Kimberly Nguyen Email & Phone Number

San Jose, CA, US

• Provide invoicing support to internal sales team and customers, while building a good relationship with both. Workingcross-functionally with Accounts Receivables, Inventory, Regulatory, Pricing and Revenue Operations.
• Responsible for account management, order entry process, and invoicing for 2 specified regionsand covering additional regions as needed. Processing the highest number of invoices month overmonth; an average of 150-200.
• Review and validate purchase orders, PO request sheets, customer pricing/contracts and DBRFs tocreate sales orders in ERP system (QAD). While creating workflows in electronic storage system(Docuware); ensuring all.
• Working closely with sales team and customers to resolve any sales order or PO discrepancies,warranty replacements, or credit and debit memos; ensuring that invoices are generatedaccurately and within established KPIs.
• Ensuring all customer files are complete, up-to-date and accurate, and that all the requireddocuments are on record related to invoicing and auditing requirements.
• Provide Open Sales Reports weekly (or as needed) for assigned regions along with any additionalreporting that is requested.

Sunnyvale, California, United States

• Provided support to customers and internal Sales Team with a focus on good patient outcomes. Worked cross-functionally with Finance, Marketing, Quality, Regulatory, Clinical, Office of Medical Affairs, Operations, and.
• Processed Sales, Bill Only, Trunk Stock, and RMA orders with accuracy and urgency.
• Performed monthly Trunk Stock audits and worked with Sales Team to resolve any discrepancies.
• Set up new customer accounts.
• Provided Phone and Email support to customers and Sales Team.
• Worked collaboratively with customers and internal teams to resolve shipping and billing discrepancies.

Sunnyvale, California, United States

• Managed daily activities for production planning, purchasing, fulfillment, and Supplier maintenance. Worked cross-functionally with Quality, Regulatory, Logistics, R&D, Manufacturing, Product Development, Finance, and.
• Performed regular reviews of inventory for manufacturing supplies, raw materials, subassemblies, and finished goods.
• Worked closely with Materials team to monitor stock levels in accordance with the build plan and usage rates.
• Supported the implementation of MRP in ERP system and supported Supply Chain in running MRP reports.
• Managed MRP for the production line in accordance with build plan.
• Performed what-if analysis and mitigation plans for Supply Chain and Manufacturing risks.

Sunnyvale, California, United States

• Customer Success:Provided support to customers and internal Sales Team with a focus on the company's mission to reduce the risk of stroke. Worked cross-functionally with Finance, Marketing, Quality, Operations, and.
• Processed Sales, Bill Only, Trunk Stock, and RMA orders with accuracy and urgency.
• Set up new customer accounts.
• Provided Phone and Email support to customers and Sales Team.
• Worked collaboratively with customers and internal teams to resolve shipping and billing discrepancies.
• Created detailed Work Instructions and SOPs for new hire onboarding and training.Purchasing Assistant:Supported Supply Chain Manager with the management of daily activities for the production planning, purchasing.

• Provided strategic direction, leadership, development, and management of customer support operations for the Change app which provided 30,000 users with bank account overdraft protection and personal financial.
• Developed procedures and processes based on best practices and innovative solutions to improve customer satisfaction and retention.
• Defined, tracked, and reported on key performance indicators to determine support effectiveness and efficiency, manage product feedback, and implement product enhancements.
• Worked cross-functionally with international Product and Engineering teams to resolve complex technical issues, document product bugs, and influence product roadmap.
• Developed and implemented various collection efforts on customer accounts in various stages of risk to effectively reduce delinquency, losses, and increase recoveries.

Palo Alto

• Operational support to a team of 8 Relationship Advisors, covering 12 Team Codes, for clients in the ERI, FinTech, and Life Science segments.
• Assist with the research of client information internally, support pre-populating forms, obtain completed forms from clients and RAs to fulfill requests, and support the routing of external and internal requests.
• Review and analyze client data to be in compliance with BSA/AML guidelines. On-boarding of new clients, deposit products, and cash management services.
• Manage high-volume, time sensitive requests with a high level of email organization and workflow management, eminent attention to detail, and being adept to independently learning new processes and procedures.
• Created instructional guides and email templates to help with New Hire on-boarding and training.
• Monitor Returned Mail Log, manage the client outreach, and maintain up to date client contact information.

Menlo Park, CA

• Supported Global processes and activities related to customer use of the Mint Bills app that provided over 12 million users with mobile bill pay and personal financial management.
• Drove awareness and adoption of product updates and new features and created outbound content to address customer complaints, product, and billing issues.
• Created an internal syndication of processes for all outbound customer communications to all levels of customer care to ensure alignment in voice, tone, and messaging.
• Served as subject matter expert on strategy and implementation of continuous improvement processes to resolve Bill Pay and product related issues for customers and the Partner Program.
• Main point of contact for case escalations from the Better Business Bureau, Collections, and Office of the President.
• Reviewed training and On-Boarding effectiveness and completely revamped New Hire On-Boarding process including training materials used for all Customer Care new hires.

San Jose, CA

• Accountable for the development, administration, and implementation of business processes to support organizational and client needs with the Intacct accounting software.
• Worked collaboratively with Engineering and leveraged extensive product knowledge to develop and implement strategic solutions and workarounds to address product issues and increase customer satisfaction.
• Engaged with clients and provided accounting consultations, training, and support with system usage questions on a GAAP compliant system.
• Leveraged Salesforce to create reports to improve case management and reduce response time, and created custom ad-hoc and financial reports based on customer’ needs.
• Created and implemented new Article Writing Guidelines to innovate, streamline, and create efficiency with the Knowledge Base system.
• Facilitated New Hire On-Boarding training and performance assessment, reviewed and assigned cases based on performance, and monitored for effectiveness.

Mountain View, CA

• Provided support with payroll products and services including online chat, email support, reports management, compliance reviews, troubleshooting, and customer service.
• Provided online chat and email support handling up to six chats simultaneously
• Provided troubleshooting support and developed and implemented strategic solutions to address product defects and help users meet critical deadlines, while partnering with Engineering on long-term solutions.
• Worked with customers to review quarterly and annual payroll reports and match data with their quarterly and annual forms (Form 941/940/1099) due to the IRS
• Verified payroll calculations based on deductions setup

Pleasanton, CA

• Provided analysis, coordination, and administration of activities to support critical organizational initiatives including proposal management, data and account management, and negotiations.
• Participated as a key member of the contract negotiations team and contacted creditors and collectors to negotiate payments terms and collections due.
• Supported proposals from inception through post-submittal including pre-RFP, review and analysis of RFP, and proposal requirements. Worked with cross-functional SMEs on data collection, and organized and coordinated.
• Coordinated the collection of cost scheduling and performance elements from functional departments.
• Managed client accounts, maintained data, and provided technical consultation and support for system usage.

Business Management

Education record

Education record

Education record

Education record