Karla Anderson

Karla Anderson Email and Phone Number

Customer Success Manager - Finance @ OneSource Virtual
Irvine, CA, US
Karla Anderson's Location
Irvine, California, United States, United States
Karla Anderson's Contact Details

Karla Anderson work email

Karla Anderson personal email

n/a
About Karla Anderson

Karla Anderson is a Customer Success Manager - Finance at OneSource Virtual. She possess expertise in loans, credit, banking, consumer lending, retail banking and 21 more skills. Colleagues describe her as "I was lucky enough to be placed by Makosi not once, but twice in two great companies. Barring the pandemic, I would still have still be with my first company, but they stepped up in the midst of an unprecedented job drought to place me at a new great company. Both times I worked with Karla who was absolutely integral in selling my skills, experience and working to get me the best price. She not only prepped me for interviews but would also call right after each to gather feedback. She was always on-top of giving me information from clients and her personal interest was palpable. I'd be glad to recommend any of my friends or co-workers to Karla and Makosi in the future, knowing they'll be well taken care of the same was I was." and "I had the pleasure of working with Karla after she contacted me for a role that she felt I would be a great fit for. Karla is the ultimate professional and an expert in her field. The role was a perfect fit and I credit Karla for the match with the company. Throughout the interviewing and on-boarding process Karla kept me informed and ensured I was well prepped. Karla made the experience seamless and I really appreciate all her efforts. In addition, Karla takes on work that is outside of her comfort zone, which I feel sets her apart from others. I am grateful to be working with Karla."

Karla Anderson's Current Company Details
OneSource Virtual

Onesource Virtual

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Customer Success Manager - Finance
Irvine, CA, US
Employees:
771
Karla Anderson Work Experience Details
  • Onesource Virtual
    Customer Success Manager - Finance
    Onesource Virtual
    Irvine, Ca, Us
  • Map
    Client Success Manager
    Map Mar 2024 - Present
    Newport Beach, California, United States
    In 1960, a management consulting firm named MAP laid the groundwork for today’s thriving business consulting industry. We did this by offering executable management action solutions and strategies. The MAP Management System™ has since accelerated sustained growth and success for more than 15,000 companies and 170,000 leaders nationwide.Quite simply, MAP is considered a pioneer of business management consulting and executive training because the MAP principles employed over 50 years ago have resulted in some of business’s most phenomenal success stories today. The company we were then, is essential to the company we are now.
  • Makosi
    Client Success Manager - Key Accounts
    Makosi Jul 2022 - Aug 2023
    Irvine, California, United States
    Makosi partners with accounting teams around the world to deliver high-quality variable workforce solutions, including audit, assurance, and advisory services.• As a Global Client Success Manager, I was responsible for Makosi’s key account relationships with Top 7 accounting firms across US, UK, Europe and Australia. Managed 15-20 global strategic accounts with an ARR of ~$20MM.• Served as a trusted advisor to global stakeholders, partnering with C-suite executives, Managing Partners, HR, and Resource leaders to maximize the value of Makosi’s audit, advisory, and IT audit solutions.• Facilitated the onboarding process to ensure a seamless transition from sales to post-sales, building strong client relationships to enhance satisfaction and retention. Leveraged a consultative approach to address client needs, develop customized success plans, and identify opportunities for renewals and account growth.
  • Makosi Consulting
    It Recruitment And Account Management
    Makosi Consulting Apr 2020 - Jun 2022
    New York City Metropolitan Area
    • Positioned Innovolv as key player in providing services to $60 billion-valued data-warehouse company by developing strategic relationship and named top 3 vendor of choice globally.• Collaborated with C-suite, Partners and Head of HR to understand future/current staffing needs, company budget, project and skills required; developed strategic recruitment plans aligned with organizational objectives and growth initiatives.
  • Makosi
    Senior Recruitment Consultant
    Makosi Jul 2018 - Mar 2020
    New York City Metropolitan Area
    Makosi is a boutique consulting firm providing change related consulting services to financial services firms within front office, middle office, finance, risk & operations.• Oversaw full-cycle recruitment process by placing highly qualified candidates for finance roles, including project/line managers and business analysts for front-middle-back office. Attracted and recruited diverse pool of candidates for both permanent and contract positions by managing job posting, conducted thorough phone pre-screening interviews, assessing candidates' qualifications, determining/negotiating starting salary/rate.
  • Innovolv
    Director - It Recruitment
    Innovolv Apr 2020 - Jun 2022
    New York City Metropolitan Area/San Francisco Bay Area
    Established, Innovolv an independent division of Makosi focused on providing IT talent solutions, specifically Salesforce and Workday resources to technology and financial organizations across the US to help deliver their ERP digital transformation projects.
  • Trevose Partners
    Recruitment Consultant
    Trevose Partners Jan 2018 - May 2018
    New York City Metropolitan Area
    Trevose Partners is a global recruitment firm with offices in New York and Singapore, offering Front to Back-office talent solutions and specializing in placements across Investment Banks, Hedge Funds, Fund Managers, Insurance Companies, and Private Banks.• Led full-cycle recruitment efforts in the financial services industry, specializing in placing professionals across front-middle and back-office roles, including Global Markets Operations, Transaction Services, Product Control, Risk Management, and Compliance.
  • Mount Sinai Health System
    Hr Onboarding Specialist
    Mount Sinai Health System Apr 2017 - Jan 2018
    New York City Metropolitan Area
    Ensured validity and currency of candidate licensure and certifications by managing, obtaining, and auditing all pre-employment documents from new hires. Oversaw seamless onboarding processes for new hires, managing their transition from recruitment to orientation and ongoing integration. Initiated comprehensive pre-employment screenings, background checks and drug screenings to ensure compliance with federal, state, and local employment laws and company policies.
  • Mount Sinai Health System
    Talent Acquisition Intern
    Mount Sinai Health System Jan 2017 - Mar 2017
    New York City Metropolitan Area
  • Salem, Shor, & Saperstein Llp
    Legal Assistant
    Salem, Shor, & Saperstein Llp Jun 2015 - Jan 2017
    New York, United States
  • Citi
    Relationship Banker
    Citi Sep 2014 - Jun 2015
    New York City Metropolitan Area
  • Comerica Bank
    Business Banker
    Comerica Bank Oct 2012 - Sep 2014
    San Jose, California

Karla Anderson Skills

Loans Credit Banking Consumer Lending Retail Banking Small Business Lending Lines Of Credit Cross Selling Cash Management Risk Management Home Equity Lines Of Credit Home Equity Loans Financial Services Management Customer Service Leadership Microsoft Office Private Banking Public Speaking Relationship Management Sales Strategic Planning Recruiting Finance Human Resources Business Development

Karla Anderson Education Details

Frequently Asked Questions about Karla Anderson

What company does Karla Anderson work for?

Karla Anderson works for Onesource Virtual

What is Karla Anderson's role at the current company?

Karla Anderson's current role is Customer Success Manager - Finance.

What is Karla Anderson's email address?

Karla Anderson's email address is ka****@****osi.com

What schools did Karla Anderson attend?

Karla Anderson attended Baruch College, Borough Of Manhattan Community College.

What skills is Karla Anderson known for?

Karla Anderson has skills like Loans, Credit, Banking, Consumer Lending, Retail Banking, Small Business Lending, Lines Of Credit, Cross Selling, Cash Management, Risk Management, Home Equity Lines Of Credit, Home Equity Loans.

Who are Karla Anderson's colleagues?

Karla Anderson's colleagues are Jihane Mourchid, Andika Pajri, Marcos Oliveira, Jesus Cano, Andres Castro, Sohrab Bahmani, Bogdan Andrei.

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