Nicole Scheerer Email & Phone Number

Las Vegas, Nevada, United States

* Directly resolve or facilitate resolution for a base of customers aligned with UltiPro payroll support teams* Research and respond to client inquiries via Salesforce or in-bound call* Identify areas of client dissatisfaction and proposes solutions. Coordinates with Team Lead, Lead Account Manager or direct manager to resolve.* Handle or initiate customer escalations regarding tax issues* Assist in funding inquiries related to estimated and expedited tax payments* Provide support to address reconciliation discrepancies for periodic, quarter-end and/or year-end filings* Provide subject matter expertise on payment service inquiries. Make recommendations and provide resources to clients as needed.* Work with the appropriate team members to address and facilitate timely resolution to Payment Services inquiries. These include but are not limited to reviewing status of amendments, tax notices, collections and payments

Santa Ana, Ca

*Primary point of contact for Payment Services concerning tax filing, forms or payments made on client's behalf*Maintain customer tax filing profile including SUI rates, tax identification numbers, deposit frequencies and adding/inactivating tax jurisdictions*Address all quarterly and annual variances, while working with client for accurate filings*Handle customer success portal cases and escalations in relation to Payment Services*Partner with customer throughout the entire Quarter-End process to ensure a successful and smooth close to every quarter

Fountain Valley, Ca

*Manage and execute the entire client implementation lifecycle*Apply functional and technical expertise to effectively execute requirements definition, solution design, configuration, unit and integration testing, training and full deployment*Collaborate with the project team, internal partners, external clients and third parties to ensure the successful delivery of the time and attendance management system*Develop SQL database scripts and XML transformers for integration and interfaces*Project management*Client management

Fountain Valley, Ca

*Process client payroll tax transactions*Electronic ACH debit or payment processing, as needed*Routine internal auditing*Reconcile various banking transactions on a daily basis*Problem research and resolution*Assist with daily, monthly, quarterly and annual payroll tax return reconciliation and processing*Various special projects

Irvine, Ca

*Provide excellent customer service to all internal and external clients.*Timely and accurate set up of new client account and processing of initial payroll.*Key and balance clients' YTD wages and tax liabilities.*Timely and accurate processing of new client’s company and employee changes.*Thorough review of all new account set ups.*Support incoming client calls regarding payroll software and their general payroll needs.*Keep abreast of product offerings and software changes.*Provide customer support for Web Based reporting services.*Analyze client needs and provides proper recommendations for product features/enhancements to ensure complete customer satisfaction.*Provide pre-sales support to sales team as necessary.*Provide weekly reporting as required by Manager.*Proper handling of client confidential information.

Orange County, California Area

*Market payroll and human resources solutions and services to businesses. *Cold call and prospect to meet with potential clients and discuss their payroll needs, as well as building relationships with banks and CPAs for referral sources. *Stay informed of new products and use that knowledge to analyze prospect needs and present appropriate product solution to prospect. *Prepare sales orders and pricing strategies for targeted accounts. *Work with New Client Implementation Team after the sale to ensure a smooth transition.*Keep in touch with clients to ensure satisfaction.

Santa Ana, Ca

•Responsible for creating solutions that meet the needs of individual students and to position our school against other schools to ensure enrollments.•Work with a sales team to enroll new, continuing and dropped students. My position is to create the financial plan and finalize enrollment locking students into a financial commitment. Admissions assigns prospects to me to close.•Assist students with the completion of financial aid forms and applications for loans and grants. I am responsible for certifying loans, organizing student files and creating payment schedules.•Research and study to stay up to date and to adhere to financial planning policies and procedures for Federal and State regulations regarding the disbursement of financial aid ensuring a financial plan meets their needs. •Continual student account management.

Santa Ana, Ca

•Worked directly with sales reps to get new client information to set up clients in the Paychex system. Responsible for creating a strong relationship for all new clients.•Trained clients on how to process payroll, trained new sales reps which documents were necessary to obtain from clients to set them up timely and correctly. •Put together and conducted general trainings for the branch, as well as New Client Specialist training for the Quarterly Regional ACE class. •Supervisor designate when supervisor was away and all responsibilities of Payroll Specialist.•Leveraged relationships with current clients to secure ongoing referrals for new clients.•Worked closely with accountants and their clients during large acquisition conversions.

Santa Ana, Ca

•Processed payroll for approximately 250-300 small businesses, maintaining client databases. •Monitored client satisfaction and provided world class customer service, resolved tax penalties and amended various documents. •Kept abreast of new tax regulations and labor laws. Intimate knowledge of new products and company services in order to up sell current clients. •Provided support to team members as necessary and any additional responsibilities deemed necessary.

Bachelor Of Science (Bs), Business Management & Operations Management

Education record

In the Lower division, baccalaureate/associate degree category, 3 semester hours in business/accounting applications, payroll applications.