Ancero is a full service IT provider that helps small to medium size businesses leverage cloud solutions to drive growth, collaboration and productivity. Founded in 1999, Ancero applies years of innovation and industry expertise to ensure operational excellence for businesses throughout the Northeast. As a privately held company, we take special pride in providing superior service that exceeds customer expectations.Ancero maintains a System and Organization Controls (SOC) 2 Type II certification that covers all of its facilities, business processes, and cloud services. The SOC 2 Type II certification confirms that Ancero meets the strict information security and privacy standards for the handling of highly sensitive customer data established by the American Institute of Certified Public Accountants [AICPA]. When it comes to working with the cloud and related IT services, such performance and reliability is absolutely essential and increasingly required by regulators, examiners, and auditors.

Synergi Partners, Inc. (“Synergi”) is a privately-owned incentive and tax credit consulting and processing company in the United States. Synergi focuses on federal and state tax credit programs, as well as disaster relief incentives, for employers across the United States, including Puerto Rico.Synergi was founded by tax credit industry veterans, each with more than 30 years of experience. With an executive team made up of thought leaders who have made significant contributions to the tax incentives industry, Synergi seeks to provide the best service available to help clients realize the opportunities of each tax credit.Awards/Accolades: (3x BDM MVP Award Recipient)(Synergi Award Recipient)

• Developing and Pursuing sales leads.• Supporting Sales team with CRM activities and opportunities. • Assisted Sales team in contract development and revision.• Exceeded team’s annual goal of keeping client response rates above agreed SLAs.• Coordinated with the Sales and Product Departments in providing report analysis of trends in customer behavior and user experience every three months. • Developed CRM tools tracking and reporting sales operations activities.• Consultation of Dynamics 365 licensing, managed services, and support. I assisted my delivery team in starting implementation for Dynamics 365 CRM Integration and configuration.

• Maintained corporate database that houses all the company information; coordinated proposals, orders, contracts, and installations of over 400 suppliers, 300 agents and 2200 customers• Managed orders/installations with providers to ensure a seamless installation process and intervene when additional resources are needed • Help set and track company objectives and quarterly goals to be met by each individual provider/supplier • Served as direct liaison between the client, account executives and service centers.• Handled internal and external issues for high profile customer.• Developed business plans for accounts to meet and exceed customer expectation.• Provided reports to management for traffic analysis and cost efficiency.• Responsible for managing and facilitating all high-level customer roll outs.• Processed, entered, and invoiced purchase orders. In charge of scheduling and shipping completed products. Developed new customer relations through telephone contact and sales activity.• Administered, managed, and maintained customer accounts.