Maintain accurate and timely records of business opportunities and ongoing account activities within CRM database which includes pipeline reporting, new customer data, and revenue data for current customers. Maintain and grow business relationships with client representatives and government customers. Create quotes, manage agreements/credit terms, and process purchase orders for government customers as needed.

Greet guests and clients as they come to the office. Maintain conference room scheduling through Outlook. Update daily sales reports for senior management and monitor multiple email accounts responding and forwarding as appropriate.

Prepare clients tax returns. Responsibilities included researching changes in tax laws and presenting findings on specific topics to the entire company at weekly meetings. I became the in-house Affordable Care Act subject matter expert on the tax implications for individuals and businesses, this included providing tax advice for future years.

I worked in a variety of positions within the restaurant to provide excellent customer service to all guests through knowledge of all menu items and service techniques. Responsibilities included handling customer service issues, taking weekly inventory of liquor, and interacting with employees at all levels to provide a great customer experience.