At Slate Group, we make our client’s priority our priority. Our singular focus is helping teams get the most out of their budgets. We take ownership of financial management and help find new ways to create value. We are problem solvers that work tirelessly to move the trajectory of our clients’ business forward. We focus specifically on service, smarts, talent and heart when interacting with our clients. Learn more at www.SlateGroupWA.com.

• Oversaw and implemented procurement workflows for both renewals and new SaaS purchases, ensuring compliance with customers internal processes, purchasing policies, and providing support in optimizing their legal and security review process.• Balanced 60+ deals across numerous customers, while reducing average deal TTC from 45 days to 30 days.• Played a vital role as a member of a compact team focused on developing our customizable workflow product to meet our customers procurement requirements. Acted as the subject matter expert for the product platform during ad-hoc sales and customer feedback calls, providing comprehensive knowledge and assistance.• Ensured adherence to individualized customer workflows while delivering exceptional customer service, which involved conducting weekly customer calls to discuss deal status, address escalations, and gather valuable feedback to collaborate on process improvement initiatives.

• Engaged in cross-functional collaboration to strategically optimize the Salesforce Organization. Enhanced page layouts, customized fields, and generated reports and dashboards, demonstrating proficiency in managing data through the use of Data Import Wizard and Data Loader.• Spearheaded the development of process builders, formula fields, and rollups for streamlined automation, fostering partnerships with Salesforce support to facilitate organizational enhancements.• I partnered with management to develop, track, and report department data and Key Performance Indicators. Through strategic alignment with organizational goals, meticulous data analysis, and proactive insights, I contributed to informed decision-making and continuous improvement initiatives.

• Engaged clients regarding service issues while managing contract structures and performing contract evaluations to ensure compliance with published standards.• Managed our Docusign account to ensure contract templates were up to date and contracts were sent out in a timely manner• Oversaw the structure and organization of our contracts such as MSA’s, SPA, and NDA’s.• Managed the invoicing process in QuickBooks to ensure that all invoices went out to our clients in a timely manner.

• Oversaw the importation and organization of all new client data into our salesforce organization• Set up client accounts and made sure any new project was set up correctly with accurate data

• Kept records of payments to ensure all data was correctly recorded and handled month end reporting used to make future business decisions.

• Met with clients to discuss short-term, and long-term financial goals, and learned how to invest in ways that allowed them to reach those goals.