Traci Schwendner Email & Phone Number

New Mexico, United States

Remote

Responsible for deadline management and execution of practice initiatives within the clinical practice, palliative care, program directors, ethics and wellness committees.

Greater Chicago Area

Organize and execute all of the IFMA events. IFMA events involve sponsor products, hotel negotiations and onsite logistics, registration processes and overall event coordination. IFMA events are an integral part of the association, programs and membership.• Managed budgets for all events.• Managed corporate trainings and events from concept to execution including contract negotiation, site inspection, BEO and catering selection, transportation and activity logistics. • Served as primary contact during events, creating a seamless schedule while planning for contingency and mitigating issues.• Managed event registration process from pre- to post-event, including onsite management of attendees and vendors.• Responsible for scheduling and managing travel arrangements and expenses for speakers and award winners.

Greater Chicago Area

Responsible for organizing and coordinating office operations and procedures in order to ensure organizational effectiveness and efficiency. Managed daily operations and worked closely with staff and vendors to execute projects for IFMA events, conferences and daily operations. Reported to the CFO.• Supported office of 13 busy individuals, including two executives, by owning projects so they could focus on more important items.• Reduced office supply costs by 5% per month through consolidation of vendors and elimination of unnecessary purchases.• Managed foodservice operator profiles in iMIS database by adding, updating information and changing status from active to inactive.• Established and instituted process efficiencies with vendors to reduce turnaround times by up to 10%.• Applied time management and productivity skills to aid marketing department with managing and streamlining communications process for website, email and social media content.• Implemented process to better track recurring monthly AP entries for more efficient reporting by using a spreadsheet. This eliminated past due and missed payments.• Owned and served as point of contact for company-wide award nominations and submissions.• Managed accounts payable ensuring invoices were received and coded properly for processing while analyzing and reviewing for accuracy in entry and reporting.• Meet and greet clients and visitors• Answer and route incoming phone calls to appropriate staff member• Research, price and purchase office equipment, furniture, services and supplies• Assist in member meeting preparation and onsite activities• Maintain common office area, conference rooms, workrooms and kitchen• Setup and coordinate in office meetings• Provide office orientation for new employees, maintain staff schedules, PTO tracking and maintain employee benefit information.• Maintain and keep accurate hard copy and electronic filing system

Reported directly to Director of Sales. Responsible for revenue growth within existing customer base, establishing and maintaining customer relationships, converting leads and prospects and tracking daily activity.• Managed customer base of channel/wholesale and retail accounts and exceeded plan by 5 to 10% annually.• Used consultative sales skills and product expertise to position as valued business partner and product expert on audio, video, web conferencing and webcasting solutions.• Successfully converted prospects and leads in a timely manner through pre-sales meetings, product demos, contract negotiation, implementation and post-sale follow up.• Conduct both virtual and on-site product demos and customer trainings on all products and services as well as best practices.• Worked directly with marketing to update and educate customers on new service offerings, creating collateral and new product update notifications and promotions.• Created and maintained product presentations for sales team.• Assisted Sales and Client Services team members to improve product knowledge and presentation skills in order to grow revenue throughout the organization.• Worked directly with decision makers to provide cost effective solutions to their specific event requirements.• Worked directly with Operations and Client Services teams to insure success of customer events and coordinate follow-up to identify and address areas of opportunity internally and externally• Honored with President’s Choice Award, given to top performers.• Received multiple Customer Appreciation Awards given based on customer feedback.

Reported directly to Director of Billing and Collections. • Responsible for billing organization’s largest customer base representing more than $2M monthly revenue.• Oversaw entire billing process for this customer including reviewing invoices for accuracy, execution of invoicing to client and production of customized billing reports in Excel, PDF and data feed formats.• Implemented customer rate structures, resolving customer issues and advising clients directly on billing options.• Created and maintained tracking system for rate entry process.• Executed customer rate changes and rate verification as well as continually maintaining all customer rate structures and related files.• Implemented process to increase billing turnaround time for $2M monthly biller.• Implemented and maintained credit card billing for wholesale customer base.• Worked with Client Services, Operations and Sales on various billing issues and projects.• Received Outstanding Achievement Award, given to those who go above and beyond.• Received multiple Customer Appreciation Awards given based on customer feedback.

Reported directly to Operations Supervisor. • Load, execute and proactively monitor conference events to ensure quality of service delivery.• Assist in training and quality improvement tracking.

Reported directly to Reservations Supervisor. • Front line contact with customers.• Efficiently consult customers on products and services while meeting answer speed and hold time requirements.• Upsell ancillary services in effort to increase revenue.• Educate customers on products and services to insure event quality.