Lisa Sohn Email & Phone Number

Chicago, Illinois, United States

Chicago, Illinois

Chicago, Illinois

• Managed the yearly rollout of commission plans to all sales employees
• Calculated an average of $2 million of sales commissions monthly for 600 employees across 4 sales channels utilizing Excel, billing files, SalesForce, and revenue reports
• Sent monthly commission expense reporting to CFO, CRO, VPs, and Directors of sales channels
• Adapted plans and processes to meet the changing needs of the business including the company's IPO, new products, new positions, affiliate transitions, and the purchase of DealerRater
• Monthly submission of accrual to accounting and providing variance explanations of prior month true ups

Chicago, IL

• Completed month end close process to generate invoices
• Responded to internal inquiries regarding customer billing and completing updates within 48 hours
• Assisted with special projects, product code transitions, and mass rate updates as needed
• Completed audits and reporting to ensure accuracy and compliance of company guidelines

Chicago, IL

• Contacted dealers who were past due via phone, email, or fax to secure payment
• Utilized Salesforce to research customer accounts
• Analyzed aging of accounts and researched discrepancies
• Communicated updates, escalated issues to appropriate teams, followed up to ensure completion
• Trained new employees and served as a mentor
• Maintained a pro-active work ethic to meet quarterly goals and identify process improvements

• Ensured quality of data and utilized Excel to review audits
• Entered payments daily into billing program and processed late payments and direct debits
• Created payroll and carrier export files using the online database
• Reviewed and uploaded client census files
• Fulfilled manual enrollment, termination, and data update requests
• Communicated with clients, carriers, and retirees effectively via phone, email, and mail

Bachelor Of Science (B.S.), Accounting

Activities and Societies: Wilks Leadership Institute Public Achievement Coach, Gamma Epsilon LambdaMinor in Decision Sciences

Education record