Khanh Dang Email & Phone Number

San Jose, California

- Activate and implement new enterprises with PayActiv accounts- Schedule meetings with employers to set up necessary data feeds- Using Saleforce as the CRM, connect with engineering and sales team to complete task- Work closely with sales and engineering to enroll enterprises with PayActiv set up

San Jose, CA

• Work closely with project and sales managers to build contracts for their accounts
• Provide enterprise clients with their monthly, quarterly, annual invoices and work reports
• Monitor and identify enterprise client needs to improve their accounts
• Coordinate and provide monthly check-ins with technicians on scheduled maintenances
• Create different reports for sales/project managers: Monthly hours, contract labor loads, Variances on hours, completed jobs, and schedule board reports
• Coordinate and schedule meetings with sales/project managers

Mountain View, California

• Provide account management for partners/enterprises. Ensuring the health of client’s account and general satisfaction with Symantec services
• Collaborate with sales/engineering team to build success plans for enterprise clients
• In charge of executing success plans with decision makers to ensure the retention of the account
• Held face to face monthly meetings with sales managers to stay on top of accounts
• Point of contact for platinum, gold, and large enterprises clients for any concerns
• Establish, develop and support C-level relationships for enterprise clients

San Jose, CA

• Assist customers with mortgage loans
• Collect sensitive documents
• Reviewed sensitive documents for validity and authentication
• Import information from documents into web-database for determination
• Provided feedback for customers and processing team
• Process faxes, emails and file documents

Cupertino

• Develop a positive relationships for all accounts
• Provide success plans for all accounts to clients and business clients
• Responsible for achieving quarterly revenue quota and monthly status calls,
• Train and develop new hires on office procedures and product knowledge
• File sensitive documents/ auditing the tellers
• Teller duties; cashing checks, verifying proper IDs, cash handling, credit card payment

Sunnyvale, CA

• Looked over reports for tellers and assisted in their over and shortages
• Help with technical issues with computers, money counters, internet problems, and vault
• Review and print out reports
• Document and record for any vault activities
• Teller duties; cashing checks, verifying proper IDs, cash handling

San Jose, CA

• Cash handling, check cashing, verified IDs
• Provided customer solutions
• Assisted in balancing the vault
• Meeting referral quotas
• Problem solving and critical thinking for each customer