Parul Goyal Email & Phone Number

California, United States

• Support Generate’s automated billing platform, onboarding new assets as necessary • QC billing rules and other critical information and assist in implementing and enforcing a quality assurance process • When new assets are onboarded, lead the billing and document management onboarding process into Generate’s systems • Create written procedures and process maps for billing, collections, onboarding, and other key asset management team workflows • Lead the monthly billing process, ensuring that timely and accurate invoices are issued, that exceptions are tracked within Generate’s systems, and that various internal and external stakeholders receive appropriate communication • Be the first point of contact for Generate’s various customers, providing excellent customer service and tracking all issues and resolutions within Generate’s asset management platform, judiciously escalating to appropriate internal parties as warranted • Create monthly accounts receivable reports and reach out to customers with growing balances to inquire about collections • Assist asset management team in updating revenue forecasts • Be the primary administrator of Generate’s asset management platform, including administering user access and uploading/organizing documents for new and existing assets • Be a champion of strong and well-documented processes, taking initiative to find and document new ways to leverage Generate’s systems in a manner that improves efficiency and transparency in every aspect of our work • Assist asset management team with other general and administrative tasks as needed, such as reporting, cost controls, document management, compliance, and communications

- Onboard new partners while building close working relationships- Project manage joint events and marketing for demand generation- Improve partner documentation in order to drive effective partner recruiting- Manage improvements to and increase adoption of the Partner Portal- Negotiate Referral Services Agreement terms- Develop and manage Partner Experience Program

San Jose, Ca

- Lead creation of Customer Reference Program to drive relationships and expedite the sales cycle- Work with Bloom’s service, remote monitoring, product support, operations and sales teams to address and resolve customer questions and issues - Respond to daily incoming emails from customers; create cases and update progress in CRM- Compile custom reports regarding system performance and maintenance- Make presentations to customers that provide assurance that Bloom Energy is delivering on promises; both in terms of energy output and financial savings- Ensure customer care goals associated with response time, resolution time, and customer satisfaction are met- Work with the installations team to ensure success of the customer turnover process- Drive adoption of the Bloom Energy online customer portal

Palo Alto, Ca

- Provide service to high net worth employees of Fortune 500 companies- Create streamlined and organized methods to increase efficiency within Stock Plan Services- Manage team inboxes and incoming phone calls for Global Stock Plan clients while maintaining client interactions in CRM details- Maintain professionalism and agreed upon service times while providing clients with excellent service and issue resolution using Case Management systems- Work with teams internationally to address client needs- Assist corporate clients with managing and implementing employee stock plans and maintaining corporate accounts- Diligently monitor accounts for fraudulent activity by identifying transactional outliers

Bachelor'S Degrees

Student Exchange