Melissa Schaetz Email & Phone Number

Kansas City, Missouri, United States

Kansas City, Missouri, United States

A Microsoft Gold Partner - Focused on Dynamics 365, Power Apps, Power BI, Data Migrations, and ERP & CRM Implementations

Managed documentation for new hires and necessary terminations, in addition to patient screenings, DOT physicals, annual MVRs, and HR forms pertaining to insurance and flex spending. Entered and maintained employee data in an organized fashion for paycheck processing, tracking vacation and holiday time for all branch employees. Emphasized importance of a safe and efficient workplace by reporting accidents as needed and scheduling medical treatment for employees to satisfy insurance requests and workman’s compensation claims. Screened incoming calls and assisted with company-wide supply orders.✔ Assisted the company’s CPA and Controller with EOM, EOQ, and EOY reports and reconciliations.✔ Directed effective A/P actions through coordination of detailed vendor files, EDI processing, and GL coding of four-part files with correct expenses and descriptions.✔ Implemented PO systems for all customers requiring invoices and further billing details.✔ Created PO related processes for inside/outside sales and reconciled accounting remittance for all payments.✔ Trained branch staff on newly implemented scanning system for use with all delivery tickets, receiving documents, credit memos, and all other pertinent A/P documents.✔ Streamlined the receivables management process which decreased the average days to pay for the Liberty yard for the top five local customers.✔ Updated the customer database with new applications before scanning and transitioned the majority of paper bills to email notifications.

Ensured organized and updated patient and vendor account information by coordinating between varied systems and building relationships to maintain customer satisfaction and increase marketing reach. Partnered with the accounting department and created reports as reference points for sales and patient returns. Generated patient satisfaction surveys and collaborated with senior management to utilize data and create more efficient ways to satisfy patient needs. Processed payments and assisted in bringing current overdue customer accounts.✔ Boosted the efficiency of receivables and payables while simultaneously decreasing past due balances and collection cases by 25%.✔ Created promotional materials such as Facebook updates and monthly newsletters to increase patient activity and cultivate a strong social media presence for the medical practice.

Assisted the VP of Sales and Marketing in provision of online research, database entry, and meeting presentations. Updated the website and social media platforms to remain current with all new sales and marketing events. Managed tasks pertaining to client outreach, such as emails and personalized notes. Coordinated travel arrangements and meeting details while also handling corporate-level scheduling and daily agendas.✔ Participated in NACS tradeshows and the annual convention, preparing and showcasing company information for all potential clients who visited the booth.