Lori Mccarthy Email & Phone Number

Markham, On, Canada

Strategic liaison with various functional groups to provide a primary point of contact for National Account sellersKey participant in customer strategy sessions to determine scope of agreement, activities, priorities and overall requirementsEffective development of direct customer relationships – internal and external customers Executing set up of National and Major AccountsManaging rollout and communication of new customers by identifying and engaging key AGI stakeholders Preparing location tables including customer, branch and DC informationLoading and maintaining customer specific pricingGatekeeping Gross Margin in the CSP maintenance processResponsible for proper set up and tracking of accounts to enable accurate sales reportingAccurately tracking of sales performance by creation and distribution of reportsActive involvement in research and recommendation of potential National Accounts and opportunities

Credit and Administration:Reviewing legal documents to ensure complete and correct informationRegularly performing Credit analysis for all accounts new and existingSet-up and maintaining the integrity of all new and existing customer accounts on client databaseContinually working on large/complex projects/National account set-up and maintenanceAssigned and handle complex billing account set-ups and maintenanceMaintaining of Merger and Acquisition files and execution of account maintenance Working closely with management team to assist in file integrity for Regional Territory realignmentsRunning and cross-referencing reports for information to be provided to management team.Troubleshooting computer system problems and deficienciesActive participating in Continuous Improvement task teamsEnd user system testing for software updates and improvementsCollections:Balanced the need to facilitate sales growth while minimizing risk with a sound knowledge of customer and economic conditionsAccountable for invoice problem resolution and collections performance by using problem solving skills and computer knowledge to find resolutions to existing and potential problems Frequent direct interaction with customer’s Purchasing Management, Accounts Payable departments and internal sales force and management to ensure compliance, monitor risk, look for process improvements, and problem resolution. Played an integral support role by ensuring that effective and flexible invoicing and collection tools, including Electronic Data Interchange and Electronic Bill Presentment and Payment, are offered in order to grow or maintain the business, while monitoring and advising of potential risk.Exercised personal judgment, without management inspection, in a large number of customer facing situationsEnd user system testing for software updates and improvementsActive participation in Continuous Improvement task teamsMaintenance of correct account information on client database

Year 1 Completed, Law And Security Administration

Ontario Secondary School Diploma