Director Of Client Service
CurrentA member of the leadership team of NPS, I participate in the direction and management of the organization. Specifically, I am responsible for the coordination and execution of project and discovery work for new clients, including completing financial system diagnostics, brainstorming financial growth plans, and onboarding long-term recurring client work. I also am responsible for marketing and sales initiatives for the organization, including new service offering development and new business… Show more A member of the leadership team of NPS, I participate in the direction and management of the organization. Specifically, I am responsible for the coordination and execution of project and discovery work for new clients, including completing financial system diagnostics, brainstorming financial growth plans, and onboarding long-term recurring client work. I also am responsible for marketing and sales initiatives for the organization, including new service offering development and new business relationship development. I translate internal experiences into valuable insights for the clients whom I serve as a financial advisor.Previously, I headed recurring client operations, where I implemented processes, systems, and technologies to improve the quality, speed, and efficiency of our service delivery. As a manager of three bookkeeper analyst professionals, I had led my team in handling clients' billing, collections, payables, and bank reconciliations, and provide business owners a clear picture on their financials. Show less