Katrina Whitfield Email & Phone Number

Lancaster, Pa, Us

Reading, Pennsylvania, United States

• Hire, train, manage and retain CSM Team• Set, maintain, and demonstrate customer-first mindset for team• Provide guidance on building rapport and strong relationships with accounts• Ensure team alignment with performance goals• Ensure success of high-touch and strategic accounts• Point of escalation for CSM Accounts• Develop and foster a team culture of accountability and execution• Champion customer success practices and methods• Develop best practices for CSMs• Develop and maintain a deep understanding of our products and services• Collaborate with Success Operations, Experience, and Planning• Other projects as assigned by supervisor

Kennesaw, Georgia, United States

• Preparing professional proposals and presentations.• Providing customer service and problem resolution.• Managing customer action items as required. • Managing and maintaining current and new business accounts for 3 Executive Account Managers totaling over 125 individual accounts.• Handling phone calls and emails to resolve vendor issues.• Procuring and creating reports and data for customers and sales associates.• Providing professional research on customers and prospects.• Creating account profiles and meeting preps as needed.• Providing proximity mapping reports for proposals and other presentations.• Coordinating onboarding calls for new and existing customers as needed.• Maintaining accurate customer and prospect list.• Maintaining and prioritizing current customer renewal list.• Preparing customer review reports/presentations.• Preparing contract documents and schedules.• Ongoing training in Penske internal systems: AMS, My Fleet, Fleet Net, Service Net, AS400, Work Flow, AdHoc Reports, Salesforce, etc;

Reading, Pennsylvania Area

• Provide updates regarding order status.• Manage the flow of PC and Server based equipment and software orders.• Research and provide feedback and information regarding invoicing concerns.• Accurate document handling for receiving and invoicing.• Manage and maintain inventory levels.• Coordinate deliveries with the mailroom, FedEx, UPS and USPS.• Shipping and receiving of equipment and delegating software access.• Vendor analysis and reporting, vendor management.• Maintain ITEP Web site with current models and pricing.• Ensure vendor parts and products are cost competitive.• Maintain Software Compliance processes.• Processing and billing invoices and Pos for Penske and its vendors.• Purchasing and procurement.• Maintain software analysis and reporting for accuracy.• Other projects as assigned by supervisor.

Lancaster, Pennsylvania, United States

• Picked and packed orders for fulfillment.• Stocked and maintained inventories for all incoming order requests.• Inspected products for defects and any irregularities in new shipments.• Attended all weekly business meetings and prepared presentations as requested.• Fulfilled customer orders, focusing on quality and safety in accordance with OSHA standards.• Updated and maintained amazon customer website as new products come in.• Continually checked stock and other inventory items for customer website to ensure inventory numbers were accurate and available for customer orders to be completed in a timely manner.• Organized warehouse space which included examining incoming and outgoing inventory items. Kept warehouse clean in accordance with general safety standards. Unloaded and inspected weekly shipments.

Lancaster, Pennsylvania Area

Review vouchers, requisitions, purchase orders, and other transaction documents for completeness, accuracy, availability of funds, appropriateness of transaction, and conformity to policies, procedures, and/or contractual agreements.Code documents that require knowledge in determining proper classification of expenditure codes and accounting codes.Post financial information to journals, registers, and ledgers, manually or electronically.Reconcile discrepancies by checking all possible sources of disagreement, reconstructing probable actions, and recognizing the effect on other accounts; prepares correction documents as required.Assist in budgetary control by monitoring budgets and originating or verifying adjustments and transfersOther duties as assigned.Processing accounts payables and receivables as needed. Maintaining accounting documents and records. Providing accounting and clerical support to the billers. Preparing bank deposits, general ledger postings and statements. Reviewing payroll reports for discrepancies and making corrections as necessary.Posting supplier invoices to the accounts system.

Lancaster, Pennsylvania Area

Assisted project specialists, customer service, and marketing department with time sensitive projectsCompleted orders through a combination of inbound & outbound sales calls, e-commerce, mail and faxAttended department meetings, quarterly meetings, and seminars, training and sales meetings as directed by Scantron managementResponded to order inquiry, supply tracking & delivery information, and hard copy problem orders via phone and email requestsRecorded and updated Scantron customers contact information into contact management softwareAssisted project specialists, customer service, and marketing department with time sensitive projects.Order entry through a combination of inbound & outbound sales calls, e-commerce, mail and fax.Responded to order inquiry, supply tracking & delivery, and problem orders via phone and email requestsRecorded and updated clients contact information into outlook.Provided basic office administrative and clerical support to senior manager(s). Drafted correspondences such as comment/response letters, proposals, and general office documents. Prepared binding materials for upcoming meetings and new projects.Coordinated meetings (setting up conference calls, scheduling meeting rooms, catering, etc.). Assisted billing department with end of the month closing.Performed other administrative duties including filing, photocopying, faxing, ordering and maintaining office supplies, and answering phones.

West Chester, Pa

• Operations in various traffic computer systems such as TIM and Eclipse• Reviewed contracts for accuracy and resolve issues with changing or missing instructions • Performed order verification reports and reconciliation of advertising contracts• Handled file maintenance and billing inquiries• Scheduled commercial spots for assigned networks in schedule viewer between regular programming

Lebanon, Pa

• Operations in EPC and Vision• Completed other duties and responsibilities as assigned including problem solving and meeting deadlines• Consistently exercised independent judgment and discretion in matters concerning the billing/MIS systems• Created/changed parameters in DDPF with an understanding of the impact to the business• Reconciled information between the controllers and the billing system• Monitored supporting applications for billing systems and daily marketing strategies to build revenue • Ensured correct billing codes are assigned to proper accounts• Developed processes and workflow management for rate codes to be implemented in system for use• Applications testing and end user support • Designed, created, and developed all billing codes for up to 8 regions • Troubleshoot and resolved issues with taxes, rate codes, and billing parameters on customer accounts• Completed projects for local and national rate codes for all related digital services, CHSI, and CDV • Handled production support requests, resolved customer service questions and escalated critical business issues• Maintained service rate code preparation and clean up • Prepared and submit all projects relating to complex rate increases and taxes• Managed and maintain regional standardization of billing parameters • Performed data mapping to the entitlement server for rate codes with digital packages and promotions • Managed support requests and reviewed data elements for compliance with corporate audit standards• Managed efficiency of billing systems while monitoring processes for scheduled maintenance routines• Maintained excel files, access, and SQL reports for Sarbanes-Oxley auditing procedures• Ensured integrity of billing system by monitoring security applications for end user privacy and access

Pending Bachelors, Finance Management

Gained the knowledge and skills to effectively apply financial concepts and tools in various organizational scenarios from a generalist.

Health Information/Medical Records Technology/Technician

Health Information Technology

Studies aimed at obtaining a degree to become a registered health information technician. Gained knowledge and abilities to perform.