Julia B. Email & Phone Number
Who is Julia B.? Overview
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Julia B. is listed as Customer Success Manager, Reporting Solutions at Morningstar at Morningstar, a company with 7453 employees, based in Chicago, Illinois, United States. AeroLeads shows a matched LinkedIn profile for Julia B..
Julia B. previously worked as Customer Success Manager, Reporting Solutions at Morningstar and Client Operations Manager at Apollo Art.
Email format at Morningstar
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About Julia B.
Results-driven professional with expertise in portfolio management, customer operations, and implementation consulting. Skilled in managing diverse portfolios, educating clients, and driving strategic growth. Adept at process improvement, ensuring customer satisfaction, and leveraging CRM systems like Salesforce for data-driven decision-making.
Julia B.'s current company
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Julia B. work experience
A career timeline built from the work history available for this profile.
Client Operations Manager
- Led client implementations, onboarded clients, and ensured client success.
- Identified and prioritized implementation milestones, managed implementation schedules, optimized project execution, and elevated client satisfaction.
- Cultivated and managed vendor relationships to align with organizational objectives and foster value-added partnerships.
- Fostered strong client relationships via proactive communication, ongoing support, and customized solutions.
- Developed comprehensive process documentation to streamline operations and facilitate knowledge transfer.
- Managed the contract lifecycle.
Senior Manager, Continuous Improvement | Spear
- Supported the maintenance of Value Chain of the entire business
- Lead requirements, budgeting, and ROI analysis, of SPEAR initiatives
- Briefed CEO, President, CTO, and COO on the status of the business and the risk/reward
- Initialized corporate ERP and Business System program
- Trained Process Owners throughout the business on Center of Excellence initiatives, establishing and sustaining Surveillance & Performance
- Developed and present Performance Analytics Dashboards and KPIs across key business functions
Business Analyst
- Lead the definition of solutions based on MS D365 F&O - define engagement outcomes and business benefits, scope, architecture, implementation approach, and effort estimates
- Design customer-centric solutions using a holistic approach and understanding of all the systems involved and the impact the new solution will have on those systems
- Process reengineering
- Business process analysis
- Modeling data and processes
- Application support
Implementation Consultant
- Lead implementation projects through setup, training, testing, and go-live phase.
- Managed more than 35 mostly-concurrent projects
- Completed 55 projects that generated over $155,000 in revenue
- Communicated with hotel accounting leadership to automate accounting processes through software training and parallel testing
- Coordinated across Account Executives, Development, Design, and Client Success associates to promote client retention
- Integrated accounting and finance data with POS systems, including Oracle, Simphony, InfoGenesis, Book4Time, etc
Sales Operations Coordinator
- Created Standard Operating Procedures to streamline Sales Campaigns for Hospitality, Retail, and other industries
- Managed Salesforce CRM data to optimize business development efforts within the Accounting Automation space
- Created contracts, addendums, quotes, and opportunities in the CRM platform
- Designed reports and dashboards in Salesforce for Evention Management and wide-ranging internal teams to locate new opportunities and track a wide array of metric
Sales Systems Analyst- Intercontinental Chicago Magnificent Mile
- Created Standard Operating Procedures to ensure streamline process amongst the sales team
- Trained new team members on systems and ensured that they are properly set up
- Built and Distributed all incoming leads to appropriate Sales Managers
- Turned all contracts Tentative or Definite in Delphi FDC while ensuring all aspects of contracts were properly displayed
- Pulled pace reports to share with senior leadership and hotel ownership
- Built all merge documents for Delphi Legacy to Delphi FDC hotel transition
Sales Coordinator- Intercontinental Chicago Magnificent Mile
- Coordinated site visits for Sales Managers by checking the availability of space
- Organized guestroom amenities prior to guests check-in
- Worked in Delphi to build bookings, create Sales Managers’ contracts/addendums, and communicated with the client by sending countersigned contract
- Generated formal proposals ensuring all aspects of the meeting were clearly articulated
- Answered all Sales Office phone calls and resolved customer concerns
Client Engagement Specialist
- Project managed client-facing and internal events including pre-planning, onsite execution, and final billing.
- Led all logistics for events comprising of sponsorships, registrations, vendor relationships, and budgets
- Provided support to Sales Team with industry, competitor, target account research, and sales onboarding
- Implemented three- month multi-dimensional Sales Marketing Campaign for lead generation
- Qualified prospects based on their needs to determine business relationship viability
Colleagues at Morningstar
Other employees you can reach at morningstar.com. View company contacts for 7453 employees →
Shailendra Gavas
Colleague at Morningstar
Mumbai Metropolitan Region, India
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Martin Obrian
Colleague at Morningstar
Sweetgrass, Montana, United States, United States
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AG
Amol Ghadge
Colleague at Morningstar
Mumbai, Maharashtra, India, India
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Shubham Jagtap
Colleague at Morningstar
Mumbai, Maharashtra, India, India
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Jatin Kumar Mangwani
Colleague at Morningstar
Jodhpur, Rajasthan, India, India
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RP
Rambahadur Pal
Colleague at Morningstar
Mumbai, Maharashtra, India, India
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RM
Rohan Mahadik
Colleague at Morningstar
Mumbai, Maharashtra, India, India
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AC
Andrew Carnovale
Colleague at Morningstar
Innisfil, Ontario, Canada, Canada
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Yara Yara
Colleague at Morningstar
Syria, Syrian Arab Republic
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Shaik Mohammadi
Colleague at Morningstar
YSR, Andhra Pradesh, India, India
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Frequently asked questions about Julia B.
Quick answers generated from the profile data available on this page.
What company does Julia B. work for?
Julia B. works for Morningstar.
What is Julia B.'s role at Morningstar?
Julia B. is listed as Customer Success Manager, Reporting Solutions at Morningstar at Morningstar.
Where is Julia B. based?
Julia B. is based in Chicago, Illinois, United States while working with Morningstar.
What companies has Julia B. worked for?
Julia B. has worked for Morningstar, Apollo Art, Dynamic Consultants Group - Microsoft Gold Partner, Evention, and Ihg Hotels & Resorts.
Who are Julia B.'s colleagues at Morningstar?
Julia B.'s colleagues at Morningstar include Shailendra Gavas, Martin Obrian, Amol Ghadge, Shubham Jagtap, and Jatin Kumar Mangwani.
How can I contact Julia B.?
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