• Working on the Docudraft product team to develop customizations for billing, collections, and accounts payable applications. • Working with salesforce to solve client cases and resolve any billing issues clients run into.• Leading meetings with new clients to Explain our application’s default capabilities, and gathering info about client’s unique business needs that might require customizations. • Leading Training meetings with clients explaining how to run implemented… Show more • Working on the Docudraft product team to develop customizations for billing, collections, and accounts payable applications. • Working with salesforce to solve client cases and resolve any billing issues clients run into.• Leading meetings with new clients to Explain our application’s default capabilities, and gathering info about client’s unique business needs that might require customizations. • Leading Training meetings with clients explaining how to run implemented customizations, as well as standard functionality. • Developing custom document template solutions based on firm needs. • Using SQL to do investigative database work like seeing if a requisite field is filled in on the front end of the application or if the data is making it to the database when diagnosing problems. • Adding Custom Columns / UDFs to database tables with SQL and customizing their parameters• Worked with project managers and used task management software like smartsheets to collaboratively keep projects on time and juggle multiple projects for different clients.• Making front end form customizations to application to fit client needs. • Customizing conflicts reports to accommodate unique data parameters for tracking conflict of interest links between clients and matters. • Creating and scheduling automated import and export jobs for various forms of data. (conflicts indexes, bank positive pay files)• Created Rules within application to make certain input fields required or display a warning if inputs don’t fit specified criteria. Show less

• Assisted a senior engineer in the installation, customization, and deployment of an ERP system, in order to rapidly scale up business operations to enable the production & distribution of disinfectant to aid in battling Covid-19. • Trained Users in how to use the newly installed ERP system.• Using data gathered with the ERP system, Began authoring forecasts for both demand as well as production in Microsoft Excel.• Used ERP system to track customer data to better understand… Show more • Assisted a senior engineer in the installation, customization, and deployment of an ERP system, in order to rapidly scale up business operations to enable the production & distribution of disinfectant to aid in battling Covid-19. • Trained Users in how to use the newly installed ERP system.• Using data gathered with the ERP system, Began authoring forecasts for both demand as well as production in Microsoft Excel.• Used ERP system to track customer data to better understand purchasing habits, so production could be modified accordingly, Minimizing waste. • Coordinated stock transfers between six different manufacturing facilities and a separate logistics warehouse. • Distributed Purchase orders among manufacturers based on their production capacity to ensure maximum production efficiency.• Performed Data Audits to ensure veracity and reliability of data.• Data Entry. Show less

• Providing a warm and friendly client experience, putting people first.• Using Salesforce to track and manage client/lead data.• Presenting the company marketing presentation to potential clients. • Turning objections into opportunities.• Understanding & Using the SPIN selling theory.