Erin T. Email & Phone Number

Rochester, New York, United States

Worked with sales representatives to collect client payroll information and documentation. Conducted review of information to ensure accuracy and completeness. Addressed and resolved issues with sales representatives and/or clients. Consolidated project information and turned over to Implementers.Key Accomplishments:-Consistently performed as one of the top 3 onboarders in 2021, averaging 80 accounts per month and made top onboarder in December with 160+.-Took lead on being the key subject matter expert to deliver critical feedback, review, and testing on new onboarding automation tools.-Developed extensive new hire training materials and templated internal/external communications for team use.-Became a go-to resource for new and tenured specialists, as well as an advocate for my team and improvements to the onboarding process.

Rochester, New York, United States

Ensured timelines for all projects were met and led all kick off calls with customers. Assisted customers with questions concerning implementations via phone and email. Key Accomplishments:-Solely managed the coordination, attendance tracking and invoicing for premium service appointments, in addition to routine training webinars.-Assisted with developing customer welcome videos to orient new accounts for onboarding and clearly outline implementation milestones.-Developed internal documentation outlining the step-by-step implementation process and tasks for future Project Coordinators.

Rochester, New York, United States

Assisted customers with questions concerning invoices via phone and email, as well as outbound call campaigns. Confirmed customer attendance and issued training invoices by entering Opportunities and Projects in Salesforce. Key Accomplishments:-Started as the first and only Billing Rep and, as such, completely defined the role’s responsibilities and processes as the position grew.-Documented all billing processes and created materials for onboarding new team members, as well as being the main lead for training new hires.-Lead bi-weekly meetings with the Billing and Accounting Teams, both in office and remote.-Conceptualized an idea for a Customer Billing Portal and participated in our annual hackathon, Ship-It, to lead a team to develop the solution. With the Portal, customers could pay invoices more conveniently and our team saved time.-Entrusted with the collections of high priority clients and top accounts, typically equating to invoices over $80K.-Improved and automated the offboarding process to ensure accounts were closed, exit interviews were completed, and software was deactivated.

Rochester, New York, United States

Trained new hires on daily tasks. Assisted customers with item selection and recommended additional items. Ensured team met sales metrics.Key Accomplishments:-Became the go-to Manager to lead the floor set, arranging the store to meet company requirements and adapt them to the uniqueness of our location.-Developed a weekly schedule that accommodated each Associates requested hours and allowed each Manager a full weekend off each month.