• Manage the Payroll team’s transition of 100+ clients from PayRelief to Gusto Payroll • Ensure accuracy of client data Quickbase CRM• Ensure accuracy of client data in Anchor billing software• Review Asana master templates and provide updates where necessary, ensuring best practices and efficiency to team members

• Created a training plan for the CosmoLex accounting program for new hires• Lead and managed a team of 8 new hires, while simultaneously fostering relationships with over 60 clients• Managed diverse client portfolios with P&L balances spanning from $5k to over $500k• Provided support to team members in handling challenging client interactions• Managed comprehensive bookkeeping responsibilities for approximately 15 law firm clients across multiple states• Utilized account analysis, transaction coding, and bank and credit card reconciliations in order to ensure accurate financial records• Served as the primary contact for direct client referrals from CosmoLex (Software Technology LLC) while collaborating with the CosmoLex development team to enhance product development and streamline bug resolution

• Produced and managed an average of 36 high-quality webinars annually across NAMO, EMEA, APAC, and Latin America regions• Curated webinar content by coordinating with Intel Webinar owner• Streamlined registration processes by setting up user-friendly registration sites• Managed live webinars across different time zones and countries, ensuring smooth execution and participant engagement• Developed visually appealing HTML invitations, occasionally customizing templates through minor HTML editing• Analyzed post-event data to provide webinar owners with comprehensive metrics

• Orchestrated end-to-end product development cycles for a portfolio of 15-20 client projects concurrently, spanning durations from 2 weeks to 8 months• Produced comprehensive project plans, managed agile development teams, and maintained budgets ranging from $5,000 to over $150,000 per project• Worked closely with UX designers and engineers to develop designs adhering to product requirements• Consistently achieved a 95% success rate in delivering projects on time• Managed local and virtual cross-functional project teams composed of up to 5 Graphic Designers, 4 Developers, and 2 Quality Assurance professionals• Managed relationships with external vendors such as printer vendors, manufacturers, and video production crews• Pioneered innovative processes and tools to streamline planning, timelines, and budgeting, resulting in improved efficiency and effectiveness• Cultivated a motivating and inspiring team environment through positive interactions, professional courtesy, and clear communication with team members and managers, leading to enhanced performance and positive team morale

• Managed the launch of the Certified Novell Salesperson program• Coordinated face-to-face training events across North America consisting of a 50-city tour in 6 weeks, 3 times per year• Recruited customers to participate in the Customer Success Story program in the North America and Asia/Pacific regions