Heidi Mecham Email & Phone Number

West Jordan, UT, US

• Support 4 Managing Partners/Directors and 8 Managers in a manner that optimizes efficiency, resources, and client satisfaction
• Process and assemble tax returns, extensions and estimates
• Process tax organizers and engagement letters in accordance with firm's policies and procedures
• Prepare responses to client notices received from the IRS and other government agencies
• Manage and upload client files, i.e., correspondence and other client records
• Onboarding of new clients in the firm’s software, i.e., Fibre, GoFileRoom, and CCH Axcess

West Jordan, Utah, United States

• Optimize CEO’s inbox and calendar management, expertly handle emails, and ensure follow-up on action items.
• Orchestrate travel and accommodation logistics for CEO and Executive Team.
• Drive timely report production by liaising with key stakeholders.
• Strategically organize leadership offsite events and lead the implementation of company travel policy and booking system.
• Oversee task management system for CEO, ensuring thorough monitoring and progress reporting.
• Streamline expense and reimbursement processes with precision.

• Optimize CMO’s inbox and calendar management, expertly handle emails, and ensure follow-up on action items.
• Provide robust support to direct reports.
• Coordinate and manage meetings efficiently.
• Lead project management initiatives with precision and effectiveness.
• Control inventory of the company store.
• Approve expenses and reimbursements with diligence.

• Lead administrative calls and effectively communicate SIMS timelines with leadership team and support staff.
• Plan and execute the transition of accounts to a new pricing system, ensuring smooth implementation.
• Strategize and implement innovative ideas to enhance processes and drive organizational success.
• Support VP, Directors, and Manager Teams with dedicated assistance, ensuring operational efficiency.
• Conduct comprehensive analysis of Mode Optimization, Dims, Rates, Surcharges, and resource allocation.
• Collaborate with cross-functional teams to prioritize activities, streamline workflows, and evaluate testing procedures for optimal outcomes.

• Generate insightful reports to drive informed decision-making and strategic planning.
• Coordinate travel arrangements meticulously to facilitate seamless operations and optimize team efficiency.
• Coordinate meetings and calls seamlessly, fostering effective communication and collaboration among team members.

• Provide dedicated support to LTL Specialists and their aligned accounts, ensuring unparalleled service and client satisfaction.
• Facilitate timely resolution of critical customer needs, including hot shipments, service failures, expedited shipments, lost shipments, and corrective actions, fostering strong client relationships.
• Assess and mitigate the impact of service delays swiftly, demonstrating proactive problem-solving abilities and ensuring seamless operations.
• Serve as the primary point of contact for resolving billing disputes, showcasing expertise in conflict resolution, and maintaining client trust.
• Manage the submission of write-offs and meticulously process coding of shipping locations and corporate account codes, ensuring accuracy and alignment with pricing strategies.
• Conduct comprehensive customer business reviews and deliver detailed activity reports, providing valuable insights for performance enhancement and strategic decision-making.

• Provide comprehensive support to up to 30 Sales Executives and 3 District Sales Managers, ensuring seamless operations and maximizing productivity.
• Coordinate offsite meetings, including agenda creation and logistical arrangements, to facilitate productive discussions and collaboration, showcasing organizational prowess and attention to detail.
• Conduct 1:1 meetings with Account Executives, providing personalized support, guidance, and feedback on performance and goals, fostering a culture of continuous improvement and excellence.
• Efficiently manage various data entry tasks, including adjustments, QMP/WBA entries, segmentation requests, and territory alignment balancing, demonstrating meticulous attention to detail and accuracy.
• Coordinate travel arrangements for sales team members, optimize travel logistics and minimize disruptions, showcasing resourcefulness and efficiency.
• Organize local events for customer relations and manage registration processes, enhancing client engagement and relationships and showcasing dedication to customer satisfaction and brand reputation.

• Serve as the single point of contact for Corporate/National Accounts, ensuring timely delivery of shipments and maintaining strong client relationships, demonstrating reliability and accountability.
• Handle over 200 daily inbound customer service calls, providing prompt and effective solutions to customer inquiries and issues, showcasing excellent communication and problem-solving skills.
• Provide customers with comprehensive information and solutions for shipping needs, ensuring customer satisfaction and retention.
• Provide training in job function, procedures, company policies, and customer service to ensure team members are equipped with the necessary skills and knowledge for success, fostering a culture of continuous learning.
• Collaborate with senior management on problem identification and resolution, demonstrating leadership and initiative in addressing challenges and improving processes.
• Provide daily reports and work closely with Corporate Sales Managers