Reporting directly to the CEO, Tricia is responsible for day-to-day P&L operations for the organization. Client experience and engagement is first and foremost. Direct reports influencing this include Senior Solution Architects in the Customer Relationship, Collaboration and ongoing Consulting Support practices. Oversight includes strategic consulting on both C5's internal practices and on client facing projects and ongoing relationships.Secondary to client engagement, Tricia is responsible for management of Success Accelerators and The LUCK Principle events. This entails oversight of event logistics, partners, speakers and participants throughout the entire life cycle of the event.Tricia is also an invited speaker on the topics of Planning, Adoption, Training, Change Management, Governance and Benchmarking in both the Relationship Management and Collaboration spaces.

Reporting to the Head of Business Services/Support, Tricia liaises with Line of Business leadership to drive both business process and technology (SFDC) continuous improvement efforts. The primary focus includes Lead, Opportunity and Contract management for the Energy Services Business Development Team. In addition, Tricia is leading the reporting initiative for the team. This includes but is not limited to day-to-day metrics, key performance indicators, and departmental financial operations and budgets.Tricia will also provide business development support in the areas of proposal creation, deal review documentation, and training.

Tricia is considered to be C5's resident COO with regard to Resource Allocation, Event Management, Client Engagements and Project Management. Event Management / Client Engagements:Tricia is equally comfortable in front of day-to-day subject matter experts, managers, executives and C-Suite individuals. She is responsible for all planning and logistics related to C5 Insight hosted and sponsored events. And, she can often be seen leading sessions at these events on the topics of planning, engagement, training, data quality, user adoption, relationship management and collaboration.Resource Allocation / Project Management: Tricia is responsible for delivering successful Microsoft SharePoint, Dynamics CRM and Salesforce.com projects to C5 clients. Her average monthly project portfolio is comprised of twenty or more projects ranging in dollars from the ten's of thousands to hundreds of thousands, engaging mid-size businesses to national industry leaders. Tricia and team continue to gain valuable experience in industries such as: manufacturing, financial services, marketing, healthcare, energy, media, higher education, retail and non-profit. Tricia leads several client engagements, from basic requirements gathering to full-blown multi-day roadmap planning sessions. Daily collaboration with Business Consultants, Solution Architects, and Technical Architects ensures successful fulfillment of the client’s requirements on time and within budget. Aiming to continuously improve C5 Insight’s frameworks, Tricia proactively finds ways to refine processes and prioritize those solutions to improve both the employee and customer engagement and experience.

Tricia's role was critical to Client relationship ownership and management. She provided strategic consultation to the client regarding data and sales/marketing programs by listening to the Client’s needs and desired outcome. Tricia worked with key stakeholders to gather business requirements in order to translate to technical specifications for new process development. She collaborated with Client and internal stakeholders to prioritize work and maximize resource allocation. By monitoring project plans, she worked to ensure accurate and timely deliverables to the Client. She provided ongoing metrics for processes and projects as needed. Tricia planed work accordingly to ensure that the company executed deliverables accurately and completely by the agreed upon contractual timeframe. Tricia continued to be the voice of the Client in providing field conferences and training. This involved the coordination of multiple sites and personnel in order to educate Channel Partners, as well as aid in issue resolution with regard to reporting and data quality. Tricia managed seven Reconciliation Specialists who supported a key function of the client’s business. She monitored all aspects of the EDI Recon transactional data flow and reporting processes for accuracy and timeliness. She provided guidance, training and expertise to Reconciliation Specialists with regard to day-to-day operations, issue resolution and ongoing training and development.This included the development and enforcement of quality control procedures for new system development and outbound deliverables.

In the effort to successfully support a multi-billion dollar ag chem client, Tricia is the liaison between the EDI Recon team and Marketing database. She monitors transaction flow and alerts teams to fluctuations in the end-to-end process. She also monitors Agency data for Channel Partners and advises the Client of impact to revenue recognition as data changes over the course of the market year. She was instrumental in the development of financial reporting definitions and specifications used by Client to accurately measure business historical performance as well as forecasting for future months. Tricia has been deemed the resident expert with regard to the facilitation of the Client’s special programs as they relate to transactional data flow, backorder maintenance, and reporting. She is the voice of the Client in providing field conferences and training; involving the coordination of multiple sites and personnel in order to educate Channel Partners, as well as aid in issue resolution with regard to reporting and data quality. She is responsible for the creation and distribution of Channel communications as they relate to transactional reporting and requirements. She performs data hygiene regimens at regularly scheduled intervals to include MRC, MRA, DDR, SAM and Clearing Account research. Tricia provides guidance, training and expertise to Reconciliation Specialists with regard to day-to-day operations, issue resolution and ongoing training and development. She provides support to the EDI Recon team with regard to Channel inventory collection and processing as well as with the monthly Material Balance reconciliation. Tricia prioritizes the work load of the EDI Recon team as it relates to agency billing processes and the facilitation of special programs. She has been instrumental in the implementation of the Business Entity Management project meant to increase efficiencies in reporting and data processes.

As Senior RS Tricia is responsible for providing comprehensive training for her team. Her daily responsibilities include: using defined processes and a robust system to establish an accurate base of transactional data for a multi-billion dollar account, manage productive business relationships with Client and Channel Partners, develop value added solutions to issues, and work to redefine EDI specs and business rules as new issues/trends are identified. Her fluency in EDI terminology ensures timely technical issue resolution. She was instrumental in the development of Non-EDI cross references for Partners unable to comply with business rules. She assumed the lead on the Holding Tank project used to alleviate manual processing in a key data flow sequence. She serves as the go-to for the Client's network for issue resolution. Acting as a Client representative she successfully resolves reporting issues by coordinating/facilitating face-to-face meetings in the channel.

Create custom silk floral pieces primarily for residential interior design and bridal events. Various pieces available: swags, vase arrangements, wreaths, vertical wall pieces, centerpieces, etc. Would like to venture into Professional Office/Corporate arena and possibly some small scale special events.

Provide excellent customer serviceSuccessfully manage multi-million dollar account baseInstrumental in the start up stages of a new business divisionProcess sales quotes and ordersWork collectively with sales staff and customers to create rolling sales forecastExpedite international sales ordersInteract daily with various internal departments to include: sales, warehouse, engineering, accounting, inventory control and planning/logisticsParticipate in internal team building committee demonstrating continuous improvement initiativesManage multiple accounts via e-commerce activities, primarily websitesSwitchboard back up when necessary

Provided superior customer serviceActed as liaison for service technicians and customersScheduled technicians time throughout the dayWorked closely with several key departments within the dealershipIdentified and clarified customer’s needs

Successfully managed information for several different product linesDesigned and maintained parts literature: price lists, parts lists, and bulletinsCustomer service: trouble shooting and general informationProcessed parts purchase orders, invoices, credit and debit memosProcessed warranty claims, successful in reducing warranty down to 2% of gross salesMonth end and year end reconciliationForecasted sales and warranty dollars quarterlyResponsible for annual parts training and training syllabusAudited parts dealers inventory and salesGreat Place To Work Committee – Recognition StaffMember of company newsletter staff, “What’s Cookin”

All aspects of vehicle inventory control (General Motor’s VOM’s System)Order entry and trackingWeekly sales statisticsMonth end and year end processing and reportingCustomer delivery reporting and dealer swapsWarranty claims processing for Service and Body Shop departmentsCashiering functionsDaily calculation of time tickets and cards for hourly dealership personnelDaily calculation of service advisors commission dollar amountsCredit memos and accounting schedules for warrantyOrdering of sales suppliesSupervision of switchboard operators, primary backup, 7 incoming linesSales staff scheduling

Responsible for processing purchase orders, customer orders, invoicing and creditingCalculated daily sales figuresMonth end processing/Year end processingInventory control and cost updatingCustomer serviceSome clerical aspects of accounts payable and receivableReceptionist/Switchboard Operator - Answered 17 lines for 4 different companies

Customer serviceOpened/closed store including daily cash outsInventory controlStaff supervision, schedulingCompiled advertising statisticsHandled day-to-day financesResponsible for ordering suppliesMerchandise selection, pricing and displayVarious secretarial tasks