● Developed and documented a method of identifying potential new business by comparing customers software usage reports from our online eval and license portal against their current leases in excel● Operates as North American subject matter expert for the ANSYS learning forum and client mentoring services; edits SOP documents, fields questions from other operations specialists and leads training exercises for new hires● Responds to customer inquiries related to payment processing and licensing access over email and over the phone; troubleshoots problems related to online licensing portal before escalating to support● Manages account administration activities including transferring assets between companies as a result of acquisitions and working with our export compliance team to support our customers’ foreign offices● Generates quotes and customizes legal paperwork for new business based on account manager’s requests while adhering to up-to-date internal standards from legal and product managers● Reviews forecasted opportunities and quotes in Salesforce to ensure up-to-date and accurate pricing ● Coordinates with sales, deal desk and accounts receivable to create and actively quotes based on contracts for multi-year deals

● Codified pricing structures and invoicing requirements for new revenue streams before we began accepting invoices for them ● Lead meetings with with vendors, sales reps and end-customers to resolve recurring invoicing issues and update payment processing standards● Trained and managed payment operations specialists to review and import records of transactions from our company specific app into Netsuite for payment/invoicing while vetting work proof and maintaining 97% accuracy rate● Reconciled invoices against bills for all B2B transactions using Netsuite and Excel and provided a final report to accounting● Organized calls with sales to resolve vendor and customer questions related to invoicing● Analyzed average cost for different types of oilfield labor in Tableau to provide accounting with a baseline for how much we should pay/charge for contracts ● Invoiced end-customers using OpenInvoice and reported outstanding payments to collections on a biweekly basis using Excel● Created and maintained Standard Operating Procedure docs explaining how to perform end of month reconciliation, review invoices against work proof for accuracy and comply with clients’ approval and billing requests

● Lead project to track and update sales taxes that were newly applied to ecommerce transactions according to state in the wake of South Dakota V. Wayfair ● Drafted canned responses for more common questions and shared them via Microsoft Outlook● Finalized orders in Netsuite and reviewed quotes against purchase orders before invoicing customers ● Worked with resellers and our collections department to ensure that third-party purchases were conducted per our licensing agreements while ensuring that resellers would honor invoices

● Wrote and edited SQL queries to locate fundraisers created for a nonprofit through the platform to delete and issue refunds to donors when recipient of donations were not the intended party ● Drafted new common response emails and free-wrote responses to resolve users’ problems ● Investigated fraudulent transactions and resolved blocks and declines related to credit card, PayPal and Mobile Pay ● Helped troubleshoot problems that nonprofit organizations reported when managing their pages on Facebook by recreating the issue and researching past complaints

● Worked within a deadline to translate test questions into a mobile-friendly format using company specific software (IBIS) ● Organized recurring meetings with committees, to resolve questions surrounding software and question formats ● Pivoted between different projects and prioritized goals to accommodate needs of consultants working other tests

• Used internal systems to research and analyze data in order to identify and block fraudulent activity.• Responded to customer inquiries pertaining to issues on orders, and solved a variety of complex issues and blocks on orders.• Communicated with warehouses to stop fraudulent orders from shipping.• Identified, adapted to, and monitored new fraud trends and global patterns.• Stayed up to date and completed required training to adhere to business practice and policy.• Provided exceptional service to customers/banking institutions when dealing with sensitive information.