Kayla Mcbride Email & Phone Number

Hartford, Ct, Us

Leesburg, Va, Us

• Collaborate with cross-functional teams to implement streamlined accounting processes to improve client billing, and ensure accurate deliverables. • Prepare financial reporting including financial projections, client spend analysis, and KPI performance for internal and external stakeholders. Ensure reporting is accurate and in compliance with accounting standards. • Conduct data cleansing and validation activities to ensure accuracy of customer account information stored in various business systems, decreasing errors and inconsistencies by 25%.• Onboarded over 1,000 users to Kyckglobal payment system. Serve as subject matter expert to assist users with activation and setup.• Assist with onboarding process for new contractors and vendors ensuring a smooth transition from contract signing to implementation. • Provide training and support to employees on new client processes.• Resolve over 50 vendor related inquiries and areas of concern on a day-to-day basis

Greenville, Sc, Us

• Configure Salesforce to client specifications and best practices, saving the client time and increasing data visibility.• Collaborate with stakeholders to gather and document business requirements to translate business needs into Salesforce solutions. • Build reports and dashboards to track program performance, volunteer engagement, and donor impact.• Implement Salesforce Case Management and Program Management Module, conduct training sessions and create technical documentation for new implementation. • Develop flows and process automation to improve existing business processes and reduce manual tasks.• Prepare user stories and use cases for user acceptance testing (UAT) to ensure the quality of newly implemented solutions.

Ramsey, Nj, Us

• Coordinated with customers and third-party logistics providers to schedule returns of all leased equipment for assigned branches in a timely manner.• Supported sales reps serving major, commercial, and government accounts in sales and returns of leased equipment.• Acted as a liaison between client and third-party leasing companies to resolve outstanding balances.• Reported on outstanding assets pending return, report to leasing companies on unpaid transactions.• Processed return merchandise authorization (RMA) requests for lease assets and managed logistics issues with warehouse managers. • Research and resolve billing discrepancies and errors

Salesforce Administrator Professional Development Program

Salesforce Administration

Bachelor'S Degree, Media Studies & Production