• Serve as a TriNet PEO benefits resource to support internal teams. • Project manage the pipeline process, working cross-functionally with Sales, Support, Underwriting, and Account Operation teams. • Develop, document, and maintain PEO Benefits procedures in conjunction with back-end and customer-facing teams. . • Work directly with all TriNet PEO brokers, benefits carriers, and other PEO partners to best serve our clients.• Collaborate and communicate with National Sales Broker team and authorize special privileges to better accelerate the sales workflow.• Gather, audit, and complete process of documents such as invoices and renewals to better assist prospects in receiving the best service and quote.

• Implement and manage successful customer pilots working with the Sales team to observe results and provide input to the specific case. • Building and delivering productivity plans by reviewing work forecasts, determining productivity requirements, and partnering with other managers to determine changing needs of Avatier.• Collaborate with product development and sales team to identify areas of needs for cross-sell opportunities.• Maintain over 200 accounts and manage a portfolio of new clients to ensure a successful implementation and application of our software. • Collaborate and communicate with customer CIOs, CTOs, and other executive personnel to ensure product satisfaction and maintaining relationships. In addition, attending meetings and conference calls.• Develop and maintain ongoing service improvement plans for key performance metrics at risk.

• Increased a revenue-generating sales pipeline, which consisted of active accounts.• Proving account management by working in conjunction with customer service, operations and sales team members. • Implemented marketing initiatives to help boost revenue by over 38%.• Recognized as top account manager in region all three consecutive years.• Directed and trained other account managers, store managers, and store representatives.• Direct and coordinate activities of business with the pricing, sales, and distribution of products