Provide sales, project management and billing support on behalf of Professional Services (130+ staff members): -Set up new customers and projects utilizing multiple cloud-based and proprietary systems and portals. -Coordinate sales and operations workflows and collaborate with compliance, tax, and sales management. -Prepare Statements of Work. -Document (Wiki) and streamline project processes. -Create purchase requests (NetSuite) and approve expense reports (SAP Concur) and vendor invoices. -Prepare manual EOM TBD and T&M billing for invoice submission. -Adjust project recognized revenue and completion percentage.

-Assigned 40+ projects monthly to and proofread several 80+ page tax studies daily for 5 tax specialists/attorneys. -Managed 80% of customer communications including providing deliverable’s status, online portal user assistance and extensive written responses to questionnaire inquiries. -Instrumental in online portal system enhancements resulting in reduction of customer inquiries and improvement in customer experience.

-Documented 45 state level voluntary compliance procedures and drafted tax agency correspondence templates for department staff. -Analyzed 100+ customer data files totaling 100M+ sales and use tax transactional lines of data. -Participated in several multi-state customer tax recovery projects resulting in an 80% customer revenue recovery. -Documented internal processes and reference documents. -Prepared and trained staff on compliance forms preparation and data analysis.

Managed 60+ projects resulting in preparation of 1k+ online and paper sales and use tax registration applications. Created billing and project logs, interpreted SOWs, prepared mailings and created Salesforce GoLive project links. Responded daily to a high volume of customer email and phone inquiries. Performed taxing authority research.