Samantha Bates Email and Phone Number

• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products by conducting regularly scheduled broker partner calls.• Oversaw large portfolio of projects to support teams, report progress, and influence positive outcomes for key stakeholders.• Maintained schedules to meet key milestones at every project phase.• Manage HR technology projects for SMB and enterprise clients.• Manage broker and client relationships for one of the highest grossing brokers within our organization's book of business.• Contribute with the establishment and management of client and broker relationships throughout projects and set proper expectations. • Participate in the DEI (Diversity, Equity, and Inclusion) committee. • Main point of contact of broker partners and maintain strong profitable business relationships.• Pioneer RFI and RFP projects for one of the largest brokerage firms in the public sector.• Govern communication, project plan, and deliverables within a specified timeline.• Cultivate collaborative partnerships with solution providers, brokers, and clients.• Address client's queries and grievances pertaining to project updates.• Work directly with the broker contact, helping manage client tasks and organizing work throughout the project.• Stay abreast on solution provider capabilities and strengths to identify viable options for clients based on organizational and cultural goals.• Attend client and prospect meetings and speak to all topics regarding HR technology.• Facilitate demos for projects to ensure that project demands are met.• Retain project details in systems such as Salesforce, ShareFile, and RFP360.• Develop and lead training for new HR technology project managers• Reviewed vendor agreements on clients' behalf and makingnrecommendations for improvement.

• Streamlined and implemented processes for 400+ clients that were previously managed by three representatives.• Partnered with senior leadership to establish and develop corporate and HR policies and procedures.• Oversaw and managed hiring process and assisted human resources.• Reviewed and screened applicant resumes to identify qualified candidates.• Operated as key business partner to employees, managers, directors and senior leaders to promote HR practices and strategies and enable delivery of specific, measurable business goals.• Maintained employee files and delivered tracking system to identify trends and issues and process HR transactions in the HRIS database.• Revamped the FMLA process saving 100 hours per work week for an estimated 69% in departmental savings.•Processed drug and background requests for more than 30 clients from start to finish decreasing the back-log by 75% and increasing the turnaround time to 24-48 business hours.

• Managed all accounting including A/R, A/P, Payroll, General Ledger, Month End Close, Commission statements/reporting, financial reporting and budgeting in a high dollar, high volume business environment using systems such as ADP, SAP, Great Plains, etc.• Prepared and distributed internal reports in order to audit account status and outstanding balances including analyzing past, current and projected numbers to devise a budget and forecast activities.• Developed, created and implemented a streamlined process for the data upload and payroll processing for national clients.• Processed company payroll, payments to benefit administrators, maintained deductions per employee for payroll through Paylocity Payroll, and coordinated open enrollment through Employee Navigator.• Initiated onboarding for new hires and maintained all employee data through Paylocity Payroll.• Analyzed payroll system functions to ensure accuracy and compliance by first identifying the problem.• Highest producer throughout the organization in case management by creating CRM cases for each call received.• Addressed and resolved customer complaints and issues to improve satisfaction.• Fostered customer trust by addressing concerns and needs using targeted problem-solving.

• Developed new hire orientation to on-board newly hired employees.• Provided administrative relief to the General and District Managers to ensure that monthly reporting was completed in a timely error-free manner.• Initiated monthly celebrations among staff for birthdays and exceptional customer service reports.• Championed employee celebration to promote employee engagement and drive employee morale.• Drove employee communications from paper to paperless for the employee self-service site.• Received high praise within a two month tenure resulting in a the opportunity to assist in a month long new account set up in Virginia, along with other opportunities to assist in new account set-ups within the leisure division including a promotion and a permanent relocation from Georgia to Texas to assist with larger accounts.• Managed all accounting including A/R, A/P, Payroll, General Ledger, Month End Close, Commission statements/reporting, financial reporting and budgeting in a high dollar, high volume business environment.• Reviewed collection reports to determine the status of collections and the amount of outstanding balances.• Supported budget and forecast activities through the creation of spreadsheets analyzing past, current and projected numbers.