Patti Lynn Mosier Email & Phone Number

Summerville, Sc

Senior Advisor (Healthcare, Extended care, Life insurance, Financial planning)

• Developed, coordinated and maintained the implementation process for all new and existing accounts. This included all tasks of the project, assignment of owners for completion of tasks, assigned and monitored completion dates and provided weekly updates to client and internal personnel.• Analyzed the setup requirements for each new account including billing information, ordering, training, communication and reporting.• Provided custom training packages and marketing material to… Show more • Developed, coordinated and maintained the implementation process for all new and existing accounts. This included all tasks of the project, assignment of owners for completion of tasks, assigned and monitored completion dates and provided weekly updates to client and internal personnel.• Analyzed the setup requirements for each new account including billing information, ordering, training, communication and reporting.• Provided custom training packages and marketing material to clients. Show less

Other/Not ClassifiedManaged Ecommerce Specialists day to day activities; Met with customer to discuss ourecommerce capabilities.Integrated client ebusiness requirements, including Eway, IB2B platforms and EDI. Extensive experience with GHX, Oracle, and Peoplesoft. Experience with integratingcustomer internal ordering platforms.

Other/Not ClassifiedManaged 8 Account Implementation Specialists to ensure the accurate and timely set up ofclient information in legacy system. Met with customers to obtain account specifics. Ensured team met targeted deadlines. Provided monthly reports to Executive Leadership team outlining new accounts, conversions,sales volume and margin. Also provided documentation outlining the team's accuracy anddeliverable percentages with regards to service level… Show more Other/Not ClassifiedManaged 8 Account Implementation Specialists to ensure the accurate and timely set up ofclient information in legacy system. Met with customers to obtain account specifics. Ensured team met targeted deadlines. Provided monthly reports to Executive Leadership team outlining new accounts, conversions,sales volume and margin. Also provided documentation outlining the team's accuracy anddeliverable percentages with regards to service level agreements mandated by CorporateHeadquarters. Developed a customer implementation guide and sales manual to assist thesales team in the gathering of information from clients. Responsible for training all newsales personnel and ongoing training for entire sales team. Show less

Other/Not ClassifiedWorked daily with Fortune 100 & Fortune 500 companies.Responsible for account set up, order entry and daily interaction with assigned accounts.

Managed implementation, account set up and maintenance Assisted with e-business integrations