Leann Davis Email & Phone Number

Naples, Fl, Us

Waltham, Ma, Us

Naples, Florida, Us

VP of Customer Financial Services 8/2013-Present• Display exceptional capacity to meet deadlines, build rapport with individuals at all levels and backgrounds, and to support company goals/objectives by facilitating an environment that achieves/exceeds expectations. Proficiently manage communications received or initiated through phone, email, and mailed correspondence to provide timely support and to streamline internal and external communications with cross-functional teams.• Responsible for Worldwide maintenance renewals, securing the renewal and maintaining and/or increasing customer retention rates. Consistently maintaining a retention rate above 90%. • Responsible for world-wide forecast reporting and renewal retention rates for maintenance renewals for a multi-million dollar reoccurring revenue business• Sustain open communications with employees at all levels, convey problems and solutions to executive team as well as HR when needed. Strong ability to communicate strategies, process changes and projects to upwards of 20 domestic and international direct reports. • Exhibit excellent ability to coordinate projects, tasks, and office workflow as well as improve overall efficiency and productivity. Over the last few years being the lead for several large initiatives and consistently reviewing the smaller processes to think of ways to improve or automate. • Business unit owner/Project lead for our NetSuite ERP Order to Cash Implementation. • For process changes the team is always provided a detailed instructions, process handbook that is specific to our processes and put together by myself and the team managers.• M&A Due Diligence and post integration initiatives. Participated in due diligence and a leader for renewal integrations for 10+ acquisitions. Additional Positions Held at ASG:• Sr. Director/Director of Customer Financial Services, Manager of Customer Financial Services, and Renewal Specialist

Lafayette, La, Us

• Oversee the entire teller operations for the branch• Operate and maintain individual teller window• Perform monthly branch audits for each teller, vault, ATM, cash dispenser, cashier check, traveler’s checks and account starter sets.• Oversee balancing of the ATM and vault daily• Order and ship out cash for the branch• Process annual reviews for my staff• Research and document teller overages and shortages • Work with auditors when audited quarterly• Assisted in setting up and opening new office

Jacksonville, Florida, Us

• Operate and maintain teller window in the lobby and drive up• Balance, replenish, and maintain ATM daily• Balance, order, revalue, and ship out foreign currency• Order supplies for the teller department