Marisa Page Email & Phone Number

Peabody, Ma

• Reconcile the travel expenses incurred by healthcare providers that we place with our clients• Work closely with the billing department to determine what expenses have and have not been billed to our clients and why• Collaborate with the travel department to come up with solutions to outstanding issues with travel expenses• Generate a weekly group sales report that exhibits the total weekly individual and office sales of the account managers, recruiters and their managers• Update the visit production reports with monthly sales totals for the use of the national accounts team

Peabody, Ma

• Contacted and followed up with clients daily regarding outstanding balances on their accounts• Collected payments from clients for outstanding invoices• Worked directly with clients, our billing department, account managers and recruiters to resolve any disputes that clients had with invoices• Analyzed the credit of new clients using DNBi, Form 990 and bank response information to determine whether or not they should be approved for net terms• Communicated with various banks in order to obtain the necessary information needed to approve a new client for net terms• Presented the status of my accounts to the CFO and finance manager at biweekly accounts receivable meetings

Boston, Ma

• Compiled weekly marketing update email• Assembled and edited biographies for internal employees to use in the field• Filed product pieces for financial advisor use at investment firms• Managed the process of updating existing flyers, brochures, etc. that are used as sales tools• Collaborated with design team to schedule photo shoots for new employees• Managed employee photo library• Compiled quarterly promotional emails for sales team• Conducted market research on the financial services industry• Created flyers and evites for upcoming conference calls• Managed the assemblage and approval of conference call summaries• Updated surveys utilized at events/conferences• Launched mass servicing and promotional emails to financial advisors• Updated sales maps