchased and implemented new time clock software at corporate location, as well as select clients’ locations.• Improved office efficiency by developing and maintaining new electronic filing system. • Maintained 400+ employee personnel files.• Calculated 100+ employees’ time cards, and monitored different paid time off policies and accruals.• Delivered payrolls and miscellaneous documents to clients’ locations.• Assisted with employee onboarding paperwork, while abiding all state and federal employment regulations.• Responsible for updating A/R, processing A/P, and reconciling the corporate checking account.• Maintained clients’ policy and procedure manuals.• Processed inner office payroll and clients’ payroll, when payroll coordinators were off or over scheduled.• Audited clients’ invoices to ensure all expenses were billed accurately.

Texas, United States

This company manages private medical practices to keep medical providers profitable and focused on medicine, rather than running the business side of their practices. • Responsible for processing A/P and negotiation of vendor contracts, purchasing and rental agreements.• Performed month end close for clients’ books (posting A/R transactions from billing system, reconciling all accounts and reviewing financial reports)• Process full cycle payroll for clients’ offices under their EIN numbers. This includes tracking time, processing paychecks, making payroll liability payments and maintaining deductions, such as wage garnishments and insurance premiums.• Responsible for submitting retirement plan payments and reports based on employee and employer matching contributions, as well as completing the end of year compliance forms and censuses• File state and federal, quarterly and annual reports on behalf of clients, with the oversite of the clients’ respective CPA’s (940’s, 941’s, TWC Report, Franchise Tax Report, etc.).• Supervise staff at clients’ offices. This includes recruitment, staff scheduling, managing leave, employee onboarding, staff’s continuing education opportunities, and various other day-to-day HR tasks.• Develop and maintain practices’ policies and procedures, making changes as needed for more efficient business operations, as well as changing compliance regulations.• Assist practice manager with physicians’ credentialing and hospital reappointments.• Knowledgeable in HIPAA compliance and EMR systems.

Master Of Business Administration - Mba, Health/Health Care Administration/Management, 3.7

Activities and Societies: Steinhagen Global Study Abroad Fellowship - China 2017

Bachelor’S Degree, Finance And Economics, 3.75

Activities and Societies: Officer on University Cheerleading Team, Executive Office for Alpha Chi Omega Fraternity, Order of Omega Greek.