Stefanie Williams Email & Phone Number

Blue Ash, Ohio, United States

• Train and develop new hires on onboarding protocols and responsibilities.• Designed and implemented training material requirements for department.• Conducts frequent training sessions for all divisions of the organization.• Supports the Sales team in preparation of all required documentation to ensure application is complete and accurate to provide a seamless and efficient transition for the merchant.• Validates the accuracy of sales contract and provides feedback for missing and required documentation.• Submits finalized sales contract to underwriting, provides additional needs when necessary.• Reviews and records application data into required CRM.• Performs audit on new accounts and any changes to existing profiles includingo Banking Informationo Price Adjustmentso Demographico Add-on services• Creates terminal and gateway files according to the appropriate platform.• Initializes cross department collaboration for process improvements and overall client satisfaction.• Develops, manages, and executes daily, weekly and monthly reports including KPIs, utilized for performance reviews and onboarding statistics.• Essential contributor in the migration of multiple portfolios of up to 3,000 customers due to mergers, acquisitions, and changes to service agreements.• Routinely meets with colleagues to brainstorm innovative ideas that will keep the organization competitive.

Blue Ash, Ohio, United States

• Managed and serviced existing B2B client profiles.• Client management and support via email, phones, and chat feature.• Assisted merchants with reconciliation questions, terminal support, and setting up gateway solutions and providing training for internal gateways and systems offered.• Conducted monthly account reviews with clients to ensure customer success.• Aided merchants in becoming PCI compliant through third party vendor.• Coordinated with the sales team in efforts to onboard new and prospective merchants.• Downloaded, deployed, and conducted ongoing technical support for payment terminals.• Created account setups and facilitated trainings on new systems.• Responsible for facilitating training and development of new team members.

Dublin, Ohio, United States

• Provided high-level customer support to patients regarding their prescription benefit plan, most specifically medications requiring prior authorizations from their prescriber.• Proactively communicated and collaborated with the patient’s doctors/nurses/etc. to obtain the prior authorizations for maintenance medications.• Facilitated training and resident subject matter expert to new hires.• Created training documentation and SOPs

Education record

Education record