Melinda Schultz

Melinda Schultz Email and Phone Number

Customer Success Leader ➥ Executing Strategies that Drive Business Growth & Recommending Processes & Configurations that Align with Customers' Business Goals. @ Foresight Intelligence® & Fleet Intelligence™
scottsdale, arizona, united states
Melinda Schultz's Location
Greater Phoenix Area, United States
Melinda Schultz's Contact Details

Melinda Schultz work email

Melinda Schultz personal email

About Melinda Schultz

At the core of a business enterprise are its people and the culture in which it operates. I get excited at the opportunity to work with great people in a great environment, nurturing high-quality, high-integrity relationships that drive the business forward. Creating processes, short-circuiting problems, implementing solutions, and influencing cross-functional teams to improve customer satisfaction are all challenges I’ve met throughout my career. I focus on quality and productivity. My approach to visualizing and bringing low-level process steps into reality has delivered process improvements and enhanced productivity, quality, and capabilities that enable the performance of any customer’s demands. My career highlights include:☆ Offered technical guidance to Client Services and Operations Quality Assurance, boosting efficiency by 25%.☆ Guided Project Managers and implemented best practices, reducing project delays by 10%.☆ Conducted data analysis, resulting in a 35% reduction in project errors.☆ Developed automated QA processes, reducing manual testing time by 30%.☆ Improved team productivity by 20% by creating and maintaining a library of QA processes, procedures, and specifications.Typically, I am a catalyst for change and growth within an organization, constantly seeking new ways to improve or modify existing processes and providing the analytical framework and business judgment necessary to evaluate various company initiatives. I lead by example and with transparency and collaboration, using timely and meaningful tools that provide practical solutions for achieving business goals, profitability, and sustainable growth.Industry skills:Quality Assurance ☛ Process Improvement ☛ People Management ☛ Customer Success ☛ Project Management ☛ Account Management ☛ Problem Solving ☛ Relationship Development ☛ Strategic Business Acumen ☛ Business Growth ☛ Organizational Management ☛ Cross-functional Team Collaboration ☛ Technical Guidance ☛ Business Analysis ☛ Risk Management

Melinda Schultz's Current Company Details
Foresight Intelligence® & Fleet Intelligence™

Foresight Intelligence® & Fleet Intelligence™

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Customer Success Leader ➥ Executing Strategies that Drive Business Growth & Recommending Processes & Configurations that Align with Customers' Business Goals.
scottsdale, arizona, united states
Employees:
20
Melinda Schultz Work Experience Details
  • Foresight Intelligence® & Fleet Intelligence™
    Product Support Manager
    Foresight Intelligence® & Fleet Intelligence™ Sep 2022 - Present
    Scottsdale, Az
    Currently as a Product Support Manager, I’m responsible for implementing and managing SMS platforms. Currently I’m implementing the largest enterprise client to date on Fleet Intelligence platform account to date, with 35k assets, surpassing benchmarks set by the CEO. Develop and document internal processes and validation procedures, creating training documentation and videos for the SMS portion of the project to facilitate customer learning. Highlights of accomplishments in this role include:• Collaborated with the salesperson, sales engineer, development person, and CEO to ensure smooth implementation and account management, reporting to the VP.• Created training materials and outlined processes for the customer to ensure a repeatable, standardized approach for future clients, earning praise and support from the CEO.
  • Equifax Workforce Solutions
    Manager, Aca Implementations
    Equifax Workforce Solutions Apr 2022 - Sep 2022
    During my time with Equifax, I streamlined the training process for the implementation team, achieving improved proficiency in the Health e(fx) ACA Platform. Led recruitment, training, coaching, and process definition for remote Technical Business Analysts, enabling efficient project delivery. Managed challenging talents from the Equifax team, leveling up one and implementing a performance plan for the other. Developed leadership skills, improved confidence, and prioritized customer needs, making significant progress as a professional.Highlights of accomplishments in this role include:• Improved team productivity through regular performance reviews for team members.• Guided Project Managers of the Implementation Team in the Health e(fx) platform and implementation best practices, reducing project delays by 10%.• Collaborated with internal teams and pre-sale partners, providing technical guidance to potential clients and reducing risk by 25%.• Offered technical guidance to Client Services and Operations Quality Assurance, boosting efficiency by 25%.• Led team of 8-10 remote Business Analysts and onboarding Managers in transitioning the implementation team from Health e(fx) to Equifax.• Customized Health e(fx) to each customer's needs and overcame challenges posed by the rigidity of the Equifax system.• Executed Health e(fx) using Equifax's methodology, improving team performance and customer service levels.• Wrote all change orders concurrently with the training process, ensuring efficient execution.• Received positive feedback from customers for exceptional service levels and in-depth knowledge of their data.
  • Health E(Fx)
    Operations Manager
    Health E(Fx) Jul 2021 - Apr 2022
    Remote
    Before being Acquired by Equifax, I held multiple roles with Health e(fx). As an Operations Manager, I led and coached a team of 4-6 Technology Implementation Analysts and Data File Processors after a lateral move from the QA Operations Manager role, per the Director of Operations' request to achieve success in a geographically dispersed environment. Strategized plans to achieve goals and key performance indicators, utilizing seasoned operational management experience and sound judgment. Improved team efficiency and quality by defining job expectations, appraising job contributions, and monitoring team performance. Acted as primary technical contact for Client Service Managers, increasing overall productivity by addressing system questions.Highlights of accomplishments in this role include:• Optimized customer experience by identifying and addressing issues, resolving problems and complaints, and implementing process improvements.• Directed Direct Client Implementation and Change Order projects by partnering with Account Managers and Technology Implementation Analysts, managing scope, and ensuring on-time completion in virtual client meetings.• Developed and implemented strategies to improve efficiency, quality, and profits, enhancing business operations.• Reported project status, risks, and client escalation resolutions to Directors and C-suite, ensuring clear communication and accountability.• Collaborated with the technical support team to prioritize work, escalate concerns, and efficiently process annual end-of-year forms for 200+ clients. • Documented detailed processes to improve efficiency and effectiveness per Director's request.• Implemented a standardized change order system, reducing errors in acquisitions and vendor change documentation and accurately defining the scope of cases to charge correctly.
  • Health E(Fx)
    Qa Operations Manager
    Health E(Fx) Sep 2017 - Jul 2021
    Remote
    I demonstrated exceptional leadership skills, leading to a promotion to Manager. Led a team of three to implement effective processes, reducing fines and improving client satisfaction. Trained new team members in QA operations and software, resulting in quick onboarding and seamless integration. Ensured timely project delivery by managing workflow and schedules of the QA department. Improved product quality by identifying, analyzing, and resolving issues, bugs, and defects. Communicated project progress through weekly status reports to department Directors and monthly reports to the Executive Team. Highlights of accomplishments in this role include:• Conducted data analysis, resulting in a 35% reduction in project errors.• Developed KPIs and progress tracking reports, increasing project efficiency by 25%.• Delivered staff performance evaluations and career development activities, increasing team retention by 20%.• Enforced ACA compliance testing standards to ensure industry regulations and requirements were met.• Collaborated with Implementation and Support teams, reducing project delays by 20%.• Developed automated QA processes, reducing manual testing time by 30%.• Improved team productivity by 20% by creating and maintaining a library of QA processes, procedures, and specifications documentation.
  • Health E(Fx)
    Quality Assurance Data Analyst
    Health E(Fx) Apr 2016 - Sep 2017
    Des Moines, Ia
    I was selected to analyze complex data files, segregating, and classifying them to identify trends and issues within the data transfer process. Demonstrated a keen ability to identify pain points in complex data and quickly resolve them, earning the trust and confidence of clients and management alike. Provided knowledgeable resolution options for data issues and system defects after researching the problem. Conducted comprehensive testing of proprietary software products, assessing quality and functionality before code release. Highlights of accomplishments in this role include:• Ensured compliance with Affordable Care Act regulations, resolving system interpretation issues and guaranteeing data portability.• Maintained up-to-date knowledge of ACA regulations and CHRS certification, ensuring client data and system interpretation adhered to legal requirements.• Managed QA Operations queue in Zendesk, assigning work priority to QA team members for timely completion.• Created detailed test cases, test plans, and design specifications to standardize testing processes and increase efficiency.• Presented detailed data analysis reports to stakeholders; resolved a major software breakdown issue that had been escalated by Arby's, identifying a major data issue in the reporting of one of the benefit admins, which had affected reporting for the University of Alabama and 38 other clients.
  • Health E(Fx)
    Client Services Manager
    Health E(Fx) Oct 2015 - Apr 2016
    Des Moines, Iowa Area
    I initially started my career with Health e(fx) as a Client Services Manager. I exceeded all client expectations by delivering exceptional support for ACA software and services, resulting in high customer satisfaction. Managed strategic relationships with direct, large-market clients, resulting in increased revenue and repeat business. Recognized for solid problem-solving skills by researching and resolving client inquiries related to system and process issues, reducing client escalations.Highlights of accomplishments in this role include:• Provided effective training to clients on new and existing system features and services, resulting in improved system adoption and utilization.• Developed requirements for processing one-time projects, resulting in the timely delivery of projects and increased revenue.• Advocated for client needs throughout all product life cycle phases, improving client retention by 10%.• Ensured annual IRS compliance reporting accuracy by auditing client IRS forms 1095C and 1095B, improving compliance and reducing penalties.• Managed internal team priorities based on client needs and escalations, boosting efficiency and productivity.• Handled a portfolio of 45 clients per day, resulting in high-volume customer support and increased revenue.• Achieved success in building strong customer relationships and delivering exceptional customer service, improving customer loyalty and repeat business.
  • Elite Sports, Inc.
    Sales Coordinator
    Elite Sports, Inc. Nov 2013 - Oct 2015
    Parnell, Ia
    I was promoted to Sales Coordinator to streamline sales coordination for Outside Sales Representatives while effectively managing Inside Sales and deliveries, resulting in a 20% reduction in errors and a 35% increase in customer satisfaction. Coordinated print and embroidery calendars, reducing scheduling conflicts by 35% and ensuring timely delivery of orders to customers.Highlights of accomplishments in this role include:• Improved customer communication by 50% through efficient management of artwork coordination, order placement, and sales inquiries.• Managed inventory of samples and shop supplies, resulting in a 10% reduction in waste and a 10% increase in cost savings.• Managed Accounts Payable, Accounts Receivables, and Collection of past due accounts, reducing outstanding payments by 25%.• Enhanced customer service and webstore communication, leading to a 10% increase in customer retention and satisfaction.• Set up and implemented all processes and procedures, contributing to a 3X increase in company growth during the first tenure and continued growth during the second tenure.• Earned customer loyalty and respect, resulting in increased sales and business growth.
  • Elite Sports Inc.
    Office Manager
    Elite Sports Inc. Aug 2009 - Feb 2012
    Parnell, Ia
    I accepted an Office Manager role with Elite Sports to help streamline merchandise procurement process by coordinating orders and inventory management to reduce stock shortages and decrease excess inventory. Oversaw and managed end-to-end financial operations, including invoicing, accounts payable/receivable, bank and credit card statement reconciliation, and payroll management.Highlights of accomplishments in this role include:• Ensured timely payment of payroll, sales, and quarterly taxes using QuickBooks, reducing tax penalties. • Maintained organized and up-to-date employee files, ensuring compliance with HR policies and reducing errors.• Coordinated and managed print and embroidery calendars, optimizing production schedules and minimizing downtime, significantly increasing overall efficiency.

Melinda Schultz Skills

Invoicing Management Sales Customer Service Analysis Accounts Receivable Data Entry Scheduling Microsoft Office Accounting Accounts Payable Microsoft Word Purchasing Communication Travel Arrangements Office Management Payroll Time Management Outlook Account Management Data Analysis Project Management

Melinda Schultz Education Details

Frequently Asked Questions about Melinda Schultz

What company does Melinda Schultz work for?

Melinda Schultz works for Foresight Intelligence® & Fleet Intelligence™

What is Melinda Schultz's role at the current company?

Melinda Schultz's current role is Customer Success Leader ➥ Executing Strategies that Drive Business Growth & Recommending Processes & Configurations that Align with Customers' Business Goals..

What is Melinda Schultz's email address?

Melinda Schultz's email address is me****@****fax.com

What schools did Melinda Schultz attend?

Melinda Schultz attended Indian Hills Community College, Kirkwood Community College.

What skills is Melinda Schultz known for?

Melinda Schultz has skills like Invoicing, Management, Sales, Customer Service, Analysis, Accounts Receivable, Data Entry, Scheduling, Microsoft Office, Accounting, Accounts Payable, Microsoft Word.

Who are Melinda Schultz's colleagues?

Melinda Schultz's colleagues are Heidi Thompson, Fred Bryant, Kellie Biles, Jeremy H., Gail Hammontree, Lynn Bowman, Travis Osugi.

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